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Morning Brew ☕️
Just two weeks after Nancy Pelosi's visit, a delegation of lawmakers led by Sen. Ed Markey has touched down in Taiwan.
The group is there to further demonstrate support - but it's certain to irritate China again, which launched military drills following Pelosi's trip. https://t.co/vuyuriLsNu
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Just two weeks after Nancy Pelosi's visit, a delegation of lawmakers led by Sen. Ed Markey has touched down in Taiwan.
The group is there to further demonstrate support - but it's certain to irritate China again, which launched military drills following Pelosi's trip. https://t.co/vuyuriLsNu
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Offshore
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Meb Faber
Headed back to the farm today to hang with @KevinVanTrump!
📈 Early career as a trader
🌽 Ag commodities
🛢️ Energy markets
💰 Impact of the dollar on commodities
https://t.co/IUgHzgBZpK https://t.co/SqVEkanrp9
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Headed back to the farm today to hang with @KevinVanTrump!
📈 Early career as a trader
🌽 Ag commodities
🛢️ Energy markets
💰 Impact of the dollar on commodities
https://t.co/IUgHzgBZpK https://t.co/SqVEkanrp9
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Compounding Capital
Interesting old and current write ups of Egerton funds.
https://t.co/S26lwBJOsq
https://t.co/GSzmZp2jGA https://t.co/YBOB7MsRW1
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Interesting old and current write ups of Egerton funds.
https://t.co/S26lwBJOsq
https://t.co/GSzmZp2jGA https://t.co/YBOB7MsRW1
Egerton Capital is privately owned $19B large cap equity L/S and LO manager.
Bottoms-up, highly concentrated, quality focused.
"Target quality companies at attractive valuations with significant upside potential"
Top 5 companies are 45% of portfolio: $CP $MSFT $CNI $GOOG $V https://t.co/n0PQoojaUM - Compounding Capitaltweet
Steven Kiel
RT @shermancbfunds: ENDI Corp. (OTC: ENDI), announced the closing of the business combination of CrossingBridge Advisors, LLC.
see link to press release:
https://t.co/rBoRpPzuur
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RT @shermancbfunds: ENDI Corp. (OTC: ENDI), announced the closing of the business combination of CrossingBridge Advisors, LLC.
see link to press release:
https://t.co/rBoRpPzuur
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Compounding Capital
Great thread on Egerton founder John Armitage. https://t.co/thwdUcRXMJ
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Great thread on Egerton founder John Armitage. https://t.co/thwdUcRXMJ
Thread on John Armitage, founder of Everton Capital (1/n):
30% hurdle rate https://t.co/N1MEgtO4eF - Cundill Capitaltweet
Special Situations 🌐 Research Newsletter (Jay)
One thing we screen for is co's w/ high % of net cash to mkt cap. Metric doesn't tell entire story (cash burn, other liabilities), but can be interesting place to start! Co's w/ low liquidity & high leverage underperform in bear mkts! Avoid leverage and cash burning companies!
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One thing we screen for is co's w/ high % of net cash to mkt cap. Metric doesn't tell entire story (cash burn, other liabilities), but can be interesting place to start! Co's w/ low liquidity & high leverage underperform in bear mkts! Avoid leverage and cash burning companies!
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Morning Brew ☕️
A 1300-lb walrus named Freya was euthanized in Oslo, Norway by authorities "based on an overall assessment of the continued threat to human safety."
The walrus had drawn crowds of spectators in recent weeks as she hopped up on boats and sunbathed on the piers of the Oslo Fjord. https://t.co/qgLFx988Zk
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A 1300-lb walrus named Freya was euthanized in Oslo, Norway by authorities "based on an overall assessment of the continued threat to human safety."
The walrus had drawn crowds of spectators in recent weeks as she hopped up on boats and sunbathed on the piers of the Oslo Fjord. https://t.co/qgLFx988Zk
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Paras Chopra
RT @paraschopra: Life advice tweet starter pack:
1. Know yourself
2. Follow your heart to find what you want to do
3. Critically think to chart a path to those goals
4. Journey matters, not destination
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RT @paraschopra: Life advice tweet starter pack:
1. Know yourself
2. Follow your heart to find what you want to do
3. Critically think to chart a path to those goals
4. Journey matters, not destination
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Dr. Rhonda Patrick
RT @agingdoc1: Long-term sulforaphane-treatment restores redox homeostasis and prevents cognitive decline in middleaged female and male rats, but cannot revert previous damage in old animals
https://t.co/yRrqdIould
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RT @agingdoc1: Long-term sulforaphane-treatment restores redox homeostasis and prevents cognitive decline in middleaged female and male rats, but cannot revert previous damage in old animals
https://t.co/yRrqdIould
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Special Situations 🌐 Research Newsletter (Jay)
Largest U.S. companies by revenue for FY 2021:
$goog $258bn
$brkb $276bn
$xom $286bn
$unh $288bn
$cvs $292bn
$aapl $366bn
$amzn $470bn
$wmt $573bn
There are followers with different levels of experience/education here. https://t.co/n1386QTeBH
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Largest U.S. companies by revenue for FY 2021:
$goog $258bn
$brkb $276bn
$xom $286bn
$unh $288bn
$cvs $292bn
$aapl $366bn
$amzn $470bn
$wmt $573bn
There are followers with different levels of experience/education here. https://t.co/n1386QTeBH
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Ethan Mollick
At the end of their shift, doctors want to go home, so they see fewer patients, spend less time on each, & discharge them more quickly, using a lot more hospital resources by sending more to in-patient care. Overlapping shift endings with other docs helps. https://t.co/txRuNtbu2O https://t.co/0lew03l26Z
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At the end of their shift, doctors want to go home, so they see fewer patients, spend less time on each, & discharge them more quickly, using a lot more hospital resources by sending more to in-patient care. Overlapping shift endings with other docs helps. https://t.co/txRuNtbu2O https://t.co/0lew03l26Z
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Morning Brew ☕️
My future-self as I pull the trigger on yet another risky investment https://t.co/6SsKq7DYT9
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My future-self as I pull the trigger on yet another risky investment https://t.co/6SsKq7DYT9
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