Selected Tweets

It's time for some tweets.

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

Thanks for reading.

"The alluring, long-shot chance of a huge gain is the grease that lubricates the machine of innovation." Jason Zweig

"We need a moderately-priced stock market… The market, like the Lord, helps those who help themselves. But, unlike the Lord, the market does not forgive those who know not what they do. For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments." Warren Buffet

$CRWD Thread

Up 70% today.

Going through the S-1 more thoroughly and will be adding comments to this... https://t.co/UxeDmnRt0T

— Ryan Reeves (@investing_city) June 12, 2019

$V Thread

Visa: pic.twitter.com/N1bilsELMd

— Liberty (@LibertyRPF) June 11, 2019

Arlington Value investor letters link

Big s/o to @FocusedCompound for providing the Arlington Value investor letters. Here are my top five lessons that I garnered from scouring through each page. https://t.co/xzqtytrVwD

— The Market Plunger (@marketplunger1) June 12, 2019

Pat Dorsey's competitive advantages & capital allocation presentation

In 2016, Pat Dorsey gave a presentation about competitive advantages & capital allocation.

If you'd like to improve your stock market returns, I highly recommend reading his slides.

"Quantitative data is priced more efficiently than qualitative insight"https://t.co/zp8KODuzu2 pic.twitter.com/F1M7AMroo8

— Simon Erickson (@TMFInnovator) June 11, 2019

$GOOG\$GOOGL and $FB break-up thread

Raymond James called Monday’s pullback a buying opportunity. “We believe valuations are attractive” following the sell-off, particularly for Google and Facebook, analyst Aaron Kessler wrote in a note.

— Jerry Capital (@JerryCap) June 11, 2019

$HRGLY discussion

"Hargreaves Lansdown: Bargain After 16% Price Drop". Top UK DIY wealth platform, 39% share. Revenues grew at 15% CAGR in FY15-18. Assets grew 10-20% p.a. from new clients, existing clients' transfers & market. Same 45bps platform fee for all funds. https://t.co/FdbOnx7qUc pic.twitter.com/Vc8cQ7CSzK

— Blue Sky (@BlueskyComments) June 13, 2019

Thoughts on $A, $TMO, $DHR

Some thoughts on $A, $TMO, $DHR:

— Riggs_Bud (@Riggs_Bud) June 11, 2019

Issy Sharp Four Seasons: The Story Of A Business Philosophy

Issy Sharp’s (Four Seasons founder) biography is a master class on building an enduring business centered around elevating and celebrating its employees.

— Bluegrass Capital (@BluegrassCap) June 12, 2019