Selected Tweets

It's time for some tweets.

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"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

Thread: How will Libra (L) reach mass adoption?

Many this week pointed out that L will scale on FB's 2.3b users.

But: Large user base != automatic adoption. Instead, (payment) networks have to incentivize users to join. Unclear yet how L will incentive users to join.

1/9 pic.twitter.com/ZK7CXn7hys

— Maximilian Friedrich (@mfriedrichARK) June 22, 2019

$EXPI Thread

What happens after market gets used to EXPI's "breakeven-breakneck" growth? Like they did with Amazon? $expi https://t.co/QibOu7PGhF

— rubicon59 (@rubicon59) May 10, 2019

$MJCO business transformation

someone shoot some holes in this. $mjco is pulling an $adbe, shifting more of its biz to cloud. they are a clear laggard to $gwre and get 2/3 of revenue from low-margin services (thread).

— scuttleblurb (@scuttleblurb) June 21, 2019

$FTCH Thread

Farfetch CEO walks through their supply side dynamics and value proposition pic.twitter.com/heLbXEEoIw

— Paul Barnes (@LennyIce) May 25, 2019

Cashless societies articles

1/ Obviously what everyone has been waiting for, my #waroncash trilogy is finally complete. 3 pieces, just under combined 10K words, exploring cultural/technological shifts to #cashless societies, history of movement, and how investors can best profit from this trend. (cont)

— Matthew Cochrane (@FoolMCochrane) June 21, 2019

Josh Wolfe on some Tech history

1/ In the PRESENT + FUTURE we take for granted the PAST

-in science: we stand on the shoulders of giants
-in citizenship: born into a country of hard-fought wars + laws
-in family: sacrifices of our ancestors
-in sports: records set + inspiration of past greats

— Josh Wolfe (@wolfejosh) June 1, 2019

Chartavaganza

Here’s Charstravaganza … by some @planmaestro guy

(@pdlcomics) pic.twitter.com/TszElnwb8v

— Plan Maestro (@PlanMaestro) June 16, 2019

Restaurant business thread

So, I grew up in and around restaurants and the food & bev supply chain. Have done everything from dice onions for min wage to spec out franchise locations to negotiate logistics nonsense with SYSCO. And I think, bluntly, equity investors don’t understand the business AT ALL.

— FLEEK AND FIRE MUGATU (@SuperMugatu) June 23, 2019

Population growth + fertility rate estimates

UN global population growth + fertility rate estimates https://t.co/jOmaM1ew86 pic.twitter.com/hLOG4AXrVh

— WTCM (@WTCM3) June 23, 2019