Special Situations 🌐 Research Newsletter (Jay)
Despite a slowing global economy, OECD oil inventories continue to remain tight, relative to historical norms
$UCO $USO $OXY https://t.co/yIuWTxMVzA
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Rolf Degen
Meta-analyses: Cognitive training is completely ineffective in advancing cognitive function and academic achievement. https://t.co/0h4LotkJU9 https://t.co/6k3PC89I5O
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Special Situations 🌐 Research Newsletter (Jay)
Commodities continue outperform equities in late-cycle environments $UCO $USO $OXY https://t.co/8WQxmTcbQg
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Special Situations 🌐 Research Newsletter (Jay)
Commodity prices face a different price profile in commodity-driven recessions $UCO $USO $OXY $XOM $BP $CVX https://t.co/PnLn1bnHFz
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Rolf Degen
Sticking to or changing one's beliefs can be understood as an economic transaction in which people weigh which course of action will bring them the greatest benefit. https://t.co/fz4kD349FE https://t.co/rinvdz0Zt1
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Paul Graham
Today I had office hours with a startup I hadn't talked to since before Covid. The last time we talked I told them what to do and what they'd look like a few years later if they did it. They did it, and that's exactly what they look like now. I was so pleased. This never happens.
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Compounding Capital
$LIN is the definition of a boring business. Predecessors Linde/Praxair we’re founded 1879/1907.

Now the largest global industrial gas business.

Generates 20% A/T ROIC, with $1.5B excess CF available for reinvestment.

Targets 10%+ annual EPS growth https://t.co/Jy0Vc3T3Gl
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Paul Graham
RT @LBFlyawayhome: On #BookLoversDay
Often love of books started with comics.

(John Bull Magazine 1952, Douglas L Mays)
#NationalBookLoversDay https://t.co/6wprDr2WBL
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Rolf Degen
A higher ability to generate swear words is associated with greater verbal skills. https://t.co/r4Wdkpeiib https://t.co/oIULeNaxTT
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Ramneek
Tattoos have become so mainstream that it’s embarrassing to get one now.
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