Taylor Pearson
“if the motivation to be “successful” comes from fear, well that undermines the connotation of big words like “lazy”. If it’s status all the way down, then the “lazy” are the free, no?”

https://t.co/IWrI6VSWee

via @KrisAbdelmessih
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Bread Crumbs Research
Bear market is not over until I can search stocks on Twitter using cash tags again (now every stock has a crypto analog with a similar cash tag making stock search on Twitter unusable)
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Morning Brew ☕️
Being up on the day after being down -71% on the year

https://t.co/3X3hj2AemE
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Special Situations 🌐 Research Newsletter (Jay)
RT @hiroanzz: @SpecialSitsNews Excellent Spaces yesterday, I learned so much. With increasing chance of recession, I am long $TLT as well.

Q: How will $TLT trade if there is:

A. EM credit crisis
B. Corp Junk bond crisis
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Taylor Pearson
“A team might only do a single Rock in a year—certainly no more than three—especially because other work also needs to get done. If you can do only one big thing this year, that thing had better be extraordinary.”

https://t.co/3SDsOF16Ga https://t.co/4kHMOKmJ2h
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Morning Brew ☕️
we have many questions https://t.co/ATieWY6M92
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Special Situations 🌐 Research Newsletter (Jay)
WHIRLPOOL OUTLOOK MISSES: $WHR SEES FY ONGOING EPS $22-$24, SAW $24-$26, EST $23.91
-*Whirlpool 2Q Loss/Shr $6.62 >WHR
-*Whirlpool 2Q Loss $371M >WHR
-Rev $5.2bn missed $5.23bn est
-Adj. EPS 5.97 beat $5.24 est

*Big miss, as we anticipated in Spaces last night; muted stock move
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Morning Brew ☕️
IKEA is world-renowned for its affordable supply of couches, lamps and more. But did you know it didn't start out selling furniture? (ft. @TheBlakeGuidry) https://t.co/ZCohi7owUQ
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Special Situations 🌐 Research Newsletter (Jay)
$WHR: Whirlpool cuts FY22 revenue growth view to (-6%) from +2%-3%, consensus $21.84B
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Paul Graham
RT @JohnArnoldFndtn: Items highly subsidized by the government are highlighted. https://t.co/aFzwzknGl9
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Paul Graham
When talking to founders I sometimes find myself answering questions I've already answered in an essay. Though slightly frustrating, this does at least make me look clever, when I can come up with a fully-formed answer to their question apparently on the spot.
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Special Situations 🌐 Research Newsletter (Jay)
Walmart $WMT drops 8% after lowering profit outlook for 2Q and 2023!
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