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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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Offshore
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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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Meb Faber
Interval funds are already expensive, average is 1.36%.
This one is going to be the most expensive of all...2.75% y'all.
4.22% total annual fund cost. (I don't think they're doing a performance fee so not sure what this is...) https://t.co/hCHiNsl3Ls
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Interval funds are already expensive, average is 1.36%.
This one is going to be the most expensive of all...2.75% y'all.
4.22% total annual fund cost. (I don't think they're doing a performance fee so not sure what this is...) https://t.co/hCHiNsl3Ls
.@ARKInvest’s new interval fund, ARK Venture, will launch with the highest management fee of any interval fund around, according to data compiled by @MorningstarInc.
@double_you_ess the details: https://t.co/898sYjScL2 - Citywire Pro Buyertweet
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James Wang
🚨 New video: The ETH Merge Thesis with Hal
@NorthRockLP and @SquishChaos. We cover:
– Why the ETH merge is the most important trade of the year
– ETH/BTC, the flippening
– LSDs (Lido, RPL, Stakewise)
Enjoy!
https://t.co/yXiN0FUiTp
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🚨 New video: The ETH Merge Thesis with Hal
@NorthRockLP and @SquishChaos. We cover:
– Why the ETH merge is the most important trade of the year
– ETH/BTC, the flippening
– LSDs (Lido, RPL, Stakewise)
Enjoy!
https://t.co/yXiN0FUiTp
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
ByteDance, the owner of Tiktok has been taking market share from $SNAP Snapchat and $META... here is look at its parabolic growth! https://t.co/Z6FOPVtSA3
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ByteDance, the owner of Tiktok has been taking market share from $SNAP Snapchat and $META... here is look at its parabolic growth! https://t.co/Z6FOPVtSA3
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Morning Brew ☕️
trying to hype yourself up for the rest of the day by taking fit pics in the office bathroom https://t.co/kTJcvhGrM6
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trying to hype yourself up for the rest of the day by taking fit pics in the office bathroom https://t.co/kTJcvhGrM6
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Ethan Mollick
Good day to remember that failed serial entrepreneurs get much better deal terms from venture capitalists than first-time founders, despite the fact that their startups perform worse at the time of funding! https://t.co/mthQlzJ70p
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Good day to remember that failed serial entrepreneurs get much better deal terms from venture capitalists than first-time founders, despite the fact that their startups perform worse at the time of funding! https://t.co/mthQlzJ70p
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