Offshore
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Taylor Pearson
RT @choffstein: At the risk of annoying @WayneHimelsein, I wanted to highlight this section of his monthly letter.
In my original rebalance timing luck paper, I pointed out that benchmarks can benefit from RTL (Image #1)
Convexity makes RTL impact explode.
Wayne discusses nicely (#2 & #3) https://t.co/Ii1aC4HDmz
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RT @choffstein: At the risk of annoying @WayneHimelsein, I wanted to highlight this section of his monthly letter.
In my original rebalance timing luck paper, I pointed out that benchmarks can benefit from RTL (Image #1)
Convexity makes RTL impact explode.
Wayne discusses nicely (#2 & #3) https://t.co/Ii1aC4HDmz
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Special Situations 🌐 Research Newsletter (Jay)
$WMT is predominantly a food retailer, over 50% of sales are in grocery, and it is winning share from smaller retailers as middle income consumers trade down to go to Walmart instead of other stores like $TGT. Also benefitting from inflation. Let's see how other retailers fare!
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$WMT is predominantly a food retailer, over 50% of sales are in grocery, and it is winning share from smaller retailers as middle income consumers trade down to go to Walmart instead of other stores like $TGT. Also benefitting from inflation. Let's see how other retailers fare!
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Offshore
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Ensemble Capital
There's some really insightful analysis on the @EconoFactOrg blog. This data on paid days worked from home going from 5% pre COVID to a stable 40% today is a good way to visual what's happened. https://t.co/ogydK739WG https://t.co/r5LevTBdIo
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There's some really insightful analysis on the @EconoFactOrg blog. This data on paid days worked from home going from 5% pre COVID to a stable 40% today is a good way to visual what's happened. https://t.co/ogydK739WG https://t.co/r5LevTBdIo
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
1/ $LTRY "lost $130mn". Following a report on the findings of the independent investigation, on June 30, 2022, the Board terminated the employment of Ryan Dickinson as the Company’s President, Treasurer and Chief Financial Officer, effective July 1, 2022.
https://t.co/iYUA2AlRIQ https://t.co/vhFAE4ucXk
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1/ $LTRY "lost $130mn". Following a report on the findings of the independent investigation, on June 30, 2022, the Board terminated the employment of Ryan Dickinson as the Company’s President, Treasurer and Chief Financial Officer, effective July 1, 2022.
https://t.co/iYUA2AlRIQ https://t.co/vhFAE4ucXk
$LTRY bad news keeps coming (resignations or firings of 3 execs; internal investigation re: legal compliance; cash crush; furloughed employees; accounting problems, etc). Not surprising the online lottery biz missed the 10Q deadline.
https://t.co/ntuC51DLkw - Nicola M. Whitetweet
Offshore
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Morning Brew ☕️
acting surprised when my boss formally announces what my coworkers and I have been gossiping about for weeks https://t.co/VhNH2PolSn
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acting surprised when my boss formally announces what my coworkers and I have been gossiping about for weeks https://t.co/VhNH2PolSn
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Special Situations 🌐 Research Newsletter (Jay)
RT @buysidebogey: @MadThunderdome Lol $BBBY traded $9bn notional today, just as much as $AMZN. Amazing.
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RT @buysidebogey: @MadThunderdome Lol $BBBY traded $9bn notional today, just as much as $AMZN. Amazing.
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Paul Graham
Today I talked to a startup doing so well that they had no current problems that needed solving. Profitable, growing ~20x a year (not a typo), only 9 employees. This is so rare that I didn't know what to do. We ended up talking about problems they might have in the future.
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Today I talked to a startup doing so well that they had no current problems that needed solving. Profitable, growing ~20x a year (not a typo), only 9 employees. This is so rare that I didn't know what to do. We ended up talking about problems they might have in the future.
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Offshore
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MastersInvest.com
‘Thus was born the company mantra, the lodestar, the guiding ideal, and the primary foundation of the corporate culture at Federal Express - motivated people working together to produce exceptional service for customers who would provide revenues to produce profits.’ https://t.co/rH5823qVu6
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‘Thus was born the company mantra, the lodestar, the guiding ideal, and the primary foundation of the corporate culture at Federal Express - motivated people working together to produce exceptional service for customers who would provide revenues to produce profits.’ https://t.co/rH5823qVu6
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