Most investors do not need more information. They need a better way to decide what matters. This month, I published 11 Forbes articles covering Bitcoin predictions, contrarian investing, crowded trades, value traps, shareholder activism, management incentives and corporate spinoffs. The common thread: finding the change the market has not priced yet. In case you missed them: **1. Jeremy Grantham’s Bitcoin Prediction Has One Big Problem** forbes.com/sites/jimosman/20… **2. Contrarian Investing: Why The Best Ideas Feel Wrong At First** forbes.com/sites/jimosman/20… **3. Why Investors Keep Paying Too Much For Crowded Trades** forbes.com/sites/jimosman/20… **4. Value Investing Vs. Cheap Stocks: How To Avoid A Value Trap** forbes.com/sites/jimosman/20… **5. What My Dine Brands Campaign Taught Me About Shareholder Activism** forbes.com/sites/jimosman/20… **6. The Management Alignment Signal Behind Victoria’s Secret’s 40% Rise** forbes.com/sites/jimosman/20… **7. How The ‘Greenspan Put’ Changed Markets And Investing** forbes.com/sites/jimosman/20… **8. The Hidden Opportunity In Corporate Spinoffs** forbes.com/sites/jimosman/20… **9. Why Great Businesses Can Be Terrible Investments** forbes.com/sites/jimosman/20… **10. The Most Important Question In Investing: Who Has To Sell?** forbes.com/sites/jimosman/20… **11. The Market Doesn’t Misprice Companies—It Misprices Situations** forbes.com/sites/jimosman/20… I have spent more than 30 years investing in special situations, and the lesson remains the same: The opportunity is rarely in what everyone can see. It is in the change the market has not priced yet. Which subject should I explore more deeply next month?

BREAKING: The CEO of IKEA was just elected Prime Minister of Sweden. The first thing he'll do is to assemble his cabinet.

Just got off the phone with the CEO of one of the largest mortgage lenders in the U.S. — mortgage delinquencies are up 200% in 6 months. People aren’t just stretched. They’re snapping

I don’t know who needs to hear this, but when Steve Jobs returned to Apple in 1997, he fired 4100 people. 31% of the workforce. They were losing $600M a quarter at the time, and losses were accelerating. #TwitterTakeover

I’m old enough to remember when Bill Gates used to create viruses in Windows and then sell the antivirus. Good times. I wonder what he’s up to these days? 🤔

The entitled elite are not mad that they have to pay $8 They are just mad that anyone can pay $8 🤣

A few months ago, the Middle East had a sweeping peace deal, fuel was at some of the best prices in a long time, the dollar was strong and now not so much. I wonder what changed? 🤔

The current mood in America @RealJamesWoods

As Biden visits Saudi and pleads for more oil, let’s not forget that on day 1 of his presidency, he terminated Keystone XL, which would have brought us 830,000 barrels per day from neighboring (and friendly) Canada.

Trump 1 CNN 0 👇

I quit my job 2 years ago and started trading full time. I feel great. - Brian, aged 31.

Do you honestly think @realDonaldTrump has a chance of turning this election around?

Just released. Elon Musk donated $5.7 billion in Tesla shares to charity. The shares were gifted last year between November 19 and November 29 when he was selling. This makes Musk the second biggest US donor in 2021. The media won’t tell you the good stuff though. 👏 👏 $TSLA

Meanwhile in Barcelona ... I shouldn’t laugh, but this is almost a comedy scene. 🤣 nitter.app/SteveLaws_/status/1323…

I laughed. 🤣

I’m in. Anyone else? nitter.app/alikeskin_tr/status/10…

Tony Robbins on #COVID worth a listen. 🤔 nitter.app/thejeffbosley/status/1…

Enough to source these masterpieces. lol

I’ve never seen so many Russians in one place. 🤷🏻‍♂️ 🤔 🤣 #Trump2020 #Trump2020Landslide #TrumpRallyHershey nitter.app/Lily4ever3/status/1204…

Don’t be showing me your Dog walking videos if it doesn’t raise the bar on this .. 🤔 ‘Everybody was Kung Fu Fighting ...’ 🎶 🎶 #SundayMorning nitter.app/fintop3/status/1239655…

Meanwhile, in LA ... 🤔 🤣 nitter.app/Cptnrwrpnts/status/116…

I'd rather have it from the source and he's a personal contact, so yes.

I don’t like the guy professionally, but I wish him well and a full recovery.

The man clearly has deeper issues. I’m just disappointed with the guys around not standing up for her. I would. Classic passive London. Sad to see.

I’ve just found out that my father, a life long Republican, voted Democrat. He never would have done that when he was alive ... 🤔 😭 🤣

To all my US cousins attacking English food. Im posting one of your country’s finer offerings, without comment. 🤣

I can confidently say, I never wish to be in that room. Ever.

#Epstein and Prince Andrew in one clip. Both letting girls out. What is going on here? #EpsteinSuicide 🤔 nitter.app/badluck_jones/status/1…

When your mom finds out what you’ve been doing at weekends 🤔 🤣 #Portland #AntifaDomesticTerrorists nitter.app/AlwaysActions/status/1…

Thank you @AuschwitzMuseum for never forgetting these beautiful people. May your work continue. I have donated to your cause today.

Morning! ☕️ 🏃 That magic moment at weddings. 🤔 nitter.app/SpotTheLoon2010/status…

Tesla hits $400 before it ever sniffs $300. Value unlocking is already in motion. Shorts about to relive 2020. Different playbook, same ending. 🚀 $TSLA

I couldn't agree more.

Can we take a step back and clarify the main objective here?

Exactly this Dan. Amazing ability to never answer a single question and yet has a case of verbal diarrhea.

Comedy gold. #Avenatti saying he will kick @realDonaldTrump’s ass in 2020 🤣 🤣 #basta

Definitely an extremely close call ...

Forget the robotaxi. Tesla just entered Full Self-Driving Monopoly Mode. While others beg for city permits, Tesla owns the car, the chip, and the data. Everyone’s racing for autonomy. Tesla just lapped them. $TSLA

In 5 years from now you will see commercials that say "if you took the CV19 vaccine between 2020-2021 you may be entitled compensation" 🤦🏻

#CHAZ’s night Security Patrol. Are you serious? I’m dying 🤣

Society is held together by those of us who silently go around fixing these crimes against civilization.

Just finished wrapping the surprise present. 🤔

Is this you ?

Sorry America, you have the worst tasting chocolate in the world. Tweet ends.

I don’t think we’ll be needing to call in Columbo on this particular occasion 🤔 🤣 nitter.app/AaronMicron/status/115…

If you you blindly trust anything that anyone says without doing your own due diligence, you deserve to fail. Challenge and analyze everything.

I pray this man never gets nears the PM role. It will be an absolute disaster for 🇬🇧

Strong TDS in this one. Stick to tennis.

When you’re dead, you don’t know you’re dead. The pain is felt by others. The same thing happens when you’re stupid.

Using two separate taps for hot and cold water in sinks

The Godfather made very British: Original: “I’m going to make him an offer he can’t refuse.” British version: “I’ll put forward a proposal he’d be rather daft to decline.”

Elon Musk paid $44bn to expose the US Government.

Until one is mismanaged again and leaks everywhere. That’s the risk of more.

Love this and so true. Inside every Socialist, there is a Capitalist wanting to get out. 🤣 @RealMiniAOC 😉

Take 30 minutes of your time and watch this. Incredibly moving. Never forget. 🙏 😢

You ain’t seen nothing. I lived through the dot-com crash (2000-2002) Major indices were destroyed. The NASDAQ dropped 78% from 5048 to 1114, the S&P 500 fell 50% from 1527 to 768, and the DJIA decreased by 38% from 11750 to 7286.

Boys stuff. Hilarious 😂

The congealed blood.

I’m old enough to remember Fauci’s “15 Days to Slow the Spread” campaign. 🤔

Imagine playing Monopoly and never buying an asset. You just circle the board, collect $200, pay rent to others, and hope to stay out of jail. Sounds ridiculous? That’s how most people live their lives.

Experience is everything.

The point at which @realDonaldTrump calls a reporter ‘third rate’ and says ‘you’ll never make it’ The more I watch these briefings, the more I see #Trump getting tired of these idiots. nitter.app/Breaking911/status/124…

The #Whistleblower is a material witness as he worked for #Biden says @RandPaul There is a conflict of interest. This #ImpeachmentTrial is about to fall apart. #Trump2020 💪

Does it get any better? British food. Best in the world. 💪

Dreadful and heartbreaking.

Here are two of my favorite accounts on Twitter. Both worth a follow. @RealMiniAOC @catturd2

Just popped my head out the door. Everything seems going to plan ahead of the apocalypse 🤔 #coronapocalypse #CoronaVirusUpdates

Renting something based on an epic trailer… only to discover the best scenes were the trailer.

Time you were a bit quieter and provided some value instead of all this jargon crap.

Example #1 The FU Handshake 🤣 #StateOfTheUnion #Trump2020Landslide

Nice to see the Democrats living the 🇺🇸 dream @realDonaldTrump has created. 💥 🙄 #Trump2020Landslide #Trump

That’s a good point. How do you see it affecting the next steps?

12 US Military. None in 18 months prior.

Honestly, it’s all gone a bit pear-shaped.

It’s kicking off in Downtown LA

Morning! 🇺🇸 🇬🇧 If you grew up in the 80s in the UK, you’ll love this. 🤣

I thought I was tough on the MTB, then I saw this. 😳

Well, that’s put a spanner in the works, hasn’t it?

The moment when DeBoso offered free fries and a burger when you get vaccinated against COVID is probably one of the most ridiculous events in modern times. Just watch it and see: 🤡

Someone upstairs punishes #OprahWinfrey when she preaches about ‘wellness and balance.’ 🤣 nitter.app/AnOpiner/status/123385…

Also - "Onwards and upwards" - "Roll on tomorrow" - "It's not the end of the world" - "That's life for you" - "You win some, you lose some" - "Not to worry" - "These things happen" - "On we go"

I’m pretty excited about my new bird cam. A red cardinal just landed. 🤩

You may not like Bezos, but what he says at the end is a mark of a true visionary. Always thinking ahead. I love this interview. Take a listen and never sell a company that has visionary leadership. $AMZN

Enron cooked the books, fooled investors, and collapsed overnight. UnitedHealth just lost its CEO, pulled guidance, and is now under investigation. Different era. Same smell. Watch this one—history doesn’t repeat, but it sure does rhyme. $UNH

New respect for @rickygervais He told Hollywood “You’re in no position to lecture the public about anything. You know nothing about the real world.” They didn’t like it. 🤣

Great effort Scott! 🙇

There’s burn and there is burn 🤣 $TSLA #ElonMusk #personoftheyear

Make mine a vanilla soy milk latte with some grated nutmeg. 120 degrees. Thank you.

People who take food out of the microwave before it beeps but don’t clear the timer.

Not really a fiend if he doesn’t respect your opinions. Even if they are different from theirs.

"Extreme Queueing." It's the ultimate test of British patience and politeness. Competitors would line up for hours, maintaining perfect order and calm, all while engaging in polite small talk and ensuring no one dares to cut in. Points are awarded for maintaining a stiff upper lip, expertly tutting at queue-jumpers, and, of course, displaying impeccable queuing etiquette.

“Can I get a refill on this iced tea, please?”

What all the Hollywood ‘celebs’ need right now. 🤔

Here’s 10 more 1.“I’m just a bit tired, that’s all.” 2.“I’ll be there in five minutes.” 3.“I didn’t see your call.” 4.“I’m on my way.” 5.“I’ve almost finished it.” 6.“I heard every word you said.” 7.“I don’t need directions.” 8.“I’m not that drunk.” 9.“I never watch trashy TV.” 10.“I don’t have any change on me.

This you ?

Good to actually have a President! It’s been a while.

Queueing with unwavering patience for almost anything