Selected Tweets

It's time for some tweets.

If you want to share any tweets with me please send me email. 

Thanks for reading.

“We should never underestimate human stupidity” - Yuval Noah Harari

"Only two things are infinite, the universe and human stupidity, and I'm not sure about the former." - Albert Einstein

$RDFN Thread

I've previously discussed the challenges that I believe $RDFN faces as it scales Redfin Direct but I recently added a small position in the company.

My reasoning to follow. https://t.co/NtKfGb2goG

— KiD💰 (@kidkapital) May 29, 2019

$ZM Thread

Has anyone seen a total customer and/or user count for Zoom $ZM?

Zoom reports it has 50,800 customers w/ more than 10 employees, 344 customers spending $100k+, and that its total monthly meeting minutes now exceeds 5 billion.

But I have yet to see a reported total user count.

— Simon Erickson (@TMFInnovator) May 28, 2019

$ITW Thread

"The $ITW Business Model is our competitive advantage" pic.twitter.com/J35tFRyk4U

— WTCM (@WTCM3) April 26, 2019

Charlie Munger posts on 25IQ.com

There are 32 posts on Charlie Munger at 25IQ including (~10% of 300):

Distilled to less than 500 Words https://t.co/HK8GkgPBeY

The Value Investing System https://t.co/QBEcbe0YOU

Capital Allocation https://t.co/G2aADwDzTR

Making Rational Decisions https://t.co/2xaycMXRoY

— Tren Griffin (@trengriffin) May 27, 2019

Bill Miller favorite books.

Monk on Wittgenstein and on Russell, but those are obvious https://t.co/B0QeSLiFgh

— Bill Miller (@B3_MillerValue) May 26, 2019

Look at the comments inside to see what other people read.

What’s the last book that you read for at least the second time? https://t.co/1TmYRmX6m6

— Patrick OShaughnessy (@patrick_oshag) May 27, 2019

Evolution of scientific research.

Ual! Evolution of scientific research over the years: pic.twitter.com/lAbrP1KjpY

— Jule Santos (@julesantosER) May 27, 2019