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Special Situations 🌐 Research Newsletter (Jay)
Manufacturing PMI next week, reporting Monday https://t.co/BgGVC75iwL
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iinvested
1/3
2Q22 Emeth Value Capital on $DECPF
https://t.co/13ETgsnQJN

More fund letters here:
https://t.co/8MCOsDToDq https://t.co/NAFQMD0Zc9
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Ethan Mollick
Want to boost patriotism? This paper found that folks pay back governments who help them. There was a direct link between receiving government help in the New Deal & patriotism in WW2. Those who received aid volunteered more, bought more bonds & won moreπŸŽ– https://t.co/3XQWIoz5Vh https://t.co/6rBL8wn3FE
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Tren Griffin
What do you know about the mother of all demos?

Doug Engelbart: "We made own computer display. You couldn’t buy them. It cost us $90,000 in 1968 money. We just had to build it from scratch. The display driver was a hunk of electronics 3 feet by 4 feet." https://t.co/M7rSBObHcu https://t.co/x3gCou761N
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Special Situations 🌐 Research Newsletter (Jay)
Thanks, Captain!
https://t.co/lXHBQkbqr5
@SpecialSitsNews is one of the smartest people in the space hands down, always great to hear from him. - Captain $MARA πŸ™
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Jim OShaughnessy
"Character β€” the willingness to accept responsibility for one’s own life β€” is the source from which self-respect springs."

Joan Didion on Self-Respect https://t.co/MKfkejJOxL via @brainpicker
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Morning Brew β˜•οΈ
us hearing our alarm tomorrow morning https://t.co/LXgA38BCo1
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FXHedge
GOLDMAN SEES 25% AUSTRALIA RECESSION ODDS, 30-35% IN NEW ZEALAND
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Paras Chopra
Can confirm.

Thinking and simply reflecting/day-dreaming without distractions can be pleasurable. https://t.co/y1Pd3b3BEr
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Paul Graham
Wow, something of a bombshell in this interview. I always wondered why Microsoft raised venture funding. They didn't need it. The VC involved hypothesizes it was partly because Ballmer wanted to be sure he got the equity he'd been promised.

https://t.co/QUfxHNnDGB
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