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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Meb Faber
Investing quote of the day via @danielcrosby: https://t.co/U63Kb1mibD
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Paras Chopra
What does “first principles thinking” mean to you?
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Morning Brew ☕️
Monday mornings, am I right? https://t.co/XCdjTFYgle
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Rihard Jarc
$ASML is, in my view, the best way to get exposure to the semiconductor industry.
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Special Situations 🌐 Research Newsletter (Jay)
$BAC: "equity low in June wasn’t floor for stock markets & investors need to see more earnings cuts before the bear market ends.

Prior bear markets ended after EPS cuts, whereas today forward EPS is still +7% YTD, strategists led by Savita Subramanian write in a note. $SPY $IWM
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Jim OShaughnessy
“I've lived through some terrible things in my life, some of which actually happened.”
~Attributed to Mark Twain https://t.co/o2Y4zpGFjk
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