Special Situations 🌐 Research Newsletter (Jay)
Walmart $WMT drops 8% after lowering profit outlook for 2Q and 2023!
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Jim OShaughnessy
Fantastic recording an @InfiniteL88ps with @TrungTPhan and @robkhenderson which grew out of a Twitter discussion of Rob's essay in @nytopinion about how he learned everything about U.S. Elites by watching TV.

Trung and I also unearthed an almost unbelievable fact about Rob. 🤫 https://t.co/4n96i5HbWA
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Morning Brew ☕️
Time to jump ship? https://t.co/MKJDdGNRER
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Ethan Mollick
RT @abhishekn: ... and the average american would need to be paid between 2.6-5k for digital maps!! https://t.co/gO6Jh53GwK
We don’t always notice the 💰 value technology has added to our lives. Two views:
💻The average Americans would need to be paid $15k a year to give up search engines & $6k for email https://t.co/oHvyYB38ie
📱As @raykwong showed, we carry millions worth of software in our pockets https://t.co/KcxQjwylZT
- Ethan Mollick
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Ensemble Capital
RT @mikesimonsen: Inventory growth sure looks to be slowing

Still a lot of homes hitting the market for July, but 3% more per week down from 6-8% in June

525,000 single family homes on the market

All the details in this week's @AltosResearch real estate market video

📽️🧵👇

1/6 https://t.co/3e3f9i3g9U
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Mostly Borrowed Ideas
1/8 Today, I am migrating from WordPress to Ghost platform: https://t.co/4CPG6ily1P

On WordPress, I was managing disparate systems (MemberPress, MailerLite etc.) to manage my content. Every once in a while, something broke.
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Special Situations 🌐 Research Newsletter (Jay)
While majority of $INSAX Catalyst Insider Buying Fund is tech, is has underperformed every index. It shows you how good insider buying is to use overall as a catalyst

"Fund only invests in cos where corp insiders (CEO, CFO, directors, etc.) are purchasing their own co stock" https://t.co/8INQjMJ9eQ
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Special Situations 🌐 Research Newsletter (Jay)
RT @BlakeZweifel: @MrBlonde_macro @rhemrajani9 @notabigdeal111 @CameronDawson @JLinWins @trendwhizo @stocktalkweekly @TommyThornton @ProblemSniper @SpecialSitsNews @mansourtarek_ Yes exactly. Need two or more officers, and need big purchases vs their income, that’s when it becomes accurate in backtesting. And have to check the filings to make sure they were awards or exercises. Was not always right away though, 3-6months iirc
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