Favored Prisoner
Girard's mimetic theory is strictly worse than theories of human nature based on evolutionary psychology.

It's trendy because Girard and Thiel are Christian and don't vibe with evolutionary explanations, and it's arcane enough that it's not worthwhile to criticize.
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Special Situations 🌐 Research Newsletter (Jay)
$PLTR
July 6: Insider Moore Alexander D. reports selling 37,076 shares of $PLTR for a total $341,080.66
June 28: aylor Ryan D. reports selling 77,607 shares of $PLTR for a total $784,591.25
June 28: Jeffrey Buckley reports selling 21,342 shares of $PLTR for a total $213,420.00 https://t.co/xTI9JPmO9E
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Special Situations 🌐 Research Newsletter (Jay)
RT @SpecialSitsNews: We spoke about this in last week's spaces:

1/US dollar’s relentless rise is threatening to trigger more outflows from Asia’s EM indices, spoiling hopes of the region making a comeback in 2H. MSCI Asia ex-Japan Index has fallen 20% as investors took $71B out of EM mkts this year! https://t.co/7vp05UOTeX
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Frank Taber
Tortilla $MEX.L LFL sales up 19% vs. 5.6% for the benchmark of UK restaurants & fast food.

Labor, food prices & utilities likely to increase total costs by ~10%, so seems that they are out pacing inflation so far.

Not bad for a micro-cap, Mexican food chain in the UK.
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Special Situations 🌐 Research Newsletter (Jay)
Lagarde is making it worse...reminds me of 2012
*LAGARDE SAYS ECB WON'T HESITATE TO USE BOND CRISIS TOOL
*LAGARDE: NATIONS NEED SOUND MACRO POLICIES TO ACCESS BOND TOOL
*LAGARDE: NATIONS MUST COMPLY WITH EU DEBT RULES TO ACCESS TOOL
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Bread Crumbs Research
ok guys, could SPGI be a short? capiq is such a bad product that it's a complete joke. seems like the company is badly mismanaged given the quality of their product
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Compounding Capital
Just posted Part Two of my $AME deep dive, where I analyze historical results and take a stab at what future returns could look like.

Hope you enjoy.

https://t.co/CxN7r7iJe9
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Special Situations 🌐 Research Newsletter (Jay)
$MOND In regulatory filings, Mondee disclosed that its CEO Prasad Gundumogula and Orestes Fintiklis bought 100K shares and 260K shares on July 18th in total transaction sizes of $1.0M and $2.6M. Earlier this week, it completed its business comb with $ITHX Acquisition Corp SPAC.
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Special Situations 🌐 Research Newsletter (Jay)
Lagarde thinks TP-I can solve everything...what is this a Covid era supermarket run? https://t.co/WadEiOW3VW
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Special Situations 🌐 Research Newsletter (Jay)
*US Conference Board Leading Index -0.8% vs exp of -0.6% after weak Philly Fed; watch the Atlanta Fed go back to -2% GDP growth...
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Special Situations 🌐 Research Newsletter (Jay)
Market is reading Lagarde's language on TPI as if Italy won't qualify, given budget issues...
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iinvested
2Q22 Third Avenue Small-Cap Value Fund on $SUPN, $CCF
https://t.co/j2pzR9pdYu

More fund letters here:
https://t.co/8MCOsEaZuY https://t.co/U7HtUGhXeb
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Frederik Gieschen
Absolute must-listen today with @SuperMugatu and @jposhaughnessy

"One of the reasons why I love markets and can't imagine doing anything else is the market is a factory that just mass produces Greek tragedies." https://t.co/YPCR4J6TxH
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Jim OShaughnessy
Me too @TinkeredThinker, me too. https://t.co/drWncfBHMa
Couldn't agree more. https://t.co/omerbbU95a - Tinkered Thinking
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