Jim OShaughnessy
Congratulations @LibertyRPF on reaching the 10,000 milestone!

312: Microsoft Q2, Visa & Mastercard + Durbin 2.0, Jack Ma & Ant Group, Heico's Biggest Acquisition Ever, and Deepmind Alphafold's 200m Protein Structures, by @LibertyRPF https://t.co/lm53srLx4f
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Special Situations 🌐 Research Newsletter (Jay)
According to GMI, 80% of countries have inflation above 6%. First time since the 1980s... monetary tightening will continue. https://t.co/nVNcbVL2CH
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Jim OShaughnessy
"The optimist will run the experiment while the pessimist is busy talking about why it won’t work. And sometimes that experiment pays off."
~@mcrittenden

Weekly Dose of Optimism #5, by @packyM https://t.co/xjj4ByXtF7
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Santangel's Review
"The only thing I do know is that from chaos comes opportunity." - Daniel Loeb
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Morning Brew ☕️
Is Chipotle using inflation as an excuse to jack up its prices?

(ft. @anishkmitra) https://t.co/Iwo8L7loMZ
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Morning Brew ☕️
On a more than two-hour phone call with Chinese President Xi Jinping yesterday, Joe Biden was warned not to "play with fire" when it came to House Speaker Nancy Pelosi's possible trip to Taiwan.

Pelosi would be the highest-ranking U.S. official to travel to Taiwan in 25+ years. https://t.co/AE1u71wuYL
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Compounding Capital
$WCN's long-term comp is paid in Performance Stock Units based on achievement of:

1) annual FCF/share growth
2) 3-year incremental ROIC
3) relative total shareholder return

One of the best compensation systems out there in my view. https://t.co/aDUvRU13zd
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Morning Brew ☕️
As Beyoncé drops her first studio album in six years, she faces a climate where audiences are increasingly preferring older music.

Consumption of "catalog music", or music that's at least 18+ months old, surged 14% in the first half of 2022. https://t.co/IgEWrYyvNH
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Rolf Degen
The mere exertion of effort is deemed morally admirable, even if it brings no tangible benefits. https://t.co/9i62xCoiZX https://t.co/JCYT2FUKmz
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