Jim OShaughnessy
This, IMO, will only intensify as The Great Reshuffle unfolds.

One of the best skills to obtain in anticipation of the new is the ability to unlearn the old. https://t.co/CNSW2ZwoLh
The playbook for communications and PR is outdated.

Traditional comms might work for incumbent corporations in traditional industries, but it doesn't work for founders and startups trying to build something new, that's by definition unprecedented and poorly understood. https://t.co/I34OqvT7pC - Lulu Cheng Meservey
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Morning Brew ☕️
hopping online after your lunch break https://t.co/acxVFRJxmm
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Morning Brew ☕️
me when I'm forced to sell shares of a stock I love https://t.co/aGLT7L5xpD
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Jim OShaughnessy
"All you have to do to generate spontaneous prejudice and bias in humans is to randomly divide one group of them into two."
~@wstorr "Selfie: How We Became So Self-Obsessed and What It's Doing to Us" https://t.co/QuARHOlFfn
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Cundill Capital
David Einhorn on his $TWTR investment

(h/t @ClarkSquareCap) https://t.co/oqxnehkK7U
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Special Situations 🌐 Research Newsletter (Jay)
Some graphs & lithium-Ion data around spaces conversation $LTHM $ALB:

Many myths debunked here by the EPA. Lithium may not be the long term answer, but great discussion here.
https://t.co/e83JVZoTpp https://t.co/6nqaKlAOtt
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Special Situations 🌐 Research Newsletter (Jay)
Assumptions: EV with 300-mile range; vehicle lifetime of 173,151 miles for both EV and gas car; 30.7 MPG gas car; and U.S. average grid emissions. Depends on the assumptions you make on vehicle life when comparing lifecycle GHGs. $TSLA https://t.co/wgtm7mY8vP
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Morning Brew ☕️
"Per my last email"

Me: https://t.co/4ebJ3Rw2rR
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Rihard Jarc
$ABNB earnings are out.

Revenue $2.1B
EPS $0.56

3Q Guidance revenue $2.78B to $2.88B (higher than estimates)

Buyback to buy up to $2B of stock.

More after the call.
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Special Situations 🌐 Research Newsletter (Jay)
$HOOD ROBINHOOD SAYS CO. REDUCING HEADCOUNT BY ABOUT 23%
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