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

Special Situations 🌐 Research Newsletter (Jay)
$NUO Ohio muni closed end fund: https://t.co/8NhRyTBm5K
tweet

Special Situations 🌐 Research Newsletter (Jay)
Our closed-end fund (CEF) research has been absolutely on point with our 3 muni CEF picks at discounts to NAV and our 3 MLP CEF picks since June:
https://t.co/8gy2ISV7iJ
tweet