Compounding Capital
As former $CHTR bull, today’s results are sobering reminder of why it’s critical to constantly test thesis while maintaining LT view.

Declining resi broadband subs and FCF, rising leverage, repo now underwater on avg.

Should have sold earlier than this year, ignored FWA risks. https://t.co/q2q6vduaB4
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Special Situations 🌐 Research Newsletter (Jay)
$GETY the SPAC machine keeps on printing short opportunities for the future... https://t.co/HNQ6YjfyRZ
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Special Situations 🌐 Research Newsletter (Jay)
White House Press Secretary: Biden will run again in 2024

Future News Headline: US 🇺🇸 markets need another $3 trillion bailout after gross negligence by administration
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Special Situations 🌐 Research Newsletter (Jay)
Teladoc $TDOC saw another 400k purchase by Cathie Woods... Is she going to take it private? Funding secured?
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Special Situations 🌐 Research Newsletter (Jay)
Fiscal stimulus won't bring down inflation...
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Alex Brogan
RT @SystemSunday: If you struggle with fitness motivation, read this:
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Rolf Degen
Infection with Toxoplasma gondii, the notorious feline parasite, is associated with more conservative political leanings. https://t.co/wZIGNaVWqF https://t.co/db6UK3Lmye
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Special Situations 🌐 Research Newsletter (Jay)
Core PCE jumped 0.6% month over month vs. expectations of 0.5%. It was 4.8% y/y vs exp 4.7%.

Overall PCE was 6.8% vs exp 6.8%

This CORE PCE is the Federal Reserve's preferred inflation metric.

You seeing this, Powell?
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Jitendra Chawla, CFA
#todaysgoodtalk

This talk featuring @DanielGolemanEI is worth listening over and over.

Thanks @williamgreen72. You bring the best people on your podcast and bring out the best in them!

https://t.co/ZLJWtKbOFH https://t.co/yBckcIV9CM
Today on #RicherWiserHappier, @williamgreen72 chats with @DanielGolemanEI they discuss Daniel's blockbuster book Emotional Intelligence.

Listen: https://t.co/Yx1ZcUxoUc
Watch: https://t.co/iSEyoI42J4
Transcript: https://t.co/IUcQalyaq9 https://t.co/0OcgDMMKQg - The Investor's Podcast Network
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Meb Faber
Investing quote of the day: https://t.co/kVZmKcA3D5
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Morning Brew ☕️
after taking one work call https://t.co/JNtu7sLX0O
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