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Special Situations 🌐 Research Newsletter (Jay)
Senate bill impact on GDP (estimate) https://t.co/nF6Srznpde
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Morning Brew ☕️
The work week starts when? https://t.co/2cW5xmcO4L
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Tren Griffin
The Blue Angels just dropped by at just above tree level for less than a second to express their support for my eat more bivalves and crustaceans campaign. https://t.co/k9PDfsrnEc
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andy
Victoria plc #vcp short is interesting case study

Wilding in 2013/4 gained control through financial engineering, widely covered.

complex deal structuring rarely for ur benefit, hard to track, assume they do this in every deal they do (scorpion and frog)
https://t.co/Mnkj9amUDk https://t.co/9jRt9OqgBf
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Taylor Pearson
RT @choffstein: You're still not reading
Moontower by @KrisAbdelmessih?

You're missing stuff like this 👇

https://t.co/a1XYcb0rfM https://t.co/oWJyn5a9MK
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M&A Focused CPA
RT @BoilerPlateCPA: Businesses are frequently valued on earnings multiples but I find it helpful to estimate a replacement cost too.

How much would it cost to reproduce:
- their client list
- the tangible assets
- acquiring talent
- processes / best practices
- YOUR opportunity cost while building
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MastersInvest.com
'Warren Buffett’s BRK is following an age-old adage: Buy the dip. The conglomerate was a net buyer of equities in the quarter, reporting $3.8 billion in purchases, according to results released Saturday. It was a net seller in Q2 of last year.'

https://t.co/EvmqudGFpB
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MastersInvest.com
“We always encourage you to focus on operating earnings. We don’t really think they mean anything on a quarterly basis. Obviously, they’re meaningful over the years. We’ve piled up a lot of net worth over the yrs. But in any quarter, they mean absolutely nothing.” Warren Buffett
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Morning Brew ☕️
Realizing it's Sunday night https://t.co/uvcijezthD
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MastersInvest.com
“What’s magic about a quarter. We are in businesses for a very long period of time.” Warren Buffett
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