Special Situations 🌐 Research Newsletter (Jay)
Hope people know what $GEO actually does before chasing because of a Burry filing from 3 months ago. It is a highly leveraged private prison company.
"GEO Group, Inc. operates private correctional facilities located mostly in the United States, but also in Australia, Canada, NZ"
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Hope people know what $GEO actually does before chasing because of a Burry filing from 3 months ago. It is a highly leveraged private prison company.
"GEO Group, Inc. operates private correctional facilities located mostly in the United States, but also in Australia, Canada, NZ"
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MastersInvest.com
'We believe that a strong case can be made that the ESPN business should be spun off..' Dan Loeb, 'Disney letter'
https://t.co/UFblrXCzyz
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'We believe that a strong case can be made that the ESPN business should be spun off..' Dan Loeb, 'Disney letter'
https://t.co/UFblrXCzyz
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Third Point Investors Limited
Portfolio Updates - Third Point Investors Limited
Offshore
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Ethan Mollick
The Cha Cha Slide is Turing Complete. It can act as a general purpose computer, which can technically run any program.
Commands are sent to dancers: “Now it’s time to get funky/ 12 hops this time/ Slide to the right.” The dancers then execute the program https://t.co/zeKF0lUEMn https://t.co/N7whBJrApN
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The Cha Cha Slide is Turing Complete. It can act as a general purpose computer, which can technically run any program.
Commands are sent to dancers: “Now it’s time to get funky/ 12 hops this time/ Slide to the right.” The dancers then execute the program https://t.co/zeKF0lUEMn https://t.co/N7whBJrApN
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Offshore
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Oddball Stocks Newsletter
RT @Greenbackd: “We believe that part of the reason value stocks have fared better lately as value investors have suffered a full redemption cycle and is hardly anyone left.”
-David Einhorn https://t.co/WbYkHQ7fd7
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RT @Greenbackd: “We believe that part of the reason value stocks have fared better lately as value investors have suffered a full redemption cycle and is hardly anyone left.”
-David Einhorn https://t.co/WbYkHQ7fd7
David Einhorn – Why Value Is Ripping! https://t.co/yYBALoR41z - Acquirer’s Multiple®tweet
Oddball Stocks Newsletter
RT @alluvialcapital: @psyopcapital @FocusedCompound @michaeljburry So typewriter manufacturers with half their balance sheets in gold bullion waiting for the 109-year old FED bubble to burst.
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RT @alluvialcapital: @psyopcapital @FocusedCompound @michaeljburry So typewriter manufacturers with half their balance sheets in gold bullion waiting for the 109-year old FED bubble to burst.
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Offshore
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Ethan Mollick
Lots of investors look for super-intense founders, but the level of intensity that founders feel matters less than having all founders with the same level of intensity. But it works better if they are passionate about different things (inventing, building) https://t.co/40JV6EqtNd https://t.co/wBLsCA682a
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Lots of investors look for super-intense founders, but the level of intensity that founders feel matters less than having all founders with the same level of intensity. But it works better if they are passionate about different things (inventing, building) https://t.co/40JV6EqtNd https://t.co/wBLsCA682a
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Offshore
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Ensemble Capital
$HD's summary of the intense cross currents between worrisome macro and robust micro is something being seen in many industries. If you're not confused and uncertain, you're not paying attention. https://t.co/vLttfBt0th
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$HD's summary of the intense cross currents between worrisome macro and robust micro is something being seen in many industries. If you're not confused and uncertain, you're not paying attention. https://t.co/vLttfBt0th
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Offshore
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Morning Brew ☕️
RT @Retail_Brew: The CBD market is expected to soar to $19.5 billion in 2025.
CBD company @Prospect_Farms wants to bring transparency to the space.
We spoke to Chief Brand Officer @BrookeShields about the brand's focus on sustainability.
https://t.co/3abMsrpoPh
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RT @Retail_Brew: The CBD market is expected to soar to $19.5 billion in 2025.
CBD company @Prospect_Farms wants to bring transparency to the space.
We spoke to Chief Brand Officer @BrookeShields about the brand's focus on sustainability.
https://t.co/3abMsrpoPh
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