Frederik Gieschen
Hello Germany. Good to see you again😌 https://t.co/vbX09XQLkU
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Bread Crumbs Research
observation: while every company has its lifecycle, there are smaller cycles within that lifecycle and they are typically driven by CEO changes
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Rihard Jarc
Oh yes policy makers by all means $META is surely a bigger problem…. https://t.co/Z2IIVB1ufz
NEW: China asked TikTok for a social account that could secretly target Western audiences with propaganda, according to internal messages seen by Bloomberg https://t.co/zh0iPwJ9dl - Bloomberg
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Dalius - Special Situation Investments
Great outcome for $PBFX.

We covered this case exactly a month ago - worked out faster than expected.

https://t.co/R7Iq2oxQ3D

With $BKEP, $SHLX and $PBFX already in the pocket, we have one more MLP to go.

This one should be juicier - for teaser see 👇

https://t.co/DRpnq9ChXv
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; - Dalius - Special Situation Investments
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Jim OShaughnessy
Two thoughts from Langston Hughes

“I have discovered in life that there are ways of getting almost anywhere you want to go, if you really want to go.”

“Hold fast to dreams,
For if dreams die
Life is a broken-winged bird,
That cannot fly.”
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Special Situations 🌐 Research Newsletter (Jay)
Consumer confidence (left-axis) & CEO confidence (right-access) as leading indicators... https://t.co/f6fiRoyWVO
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Special Situations 🌐 Research Newsletter (Jay)
New U.S. special situation / merger arb trade setup with 30% spread going into 2023 shares with subscribers.
https://t.co/r7f3PlxC5V
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Special Situations 🌐 Research Newsletter (Jay)
Exxon $XOM posted its best-ever profit, reaping the rewards from commodity prices as supply disruptions continue.

2Q Adj. EPS of $4.14 per share beat the $3.98 forecast by the Bloomberg Consensus. Net income reached $17.9 billion, surpassing the previous record set in 2008.
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Special Situations 🌐 Research Newsletter (Jay)
Chevron $CVX  expanded buybacks by as much as 50% after blowing past all profit forecasts with strongest performance in company history. 

Adjusted per-share earnings reached $5.82, the San Ramon-based company said in a statement Friday, 86 cents above Consensus
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Special Situations 🌐 Research Newsletter (Jay)
*EURO-AREA ECONOMY GREW 0.7% IN SECOND QUARTER; MEDIAN EST. 0.2% (HMM)
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Frank Taber
1/

Thank you for over 5,000 subs on the newsletter!

I only have 3 write-ups on Substack. I’ve been unable to write regularly due to work commitments and crackdowns on finance content in Australia.

So to have such large support before really getting started is crazy! https://t.co/3Ypmfwhpm0
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Rolf Degen
For one neurological patient, perceived time slowed to the point that through each 12-h period, he went by his daily activities as if a complete day had passed. https://t.co/6m08cDBssG https://t.co/Iqmk33I2Wx
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