Selected Tweets

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

Quote: 

"I cannot give you the formula for success, but I can give you the formula for failure - which is: Try to please everybody." Herbert Bayard Swope 

New Battle Ground Joint Corporation $JYNT
$JYNT Bear Thesis

$JYNT If it sounds too good to be true, it probably is.

We are short $JYNT - bulls have bought into a unit economic story that appears to be refuted by the company's own recent legal disclaimers to franchiseeshttps://t.co/JVoJQ5Cy7A

— The Friendly Bear (@FriendlyBearSA) May 23, 2019

And $JYNT Rebuttal

@FriendlyBearSA @ArtkoCapital $JYNT you are apparently unaware that $PLNT also uses a regional developer model, which is pretty normal for a fast growing small franchisor. From 2016-2019, company will have gone from burning nearly $8M in EBITDA to generating almost $10M.

— Connor Haley (@AltaFoxCapital) May 23, 2019

Tren Griffin on Cash Flows. I agree with him

1/ Cash flow rather than reported earnings is what determines value for an investor. You can't spend someone's opinion that a business generated an accounting profit. Earnings are only a clue about future cash flows. That and other clues about cash flow can be misleading or not.

— Tren Griffin (@trengriffin) May 23, 2019

Multi-Baggers

My (childish) attempt to illustrate a multi (10+) bagger in Fantasy vs Real world. 👇@DavidGFool @TMFJMo @TMFStoffel @dollarsanddata @morganhousel @ToddWenning @chriswmayer @Gautam__Baid @safalniveshak @dmuthuk @iancassel @awealthofcs @TMFInnovator @FocusedCompound pic.twitter.com/104SgALU5e

— Ram Bhupatiraju (@RamBhupatiraju) May 22, 2019

Billion-Dollar Natural Disasters in the USA

1. Billion-Dollar Natural Disasters … in the USA pic.twitter.com/KAx7PhXfqC

— Plan Maestro (@PlanMaestro) September 10, 2017

Software Universe Metrics

1/ Updated Software universe metrics. Some valuations are getting silly compared to peers in a sector that already has a large valuation premium. #Software $ZS $SHOP $TEAM $COUP $VEEV $OKTA $MDB $TWLO pic.twitter.com/XzRJZulUY7

— Greg S. (@GS_CapSF) May 20, 2019

Everbridge Notes

$evbg had a great Q1 2019. Here are my notes:

- 40% sales growth
- Net losses shrunk from -16% of sales to -11%
- Customer count accelerated YoY
- New products are gaining traction
- Deal length is typically 3 years+
- Biggest deal ever at $1.7 million

— Ryan Reeves (@investing_city) May 22, 2019