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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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Commodities continue outperform equities in late-cycle environments $UCO $USO $OXY https://t.co/8WQxmTcbQg
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Offshore
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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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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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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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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 $1.5B excess CF available for reinvestment.
Targets 10%+ annual EPS growth https://t.co/Jy0Vc3T3Gl
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$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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Offshore
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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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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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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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Dalius - Special Situation Investments
New investment ideas from VIC 👇
Incl: $CE, $TPX, $BNED, $SSKN and $SAX.DE
$CE pitch:
– High-margin chemical company at 6x-7x current year earnings.
– One business undergoing transformational acquisition and another segment are in an unmatchable global low-cost position.
... 👇 https://t.co/hlUgGrhUOs
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New investment ideas from VIC 👇
Incl: $CE, $TPX, $BNED, $SSKN and $SAX.DE
$CE pitch:
– High-margin chemical company at 6x-7x current year earnings.
– One business undergoing transformational acquisition and another segment are in an unmatchable global low-cost position.
... 👇 https://t.co/hlUgGrhUOs
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Offshore
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Rolf Degen
"It is relatively rare for women to commit suicide while nude, and female nudity at the time of death is strongly related to the death being a homicide." https://t.co/uxeabPZgLQ https://t.co/WitLJpO6JZ
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"It is relatively rare for women to commit suicide while nude, and female nudity at the time of death is strongly related to the death being a homicide." https://t.co/uxeabPZgLQ https://t.co/WitLJpO6JZ
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