Selected Tweets

It's time for some interesting tweets
If you want to share tweets with me or want me to post any please send me email. 
Thanks for reading. 

Quote:

"Ation may not always bring happiness; but there is no happiness without action." -  Benjamin Disraeli

iQiyi - $IQ - If interested please see here Hayden Capital ValueX Vail presentation on $IQ.

1/4 iQiyi $IQ just reported Q1 2019 results and I updated my model. Here are my high-level thoughts, to help investors quickly get a snapshot of what's going on. pic.twitter.com/a2eUwFGeeE

— Simon Erickson (@TMFInnovator) May 17, 2019

Thread on Niederhoffer’s Education of A Speculator - you can find his book here.

from Niederhoffer’s Education of A Speculator

Quotable, personal, at times quirky look at speculation through lenses of games, nature, gambling, science, brighton beach, music, sex

“A good bet is that all systems will stop working when you use them.”https://t.co/gwgJxSiacZ pic.twitter.com/7jkwaG4wYO

— NeckarCap (@NeckarValue) May 12, 2019

GrubHub $GRUB

In my mind the bear thesis for $GRUB rest on 2 critical points:

1. $UBER + DoorDash distort the food delivery market w/ cheap capital forcing $GRUB into a prisoners dilemma.

2. There is little differentiation, which means cost of switching = 0 thus rising CAC will eat margins. https://t.co/Ve7kVQk56i

— KiD💰 (@kidkapital) May 18, 2019

Chartstravaganza by @planmaestro

Here’s Chartstravaganza!

No metaphysics here, just data

(@existentialcoms) pic.twitter.com/nx3aeoOAJW

— Plan Maestro (@PlanMaestro) May 19, 2019

CKX Lands Inc $CKX Thesis

I own $CKX and think it is an attractive risk-return. Sub-scale timberland co at ~50% my estimated NAV with revamped board looking to improve shareholder returns. Thesis is here: https://t.co/VYIOR3959S

— Aaron Sallen (@aaronjsallen) May 19, 2019

The Power of Writing Online

Take a moment to appreciate the power of writing online.

When you share intelligent ideas, you accelerate human progress and attract incredible people and opportunities.

Almost anybody can write. And everything you need is available online, for free.

Writing is a superpower.

— ᴅᴀᴠɪᴅ ᴘᴇʀᴇʟʟ ✌ (@david_perell) May 20, 2019