Offshore
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Compounding Capital
$SLP revenue growth CAGR of 16% and EBITDA CAGR of 23% past 7 years.
Revenue and EBITDA should be able to grow 15% and 20% respectively for next 10 years given minimal TAM penetration. https://t.co/ictMLnBjoR
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$SLP revenue growth CAGR of 16% and EBITDA CAGR of 23% past 7 years.
Revenue and EBITDA should be able to grow 15% and 20% respectively for next 10 years given minimal TAM penetration. https://t.co/ictMLnBjoR
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Offshore
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Jim OShaughnessy
Recorded a great @InfiniteL88ps with @vitaliyk whose interests and passions overlap so much with mine the time sped by--the power of programing yourself; how music helps us understand nuance and how abracadabra means "I create as I speak" in Hebrew.
Great stuff! https://t.co/wJSfBRn50h
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Recorded a great @InfiniteL88ps with @vitaliyk whose interests and passions overlap so much with mine the time sped by--the power of programing yourself; how music helps us understand nuance and how abracadabra means "I create as I speak" in Hebrew.
Great stuff! https://t.co/wJSfBRn50h
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Special Situations 🌐 Research Newsletter (Jay)
$RIVN: another disaster quarter
-Rivian Auto says supply chain constraints 'to remain limiting factor'
-Rivian reports Q2 output of 4.40K and deliveries of 4.47K vehicles
*SEES FY ADJ EBITDA LOSS $5.45B, SAW LOSS $4.75B
*Rivian Auto affirms 2022 production target of 25K cars
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$RIVN: another disaster quarter
-Rivian Auto says supply chain constraints 'to remain limiting factor'
-Rivian reports Q2 output of 4.40K and deliveries of 4.47K vehicles
*SEES FY ADJ EBITDA LOSS $5.45B, SAW LOSS $4.75B
*Rivian Auto affirms 2022 production target of 25K cars
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Special Situations 🌐 Research Newsletter (Jay)
SSR SPAC Catalyst: Just send a SPAC litigation opportunity idea to subscribers with a 13-to-1 potential payoff if successful.
https://t.co/r7f3PlxC5V
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SSR SPAC Catalyst: Just send a SPAC litigation opportunity idea to subscribers with a 13-to-1 potential payoff if successful.
https://t.co/r7f3PlxC5V
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Special Situations
Plans & Pricing | Special Situations Research Newsletter
Book a 1x1 with an analyst on our team! Get access to weekly ideas / investment memos and financial models on the companies in our database, along with databases of preferred stocks, merger arb candidates, spin candidates and discounted closed end funds!…
Offshore
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Jim OShaughnessy
Chatting with my @InfiniteL88ps colleague @vtslkshk this morning and I asked if he followed a well-known person. Loved his response:
"I don't follow living gurus because the base rate of them being frauds is too damn high. I WILL read dead gurus however." 🤔🤨😝 https://t.co/LMGAfdUMQ3
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Chatting with my @InfiniteL88ps colleague @vtslkshk this morning and I asked if he followed a well-known person. Loved his response:
"I don't follow living gurus because the base rate of them being frauds is too damn high. I WILL read dead gurus however." 🤔🤨😝 https://t.co/LMGAfdUMQ3
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Offshore
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Morning Brew ☕️
A U.S. judge has ruled that Robinhood must face market manipulation claims over restrictions it placed on trading during last year's "meme stock" rally (via @Reuters)
All the traders who were affected by restrictions: https://t.co/93PuXxmcNE
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A U.S. judge has ruled that Robinhood must face market manipulation claims over restrictions it placed on trading during last year's "meme stock" rally (via @Reuters)
All the traders who were affected by restrictions: https://t.co/93PuXxmcNE
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
1/ Explosions at a Russian airbase in Crimea that Ukraine says destroyed nine fighter aircraft may indicate new Ukrainian offensive capabilities that complicate Kremlin efforts to support its invading forces, according to European intelligence officials and defense analysts. https://t.co/RR9RDtH12P
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1/ Explosions at a Russian airbase in Crimea that Ukraine says destroyed nine fighter aircraft may indicate new Ukrainian offensive capabilities that complicate Kremlin efforts to support its invading forces, according to European intelligence officials and defense analysts. https://t.co/RR9RDtH12P
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Offshore
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Morning Brew ☕️
watching your coworkers leave for happy hour when you're stuck working late
https://t.co/lLK4ISJMX9
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watching your coworkers leave for happy hour when you're stuck working late
https://t.co/lLK4ISJMX9
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