Bread Crumbs Research
Anyone knows what is the cost of Factset?
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Special Situations 🌐 Research Newsletter (Jay)
ECB SURVEY SEES 2022 INFLATION AT 7.3% VS 6.0% SEEN 3 MONTHS AGO; 2023 SEEN AT 3.6% VS 2.4% - SPF
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Special Situations 🌐 Research Newsletter (Jay)
GERMAN BOND YIELDS EXTEND FALL AFTER GERMAN PMI DATA SHOWED BUSINESS ACTIVITY SHRANK IN JULY, 10-YEAR YIELD DOWN 12 BPS TO 1.10%
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Special Situations 🌐 Research Newsletter (Jay)
Market lower after $SNAP earnings, $T consumer pmt issues & $ISRG miss. Earnings season isn't over & nxt week will be imp

Have an entire generation of buy-the-dippers b/c of the Fed. In long run bulls make money & bears sound smart, but biz cycle doesn't last only 6 mo either
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Paras Chopra
Idea: a twitter account that tracks what are all the founders who sold their companies for a bazzilion dollars are doing lately.
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Rolf Degen
It's easier to approach other people's problems with wisdom than one' s own. https://t.co/si7BKrvE6g https://t.co/JCRVv703My
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Paras Chopra
Many people want to make the world a better place, but only a few sit down to explicitly define what a better world looks like.
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Special Situations 🌐 Research Newsletter (Jay)
The real economy and the stock market are not the same...the business cycle just started to turn lower, whereas stocks (especially tech) have led the decline
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Special Situations 🌐 Research Newsletter (Jay)
GERMAN GOVT WILL TAKE 30% STAKE IN UNIPER UNDER BAILOUT DEAL
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Jim OShaughnessy
Two thoughts from Jerry Weintraub

“Do not get attached to the world as it is. Because the world is changing something new is coming.”

“You can't "un-recognize" something”
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Paras Chopra
“To understand or predict what a rat will learn to do in a maze, one has to know both the rat and the maze”

~Mowrer
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Bread Crumbs Research
$NKLA CEO Mark Russell is trying to copy Jeff Bezos 🤷‍♂️ https://t.co/ILtRLySBRu
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Special Situations 🌐 Research Newsletter (Jay)
$AMEX saw spending on network soar as customers continued travel despite mass cancellations and long waits at airports, leading firm to raise forecast for 22 revenue.
Volumes on the firm’s network jumped to $394.8 billion, topping the $383.3 billion average of analyst estimates.
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Special Situations 🌐 Research Newsletter (Jay)
Verizon $VZ cut its Adj. EPS guidance for full year; guidance missed the average analyst estimate.

QUARTER
Adj EPS $1.31 vs. $1.39 y/y, est $1.33
Rev $33.8B, +0.1% y/y, est $33.78B

YEAR
-Adj EPS $5.10 to $5.25, saw $5.40 to $5.55, est $5.38
-Wireless rev growth +8.5% to +9.5%
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Special Situations 🌐 Research Newsletter (Jay)
$TWTR misses on revenue and EPS
Reports 2Q EPS -8c vs consensus 14c, stock down 4% pre
Costs related to pending deal $33mn in 2Q
Revenue $1.18bn, down 1% y/y vs $1.32bn consensus
No guidance

Stock falling despite deal because unaffected px moving lower (in deal break) $FB $SNAP
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Special Situations 🌐 Research Newsletter (Jay)
$TWTR, part 2
-Q2 avg US mDAU 196.3 mln, up 17% (meets est)
-Q2 monetizable daily active usage up 16.6% to 237.8 mn
-Q2 advertising revenue up 2% to $1.08 bln
-Q2 costs and expenses up 31% to $1.52 bln
-Q2 SEVERENCE-RELATED COSTS $19M
-maintains termination of merger 'invalid'
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