Selected Tweets

It's time for some tweets. You will find some interesting portfolios.

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

Thanks for reading.

"If you don’t produce, you won’t thrive—no matter how skilled or talented you are." Cal Newport, Deep Work: Rules for Focused Success in a Distracted World

"Who you are, what you think, feel, and do, what you love—is the sum of what you focus on." Cal Newport, Deep Work: Rules for Focused Success in a Distracted World

"As the author Tim Ferriss once wrote: “Develop the habit of letting small bad things happen. If you don’t, you’ll never find time for the life-changing big things." Cal Newport, Deep Work: Rules for Focused Success in a Distracted World

Minion Capital Portfolio

YTD +23%, 5-yr cumulative +109%
5-yr SPX: 66%, NDX: 92%

Positions (in %)
MSFT - 10
SPGI - 9https://t.co/fpGCMn8ZKy - 9
GOOG - 8
MA - 6
BRK.B - 5
IAC - 5
AMT - 4
V - 4
ESTC - 3
COST - 3
IHI - 2
FSV - 2
AMZN - 2
ACN - 1.5
IHF - 1.5
NTDOY - 1.5
ILMN - 1.5
APH - 1
TYL -1
Cash - 21

— Minion Capital (@MinionCapital) July 12, 2019

Locked-Up Capital Portfolio

Here's my public portfolio heading into Q3:

AMZN 12.6%
GLIBA 10.9%
AMT 10.4%
MA 7.3%
COUP 6.8%
SBAC 6.2%
TDG 5.6%
HEI/A 5.4%
SHOP 4.7%
BABA 4.6%
NOW 4.1%
ROP 3.9%
TCEHY 3.7%
CRWD 3.2%
TTD 2.3%
SMAR 2.1%
JD 1.8%
NFLX 1.7%
AYX 1.6%
ZS 1.2%

— Locked-Up Capital (@lockedupcap) July 1, 2019

Matthew Cochrane Porfolio

End of June top holdings: AMZN (9.3% of portfolio), MA (7.4%), PYPL (7.3%), FB (7.0%), GOOGL (6.2%), SWKS (6.1%), DIS (6.0%), MSFT (5.1%), SQ (3.9%), HD (3.3%), GPN (2.6%), PAYC (2.6%), GLW (2.6%), HAS (2.5%), VZ (2.5%), SHOP (2.5%), EA (2.3%), MDB (2.1%), JPM (2.0%), ADBE (1.9%) https://t.co/3PGxTy512Q

— Matthew Cochrane (@FoolMCochrane) June 29, 2019

Matthew Frankel, CFP® Portfolio

I'll play. My top 10 stock holdings (July 1) are:
1. Howard Hughes Corp - 8% of my portfolio
2. Realty Income -6%
3. Apple - 6%
4. AT&T - 5%
5. Digital Realty - 5%
6. HCP - 5%
7. Markel - 4%
8. General Motors - 4%
9. Square - 4%
10. MetLife - 3%
Thoughts? What would you change?

— Matthew Frankel, CFP® (@TMFMathGuy) July 2, 2019

Puru Saxena Portfolio

Current portfolio -$ALGN $AMZN $BABA $BZUN $CRM $DOCU $EDU $ESTC $FB $GOOGL $HDB $HUYA $LYFT $MELI $NFLX $NOW $PINS $PYPL $SE $SQ $TAL $TCEHY $WCAGY https://t.co/9vd35PCF82

No hedges in place.

— Puru Saxena (@saxena_puru) July 13, 2019

Austin Lieberman Portfolio

1. June 2019 Portfolio Update: Up 9.63% +$60,043.

I share these to hopefully inspire people to begin living below their means (if possible) and begin investing as soon as they can afford to.

Investing does not have to be complicated. WE CAN DO IT.https://t.co/P3OEk4Dvrw pic.twitter.com/DQ65CLmBRK

— Austin Lieberman (@AustinLieb) June 28, 2019

Yield Curve

A chart about the yield curve... pic.twitter.com/F1BkfWNv07

— Maxfield on Banks (@MaxfieldOnBanks) June 29, 2019

Charstravaganza

Here’s Charstravaganza … more than anecdotes

(@smbccomics) pic.twitter.com/u6flKWUrP5

— Plan Maestro (@PlanMaestro) June 30, 2019

Some Quotes from RAILROADER: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison by Howard Green

1) Just Finished Railroader:

If Hunter Harrison were alive today we would surely see him wander the world fixing every railroad one at a time and in turn improving an important piece of each countries critical infrastructure.


An American born Canadian Hero. pic.twitter.com/RY3PTFSlqF

— Jerry Capital (@JerryCap) June 29, 2019

Motley Fool ROIC series

Great series on ROIC by @themotleyfool

1. Introhttps://t.co/MiIwv4es4Q

2. Better than ROE https://t.co/Wei5JsWZVi

3. Performance https://t.co/y8cGhDQECl

4. Decline https://t.co/zTz7ABCbl0

5. Equity isn't free https://t.co/wd20I0wq00

6. Cash's Role https://t.co/b76liGhGOr

— Ryan Reeves (@investing_city) June 28, 2019