Offshore
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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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Offshore
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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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Offshore
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Ethan Mollick
Google has scanned over 25M books, but you can’t read them

Fears over cannibalization of print book sales led to legal fights that killed much of the project. And it was all based on a myth. This paper shows book digitalization INCREASED 📚sales by 35%! https://t.co/UOStz9ZljQ https://t.co/2Ub0EN7cOT
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FXHedge
CHINA LOCKS DOWN A BEACH RESORT CITY AFTER COVID SPIKE, LEAVING 80,000 TOURISTS STRANDED: BBG
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Special Situations 🌐 Research Newsletter (Jay)
RT @hal_apeynyo: @SpecialSitsNews Excellent space as always sir!!
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Special Situations 🌐 Research Newsletter (Jay)
*CARLYLE GROUP SAYS KEWSONG LEE STEPS DOWN AS CEO $CG
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Special Situations 🌐 Research Newsletter (Jay)
RT @DomitrosH: @SpecialSitsNews Thanks for taking the time to do this! Your insight into the market is always a helpful, sober take on both the bigger picture as well as a good starting point on individual names!
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Sidecar Partners
Exceptional operators are aggressive but not reckless.
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Offshore
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Tren Griffin
Forecasters can avoid accountability for a prediction by not giving a date by which it will happen.

Here's a real prediction: SpaceX will offer a complementary geostationary satellite based service to its LEO service to customers before the end of 2030. https://t.co/EnnmyaQOd0
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Special Situations 🌐 Research Newsletter (Jay)
*CHINA EXTENDS MILITARY DRILL NEAR TAIWAN MONDAY
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Special Situations 🌐 Research Newsletter (Jay)
*OZ MINERALS REJECTS A$25/SHR INDICATIVE PROPOSAL FROM BHP GROUP
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Core CPI on 8/10 is expected to be 6.1%, 20bps higher than 5.9% last month...it's CORE CPI and PCE that will matter more to the Fed (ex-energy and food) https://t.co/GovoI9yT4F
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