Selected Tweets

It's time for some tweets.

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

Thanks for reading. 

 “The snake which cannot cast its skin has to die. As well the minds which are prevented from changing their opinions; they cease to be mind.” - Friedrich Nietzsche

"In investing, what is comfortable is rarely profitable." - Robert Arnott

Forecast on future ad spend. Good article with lots of interesting tables and charts. Highly recommend.

Forecasts on Ad Spend.

Ad market for companies that happen to be in China was quite soft in 1Q19 but let's not forget longer-term trends. Even if those forecasts turn out to be inprecise, I believe they're more than only directionally accurate.

source: https://t.co/wrnAtUPqlN pic.twitter.com/ml0mRx9DNq

— sebidscap (@sebidscap) May 30, 2019

$MCFT Thread. I like the company. However the management has not have enough skin in the company

I know nobody wants to touch any cyclicals right now, but thats why you can buy $MCFT for 7x fwd earnings. Their main product is a ski/wake boat that is benefiting from secular tailwinds and is oligopolistic in nature (only 3-4 brands that matter in the segment).

— 1 Main Capital (@1MainCapital) May 30, 2019

$SWKS - play on 5G Thread

1/ This isn't my usual beat on payments or fintech, but would like to talk about Skyworks Solutions $SWKS, the analog #semiconductor maker that "is empowering the wireless networking revolution." Just thinking out loud, looking for feedback. #5G #IoT #valueinvesting (cont)

— Matthew Cochrane (@FoolMCochrane) May 30, 2019

Jason Zweig book recommendation

(1/3)

The best book I've read in the past five years is Vasily Grossman's epic novel about the siege of Stalingrad, "Life and Fate." https://t.co/WZINec9dxx

— Jason Zweig (@jasonzweigwsj) May 30, 2019

$HEI Thread

Heico CEO: "In the 29 years that we have been running HEICO, I have never seen a business climate as positive and strong as this one. And I would say as a general comment, is across the board and continue very strong."

— Liberty (@LibertyRPF) May 29, 2019

Good article. Also read the comments on this tweet

🍲 Fresh from the kitchen…

Our Systematic Value Philosophy

- 3 years ago, we asked ourselves, “how would we build a value equity strategy?”

- So we did it.

- Thoughts on metrics, cross-market v cross-industry, sector neutrality, and rebalancing.https://t.co/2RP3EEFbQt pic.twitter.com/2u2AGNr6pz

— Corey Hoffstein (@choffstein) May 28, 2019