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

$ADBE feeling extremely good about F3Q19 net new Media ARR pic.twitter.com/J9L7CCzFXq

— WTCM (@WTCM3) June 19, 2019

$FB, $GOOG\$GOOGL Dominance

Dominance + room for growth:$fb $goog pic.twitter.com/35vi1VqYyq

— Bill Brewster (@BillBrewsterSCG) June 17, 2019

$ZG Thread

"In some markets, including a few where Opendoor has been operating for significantly longer than Zillow Offers, Zillow Offers now boasts around the same level of inventory as Opendoor."https://t.co/sXYjJq2giq pic.twitter.com/LIlpLadQIg

— KiD💰 (@kidkapital) June 13, 2019

Chartavaganza by @Planmaestro

Here’s Chartstravaganza!

No surveillance, just charts

(@gocomics) pic.twitter.com/RAXuXj7BMI

— Plan Maestro (@PlanMaestro) June 10, 2019

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

1) Thoughts post E3. Streaming is real, xCloud is the likely winner. Publishers are using Stadia, other potential new distributors and the threat of app store regulation to drive down platform take rates. “30% is over" - Prominent CEO. Console wars/cycles now semi-irrelevant.

— Gavin Baker (@GavinSBaker) June 15, 2019

$SNE Thread

Sony - $SNE:
$13bn gaming revenue from Digital Software & Network services alone, up ~38% yoy. ~50% ROIC.

36.4mn PlayStationPlus Subs.

$2.1bn music streaming revenue.

Bought back stock last year for the 1st time ever. pic.twitter.com/88H36Ijg0L

— sebidscap (@sebidscap) June 8, 2019

John Fredriksen Thread

OK guys, since there are some extremely bad hot takes on the tanker attack yesterday, I think it's important I drag everyone into one of my favorite IRL Bond villain obsessions: John Fredriksen, the viking king of oil shipping. https://t.co/YmPgcCVNSF

— FLEEK AND FIRE MUGATU (@SuperMugatu) June 14, 2019

Financial History

Financial History: Sunday Reads

• Paradox of Success: 1800shttps://t.co/CrgTsIfTDZ

• Casino Financehttps://t.co/u1s6wwQOtJ

• Medieval Market Makershttps://t.co/icQOv7UTOD

• Dividends & Predictionshttps://t.co/0i2Pulg9Rj

• Early Modern Bankinghttps://t.co/ZiltR0XT6x pic.twitter.com/J83UJT9H6w

— Jamie Catherwood (@jfc_3_) June 16, 2019

Advice

When I was in high school I thought I knew everything was happy to share my knowledge.

My dad pulled me aside one day and said that “advice unasked for is advice un-used.”

Took me years to internalize, but so true.

— Nate Tobik (@oddballstocks) June 18, 2019