James Wang
RT @TimSweeneyEpic: Apple’s “App Tracking Transparency” (which displays terrifying warnings about Apple competitors, while using comforting language about Apple’s own tracking) is another brazen anticompetitive move to foreclose on competition. But since Facebook was the #1 victim, folks cheered it.
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Chinese property stocks and dollar bonds rallied Monday, as a reported move by Beijing to establish a fund to support developers fueled optimism about a turnaround for the struggling sector.  
An index of the country’s real estate firms jumped as much as 3.4%, the most in a week. https://t.co/EzHEuoNDhT
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Offshore
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Ethan Mollick
This is great. If you have ever tried to read free books from sites like Project Gutenberg, you noticed that they can be uncomfortable to read, due to their basic layouts, type, & occasional errors in scanning.

This project takes those free books and makes them free & beautiful. https://t.co/0BfZhYproE https://t.co/i9KjLm7pYd
love this project, carefully produced public domain ebooks: https://t.co/ktBRcIVLOy - Craig Mod
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MastersInvest.com
“Stanley Marcus, retired chairman of Neiman Marcus, said, ‘A public corporation concentrates on profits while a private company concentrates on its people.’" S. Truett Cathy, Founder Chick-Fil-A
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MastersInvest.com
RT @kevg1412: RIP to a legend. Dee was one of the most thoughtful business leaders and philosophers I've studied, and he's left behind a lasting legacy -- both in Visa and his writings.

https://t.co/STsge8JHRV
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $PFHC, $UNTC, $ITI, $HNVR and $KSS

$PFHC pitch:
– Pure-play vertically integrated pressure pumper.
– Set to benefit from the expected multi-year upcycle in N.A. fracking activity.
– A good way to gain exposure to N.A. energy cycle.
... 👇
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Bread Crumbs Research
Pls recommend any reading/interviews on Andreas Halvorsen and his investment philosophy (Viking Global)
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Bread Crumbs Research
"A CEO faced with 4 years at the helm with financial incentives is unlikely to act in the same way as an owner-manager with a multi-generational timescale." Marathon Asset Management
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Jim OShaughnessy
Two thoughts from Gerd Gigerenzer

“The quest for certainty is the biggest obstacle to becoming risk savvy. While there are things we can know, we must also be able to recognize when we cannot know something.”

“Knowledge is the antidote to fear.”
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Jitendra Chawla, CFA
Anyone knows how to tell @HDFCBank_Cares that I don't want to increase my credit limit on my credit card?

Getting one email and one notification everyday for the last month and I don't think intend to stop until I say yes or cancel the card.
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Special Situations 🌐 Research Newsletter (Jay)
*GREECE CAN'T ACCEPT EU PROPOSAL FOR 15% GAS USE REDUCTION
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Ramneek
RT @SridharanAnand: My latest essay - an extra-long, extra-preachy one on what I've seen to be the biggest risk to compounding, whether business or investing. I discuss a risk that is as pernicious as it is underrated.

https://t.co/QSNrSdMMOn
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Special Situations 🌐 Research Newsletter (Jay)
Morgan Stanley $MS, JPMorgan $JPM Disagree on Outlook for Fed’s Pivot

JPM has been buying the dip all the way down from November https://t.co/unzxTWmY04
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Special Situations 🌐 Research Newsletter (Jay)
RT @DisruptorStocks: Great point by @SpecialSitsNews that $QCOM reports Wed and can be a preview for $AAPL that reports Thur.
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