Special Situations 🌐 Research Newsletter (Jay)
RT @eliant_capital: Never forget https://t.co/La6nRGUm0v
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10-K Diver
This earnings season, I see many companies with revenues DOWN, profits DOWN even more, claiming it’s because of operating DE-LEVERAGE.

The question to ask is:

In the past, when revenues were UP, did these same companies demonstrate similar operating LEVERAGE? https://t.co/WoQfz3DSva
Operating leverage, visualized

(h/t @10kdiver) https://t.co/teulU97BMy - Brian Feroldi (🧠,📈)
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Jerry Neumann
Cures for ennui?
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Special Situations 🌐 Research Newsletter (Jay)
Going to see private market write downs

https://t.co/ieGgAI8J9S
This year's public-market turmoil is spreading to private markets. Investors are selling stakes in private-equity and venture capital funds at the fastest pace on record, typically selling them below their face value. https://t.co/fF99uUBWxn https://t.co/lZ5VPxGT7v - Lisa Abramowicz
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Special Situations 🌐 Research Newsletter (Jay)
RT @MomAngtrades: The biggest monopoly in the US isn’t a company or bank. It’s the Democratic and Republican parties.
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Special Situations 🌐 Research Newsletter (Jay)
Many quote that "millionaires are born during recessions". This is true, but the painful truth is many more lose fortunes on the way down...
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FXHedge
DONALD TRUMP SAYS FBI AGENTS RAIDING MAR-A-LAGO
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Special Situations 🌐 Research Newsletter (Jay)
RT @murray_orr: Well this is awkward… https://t.co/g85GGvlh44 https://t.co/5nisROjqVC
"For years, Elon Musk sold us fantasies to distract from the reality of the future he’s trying to build, and to get people to accept his growing belligerence."

📝 @parismarx https://t.co/l0OjPBbNF5 - TIME
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Special Situations 🌐 Research Newsletter (Jay)
TRUMP SAYS FBI AGENTS BROKE INTO HIS SAFE: BBG
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Ethan Mollick
The most insidious impact of chronic sleep deprivation on entrepreneurship: lack of 💤 makes you more likely to take risks & become a founder, but it also makes you think your bad ideas are good, since judgement is impaired. Run your ideas by a well-rested friend before launch! https://t.co/SE5Vp4Cygu
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Special Situations 🌐 Research Newsletter (Jay)
If you think the US yield curve is inverted, look at Canada's 🇨🇦 --> -47bps!

Recession imminent https://t.co/azSUVNT2Ct
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Special Situations 🌐 Research Newsletter (Jay)
Someone tell Zuck that it would be a lot better for $META to 🔥 burn $10 billion on virtual reality in the metaverse than in real life. Pls.
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Special Situations 🌐 Research Newsletter (Jay)
Another "car" ticker we dislike: $carg https://t.co/AQqEjEzRhK
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