Selected Tweets

It's time for some tweets.

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

Thanks for reading.

"If you don’t study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards." Peter Lynch

"Although it’s easy to forget sometimes, a share is not a lottery ticket… it’s part-ownership of a business." Peter Lynch

$BABA Thread

1/ Let's talk about Alibaba $BABA. The numbers for such a large company are almost unbelievable. Given China's growing middle class, owning the country;s e-commerce giant makes enough sense on its own w/ these numbers and valuation. (cont) pic.twitter.com/n3EDIflVyd

— Matthew Cochrane (@FoolMCochrane) June 9, 2019

$ESTC Elastic NV

Elastic has one of the largest and longest runways for growth I have ever seen, imo clear line of sight to $1B+ revenue in short order, incredibly sticky product and multiple vectors (security, APM, logging, internal & external search, cluster Mgmt, etc) to key in on if working

— Minion Capital (@MinionCapital) June 8, 2019

Who loses money in energy stocks

In energy stocks, everyone loses money besides the bankers, lawyers, and management teams (and usually shorts)

Goldman and Evercore each get $53MM for $OXY / $APC deal$APC management takes home $300 MILLION for selling out 45% below its high in 2014. Al takes home $99MM alone! pic.twitter.com/pMuHZJ2cGk

— Mr. Skilling (Parody) (@mr_skilling) June 7, 2019

Risk Adjusted Cash Flows

A company's value is driven by one thing: risk adjusted cash flows

This depends mainly on:

-Growth
-ROIC
-Cost of capital

Outperformance requires anticipating revisions to cash flow estimates. If high returns (& growth) are maintained, there are likely to be revisions higher

— eric boroian (@eboroian) June 7, 2019

Chartavaganza by @PlanMaestro

Here’s Chartstravaganza!

No surveillance, just charts

(@gocomics) pic.twitter.com/RAXuXj7BMI

— Plan Maestro (@PlanMaestro) June 10, 2019

Thomas A. Kennedy $RTN CEO 

RTN's CEO is a lifer, fwiw, one of the things I really liked about him pic.twitter.com/aZSdKCNMO3

— Bluegrass Capital (@BluegrassCap) June 10, 2019

Four words of advice MEME

Four words of advice meme:

Stay in competence circle
Maintain margin of safety
Price is not value
The Market is bipolar
Buy bargains and wait
Be a learning machine
Use multiple diverse models
Favorable odds are essential
Be rational, avoid hubris
Avoid high transaction costs

— Tren Griffin (@trengriffin) June 11, 2019

This tweet\short story is not related to investing. It is three part story. I just found it very interesting and wanted to share with you. I hope you like it.

1st Part

ONE

My dad died. Classic start to a funny story. He was buried in a small village in Sussex. I was really close to my dad so I visited his grave a lot. I still do. [DON’T WORRY, IT GETS FUNNIER.]

— sixthformpoet (@sixthformpoet) June 9, 2019

2nd Part

TWO

We had two children and last year they said they wanted to go to Disneyland. We saved up and booked it but rather than say sure you want to go to Disneyland let’s go to Disneyland, we decided to make them earn it. I told them they needed to raise £3,000.

— sixthformpoet (@sixthformpoet) June 9, 2019

3rd Part

THREE

I lived next door to a couple called Lucy and Tim. They were both lovely but very different to one another. He was a gregarious GET IN HERE AND DRINK CHAMPAGNE WITH ME type, she was far more reserved.

— sixthformpoet (@sixthformpoet) June 9, 2019