Selected Tweets

Following are tweets i like. If you want to share tweets with me or want me to post any please send me email. Thanks for reading. 

This post Quote:

"The reasonable man adapts himself to the world; the unreasonable one persists in trying to adapt the world to himself. Therefore, all progress depends on the unreasonable man." - George Bernard Shaw

Things that reduce the odds of long-term success @farnamstreet

Things that reduce the odds of long-term success:

+ Saying yes to too many things.
+ Making excuses.
+ Staying up late.
+ Eating poorly.
+ Checking email first thing in the AM.
+ Working more to fix being busy.
+ Buying things you don't have the money for.

What am I missing?

— Shane Parrish (@farnamstreet) January 22, 2019

 Thread on Valvoline $VVV

1) $VVV trades like a mature industrial, but its Quick Lubes business has compelling economics and is growing like a weed. pic.twitter.com/nAoicxO4wS

— 3:10 Value (@310Value) May 17, 2019

Upslope Capital is short $COKE - More from Upslope's letters here.

We are currently short $COKE - one of the more bizarre situations we've seen in awhile. Detailed write-up is posted here: https://t.co/5hGxQwuTGH

— Upslope Capital (@UpslopeCapital) May 14, 2019

 BEST Inc - $BEST

I wrote a $BEST update. They put out some 2023 market size estimates, so now one can be less presumptous about their future revenues. My takeaway is that the value of their UCargo freight bidding platform is solidly higher than what I thought a month ago.https://t.co/BhN8tw8Ptl

— sebidscap (@sebidscap) May 19, 2019

How to keep your reader's eyeballs moving - Thread

***How to keep your reader's eyeballs moving***

Mere marketing mortals don't even know they are making it very difficult to read their words

By doing this, readers don't finish your thread or email

They don't make it to your CTA

Here's your quick fix thread...

— Nick Yates ✏️💰 (@iamnickyates) December 29, 2018

Some Thoughts on Magna $MGA

Magna isn't the best business in the world but the opportunity here is compelling. Company is transitioning to meet the needs of the next generation of vehicles, autonomous and electric. $MGA

— Barry Schwartz (@BarrySchwartzBW) May 16, 2019

Being an operator vs VC - thread

Weekly, someone reaches out to me asking for career advice on the decision to go from being an operator to a VC. Thought I’d memorialize it here in case others are curious:

— Sarah Tavel (@sarahtavel) May 19, 2019