Burry Edge

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[Asymmetric Opportunities @Stock_Inf0]

$PDD's Temu has experienced significant growth in 2023. 📈

Monthly GMV increased from $141m in December 2022 to $1,000m in June 2023. ✈️

While I don't like Pinduoduo, I do like that PayPal $PYPL is the first payment option that pops up on the platform.

PayPal will benefit from Temu's growth. 🐂

[₿ΞΞnThereDoneThat Capital 賢い @BeenThereCap]

When prices are this low, #natgas traders should change their primary mental model from odds of the next move’s direction, to the potential sizes of the moves. That’s because the payoff asymmetry is now enormous.
1/4

[Paulo Macro @PauloMacro]

Surely mine was all crazy talk - I was told $600bn is the New Normal

Plus, Janet agreed she wouldn’t jam it - I mean they *pinky promised* not to do that in the debt ceiling suspension agreement, it’s all right there! Scoundrels!

Oh and “tax payments bro”
1/2

[Piker Capital @PikerCapital]

Delinquency rate of commercial mortgages on office properties (securitized into CMBS) spiked to 5.6% in September.

Tripled so far this year, from a delinquency rate of 1.6% in December.. 🤯

The cycle during the GFC, when delinquency rates eventually exceeded 10% in 2012 and 2013, started more slowly and proceeded more slowly than this cycle.

This is a ferocious deterioration.

[John Quakes @quakes99]

I told ya!😄 This Spot #Uranium U-train ain't stoppin' anytime soon🚆 today UP +$1.35 to $61.10/lb #U3O8 and climbing!⤴️🤠🐂

[Steelandquill @steelandquill]

Two things I learned from my chemical engineering degree:
1. The Haber-Bosch Process brought about modern civilization.
2. The Haber-Bosch Process brought about modern civilization.

[Asymmetric Opportunities @Stock_Inf0]

Our $RIVN article is currently trending @SeekingAlpha

Link to the article in the comment section!⬇️

[Jacob Rowe @Jaro_rogue]

Just released a new article on $SZL. Be sure to check it out! #BNPL

[Steelandquill @steelandquill]

The state of bonds.

Join us at @theburryedge for more like this.

[Alexander Stahel 🌻 @BurggrabenH]

Unlike coal & oil, the EU has yet to apply any sanctions on natural gas.

⁦@KadriSimson⁩ - the bloc’s energy commissioner - has instead called for companies to not renew expiring contracts for the fuel.

Can the EU do without Russian LNG?
https://t.co/C67uc1ezhx

[Asymmetric Opportunities @Stock_Inf0]

$CSV is up over 20% today on news that the Park Lawn Corporation ( TSX: $PLC) has made an all cash proposal for the companies shares.

Read our analysis from last year below. @theburryedge @RogueFunds

[Market Wire News @marketwirenews]

JUST IN: $CSV Carriage Services Announces Review of Strategic Alternatives https://t.co/oN0NI4k0FZ

#StockMarket #News @InversorInforma @SumZero @theburryedge $MRAI $SGTX $WAVE

[Burry Edge @theburryedge]

Be sure to check out our $CSV conversation on the discord

[Jacob Rowe @Jaro_rogue]

$CSV is looking for a sale and is up 20% this morning. I wrote about this stock months ago on @SumZero discussing a valuation of $60+ a share.

[Bachman @ElonBachman]

A whole rotisserie chicken for $7.50 is a miracle of capitalism. It's most of a day's calories for 30 minutes of minimum wage. It's delicious. It goes with everything. It comes hot, but you can eat it cold. Incredible.

[Asymmetric Opportunities @Stock_Inf0]

Alphabet ( $GOOGL) reported its Q1 2023 earnings on April 23rd.

Here are some key takeaways from the report and the earnings call 🧵👇 1/12

[Joe Rogan @joerogan]

This is a non answer. I challenged you publicly because you publicly quote tweeted and agreed with that dogshit vice article. If you’re really serious about what you stand for, you now have a massive opportunity for a debate that will reach the largest audience a discussion like this has ever had. If you think someone else is better qualified, suggest that person.

[The Culturist @the_culturist_]

The Statue of David is perhaps the most perfect work of art ever created, and yet it was carved from a rejected block of marble.

This is the story of the Renaissance masterpiece 🧵

[Jacob Rowe @Jaro_rogue]

A European Retailer with a one-off year of bad FCF (during a relatively wild year and still producing 8%+ FCF yield) has been hammered. Normalized FCF is near $200m a year with a sub $1billion market cap. You tell me if markets are efficient? Any guesses on the stock?

[Jacob Rowe @Jaro_rogue]

Global Gas Demand has been much worse than I expected (and I thought it would be bad). The one positive for those betting on higher NG prices is storages being full come next winter is irrelevant and low prices now might encourage less infrastructure until it's too late