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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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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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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FXHedge
GARTMAN SAYS MARKET TO DROP 20% FROM CURRENT LEVEL BY YEAR-END: BBG
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Paul Graham
Had lunch with David Shor, and I don't think I've ever met anyone who could answer more of my questions from memory. Apparently the median voter is even less like the Democratic elite's model of the median voter than I realized.
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Paras Chopra
Wondering if anyone has studied how instant messaging on WhatsApp, etc has impacted our relationships with people?

The snappy, bite sized, always-on exchange of words must impact our relationships in a big way.
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Dalius - Special Situation Investments
RT @DoombergT: There are now three certainties in life: death, taxes, and the Inflation Reduction Act will not reduce inflation
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10-K Diver
Invert, Always Invert https://t.co/KzLPOZoTUf
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Rihard Jarc
$PLTR earnings are out!

-Revenue grew 26% YoY to $473M
- US revenue grew 45% YoY
- US government revenue grew 27% YoY
- Commercial revenue grew 46% YoY
- Commercial clients up by 250% YoY from 34 to 119

Outlook Q3 2022: Revenue between $474-475M
Full-year Revenue of $1.9B
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Frank Taber
🧵Thread/

Reading some finance Substack newsletters is like having a team of investment analysts.

You can access some incredibly valuable research for a small monthly fee, or sometimes even completely for free.

Below are some authors/analysts you should follow. https://t.co/bKikjNj4pD
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