Special Situations 🌐 Research Newsletter (Jay)
Michael Burry on bear market rallies https://t.co/4VgnBw7EAt
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Special Situations 🌐 Research Newsletter (Jay)
What does everyone think of $ASTS?
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Special Situations 🌐 Research Newsletter (Jay)
The infamous Zack Morris is back on twitter...interesting sign of the times!
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Special Situations 🌐 Research Newsletter (Jay)
FED'S BARKIN: I HAVE NO DIFFICULTY DECREASING THE BALANCE SHEET WHILE RAISING RATES.
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Special Situations 🌐 Research Newsletter (Jay)
According to $GS prime brokerage, over thr last 10 years, they have only seen greater short covering activity twice, in Jan 2021 and Oct 2014...
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Special Situations 🌐 Research Newsletter (Jay)
$cvna

https://t.co/o2ee55XwMG
I’ve never seen so many ‘NO-SALES’ at car auctions.

Feels like 50% of cars aren’t selling.

Buyers and sellers are in 2 different dimensions right now. - CarDealershipGuy
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Paul Graham
RT @axboe: "Running a successful open source project is just Good Will Hunting in reverse, where you start out as a respected genius and end up being a janitor who gets into fights."

Quote attributed to @cra, and I don't think I've ever seen anything more true posted.
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Tren Griffin
SpaceX launched 46 more Starlink satellites into polar orbit today from Vandenberg in California. The inclination of 97.6 degrees to the equator enables service in polar regions. These satellites are equipped with inter satellite links, which reduces the need for gateways. https://t.co/8kncfZqEBZ
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Ethan Mollick
We become less happy when we let our mind wander because our mind tends to wander to our 🆂🅴🅲🆁🅴🆃

97% of people have a secret they are keeping & the average person has 13! The more secrets, the unhappier people are, because in idle moments we tend to obsess over our secrets. https://t.co/DcYE8TTnNR
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Compounding Capital
$MCW intrigued me at IPO:

1) easy to understand biz
2) fragmented industry
3) UCW model created recurring revs

Issue I ran into was when I called local car washes, only ones that did well were in high barrier to entry mkts.

MCW locations are rural, low barrier mkts. https://t.co/auRfD3J23C
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