Sidecar Partners
People give themselves away, and so do companies.
It looks like a 3rd grader made the $COST slide deck. Same for Berkshire’s $BRK website.
These are clues into their cultures and the types of shareholders they are trying to attract… https://t.co/JZyU4cO3z0
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People give themselves away, and so do companies.
It looks like a 3rd grader made the $COST slide deck. Same for Berkshire’s $BRK website.
These are clues into their cultures and the types of shareholders they are trying to attract… https://t.co/JZyU4cO3z0
Doesn't get much simpler than this...$COST https://t.co/nosqY3Rt7D - Teemactweet
Offshore
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Special Situations 🌐 Research Newsletter (Jay)
$SNAP down almost 40% today... $META $GOOG $PINS https://t.co/uzgs9QlqRU
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$SNAP down almost 40% today... $META $GOOG $PINS https://t.co/uzgs9QlqRU
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Offshore
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Ethan Mollick
Marketing and R&D departments live in different “thought worlds;” they literally understand the world in different ways and this leads to major coordination issues. A solution is equal numbers of marketing and engineering managers on new product teams. https://t.co/VqfvAvsj7M https://t.co/Iuo1fEvd2y
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Marketing and R&D departments live in different “thought worlds;” they literally understand the world in different ways and this leads to major coordination issues. A solution is equal numbers of marketing and engineering managers on new product teams. https://t.co/VqfvAvsj7M https://t.co/Iuo1fEvd2y
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Special Situations 🌐 Research Newsletter (Jay)
Just shared a new potential spec merger arb idea (no formal agreement yet), trading not too far from unaffected price. Based on precedents, an offer could be weeks away at a 25%+ premium if financing markets don't completely shut down.
https://t.co/r7f3PlxC5V
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Just shared a new potential spec merger arb idea (no formal agreement yet), trading not too far from unaffected price. Based on precedents, an offer could be weeks away at a 25%+ premium if financing markets don't completely shut down.
https://t.co/r7f3PlxC5V
tweet
Special Situations
Plans & Pricing | Special Situations Research Newsletter
Book a 1x1 with an analyst on our team! Get access to weekly ideas / investment memos and financial models on the companies in our database, along with databases of preferred stocks, merger arb candidates, spin candidates and discounted closed end funds!…
Special Situations 🌐 Research Newsletter (Jay)
Well, that was fast!
https://t.co/yMNS5vjKWr
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Well, that was fast!
https://t.co/yMNS5vjKWr
Slowly, the market will realize that collapsing service PMIs will mean much worse 3Q22 earnings than 2Q - Special Situations 🌐 Research Newsletter (Jay)tweet