Selected Tweets

It's time for some tweets.
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"You have enemies? Good. That means you've stood up for something, sometime in your life." Winston Churchill

 Chartstravaganza by @planmaestro

Here’s Chartstravaganza!

Charts about economics, business, finance but also so much more

(@newyorker) pic.twitter.com/MQApSXnuDK

— Plan Maestro (@PlanMaestro) May 27, 2019

Interesting comments in this tweet

Ok a thread I’d love people to comment on. Last 10 years, which equity stubs in over leveraged plays become multi baggers on the way up from leverage city?

— ArtkoCapital (@ArtkoCapital) May 27, 2019

Growth vs Value

One of the main reasons "growth" has > "value" the last ten years or so is because it started off more steeply discounted relative to its history than value. For example, this from late 2011 pic.twitter.com/v3cNgfaLey

— Lawrence Hamtil (@lhamtil) May 24, 2019

Steven Sinofsky thread

1/ Journalism is a product of “editing”. Editing can be used to emphasize truth and make it more true. But editing can also create lies. Or bump right up against a lie.

The question has been wrestled with longest with words, then photos, but to a lesser extent sound and video. pic.twitter.com/wvr6Q6Bmns

— Steven Sinofsky (@stevesi) May 26, 2019

Read the comments

What’re some amazing high quality capital intensive businesses? My top of mind list is: AMT, WM, APH

— Minion Capital (@MinionCapital) May 25, 2019