Sidecar Partners
Reverse engineering successful companies like $TDG helps improve pattern recognition.

Decentralized operations
Centralized capital allocation
Smart incentives
Cost-conscious culture
Value-based pricing

A powerful recipe in nearly any industry.

https://t.co/yuNwGePtEi
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Compounding Capital
Great rebuttal of the data center short thesis by @310Value, especially with respect to interconnect.

My favorite exhibit is the one below, shows the importance of $EQIX in particular to the three major cloud providers. https://t.co/kfTLPc607C https://t.co/cpX3Lmv3fi
Didn't expect to write another substack article so soon, but had some motivation this week. Likely won't do another for a while. Enjoy this one on $EQIX.
https://t.co/152xHvstd0 - 3:10 Value
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Special Situations 🌐 Newsletter (Jay Singh III)
Reports that Chinese authorities are weighing in & guiding banks to ease credit flows to property developers saw steel prices rise 3.8% on Mon. Rally comes after mortgage defaults hit demand prospects for steel last week, bringing iron ore prices <$100/ton for 1st time in 7 mos
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Special Situations 🌐 Newsletter (Jay Singh III)
Telegraph: If gas deliveries from Russia do not begin flowing again soon, the ECB may well have a recession to tackle as well as surging Italian debt costs and record Eurozone inflation
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Special Situations 🌐 Newsletter (Jay Singh III)
The Federal Reserve blackout period started on July 16th until after the FOMC meeting. Bullard, Brainard, Waller, and others will be on mute! https://t.co/Sztza3WOg1
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FXHedge
HANG SENG TECH INDEX UP MORE THAN 3%
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Special Situations 🌐 Newsletter (Jay Singh III)
More concerned about earnings than Cramer at the opening bell of the NYSE tomorrow morning!
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Paul Graham
RT @fermatslibrary: "You keep on learning and learning, and pretty soon you learn something no one has learned before" - Richard Feynman https://t.co/kzlRJF0QcT
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Paul Graham
It's hard to stop up the holes through which something valuable flows. https://t.co/bxx3Etasso
Saudi Arabia more than doubled its purchase of Russian fuel oil in the months after the Ukraine war began

Saudi Arabia is defying US pressure as it wants to free up its crude for export and use discounted Russian fuel oil for summer cooling - Samuel Ramani
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Special Situations 🌐 Newsletter (Jay Singh III)
What many don't understand is that U.S. is exporting inflation & addl Fed hikes will only make it worse as interest rate differentials force dollar to strengthen more into 3rd quarter. In EU, risk that higher rates will just slow economy w/o addressing inflation (staglfation). https://t.co/b4Nsbt859R
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Special Situations 🌐 Newsletter (Jay Singh III)
China’s Covid-19 cases remain elevated, with Shanghai rolling out mass testing in 9 districts as financial hub seeks to stamp out infections, while Macau extended its lockdown. 

Reported 510 cases for Sunday after new infections jumped to 580 on Saturday -- highest since May 23
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Special Situations 🌐 Newsletter (Jay Singh III)
“The supertanker of Western capital is starting to turn away from China,” said Matt Smith of Ruffer LLP, a $31 billion investment firm that recently shut Hong Kong office after more than a decade. "Xi’s government showed little regard for global investors last year." $KWEB $BABA
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Special Situations 🌐 Newsletter (Jay Singh III)
$GS Prime book cumulative short float as corporate buybacks resume post earnings https://t.co/b1QeGx83oW
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MastersInvest.com
"The greatest folly is to accept expert statements uncritically" Garrett Hardin
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MastersInvest.com
"The key is to understand that price targets follow stocks, rather than lead them. A higher stock price generates higher price targets and a lower stock price generates falling price targets." David Einhorn
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