Selected Tweets

It's time for some tweets.

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

This past week John Neff past away so i'll share some nuggets from him. I hope you don't mind it.

Thanks for reading.

 "You can line up more experts than you can shake a stick at, but none can predict with certainty what investors really want to know: How will the market do tomorrow, or next week, or next year?" John Neff

"Whether you trade one stock a year or a stock a day (I don’t recommend the latter)…" John Neff

"Hang around long enough… and you will begin to recognize the market’s personality. It is irrational and unsentimental. It is cantankerous and hostile. At times, it is forgiving and congenial." John Neff

"Obsession with broad diversification is the sure road to mediocrity. Most people who own more than two mutual funds are over-diversified." John Neff 

"The investment process must begin somewhere. In my case, all ladders start in the dusty rag and bone shop of the mart, where the supply of cheap stocks replenishes itself daily." John Neff 

"Individual investors enjoy a key advantage over professionals in one critical respect. You can pick and choose stocks and bide your time unflustered by the fierce and often corrosive quarterly performance sweepstakes, especially in hostile market climates." John Neff

"Low p/e stocks still offer opportunities to investors who dare to embrace them. But a crowd mentality still drives investing behavior." John Neff

Thread on $EEI

So thankfully $EEI filed their financials after close. Going through now, mixed bag with generally positive forward looking statements and disappointing results. I can see why this took so long given the declassification of LatAm subsidiaries. Some key points below:

— ArtkoCapital (@ArtkoCapital) May 31, 2019

Matthew Cochrane Holdings

End of May top holdings (will start doing this every month): AMZN (9.4% of portfolio), MA (7.4%), PYPL (7.4%), FB (6.8%), GOOGL (6.8%), DIS (6.0%), SWKS (5.7%), MSFT (5.0%), SQ (3.5%), HD (3.2%), SHOP (2.9%), GPN (2.7%), PAYC (2.6%), VZ (2.5%), MDB (2.4%), GLW (2.4%), HAS (2.4%)

— Matthew Cochrane (@FoolMCochrane) May 31, 2019

Matthew Cochrane Why $MA over $V

Why $MA over $V? Great question! https://t.co/MnO5ratdGy

— Matthew Cochrane (@FoolMCochrane) May 31, 2019

$OKTA Thread

$OKTA on the evolution of workforce + customer identity mgmt https://t.co/uXQ7a39lQO pic.twitter.com/LFuFZ4bCM7

— WTCM (@WTCM3) May 31, 2019

$INS with two short Reports here and here.

Imagine a company where:

- Revenues grew 70%+ last quarter
- Gross margins were over 60%
- Sales and market expenses were less than 1% of sales
- Founder led and owns more than 20% of shares
- Trading for a forward PE of 20

Oh wait...it exists.

What company is it?

— Ryan Reeves (@investing_city) May 30, 2019

Cheat Sheets

my dad used to write for a financial research company. these are some cheat sheets he made for himself pic.twitter.com/raG85GOCG2

— nick barr (@nsbarr) May 30, 2019