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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Morning Brew ☕️
the last thing my coffee cup sees https://t.co/BZM8lxxryE
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Morning Brew ☕️
Dive into @moneywithkatie's Rich Girl Summer collection, perfect for when working from home goes poolside. Shop now! https://t.co/bghk8oeVbu https://t.co/66PH7X5gax
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Special Situations 🌐 Research Newsletter (Jay)
Smartphone shipments dropped 9% in 2q22 according to Canalys... thx @WagieCagie $AAPL $QCOM https://t.co/vFXb3nr7Yz
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Morning Brew ☕️
Should we even call them updates at this point? https://t.co/Yi5NRI8lXl
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Taylor Pearson
If you ever wondered why driving or flying can be exhausting even though you're not physically anythign:

At 30 miles per hour, we are exposed to about 1,320 'items of information' per minute.

Lots of stimulus!
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FXHedge
THREE ARROWS CAPITAL SAID TO OWE DIGITAL CURRENCY GROUP $1.2 BLN
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Santangel's Review
"I would rather throw a viper down my shirt than hire a compensation consultant." - Charlie Munger
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Morning Brew ☕️
Uh, my camera stopped working. So did my mic. https://t.co/CZPyEYk6GN
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Paul Graham
Bartosz Ciechanowski's brilliant visualization of how a mechanical watch works (via @stewartbrand).

https://t.co/h3uHfx80yx
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