Special Situations 🌐 Research Newsletter (Jay)
$SHOP Shopify earnings are on 7/27; a lot of priced in, but these are a few graphs to provide some context: https://t.co/fxzUqeGUCT
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Tren Griffin
Here's a chart you don't see every day: https://t.co/VLOo4kZCX6
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Taylor Pearson
First read it many years ago but think about this Dunbar Number "rule of three" frequently.

I try to do a fractal thing see (or at least talk to) everyone in group of 5 weekly, group of 15 monthly, group of 50 yearly. https://t.co/WVYzFfvyQt
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FXHedge
COINBASE FACES SEC PROBE OVER CRYPTOCURRENCY LISTINGS
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Ethan Mollick
Inflexible time requirements play a role in gender gaps. After residency work for new doctors was capped at 80 hours a week in 2003, women moved into more high paying (& higher workload) specialties. The shift due to a 4 hour work reduction closes the 🧑‍⚕️gender-wage gap by 11%. https://t.co/B2wUdGY7AT
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Cundill Capital
RT @WTCM3: $DG, $DLTR, $FIVE, $BIG, $OLLI historical comps https://t.co/fjFfYs868m
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Cundill Capital
Not SPACing uppa baby was a huge miss
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Tren Griffin
"The average price paid for a new vehicle in the U.S. in June was the highest on record and marked the first time the average transaction price (ATP) surpassed the $48,000 mark", so you don't have that going for you, which is awful. https://t.co/Riu39StoJZ https://t.co/1roBRxQBqO
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Frederik Gieschen
RT @MtReadings: "A path opens to those who are honest." by @NeckarValue https://t.co/TEiAtsyCag
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