Selected Tweets

It's time for some tweets.

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

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"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

1/ I attended the Westaim AGM this morning and continue to be extremely impressed with the management team and execution. Some brief notes and screenshots to follow. $WED.TO $WED.V $WEDXF

— Steve Vafier (@svafier) May 30, 2019

Data-As-A-Service DAAS Thread

1/ Data businesses are generally misunderstood. DaaS has different metrics than SaaS.

While there has been a lot written about SaaS businesses (how they operate, what metrics to watch, etc.), there has been surprisingly little written about data businesses.

— Auren Hoffman (@auren) June 18, 2019

$PSHZF discount to NAV

Ackman on $PSH discount to NAV (cc: $QSR, $CMG, $ADP, $LOW, $SBUX, $HLT, $UTX, $HHC, $FMCC) https://t.co/AHEEwU22k5 pic.twitter.com/6fMkMIehKF

— WTCM (@WTCM3) February 13, 2019

FFXXF Thread

Spent some hours today researching Fairfax Africa $FAH-U.TO / $FFXXF / $FFH.TO and especially Atlas Mara $ATMA.L.
TL;DR: Fairfax Africa bought ~43,3% of Atlas Mara calling it deep value & one can buy it even cheaper. PE of ~6. 1/3 of book. Notable changes. https://t.co/0cOaq06iRu

— sebidscap (@sebidscap) February 18, 2019

$NEE, $NEP Thread

NextEra Energy $NEE+ NextEra Energy Partners $NEP 2019 investor day slides https://t.co/RErDJcCWlk pic.twitter.com/FQViuAVIBh

— WTCM (@WTCM3) June 20, 2019

All time High Charts

$SPGI new ATH pic.twitter.com/SIWGUR6WHy

— Jerry Capital (@JerryCap) June 19, 2019

$DG Thread

$DG yesterday at JEF consumer conf: "And what's been interesting is that the trade down has been quite sticky, I think, as we continue to provide not only great service, but a more relevant box and a fuller shop for folks" pic.twitter.com/RLdfFhf7uT

— WTCM (@WTCM3) June 20, 2019

Beaten tech stocks poll

Forced to choose, which beaten down tech stock would you invest in first (minimum holding period of 3 years)?

— Matthew Cochrane (@FoolMCochrane) June 19, 2019

Chartavaganza

Here’s Chartstravaganza!

Chartivism for the win

(@wronghands1) pic.twitter.com/OEfQKoWApv

— Plan Maestro (@PlanMaestro) June 2, 2019

$EVBG Investor day

Everbridge $EVBG 2019 investor day deck re: competitive strengths https://t.co/PSdpbV4uC0 pic.twitter.com/LYgaMUibON

— WTCM (@WTCM3) June 20, 2019

$PACK Thread

Anyone looked at $PACK? A spac so am skeptical but business model looks interesting. They do void fill and protective cushioning for anything that gets shipped in a box. Big e-comm angle here, but also looks like a tailwind with the move away from plastics (100% paper based) pic.twitter.com/11aIZ37vZb

— Cashman (@thecashman22) June 20, 2019