Rolf Degen
On their fertile days, women are more likely to opt for smaller sooner than for larger larger later rewards, be it money, food, or sex. https://t.co/5Vc8eIdVkF https://t.co/nun4aeFMik
tweet

MastersInvest.com
"By far the best investment you can make is in yourself. For example communications skills. I tell the students learning complicated formulas, if they just learn to communicate better, both in writing and person, they increase their value at least 50%." Warren Buffett
tweet

Rob Briner
Someone (not an academic) is asking me recommend a good "evidence-based" book about #leadership.

I don't know the field well but looking around there are dozens of best-selling attention-grabbing (apparently) anecdote-based narrowly-focused books.

Anything else out there? https://t.co/BAtb18hRj5
tweet

Rob Briner
I'm no fan of nostalgia but blimey, how differently things felt then in the UK. https://t.co/8SEXyMKB2v
tweet

Special Situations 🌐 Research Newsletter (Jay)
Coinbase $COIN shares fell 4.6% in premarket trading on Tuesday after a report about the cryptocurrency company facing a US probe into whether it improperly let Americans trade digital assets that should have been registered as securities.
tweet

Special Situations 🌐 Research Newsletter (Jay)
Alibaba $BABA will seek primary listing in Hong Kong, entrenching its status as alternative to US markets ahead of a potential exodus of Chinese cos from NY.

The switch could provide a template for roughly 200 US-traded Chinese companies from $JD to $BIDU that face delisting.
tweet

Special Situations 🌐 Research Newsletter (Jay)
$UBS reported weaker profit in 2Q, as global market sell-off kept wealthy clients on sidelines and investors pulled funds.

Reported net income of $2.1B, compared with analyst estimates of $2.4B. The quarter was impacted by lower revenues at the key wealth management business.
tweet

Dalius - Special Situation Investments
New idea posted on SSI 👇:

• Another MLP buyout by its GP (owns 75%). Similar to $SHLX and $BKEP ;

• Opportunistic timing/lowball price. Minority holders are outraged;

• Price increase very likely - 40% potential upside;

• Downside protected even if the offer fails;
tweet

Rolf Degen
Although it may feel otherwise, belief in conspiracy theories has not increased in recent decades. https://t.co/aqA82ioon7 https://t.co/hlHumxYXLF
tweet

Dalius - Special Situation Investments
Great outcome on $SHLX. Revised higher offer at $15.85. 15% gain in a month.

Two more pending MLP buyouts are covered on SSI - hoping for a similar / better outcome there.

Full write-up: https://t.co/SPULyvaVVz

Thanks @AndrewRangeley for the detailed analysis on this one.
tweet

Jitendra Chawla, CFA
No investment is always good or always bad irrespective of price. High quality doesn't make money if you overpay and even bad quality businesses can be huge winners provided one buys at a deep discount.
#NoteToSelf #pontifying
tweet

Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $NOC, $FBC and $CBAY

$NOC pitch:
– Bet on the defense industry with NOC being one of the best-positioned players.
– The escalating stand-off between China/Russia and the West will lead to multiyear increases in defense budgets.
... 👇
tweet

Jim OShaughnessy
Two thoughts from Marshall Goldsmith

“If we do not create and control our environment, our environment creates and controls us.”

“It works because helping people be “right” is more productive than proving them “wrong.”
tweet

Jitendra Chawla, CFA
I like this approach. Three price targets. Koi to hit hoga! https://t.co/tKdobApd9M https://t.co/o2IqiYezx1
"Night is Darkest Just Before the Dawn" Jefferies on @zomato https://t.co/kIqqf0Fydf - Kush Katakia
tweet

Rob Briner
RT @RachelDoern: As someone who's interested in emotions at work, I enjoyed going through my daughter's art book from school this morning and spotting this. I think she's discovered some new ones. Here's to having more 'sholp' and less 'blod' in our lives, with the occasional 'zal' day. https://t.co/aRzCeHAu0F
tweet