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
tweet

Special Situations 🌐 Research Newsletter (Jay)
$HKD is the mother of all squeezes. No borrow anywhere. https://t.co/cv5uezldtD
tweet

Morning Brew ☕️
me when I buy vs. me when I sell

https://t.co/SwC1IFdbg7
tweet

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.
tweet

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
tweet

Special Situations 🌐 Research Newsletter (Jay)
ELLIOTT SAYS IT'S $PINS PINTEREST'S BIGGEST INVESTOR, SUPPORTS CEO
tweet

Ethan Mollick
American spending on defense R&D plays a huge role in the US innovation economy:
🧪6.2% of all US patents cite Defense-funded research (& it is growing) https://t.co/1o1N4qYi7M
🧪A 10% increase in defense R&D leads to a 4.3% increase in private spending https://t.co/VaZeeQHLR0 https://t.co/r8bnDlqRaB
tweet

Morning Brew ☕️
Another sports/crypto marriage heads south...

(@Sportico) https://t.co/kpHdAPpBVB
tweet

Paul Graham
"I told you to stop doing that three weeks ago and you're still doing it. I want to fire you. But I can't."

— A CEO who did office hours with a bunch of YC startups describing what it felt like to talk to the less effective ones
tweet

Special Situations 🌐 Research Newsletter (Jay)
$PINS up 23% after-hours:
Revenue #s in line...
Elliott Investment Management said it has become the largest investor in Pinterest.
“Pinterest occupies a unique position in the advertising and shopping ecosystems, and CEO Bill Ready is the right leader"

https://t.co/MrCDM7TRQp
My event analyst is starting to work on Pinterest $PINS. At this point, still digging through filings, but work will be avail soon for subscribers, along w/ situational analysis & educational model + scenarios after Elliott involvement! $TWTR $SNAP $META

https://t.co/r7f3Plg0Hl https://t.co/8JZUbCjJmw - Special Situations 🌐 Research Newsletter (Jay)
tweet

Morning Brew ☕️
Can these $25 boots be flipped for a profit? 🧐

Full video here https://t.co/9wBfVcaD5i https://t.co/gu9Utz9oF5
tweet

Special Situations 🌐 Research Newsletter (Jay)
$TLT and muni closed end funds! https://t.co/iYCBviToFm
tweet