Special Situations 🌐 Research Newsletter (Jay)
Merger Monday: CVS Health Corp. $CVS is planning to submit a bid to acquire Signify Health Inc. $SGFY as part of an expansion into home-health services, the Wall Street Journal reported, citing people familiar with the matter
tweet

Paras Chopra
RT @paraschopra: People who are not impressed by money, fame or power have the most interesting things to say.
tweet

Special Situations 🌐 Research Newsletter (Jay)
"About 10 warships each from China and Taiwan sailed at close quarters in the Taiwan Strait, with some Chinese vessels crossing the median line, an unofficial buffer separating the two sides, according to a person with knowledge of the matter," Reuters https://t.co/2iuqyWVM3O
tweet

Special Situations 🌐 Research Newsletter (Jay)
UK's largest electricity distribution business (UK Power Networks Ltd.) said customers will be hit with a GBP280 million surcharge from energy companies failing.
tweet

Special Situations 🌐 Research Newsletter (Jay)
"75,000 people in the UK have pledged to strike and not pay power bills on Oct 1st:

The govt & energy cos refuse to act then ordinary people will! Together we can enforce a fair price & affordable energy for all," tweeted "Don't Pay UK,"
https://t.co/DrQmNfyGaw
🔥 75,000 people have pledged to strike on October 1st!

If the government & energy companies refuse to act then ordinary people will!

Together we can enforce a fair price and affordable energy for all.

https://t.co/RYOlAVoLqd #dontpayuk https://t.co/HeF4RiOVVH - Don't Pay.
tweet

Ethan Mollick
Entertaining students can often come at the cost of teaching them. For example, students like graphics on slides, but seductive graphics (interesting but not relevant) hurt long-term recall in online courses, while more boring instructive, directly relevant graphics help. https://t.co/BfSV1a7tTP
tweet

Tren Griffin
Musk challenges Twitter CEO to public debate on bots https://t.co/Y0loZTcMaL https://t.co/xLBYaQXc9N
tweet

Morning Brew ☕️
If you could bring back one of these snacks, which would it be? https://t.co/4RfhGpQ7RF
tweet

Paul Graham
Effective organizations are unnatural. The natural state of organizations is bureaucracy and turf wars, and once deprived of effective leadership they revert to their natural state with shocking speed.
tweet

Tren Griffin
"Forty years ago, Walmart pissing off P&G would be a risky situation. Now, Walmart is much bigger than P&G,"

"Private brands often carry profit margins that are 20% to 40% higher than national brands" https://t.co/gsRugqNp5V
tweet

Special Situations 🌐 Research Newsletter (Jay)
1/ The new 1% levy on stock buybacks in the US Senate’s tax and climate package isn’t slated to go into effect until 2023, which means that there could be a flurry of repurchases before the end of this year.
tweet

Jim OShaughnessy
“I am going to tell you a secret. Everything is about wanting. Everything. Things happen because of people wanting. Watch closely, and you’ll see what I mean.”
~@david_mitchell, "Ghostwritten"

https://t.co/JxDdbU1lQ1
Author Howard Bloom thesis is that in order to improve markets, we need to understand that emotions drive them:

"Desire is the force behind every exchange, behind every bit of commerce between you and me. Behind every exchange of money. And behind every exchange of information" https://t.co/eaG9BJCr9y - Jim OShaughnessy
tweet