Morning Brew ☕️
How employers feel giving out pizza parties instead of a respectable raise

https://t.co/oK4tunjEOx
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Special Situations 🌐 Research Newsletter (Jay)
Four types of company moats:
Brands: $DIS $SBUX $RACE
High switching costs: $ADBE $ADP $MSFT
Network effects: $GOOG $META $ABNB
Cost advantages: $COST $WMT https://t.co/XqROKijUFO
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Mostly Borrowed Ideas
I don't expect TikTok to be permanently banned in the US, but UGC eventually attracts regulatory scrutiny because of the cesspool a faction of users create. TikTok or any UGC based apps real test happen when velocity slows. This is NOT the kind of business a "sandwich" can run. https://t.co/ViX9dnd3Bq
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Bread Crumbs Research
Given what’s going on in stonk-land I don’t think we have reached the bottom
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Morning Brew ☕️
This startup claims it can make bank from advertising on the side of trucks. Think it'll work? (ft. @businessbarista) https://t.co/8G0mRowWC0
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Morning Brew ☕️
According to a recent Yale study, 14% of people who use insulin in the US spend at least 40% of their income after food and housing on the medicine.
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Paras Chopra
What a fantastic description of the importance of used-book stores! https://t.co/uUKNiYsnfh
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Paras Chopra
Consider this: tech projects can now be built by pseudonymous, remote teams where nobody has seen anyone else and all interactions are via text/email.

In this world, what prevents an AI to pose as a human boss and actually have humans do stuff for it in the offline world?
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Special Situations 🌐 Research Newsletter (Jay)
Recent easing in financial conditions paved way for the comeback of retail-stock darlings like $AMC $GME & $BBBY. It shows Fed has a lot more work to do.

Struggling retailer Bed Bath & Beyond jumped 64% at open for no obvious reason. Stock extended gains for 9 straight sessions. https://t.co/6i2vi1J6FY
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Special Situations 🌐 Research Newsletter (Jay)
US gasoline demand $vlo $uso $uco https://t.co/7CWdmMtjfA
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Special Situations 🌐 Research Newsletter (Jay)
TAIWAN DEFENCE MINISTRY: DETECTED 39 CHINESE AIR FORCE PLANES, 13 NAVY SHIPS IN AND AROUND TAIWAN STRAIT ON MONDAY.
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Morning Brew ☕️
can I use my WFH stipend on this? https://t.co/gqtj0Xgz4g
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