Selected Tweets

Athene Holding Ltd $ATH Thread

1) $ATH....Ok, let's see some buybacks.... pic.twitter.com/2EpxEQ0PeY

— 3:10 Value (@310Value) May 7, 2019

Artko Capital on investing 3.0 and maybe even 3.0

I wanted to do a thread on my opinion (and my opinion only) on what's happened to old school value investing, why its dead, and what value investing 2.0 and maybe even 3.0 looks like today. Was inspired by a @morganhousel talk recently to put my thoughts together.

— ArtkoCapital (@ArtkoCapital) May 5, 2019

Thoughts on Slack

@ThetaEquity's unit economic analysis of @SlackHQ is now live. Key highlights:

1/ Extremely strong marketing ROI -- the average CLV of new customers is $85K, netting customers' $92K post-acquisition value (PAV) against their $7.4K CAC. https://t.co/aSv2mzwQVW

— Dan McCarthy (@d_mccar) May 9, 2019

Always Interesting Chartstravaganza by @planmaestro

Here’s Chartstravaganza

Always something good for Twitter! pic.twitter.com/ezkPRE2Npa

— Plan Maestro (@PlanMaestro) May 5, 2019

Xilinx $XLNX Thread

1/7 Let’s talk about Xilinx $XLNX. The stock fell 17% on Thursday after forward guidance missed expectations. I think that’s a shortsighted move, and even personally bought shares after the selloff. Here’s what investors need to know about the company's most recent results:

— Simon Erickson (@TMFInnovator) April 29, 2019