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Special Situations 🌐 Research Newsletter (Jay)
Google $GOOG down for thousands of users - Downdetector https://t.co/5sasLXVPx7
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Google $GOOG down for thousands of users - Downdetector https://t.co/5sasLXVPx7
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Tesla sells 28,217 Chinese-made vehicles in July -CPCA $TSLA
Down 64% MoM...lockdowns persisting into July
https://t.co/sVlLKACLNL
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Tesla sells 28,217 Chinese-made vehicles in July -CPCA $TSLA
Down 64% MoM...lockdowns persisting into July
https://t.co/sVlLKACLNL
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Special Situations 🌐 Research Newsletter (Jay)
RT @ChrisJBakke: The funniest transfer of wealth in modern times is the SoftBank Vision fund which took $100 billion in Saudi oil money and gave it to founders who were “reimagining salad delivery” and building coupon apps for dogs that required $2B in funding.
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RT @ChrisJBakke: The funniest transfer of wealth in modern times is the SoftBank Vision fund which took $100 billion in Saudi oil money and gave it to founders who were “reimagining salad delivery” and building coupon apps for dogs that required $2B in funding.
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Tren Griffin
Down rounds are like descending several building floors without an elevator. It leaves a mark.
"Unicorn companies’ leaders still believe in their valuations and they wouldn’t accept that they may have to see their valuations [go] lower than they think."
https://t.co/vPL7JoIuUL
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Down rounds are like descending several building floors without an elevator. It leaves a mark.
"Unicorn companies’ leaders still believe in their valuations and they wouldn’t accept that they may have to see their valuations [go] lower than they think."
https://t.co/vPL7JoIuUL
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TechCrunch
SoftBank cautions longer startup winter because unicorn founders are unwilling to cut valuations
"Until the multiple of listed companies is lower than those of unlisted companies, we should wait," said Masayoshi Son of SoftBank, which posted a quarterly loss of $23 billion.
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Tren Griffin
I experienced chest deep water arriving quickly once due to heavy rains in Seoul. It was shocking how fast the water rose.
https://t.co/I61pJBvlZr
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I experienced chest deep water arriving quickly once due to heavy rains in Seoul. It was shocking how fast the water rose.
https://t.co/I61pJBvlZr
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Ramneek
RT @rhunterh: @IgnoreNarrative “Never forget that the goal is to have
more money than brains. Too many
are out here constantly trying to
maintain having more brains than
money. And for what?” - @unlevered
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RT @rhunterh: @IgnoreNarrative “Never forget that the goal is to have
more money than brains. Too many
are out here constantly trying to
maintain having more brains than
money. And for what?” - @unlevered
tweet
Offshore
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Special Situations 🌐 Research Newsletter (Jay)
An inflation tracker used by the Fed is suggesting a headline y/y CPI print closer to 9% on Wed -- above the median forecast of 8.7% - if trend over last year continues
Cleveland Fed’s CPI nowcast has been underestimating the actual figure by avg of 17.7bps over the past year https://t.co/xfthAcvrOP
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An inflation tracker used by the Fed is suggesting a headline y/y CPI print closer to 9% on Wed -- above the median forecast of 8.7% - if trend over last year continues
Cleveland Fed’s CPI nowcast has been underestimating the actual figure by avg of 17.7bps over the past year https://t.co/xfthAcvrOP
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Special Situations 🌐 Research Newsletter (Jay)
Looking back at last month's NFIB Small Business Confidence --> -61% indicates ALL-TIME LOWS in the measure. https://t.co/VqaAetvBMx
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Looking back at last month's NFIB Small Business Confidence --> -61% indicates ALL-TIME LOWS in the measure. https://t.co/VqaAetvBMx
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