Fund Letters

3rd Quarter 2019 Andaz Private Investments  - (CBS.B, $VIAB) Appleseed Fund  - ($SINA, $WB, $CRTO, $BMWYY) Artisan Mid Cap Fund  - ($A...

Wednesday, July 24, 2019

Selected Tweets

It's time for some tweets. You will find some interesting portfolios.

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


Thanks for reading.



"If you don’t produce, you won’t thrive—no matter how skilled or talented you are." Cal NewportDeep Work: Rules for Focused Success in a Distracted World

"Who you are, what you think, feel, and do, what you love—is the sum of what you focus on." Cal NewportDeep Work: Rules for Focused Success in a Distracted World

"As the author Tim Ferriss once wrote: “Develop the habit of letting small bad things happen. If you don’t, you’ll never find time for the life-changing big things." Cal Newport, Deep Work: Rules for Focused Success in a Distracted World


Minion Capital Portfolio


Locked-Up Capital Portfolio


Matthew Cochrane Porfolio


Matthew Frankel, CFP® Portfolio


Puru Saxena Portfolio


Austin Lieberman Portfolio


Yield Curve


Charstravaganza


Some Quotes from RAILROADER: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison by Howard Green


Motley Fool ROIC series


Friday, July 19, 2019

Selected Tweets

It's time for some tweets.

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


Thanks for reading.



"Vulnerability doesn’t come after trust—it precedes it. Leaping into the unknown, when done alongside others, causes the solid ground of trust to materialize beneath our feet." Daniel Coyle, The Culture Code: The Secrets of Highly Successful Groups

"When we hear a fact, a few isolated areas of our brain light up, translating words and meanings. When we hear a story, however, our brain lights up like Las Vegas, tracing the chains of cause, effect, and meaning. Stories are not just stories; they are the best invention ever created for delivering mental models that drive behavior." Daniel Coyle, The Culture Code: The Secrets of Highly Successful Groups


Music distribution $SPOT


$UTX Thread


$ABBV acquisition of $AGN Thread


The State Of The Nation’s Housing


Deflation in charts


$ECOL\$NRCG Thread


VALUEx Vail presentations. This year include presentations on $SPOT, $GRUB, $TH, $KAR, $SYF, $BSTC, $HIL


$SCHW Thread


Business Models


Thursday, July 18, 2019

Selected Tweets

It's time for some tweets.

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


Thanks for reading.



"A blindfolded monkey throwing darts at a newspaper's financial pages could select a portfolio that would do just as well as one carefully selected by experts." Burton Malkiel 

"Historically, the stock market is like a gambling casino with the odds in your favor. Over the long pull, stocks are given something like nine and a half to ten percent compounded per year. The banks have probably given you something in the order of four to five." Burton Malkiel


$FRC Thread


$SSNC Thread


Food Delivery companies DoorDash, $UBER, $GRUB, Postmates


IPO's


Qoutes from the books Surely You're Joking, Mr. Feynman! by Richard P. Feynman


Nanosonics $NNCSF Thread


For last Adam Robinson. One of the best thinkers out there. Follow him @IAmAdamRobinson


Tuesday, July 16, 2019

Selected Tweets

It's time for some tweets.

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


Thanks for reading.


"What the wise man does in the beginning, the fool does in the end." Howard Marks

"A hugely profitable investment that doesn’t begin with discomfort is usually an oxymoron." Howard Marks 




Libra $FB Thread


$EXPI Thread


$MJCO business transformation


$FTCH Thread


Cashless societies articles


Josh Wolfe on some Tech history


Chartavaganza


Restaurant business thread


Population growth + fertility rate estimates


Monday, July 15, 2019

Selected Tweets

It's time for some tweets.

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


Thanks for reading.



"There are two kinds of forecasters: those who don’t know, and those who don’t know they don’t know." John Kenneth Galbraith 

"Economics is extremely useful as a form of employment for economists." John Kenneth Galbraith 

"The conventional view serves to protect us from the painful job of thinking." John Kenneth Galbraith 



$WEDXF Thread


Data-As-A-Service DAAS Thread


$PSHZF discount to NAV


FFXXF Thread


$NEE, $NEP Thread


All time High Charts


$DG Thread


Beaten tech stocks poll


Chartavaganza


$EVBG Investor day


$PACK Thread





Thursday, July 11, 2019

Recommended Links

Thanks for reading

Please check out 2nd quarter fund manager letters page and stay tuned for more updates.

"Look for 3 things in a person. Intelligence, Energy, & Integrity. If they don't have the last one, don't even bother with the first two." Warren Buffett

"What you have to learn is to fold early when the odds are against you or if you have a big edge, back it heavily because you don’t get a big edge often. Opportunity comes, but it doesn’t come often, so seize it when it does come." Charlie Munger 


Spotify’s Moats, Management, and Unit Economics by Travis Wiedower

Sequoia Fund Investor Day Transcript

Third Point Letter to Sony $SNE

Tandy Leather Factory, Inc. (TLF) Write up by Sorfis Investments, LLC (Value Investing World)

Picks from the Pros by Ryan Derousseau (Money Magazine)

Share buybacks. Overt vs. Covert (a very big difference) by Max Reports

Matthew Griffith Spotify Technology $SPOT presentation at VALUEx Vail on June 14th, 2019

Brand Finance Spirits 50

Extreme Makeover: Rich Barton Has A $700 Million Stake In Zillow And Plans To Turn It Into A Home-Flipping Machine - by Samantha Sharf (Forbes Magazine) $ZG

Top 100 Global Brands by BRANDZ

Sequoia Fund Investor Day Transcript

Chewy.com And The Rise Of “Pet Humanization” by Trevor Muchedzi, CFA



Wednesday, July 10, 2019

Selected Tweets

It's time for some tweets.

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


Please don't forget to check out 2nd quarter fund manager letters page. Stay tuned for more updates.

Thanks for reading.



"The debt is like a crazy aunt we keep down in the basement. All the neighbors know she's there, but nobody wants to talk about her." Ross Perot

"In business, people are held accountable. In Washington, nobody is held accountable. In business, people are judged on results. In Washington, people are measured by their ability to get reelected." Ross Perot

"When building a team, I always search first for people who love to win. If I can't find any of those, I look for people who hate to lose." Ross Perot




$ADBE Thread


$FB, $GOOG\$GOOGL Dominance


$ZG Thread


Chartavaganza by @Planmaestro


Cloud gaming $GOOG\$GOOGL, $MSFT, $SNE, $NTDOY


$SNE Thread


John Fredriksen Thread


Financial History


Advice


Thursday, July 4, 2019

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 alluring, long-shot chance of a huge gain is the grease that lubricates the machine of innovation." Jason Zweig

"We need a moderately-priced stock market… The market, like the Lord, helps those who help themselves. But, unlike the Lord, the market does not forgive those who know not what they do. For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments." Warren Buffet


$CRWD Thread


$V Thread


Arlington Value investor letters link


Pat Dorsey's competitive advantages & capital allocation presentation


$GOOG\$GOOGL and $FB break-up thread


$HRGLY discussion

Thoughts on $A, $TMO, $DHR


Issy Sharp Four Seasons: The Story Of A Business Philosophy



Wednesday, July 3, 2019

Selected Tweets

It's time for some tweets.

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


Thanks for reading.


"An investment in knowledge pays the best interest." Benjamin Franklin

"Life is simple but if you don't put anything into it, you won't get anything out of it." Auliq Ice


Great $EVI Thread, also mentions $WSO, $POOL


$IFF Thread


Overvalued or not? Great discussions $BYND, $SHOP


Plant based meat total addressable market per different companies - $BYND Thread


Why buying house is much better than renting. I agree.


Additional metrics for evaluating companies


$MDLZ events


Range: Why Generalists Triumph in a Specialized World - by David Epstein


2004 $COST slide presentation