Offshore
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Jim OShaughnessy
"Now the trick is obvious. You can access your internal experience, and you know what kind of things you’re pretending."
~@slatestarcodex
Forer Statements As Updates And Affirmations https://t.co/0R86sxsgbf
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"Now the trick is obvious. You can access your internal experience, and you know what kind of things you’re pretending."
~@slatestarcodex
Forer Statements As Updates And Affirmations https://t.co/0R86sxsgbf
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Offshore
Photo
Jim OShaughnessy
Always good stuff from @LibertyRPF: Check out the stock market graph and true size of Africa.
311: Big Tech Hiring, Shopify Layoffs, Facebook VR, Amazon, Intel + MediaTek, TSMC & Samsung Cheating?, US Power Grid, and Tony Hawk, by @LibertyRPF https://t.co/9PycNmmTZy
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Always good stuff from @LibertyRPF: Check out the stock market graph and true size of Africa.
311: Big Tech Hiring, Shopify Layoffs, Facebook VR, Amazon, Intel + MediaTek, TSMC & Samsung Cheating?, US Power Grid, and Tony Hawk, by @LibertyRPF https://t.co/9PycNmmTZy
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Special Situations 🌐 Research Newsletter (Jay)
$SHOP Shopify now up after missing...
“We now expect 2022 will end up being different, more of a transition year, in which e-commerce has largely reset to the pre-Covid trend line and is now pressured by persistent high inflation,” the Ottawa-based company said.
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$SHOP Shopify now up after missing...
“We now expect 2022 will end up being different, more of a transition year, in which e-commerce has largely reset to the pre-Covid trend line and is now pressured by persistent high inflation,” the Ottawa-based company said.
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Offshore
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Tren Griffin
There is an assisted living business located in Seattle where people buy a life estate including hospice care. The residents of that facility like to say that the church which owns the business complains to residents that they aren't dying fast enough. https://t.co/8YkxnXkMoR
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There is an assisted living business located in Seattle where people buy a life estate including hospice care. The residents of that facility like to say that the church which owns the business complains to residents that they aren't dying fast enough. https://t.co/8YkxnXkMoR
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Offshore
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Morning Brew ☕️
Saudi Arabia released a hype video for "The Line", its planned vertical city that would extend 106 miles long and 1,640 feet tall.
The city would constitute the world's largest structure, and is just part of a bigger megacity called Neom, a highly controversial $500B project. https://t.co/7ij9YfEGVF
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Saudi Arabia released a hype video for "The Line", its planned vertical city that would extend 106 miles long and 1,640 feet tall.
The city would constitute the world's largest structure, and is just part of a bigger megacity called Neom, a highly controversial $500B project. https://t.co/7ij9YfEGVF
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Offshore
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Tren Griffin
"So why is Zandi reluctant to predict a national year-over-year decline in house prices?" https://t.co/lykyNiveWQ
Because it would be guessing? https://t.co/2aSmAAS6cD
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"So why is Zandi reluctant to predict a national year-over-year decline in house prices?" https://t.co/lykyNiveWQ
Because it would be guessing? https://t.co/2aSmAAS6cD
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Special Situations 🌐 Research Newsletter (Jay)
$SPOT strong earnings beat -> MAU 433MN, +19% y/y, est 429.4MM
-Premium subs 188MN, +14% y/y, est 187MN
-Ad-supported MAUs 256MN, est 252.6MN
-Avg rev. per user EU4.54, est EU4.44
-Loss/sh EU0.85 vs. loss/shr EU0.19 y/y, estimate loss/shr EU0.70
Gross margin 24.6%, estimate 25.4%
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$SPOT strong earnings beat -> MAU 433MN, +19% y/y, est 429.4MM
-Premium subs 188MN, +14% y/y, est 187MN
-Ad-supported MAUs 256MN, est 252.6MN
-Avg rev. per user EU4.54, est EU4.44
-Loss/sh EU0.85 vs. loss/shr EU0.19 y/y, estimate loss/shr EU0.70
Gross margin 24.6%, estimate 25.4%
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Offshore
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Morning Brew ☕️
The world if Instagram went back to friends sharing pictures. https://t.co/lgFaB7Ir1P
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The world if Instagram went back to friends sharing pictures. https://t.co/lgFaB7Ir1P
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Offshore
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Jitendra Chawla, CFA
🪜🐍 Snakes and Ladder pattern
"Futures traders have started to bet on rate cuts as soon as next march, with rates coming down all the way to the end of 2024."
https://t.co/ftrR6juqNv https://t.co/Kcc1J0C5VH
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🪜🐍 Snakes and Ladder pattern
"Futures traders have started to bet on rate cuts as soon as next march, with rates coming down all the way to the end of 2024."
https://t.co/ftrR6juqNv https://t.co/Kcc1J0C5VH
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