Meb Faber
Today's podcast is a little different and a lot of fun...

Investing for financial & environmental returns through ranch restoration in The American West!

Enjoy my chat with Robert Keith of the Beartooth Group!

https://t.co/lMNHPafFYW https://t.co/2np3bSMxXS
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Special Situations 🌐 Research Newsletter (Jay)
China's banks face $350bn in potential losses $baba $kweb $pdd $jd

https://t.co/D8ONgcjr9b
China’s banks face mortgage losses of $350 billion in a worst-case scenario as confidence plunges in the nation’s property market https://t.co/jX8bQZENR1 - Bloomberg
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Special Situations 🌐 Research Newsletter (Jay)
Not worried about war/escalation with respect to Pelosi. More worried about decline in US/China relations at a time of peak inflation
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Morning Brew ☕️
The forbidden question https://t.co/sIcaBxwqsX
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FXHedge
BRITISH MPS ARE PLANNING A VISIT TO TAIWAN: GUARDIAN
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Morning Brew ☕️
In the final installment of our Cool Down series with @hoka, we feature our very own multimedia and marathon queen, @sarahsinger.

Paid partnership with @hoka #FlyHumanFly https://t.co/zBAUXbFeMO
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Morning Brew ☕️
61% of Americans lived paycheck to paycheck in June, according to report by @LendingClub.

The report also found that 36% of Americans earning $200,000 or more also reported living paycheck to paycheck.
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Special Situations 🌐 Research Newsletter (Jay)
Someone definitely new something about this $AAWW deal...major information leakage going on... https://t.co/bDxNtQnU8Z
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Special Situations 🌐 Research Newsletter (Jay)
$REV Revlon is not Hertz. Not necessarily enough asset value to result in anything left for equity. Could be 0. Yet it continues to be pumped. Fed needs to tighten more. A lot of funny stuff continues to go on in the market. Just noticed this one. https://t.co/twUmkk1E9W
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Special Situations 🌐 Research Newsletter (Jay)
$HKD is the mother of all squeezes. No borrow anywhere. https://t.co/cv5uezldtD
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Morning Brew ☕️
me when I buy vs. me when I sell

https://t.co/SwC1IFdbg7
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Rihard Jarc
$PINS earnings are out!

Revenue $666M up 9% YoY
Net loss of $43M
MAU decreased by 5% YoY
Global ARPU up 17% YoY

Really important: Q3 guidance to grow revenue mid-single digits YoY (with currency headwinds already priced in).

Long.
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Special Situations 🌐 Research Newsletter (Jay)
For those comparing $GETY to $HKD, remember there is literally a 15mn share pipe (30x float) coming unlocked within 2 months
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Special Situations 🌐 Research Newsletter (Jay)
ELLIOTT SAYS IT'S $PINS PINTEREST'S BIGGEST INVESTOR, SUPPORTS CEO
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