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

The state of music distribution models via @scuttleblurb https://t.co/I81OUJ0cKN pic.twitter.com/CYKMfhBKMc

— Bluegrass Capital (@BluegrassCap) June 27, 2019

$UTX Thread

$UTX Hayes on the Otis opportunity: "we think Otis will have a very, very strong valuation...with those two million units that we service we move the earth's
population every three days." Emphasizing global scale, negative w/c, "a lot of runway" on the service side pic.twitter.com/oLQvYQY6Zw

— WTCM (@WTCM3) May 23, 2019

$ABBV acquisition of $AGN Thread

1/6 I’m going to disagree with myself from yesterday and publicly change my mind.

After digging in deeper, I now see why AbbVie $ABBV is eager to acquire Allergan $AGN. And I think this deal makes sense for shareholders. https://t.co/SFdj1dsVdl

— Simon Erickson (@TMFInnovator) June 26, 2019

The State Of The Nation’s Housing

The State Of The Nation’s Housing (Harvard Joint Center For Housing Studies) ht @abnormalreturns https://t.co/GXCRE1PpbN

— Bluegrass Capital (@BluegrassCap) June 27, 2019

Deflation in charts

thread: pockets of deflation in the U.S. (please add examples/anecdotes with charts/supporting evidence if possible)

— WTCM (@WTCM3) June 26, 2019

$ECOL\$NRCG Thread

Guys. Sourcing a discussion here. I think I understand this but someone please poke a hole in my thinking. This is re: $ECOL / $NRCG merger. Let’s ignore the fundamentals of the business for this discussion and focus on option pricing. So here are the details:

— ArtkoCapital (@ArtkoCapital) June 26, 2019

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

VALUEx Vail presentations https://t.co/dYGMI1AwlK

— Bluegrass Capital (@BluegrassCap) June 27, 2019

$SCHW Thread

$SCHW CFO at annual meeting: "Our stock price is not the only barometer or, certainly in the ST, even the most accurate barometer for our success in executing on our strategy. And rarely has that been more true, I think, than in 2018 and, particularly, the latter part of 2018." pic.twitter.com/jEDsI8Mzek

— WTCM (@WTCM3) June 25, 2019

Business Models

Quick thread of posts on business models.

Just finished the 5th installment in a little series called "Business Model Exploration"

1. Intro
2. Pharma
3. Marketplaces
4. Software
5. Restaurants

— Ryan Reeves (@investing_city) April 25, 2019