Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $CROX, $CHX, $VRNOF, $VSTO short, $ITM.MI and $LSAK

$CROX pitch:
– Thesis based on company's ability to sustain covid-driven rev & margin gains.
– Crocs is not a fad that will pass away shortly.
– Steady sales growth for 20 years.
... 👇
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Jim OShaughnessy
Two thoughts from Rolf Potts

“Someday” (“someday I’ll do this, someday I’ll do that”) is a disease that will take your dreams to the grave with you.”

“neither self nor wealth can be measured in terms of what you consume or own.”
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Frank Taber
1/

$VCP.L is a global flooring company, based mostly in UK & Europe.

It’s a small illiquid company with ~50% of shares held by insiders.

Since 2015, they have compounded owners earnings by ~20% annually.
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Alex Brogan
RT @Basheir: Excellent list, great time saver.. https://t.co/xC0XqG1eyI
10 incredible free Chrome extensions that will give you hundreds of hours of your life back: - Alex Brogan
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Ramneek
RT @LTCWRK: The most important investing question is not,

“What are the highest returns I can earn?”

It’s,

“What are the best returns I can sustain for the longest period of time?”

Average returns for an above-average period of time leads to magic.

- @morganhousel
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Alex Brogan
RT @SystemSunday: Love to travel?

9 hidden gem travel tools (they're free):
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Jim OShaughnessy
I agree @ParvazCazi!

David's story would make a hell of a movie and I think we need a lot more inspirational stories these days. https://t.co/4lnHFbsShx
@jposhaughnessy Your episode with @FiSurgi is a masterclass on how to become literate and competent during this Great Reshuffle.

His story is incredible, inspiring, unreal.

If ‘Good Will Hunting’ was written today, it would be based on Dr. Rhoiney’s life story.

https://t.co/NElRBN1NHP - Parvaz Cazi
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Bread Crumbs Research
The Man Who Transformed Spirit Airlines: Ben Baldanza https://t.co/Z8Cjstj0zx
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Paras Chopra
If your day job doesn’t require deep thinking, how do you keep yourself intellectually challenged?
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Sidecar Partners
Lesson from stint as a gatekeeper: Play games where effort can pay off disproportionately.

Buying $1 for $.70 can be a solid strategy but requires reinvesting tons of energy over time.

On the flip-side, one Sidecar Investment made Horejsi a billionaire.

https://t.co/QndisOFXUp
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Alex Brogan
RT @TMitrosilis: Being a new leader is scary.

But leading is key to growing your career.

11 leadership tips that will accelerate your success:
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Alex Brogan
10 insanely useful free websites you needed but didn't know existed (instant bookmarks):
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Ethan Mollick
The internet ruined homework which hurt test scores.

When students did their homework in 2008, it improved test grades for 86% of them, but only helped 45% in 2017. Why? A majority of students are now copying internet answers. The benefit of homework requires doing it yourself! https://t.co/W3fMuyV4zu
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M&A Focused CPA
RT @baldridgecpa: The number one question I get as a CPA:

Should I open up an LLC?

Choosing the right business entity costs a bit, but can save you millions over the life of your business.

Time for a thread 👇🏼
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