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
tweet

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
tweet

Jim OShaughnessy
Two thoughts from Iris Murdoch

“One should go easy on smashing other people's lies. Better to concentrate on one's own.”

“Guilt keeps people imprisoned in themselves.”
tweet

Paras Chopra
The primary audience for your writing is your own self.

We think we know something, but that doesn't actually happen until put it into words.
tweet

Rolf Degen
Cats keep their eyes half-closed when they experience nutritional bliss. https://t.co/8t7vuF49QK https://t.co/TigJjq7Y7f
tweet

Morning Brew ☕️
The FBI raided Mar-a-Lago, former President Trump’s resort home in Palm Beach, FL, yesterday, a remarkable development that we first learned of from Trump himself.

Trump said his “beautiful home” is “currently under siege, raided, and occupied by a large group of FBI agents.”
tweet

Ethan Mollick
Fast Internet unlocks growth, but 2/3 of 🌍 doesn’t have access.

This paper shows a new transoceanic connection to Africa grows employment by 4% to 10% in areas that are given fast internet, with no job losses elsewhere. High-skilled jobs benefit most, though the poor also gain. https://t.co/0KoWxY5aeU
tweet

iinvested
2Q22 Choice Equities Fund on $CROX, $SITE, $FARM, $OEC,
https://t.co/sp33mAdR9L

More fund letters here:
https://t.co/8MCOsDToDq https://t.co/nZgFfFdmqz
tweet

Frederik Gieschen
Buffett's measuring stick: "If I’m look at another business I say, 'Why would I rather have this than more Coca-Cola?'"

Munger: "The best thing you have easily available is your measuring stick. If the new thing isn’t better, it hasn’t met your threshold."
tweet

Santangel's Review
"I just try to invest whatever capital I have as best I can and take the results as they fall. I just seize whatever opportunities I can and I hope I get my share." - Charlie Munger
tweet

Special Situations 🌐 Research Newsletter (Jay)
It isn't often that you trade a merger arb candidate successfully, sell at a minimal spread, and then buy back at the local lows.

Full round trip in $NLSN, up 20% again! Special Situations have been THE way to play the market this year...

https://t.co/r7f3PlxC5V https://t.co/xTmBAMO20r
tweet