Morning Brew ☕️
What's the funniest "Out Of Office" message you've seen?
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Meb Faber
Investing quote of the day: https://t.co/Slqgo0vhX8
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Tren Griffin
Can you calculate Robinhood unit economics and show your work?

Total Q net revenues: $318 million.

Monthly Active Users (MAU) decreased 1.9 million sequentially to 14.0 million. Is $318 million/ the # of users consistent with the stated ARPU of $56? https://t.co/FsEUV3aqgB https://t.co/22xzUpN5O4
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Morning Brew ☕️
Legendary MLB and Dodgers broadcaster Vin Scully passed away Tuesday night at the age of 94.

He served as the voice of the Brooklyn and Los Angeles Dodgers for a record 67 years. https://t.co/J0vSm7JAYG
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Rihard Jarc
$META bond sale smells of buyback bazooka.
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Tren Griffin
Is this chart adjusted for liquidation preferences and other "terms" in the equity structure? Is it current? https://t.co/8D2VMrnl3r https://t.co/gOGaXdPywS
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Alex Brogan
RT @JoeHolka: Deception, attention theft, manipulation.

Unfortunately... that's what about 90% of our systems are based on.

Knowing these 11 cognitive biases will give you the strength to avoid traps:
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Special Situations 🌐 Research Newsletter (Jay)
3M London interbank offered rate for dollars climbed to the highest level since financial crisis as traders price in larger interest-rate hikes by the Fed.
 
Libor rose for the fourth straight session, rising roughly 2.5 basis points to 2.83229%, the highest since November 2008. https://t.co/v3YKpCbnyN
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Special Situations 🌐 Research Newsletter (Jay)
$CVS boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate.
-Sees adjusted EPS $8.40 to $8.60, saw $8.20 to $8.40, estimate $8.35 
-Sees cash flow from ops $12.5B to $13.5B, saw $12.0B to $13.0B, est $12.9B
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Morning Brew ☕️
here we go again... https://t.co/Nk1fLmgTzO
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Alex Brogan
RT @thealexbanks: Investing can be complicated.

Let's make it simple.

10 terms every entrepreneur and investor should know:
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Special Situations 🌐 Research Newsletter (Jay)
Surprising economic strength in the data this morning:
*US JUNE DURABLE GOODS ORDERS INCREASE 2.0%; EST. 1.9%
*US JULY ISM SERVICES GAUGE RISES TO 56.7 FROM 55.3; EST. 53.5
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Jim OShaughnessy
"In the future, everyone will be world-famous for 15 minutes."
~Andy Warhol

314: Value Creation vs Value Extraction, Nvidia, Data Usage, Visa's Founder, Will Thorndike, Ford's Battery Supply, IT Security, YF-23 vs F-22, and Doom, by @LibertyRPF https://t.co/BzLMnRDf9P
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