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Special Situations 🌐 Research Newsletter (Jay)
Tech hedge funds like Coatue have reduced net exposures dramatically:
$TSLA $SQ $MRNA $DASH $V $RIVN $BZ $LCRX $PFE $CFLT $META $SQ $SNOW $MSSFT $NFLX $AMZN $DIS $SE $UBER https://t.co/b1zraKTiBP
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Special Situations 🌐 Research Newsletter (Jay)
According to Bank of America $BAC, for every $100 of equity inflow since January 2021, only $4 has been redeemed. Retail traders have no lost all the money they gained during the pandemic, according to $MS Morgan Stanley.

Will we will fund outflows going forward? https://t.co/jWDVBJH1RA
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Oddball Stocks Newsletter
RT @vanckzhu: Fascinating backstory on $PLWN, lots about the history I didn’t know. Well done! https://t.co/uHHq3ZBere
The pandemic has boosted revenues at cemeteries. But for the Locke family, which has run Pinelawn Memorial Park for more than a century, raking in large sums from a nonprofit cemetery is a longstanding practice. https://t.co/a6Ex83b6ii by @CarsonKessler - Charles Ornstein
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Morning Brew ☕️
According to a new study from the Census Bureau and Harvard, Millennials crave a home-cooked meal more than they may let on.

80% of young adults in the U.S. had moved less than 100 miles away from where they grew up, while only 10% moved more than 500 miles away.
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FXHedge
MUSK LAWYERS SAY TWITTER IS RESISTING PRODUCING DOCUMENTS
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Jerry Neumann
RT @CharmVerse: We are live on Product Hunt! Come check us out and spread the love. Our team will be around all day to answer your questions and comments. We'd love to hear what you think! 👉 https://t.co/BEa8b3qxCw
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Morning Brew ☕️
Growing up, @LewisHowes wasn’t a confident public speaker.

Today, he's a bestselling author, keynote speaker, and hosts one of the top business podcasts in the world.

He joins @businessbarista on this week’s episode of @ImpostersMB.

Out now. Wherever you get your podcasts. https://t.co/M6DMT642cn
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Morning Brew ☕️
Elon has hacked the @ChipotleTweets account https://t.co/7AxVhSGSqf
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Offshore
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Jerry Neumann
RT @alexpoon_hk: We are live on Product Hunt. Visit our page for a surprise! https://t.co/aN8ZR67JmP
We are live on https://t.co/v8tD4iAhJ7! Check out the details of our launch for a surprise! Clues to what the surprise is, below👇 https://t.co/N8ezazPHj1 - CharmVerse
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Paul Graham
RT @ycombinator: On September 7th and September 8th, YC will host our 35th Demo Day live on Zoom.

This two day event will feature founders from 30 countries and startups in every sector — open source, ML/AI, fintech, B2B SaaS, consumer, healthcare, hard tech, and more. https://t.co/07smY3uWEx
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Special Situations 🌐 Research Newsletter (Jay)
U.S. SENATE VOTES 64-32 TO ADVANCE $79 BILLION CHINA SEMICONDUCTOR COMPETITION BILL, CLEARING PROCEDURAL HURDLE $INTC
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Special Situations 🌐 Research Newsletter (Jay)
PENTAGON OFFICIAL: IF CHINA CONTINUES ITS IRRESPONSIBLE BEHAVIOUR AT SEA AND IN THE AIR, IT IS ONLY A MATTER OF TIME BEFORE A SERIOUS INCIDENT OR ACCIDENT OCCURS.
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