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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FXHedge
WARREN SAYS FED RISKS TRIGGERING A DEVASTATING RECESSION –CNBC
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Morning Brew ☕️
The world if Instagram went back to friends sharing pictures. https://t.co/lgFaB7Ir1P
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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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Taylor Pearson
RT @MutinyFunds: New pod with @NoelConvex & @darjohn25!

Topics:

⚓ How to Turn Pro as a Trader
⚓ How to Join & Run a Prop Shop
⚓ Business Side of Running a Trading Business
⚓ How to Build Relationships from Scratch and more!

https://t.co/bc7WqAxPf3

Watch👇
https://t.co/NFcnIXxZnD
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Jim OShaughnessy
Cool

https://t.co/J0zCHMrBzO
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Special Situations 🌐 Research Newsletter (Jay)
Just shared my reflections on a recent tech HF presentation on the state of the capital markets with subscribers...positioning is as very low levels
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Jim OShaughnessy
A behavior that causes lots of problems; not just for raising children, but also many other areas of life.

If you find yourself doing this, please stop. https://t.co/VaLKWV0fgy
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Jim OShaughnessy
RT @Popeta11: The "Earth" without "art" is just "eh"

#Banksy https://t.co/DEGxRfXuCr
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Jim OShaughnessy
After 13 years of being on this website, I’ve decided to start stealing everyone else’s tweets and content. It’s too mentally exhausting to come up with insightful, innovative, and clever tweets every day that no one appreciates. I’m sorry that it has come to this. Thank you. https://t.co/XoONuCfyr2
After 10 years of being on this website, I’ve decided to start stealing everyone else’s tweets and content. It’s too mentally exhausting to come up with insightful, innovative, and clever tweets every day that no one appreciates. I’m sorry that it has come to this. Thank you. - Ramp Capital
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Special Situations 🌐 Research Newsletter (Jay)
*GOOGLE $GOOG DELAYING PLAN TO END TRACKING COOKIES TO 2024 $META $PINS $SNAP
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Special Situations 🌐 Research Newsletter (Jay)
$TTD on $GOOG tracking news https://t.co/KNznYBWAxQ
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