Selected Tweets

It's time for some tweets.

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Thanks for reading.

"Many management [teams] are just deciding they're gonna buy X billions over X months. That's no way to buy things. You buy when selling for less than they are worth. ... It's not a complicated equation to figure out whether it is beneficial or not to repurchase shares." Warren Buffett

"Recognizing risk often starts with understanding when investors are paying it too little heed." Howard Marks

$ZOU Thread

1
Zuora $ZUO is one of my highest conviction ideas right now & I’ve been increasing my stake. #SEconviction

DISCLAIMER: This is a contrarian pick! ZUO shares are down 35% during the past yr, though I think its long-term oppty is still firmly intact.https://t.co/my2z9QliTP

— Simon Erickson (@TMFInnovator) July 9, 2019

Adam Robinson - Difference between successful people and really successful people

Warren Buffett said the difference between successful people and really successful people

is that really successful people say no to almost everything.

Truth!

But not always easy.

So here's the SECRET TO SAYING NO—

you’re actually saying YES! to something more important.

— Adam Robinson (@IAmAdamRobinson) July 8, 2019

$COUP Thread

Taking a look at Coupa $COUP this morning. Feel free to add any comments if you're familiar with the name.

[THREAD]

— Ryan Reeves (@investing_city) July 8, 2019

Thread about 2019 Sequoia Fund investor day

2019 Sequoia Fund investor day transcript https://t.co/UmUkR2hcBE

— Bluegrass Capital (@BluegrassCap) July 6, 2019

Thread about Hosking & Co Memo

Hosking & Co memos (Jeremy Hosking co-founded Marathon AM): https://t.co/FRA61VYZfx

— Investor (@pricing_power_) April 28, 2019

Raoul Pal with some scary charts

Big, important thread alert:

There is a lot going on in Europe that feels like it's coming to a head soon... probably by the end of the summer. The EU economy is in mild recession... pic.twitter.com/OZPM6qfMKa

— Raoul Pal (@RaoulGMI) July 7, 2019

Interesting question. Follow the replies

What are the best questions you ask of all management teams across industries? Why?

— Christopher Pavese (@ChrisPavese) July 10, 2019

$DAL Delta Airlines Thread

$dal with a good print. As expected given lack of 737 MAX exposure and competitors in a bit of a weaker position. That said... pic.twitter.com/2DCmMdFczV

— Bill Brewster (@BillBrewsterSCG) July 11, 2019

In History - Gerald Tsai

Gerald Tsai became famous as one of the performance stock managers during the 60's bull market
He spun out of Fidelity, raised his own fund, then sold his company to CNA

Buffett dragged him later (in Money Masters)https://t.co/y27CLgxtEM pic.twitter.com/U3SbnnnYGC

— NeckarCap (@NeckarValue) July 12, 2019

$GRUB App Downloads

$GRUB App Downloads pic.twitter.com/mCt7M1i8Wb

— Jerry Capital (@JerryCap) July 12, 2019