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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“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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Offshore
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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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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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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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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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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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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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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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Substack
The biggest risk in business (and investing)
It's not what's mentioned in media or business-school. It's a lot closer to home than you think.
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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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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Bloomberg.com
Morgan Stanley, JPMorgan Disagree on Fed Policy Pause Outlook
Top Wall Street strategists disagree over the impact of weaker economic data on the Federal Reserve’s policy outlook and what it’ll mean for stocks.
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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RT @DisruptorStocks: Great point by @SpecialSitsNews that $QCOM reports Wed and can be a preview for $AAPL that reports Thur.
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Bread Crumbs Research
RT @MacaesBruno: The Human Rights Watch report show the whole of Kherson has become a concentration camp. Indiscriminate murder, rape and unimaginably cruel torture used against civilians
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RT @MacaesBruno: The Human Rights Watch report show the whole of Kherson has become a concentration camp. Indiscriminate murder, rape and unimaginably cruel torture used against civilians
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
$WEAT Wheat jumps 4.6% again after Russian attack on the port of Odesa...
"Ukrainian officials are still preparing to restart sea exports as soon as this week despite the attack on Odesa, which drew swift international condemnation." https://t.co/6Ci9lboWdo
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$WEAT Wheat jumps 4.6% again after Russian attack on the port of Odesa...
"Ukrainian officials are still preparing to restart sea exports as soon as this week despite the attack on Odesa, which drew swift international condemnation." https://t.co/6Ci9lboWdo
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sunil shah
$TSLA
Ok 10Q for 2q just filed this morning.
https://t.co/LhFYOIysF4
some points.
Net income $ 2,269 m
Foreign currency translation adjustment (421 ) m
Unrealized net loss on marketable securities (6 )
Comprehensive income $1,842 m
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$TSLA
Ok 10Q for 2q just filed this morning.
https://t.co/LhFYOIysF4
some points.
Net income $ 2,269 m
Foreign currency translation adjustment (421 ) m
Unrealized net loss on marketable securities (6 )
Comprehensive income $1,842 m
tweet