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Special Situations 🌐 Research Newsletter (Jay)
Over 25% of homeowners dropped prices last month: $XHB $HOV $LEN $PHM $TOL https://t.co/orsumclUaV
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Ethan Mollick
RT @emollick: Most people think their jobs are useful, only 8% of workers consider their jobs "socially useless." But there is variation:
100% useful: 👨‍🚒👮‍♀️👩‍⚕️plus librarians, social workers & clergy
Under 90% (but higher than 80%) useful: Food prep, sales, IT, economists https://t.co/0s6OZCblMJ https://t.co/gZtpt4ThPU
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Offshore
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Morning Brew ☕️
the life of a social media manager

https://t.co/UUWKyipwWW
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Meb Faber
It's been a while tweeps, so time for the top investment podcasts of the week!

We share this and more on @TheIdeaFarm newsletter each week, subscribe for free here: https://t.co/kG3WXJIZNo
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Richard Lewis
Fascinating to see the financials of what Charlie called, “the best deal we ever saw.” Thank you @72types ! https://t.co/5R8xZ0C3EU
Munger on Conwood:

- "The figures were just unbelievable."
- "There was virtually no [risk]. Nothing but money."
- "It was the best deal we ever saw."

What made Conwood such a great deal? Take a look below.

(Transcript from @Latticework1) https://t.co/1JGllRVYt7
- Turtle Bay
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Special Situations 🌐 Research Newsletter (Jay)
FYI, I have been partnering with Closed End Fund Activists like Bulldog & Saba before O'Hare had his first wet dream.
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Special Situations 🌐 Research Newsletter (Jay)
Bernstein & Jefferies are divided on Porsche boss Blume’s appt as $VWAGY CEO in place of Herbert Diess, architect of auto industry’s biggest electrification effort, means for co

Jefferies says leadership change is “untimely but positive” while Bernstein says terrible decision.
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Special Situations 🌐 Research Newsletter (Jay)
More stimulus from Japan? Prime Min Fumio Kishida has so far said he will focus for now on using reserves of up to 5.5 trillion yen to support economy struggling with lingering effects of pandemic, as well as fuel & food price rises, amid slump in the yen not seen for decades."
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Special Situations 🌐 Research Newsletter (Jay)
Crypto platform Voyager Digital LLC said a joint offer proposed by @FTX_Official and Alameda is a “low-ball bid” that disrupts the bankruptcy process, according to a court filing. Does Voyager have a choice though? #Bitcoin #ethereum $mara

Filing here: https://t.co/FSWYv6d5kL
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Special Situations 🌐 Research Newsletter (Jay)
China's next economic risk is the youth job crisis. Like we discussed, "4% GDP growth" is not enough to grow jobs:
The most educated generation in China’s history, 15 million young people are estimated to be jobless, and many are lowering their ambitions. $FXI
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Special Situations 🌐 Research Newsletter (Jay)
Mid-Large cap companies reporting tomorrow that we are watching:
Whirlpool $WHR
NXP Semiconductors $NXPI
AGNC $AGNC
Logitech International $LOGI
Dynex $DX
Crane $CR
And more!
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Offshore
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Morning Brew ☕️
walking into the office tomorrow morning

https://t.co/cGqJw0xWLd
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Tesla is scheduled for court-ordered settlement talks in a shareholder lawsuit over CEO Elon Musk’s 2018 tweets suggesting he had funding to take the company private https://t.co/vPz9DiYOpB via @WSJ
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M&A Focused CPA
🧵's coming this week 👀
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