Ensemble Capital
A replay of our Q2 webinar is now available on our website. We went an extra 15 minutes beyond our normal recording to answer audience questions. Much to discuss! https://t.co/3BDAg47nLN
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Jim OShaughnessy
RT @InfiniteL88ps: Wow, 9 White Mirror stories! Our challenge just got a lot more exciting! Thanks @TinkeredThinker ✍️ https://t.co/vQB8UtEYso
Nine stories from Tinkered Thinking.

As opposed to the Black Mirror series, these "White Mirror" stories explore the positive futures we might explore & enjoy because of advances in technology. - Tinkered Thinking
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Special Situations 🌐 Research Newsletter (Jay)
And now natural gas prices are back at $7.42/mmbtu, what a roller coaster! --> widowmaker
$SD $AR $EQT $UNG $BOIL
https://t.co/lYqctRnmkR
And just like that natty gas back about $7/mmbtu. And Freeport not even open yet. Winter inflation worries coming back. $UNG $BOIL $LNG $AR $EQT @Josh_Young_1 https://t.co/tPBngm0xsp - Special Situations 🌐 Research Newsletter (Jay)
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Morning Brew ☕️
Hulu has outpaced Disney+ in new subscriptions in 18 of the past 24 months (per Antenna) https://t.co/aGJr348739
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Rihard Jarc
$PLTR commercial product portfolio still in its early innings.

Also only 184 clients in the commercial segment. Beyond big corporations we may expect them to use the knowledge they gathered to launch more SMB easy to scale AI products in the future.
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Frederik Gieschen
RT @davedreampolice: This was a phenomenal interview with @mjmauboussin by @NeckarValue. Great questions. https://t.co/nd2bLMq66X
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Special Situations 🌐 Research Newsletter (Jay)
Brent crude oil resumed trading above $105/bbl after Saudis declined to make promises regarding future output increases. Weaker dollar also helped put wider commodity mkts on firmer footing.

Oil aided by risk-on sentiment that rallied broader markets. $USO $UCO $OXY $XLE $XOP
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Frederik Gieschen
RT @TheTranscript_: Excellent writeup by @NeckarValue: https://t.co/7C6pzmHYAn
This was a phenomenal interview with @mjmauboussin by @NeckarValue. Great questions. https://t.co/nd2bLMq66X - David Byrne
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Special Situations 🌐 Research Newsletter (Jay)
National Association of Home Builders (NAHB) reported housing market index (HMI) was 55, down from 67 in May. Conditions are likely to get worse in the next report. This past report was June $XHB $PHM $KBH $LEN $TOL $HOV $DHI
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Rihard Jarc
New e-commerce feature announcement after another. $META seriously pushing e-commerce right now, on all three platforms.
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Jim OShaughnessy
Andre is the best! I think his future is very bright. Great profile Kian, cheers https://t.co/21XAJBEkUe
Meet @AndreWorrell7. An Econ major, he was named Best Young Entrepreneur in 🇹🇹 in ‘09 (he plans to move to 🇺🇸). He’s a gym buff & eats 3,600 calories/day. Andre is 🚀 a startup, runs a newsletter with YouTuber Vincent Chan, & is helping his wife find remote work. #FinTwitIn280 https://t.co/nKvtVH0SwB - Kian Salehizadeh
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Compounding Capital
$FRC thesis by Wedgewood:

"Rather than try to outcompete every bank...FRC’s competitive strategy of doing only a handful of things well results in a superior value proposition to its customers."

Client-first focus + avoiding many business lines ensures rapid, profitable growth. https://t.co/ZQRwyCVgCh
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