Selected Tweets

It's time for some tweets.

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

Thanks for reading.

"Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which should be successful, to prevent a lot of money from becoming a little." Fred Schwed Jr. - Where Are the Customers' Yachts?: Or a Good Hard Look at Wall Street 

"Investing money is the process of committing resources in a strategic way to accomplish a specific objective." Alan Gotthardt - The Eternity Portfolio 

$TIGO Thread

Some updated thoughts on $TIGO, a stock that has gone nowhere since I first discussed it about a year ago (thread)...

— Fully Synergized (@FullySynergized) June 7, 2019

Interesting Discussion - $DOCU

$DOCU very interesting buy today. Officially launched a new vertical in an adjacent market. Base business still very strong even with slightly lower guidance.

I think today is one of the days people got earnings response wrong. pic.twitter.com/J4K9U2SOrN

— Long Short Value (@LSValue) June 7, 2019

$VRSK Thread

fin svcs = arguably underappreciated piece of the $VRSK machine pic.twitter.com/nqn8VAeeP7

— WTCM (@WTCM3) June 7, 2019

Good Chart - Net Dollar Retention

Net Dollar Retention Rates.

Note: “Today” is from Q3 of 2018.

Link: https://t.co/1lxWzyzFWB pic.twitter.com/7385LAgBbk

— Long Short Value (@LSValue) June 7, 2019

Stadia $GOOG\$GOOGL

1/ Jokes aside, the Stadia launch announcement is stunning, confounding and quintessentially tech-trying-media. It is focused on technology solutions (no hardware! access anywhere!) producing an experience, rather than the end-experience people want: to play games

— Matthew Ball (@ballmatthew) June 7, 2019