Offshore
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Compounding Capital
$MCD's inclusion of ROIC, ROIIC, and annual FCF conversion is pretty unique and an excellent disclosure in the 10-K I wish more companies would do.
ROIIC in particular is a really important metric that in many ways get to the heart of what every company should be focused on. https://t.co/BSVFzCcznA
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$MCD's inclusion of ROIC, ROIIC, and annual FCF conversion is pretty unique and an excellent disclosure in the 10-K I wish more companies would do.
ROIIC in particular is a really important metric that in many ways get to the heart of what every company should be focused on. https://t.co/BSVFzCcznA
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Ethan Mollick
RT @farnamjake1: Phone-damental attribution error. 🙃 https://t.co/R1tri2ajq9
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RT @farnamjake1: Phone-damental attribution error. 🙃 https://t.co/R1tri2ajq9
This study shows that we hate it when other people use their phone while we are with them. But we assume our phone use is okay. Why?
Because, we believe, unlike those other people, we are using phones for GOOD reasons & also that we are great at multitasking. Via @DTWillingham https://t.co/lYOXOUSaAi - Ethan Mollicktweet
Twitter
This study shows that we hate it when other people use their phone while we are with them. But we assume our phone use is okay. Why?
Because, we believe, unlike those other people, we are using phones for GOOD reasons & also that we are great at multitasking.…
Because, we believe, unlike those other people, we are using phones for GOOD reasons & also that we are great at multitasking.…
Offshore
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Morning Brew ☕️
my internal monologue when I make a suggestion in the meeting that isn't immediately met with a round of applause https://t.co/7ar5EKAi1p
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my internal monologue when I make a suggestion in the meeting that isn't immediately met with a round of applause https://t.co/7ar5EKAi1p
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Offshore
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Morning Brew ☕️
The Starbucks logo is NOT a mermaid - so then what is it? (ft. @TheBlakeGuidry) https://t.co/TtrYMmsxw7
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The Starbucks logo is NOT a mermaid - so then what is it? (ft. @TheBlakeGuidry) https://t.co/TtrYMmsxw7
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Special Situations 🌐 Research Newsletter (Jay)
Elon is filing a countersuit against $TWTR (delay tactic), but his actions in court better be smarter than this?
https://t.co/ASDNdxFYo1
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Elon is filing a countersuit against $TWTR (delay tactic), but his actions in court better be smarter than this?
https://t.co/ASDNdxFYo1
1/ Just spent a couple hours reading and rereading $TWTR's lawsuit Verified Complaint with the Chancery Court of Delaware. Plaintiff summary below:
"Musk refuses to honor his obligations to $TWTR and SH because the deal he signed no longer serves his personal interests." - Special Situations 🌐 Research Newsletter (Jay)tweet
Tren Griffin
RT @WallStCynic: (2) FY 2021 Pre-tax GAAP Income of $4.8B became Pre-tax “Operating” Income of $7.9B, after “adjustments”(most of which occur every year). This resulted in “Operating” EPS of $7.93 last year, after a robust 9% tax rate. https://t.co/2TTa4zhSYE
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RT @WallStCynic: (2) FY 2021 Pre-tax GAAP Income of $4.8B became Pre-tax “Operating” Income of $7.9B, after “adjustments”(most of which occur every year). This resulted in “Operating” EPS of $7.93 last year, after a robust 9% tax rate. https://t.co/2TTa4zhSYE
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Twitter
RT @WallStCynic: (2) FY 2021 Pre-tax GAAP Income of $4.8B became Pre-tax “Operating” Income of $7.9B, after “adjustments”(most of which occ…
Offshore
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Special Situations 🌐 Research Newsletter (Jay)
China has sold >$100 billion of US Treasuries in the last 6 months; 6th straight month of selling!
Chinese UST holdings are now below $1 trillion for the first time since 2010!
If Japan and China are not buying, then who is going to when QT accelerates? https://t.co/OexFihHtrm
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China has sold >$100 billion of US Treasuries in the last 6 months; 6th straight month of selling!
Chinese UST holdings are now below $1 trillion for the first time since 2010!
If Japan and China are not buying, then who is going to when QT accelerates? https://t.co/OexFihHtrm
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