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

$EVI Thread: (+ $WSO $POOL & more)

— Prolific Web Surfer 🏄‍♂️ (@web_prolific) June 11, 2019

$IFF Thread

$IFF International Flavors & Fragrances 2019 investor day deck https://t.co/sDjKPCfynV pic.twitter.com/IVzBe4uZkV

— WTCM (@WTCM3) June 10, 2019

Overvalued or not? Great discussions $BYND, $SHOP

Shopify $SHOP @ a $35 billion market cap and Beyond Meat $BYND @ $10 billion both look pretty significantly overvalued right now.

Someone tell me what I'm missing? pic.twitter.com/TURU683qA6

— Simon Erickson (@TMFInnovator) June 10, 2019

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

1/ The fake meat market has vastly different estimates for TAM

Beyond: $35 billion (13% of $270 billion US meat market)

Zion: $21 billion by 2025 (https://t.co/EzOvVehSDj)

Allied: $7.5 billion by 2025 (https://t.co/XmFtudyyEi)

— Ryan Reeves (@investing_city) June 10, 2019

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

I have 6 minutes until my next meeting, which means no time to do any real work because, ya know, context switching. Instead, a short thread on why buying is so much better than renting, even when it seems more expensive in the short term 1/?

— Alex Cohen (@anothercohen) June 10, 2019

Additional metrics for evaluating companies

Metrics for evaluating companies these days:
- LTV/CAC: 3x or higher for a solid company
- Dollar retention rates: Businesses with a widening moat have DRR > 100%
- Customer retention rates: Anything above 90% is good
- ROIC: It should be > WACC otherwise you destroying value

— Global Citizen 🇿🇼+ 🇿🇦 + 🇦🇺 (@trevmuchedzi) June 11, 2019

$MDLZ events

fascinating chain of events at $MDLZ pic.twitter.com/wJXbnjQVFm

— WTCM (@WTCM3) June 11, 2019

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

chapter 9 from David Epstein's excellent new book, 'Range: Why Generalists Triumph in a Specialized World', reviews the incredible evolution of $NTDOY and $MMM's culture of innovation https://t.co/lK2RTgopM8 pic.twitter.com/wmd21Is4UZ

— WTCM (@WTCM3) June 10, 2019

2004 $COST slide presentation

Coriolis Research: 229 slide presentation on $COST from June 2004https://t.co/CvRG5PESWq

— Investor (@pricing_power_) June 9, 2019