Special Situations 🌐 Research Newsletter (Jay)
Warren Buffett / Berkshire Hathaway equity portfolio $brkb $aapl $bac $axp $cvx $ko $oxy $mco $atvi https://t.co/4ggGZOWz4S
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Special Situations 🌐 Research Newsletter (Jay)
Breaking: Saudi Aramco buys Valvoline's Petroleum unit for $2.65 billion. We first starting covering the $VVV spin in March 2022, with full model & quarterly update, and it's looking much more interesting now! Co stated in Oct 2021 it was planning to separate retail & products
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Special Situations 🌐 Research Newsletter (Jay)
Going to be updating our Valvoline $VVV spin-off analysis with new asset sale assumptions to Saudi...free to subscribers.
https://t.co/RQFFycPO8M
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Special Situations 🌐 Research Newsletter (Jay)
* $AAPL APPLE KICKS OFF FOUR-PART BOND SALE TO FUND BUYBACKS, DIVIDENDS
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Special Situations 🌐 Research Newsletter (Jay)
Canada’s $421 billion state pension fund has shifted its attention toward public equities from private deals after a selloff in the first half boosted valuations, according to its top executive.
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Rob Briner
RT @Tessawright9: And in a challenge to QMUL's position as 'worst university employer in the UK' @GoldsmithsUoL are putting in a strong bid. Please support #reinstateDesAndGholam @GoldsmithsUCU @qm_ucu https://t.co/BV7NRqr3gk
4 weeks ago @GoldsmithsUoL suspended Head & Deputy Head of Dept @lazebnic & @gkhiabany for telling students the facts about how @GoldsmithsUCU marking boycott impacted their ability to graduate. Outrageous! Demand their reinstatement NOW https://t.co/KOhXGhLAm9 #StopUnionBusting - Goldsmiths UCU
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Ethan Mollick
This paper uses 72M Facebook users to show areas where rich and poor are more socially connected on Facebook have much more mobility. Religion, race, & local factors influence these connections. You can look at your location here: https://t.co/I1aqFmaLcc https://t.co/MxQdXuMDMR
Which types of social capital best explain economic mobility? Using data from Facebook, we consider more than a dozen social capital measures and our answers appear in a pair of papers in @Nature: https://t.co/dN5pX2mXhv 1/5 https://t.co/cFkgnOuliu - Matthew Jackson
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Rolf Degen
"Some individuals are more susceptible to problematic Internet use than others due to genetic vulnerabilities."
https://t.co/6cHITEf3ri https://t.co/jgImxN4arZ
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Special Situations 🌐 Research Newsletter (Jay)
One of the most comical SPAC deals of the year; one no-revenue company buys another:

Nikola $NKLA will acquire $RMO Romeo Power for $144mn (~90% discount).

That’s a fraction of the $1.33bn value at which the CA-based company agreed to merge with a SPAC.
$LCID $PSNY $RIDE
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Special Situations 🌐 Research Newsletter (Jay)
BREAKING: $PEP PEPSICO TO TAKE 8.5% STAKE IN CELSIUS $CELH FOR $550M AT $75/SHARE @JonahLupton
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Fred Liu
RT @williswee: Indonesia bans PayPal, Yahoo Search, and other tech platforms https://t.co/sSZA6pzYYF
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Paras Chopra
Why does iCloud suck so much?

It decides to upload ~250gb of data from my hard drive every other week. Syncing files efficiently across storages cannot be this hard.

@Apple, fix your software! https://t.co/uYjLNUBGfJ
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Alex Brogan
What is your go-to question when meeting someone to skip small talk and jump right into a meaningful conversation?
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Special Situations 🌐 Research Newsletter (Jay)
RT @vulcaninvestor: This is always 🔥 https://t.co/miDG0Bj8CC
https://t.co/1R1RL9XRo0 - Special Situations 🌐 Research Newsletter (Jay)
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