Selected Tweets

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"Most people are too fretful, they worry too much. Success means being very patient, but aggressive when it’s time." Charlie Munger

"You need a different checklist and different mental models for different companies. I can never make it easy by saying, ‘Here are three things.’ You have to derive it yourself to ingrain it in your head for the rest of your life." Charlie Munger

"Do the best you can do. Never tell a lie. If you say you’re going to do it, get it done. Nobody cares about an excuse." Charlie Munger

Payments in India thread- $HDB, $BABA, $MA, $V

1/ Good thread on the great economic potential of India from @TMFInnovator, so let's talk about it. It's hard to find great "pure plays" to invest in. Not e-commerce, but PayTM might be best bet but it's not public. (cont) https://t.co/WSkkA8DKxu

— Matthew Cochrane (@FoolMCochrane) July 16, 2019

India e-commerce - $HDB $MA, $V

1/ Another good point from @TMFInnovator. These regulations also make it harder for $MA and $V gain widespread foothold like they enjoy in North America and Europe. https://t.co/twDti1LUcN

— Matthew Cochrane (@FoolMCochrane) July 17, 2019

India e-commerce again - $SFTBY, $HDB, $BABA, $WMT, $AMZN

1/5
Excellent analysis by @FoolMCochrane on banking & e-commerce in India. Thank you for the insightful thread!

Digital payments in India sounds like an absolutely massive investment opportunity, but it appears there are also a few caveats... https://t.co/G0L3c7c6NQ

— Simon Erickson (@TMFInnovator) July 17, 2019

Puru Saxena current 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

Prologis Inc. thread $PLD

$PLD CFO opening call: "Demand is diverse and overall supply is disciplined. Starts in the U.S. are concentrated in low-barrier markets while supply in the high-barrier markets is not keeping pace with GDP, let alone demand for logistics closer to the end point of consumption."

— WTCM (@WTCM3) July 17, 2019

Healthcare discussion - cc.$ZTS $TRUP $FRPT, $UNH $HUM

1. Follow-up: @FoolMCochrane asked about my #healthcare investments. In every sector, I look for disruption, competitive advantages, and mega-trends.

— Todd Campbell (@ebcapital) July 18, 2019

Netflix thread $NFLX

Quick $NFLX Q2 thoughts (not ordered)

#1: Biggest show, #StrangerThings, launched to biggest-ever viewership (40 of 155MM accounts) 4 days after Q2 ended

If released week earlier, odds are US would have been flat. Still bad, but July 17 would look same and narrative VERY diff

— Matthew Ball (@ballmatthew) July 17, 2019

Netflix thread No.2 $NFLX

1/ $NFLX quarter thoughts:
1) most interesting, they missed internationally, which largely nullifies commentary around competition (eg $DIS) and also strength of content (eg Stranger Things - more domestic audience)
2) but stock may be “broken” for at least several quarters now..

— Inquisitive Investor (@QuisitiveInvest) July 18, 2019

Netflix thread No.3 $NFLX

NFLX testing gaming content pic.twitter.com/RWMrxWQPg6

— Bluegrass Capital (@BluegrassCap) July 18, 2019

Netflix thread No.4 $NFLX

1) $NFLX Q2 2019 missed subscribers estimates by the largest magnitude in its history (domestic subscribers: -126K versus +300K guidance; international subscribers: +2.8 million versus +5.0 million guidance). https://t.co/9zhnLB4TDp

— Jerry Capital (@JerryCap) July 18, 2019

$FELP Bonds

Bondshttps://t.co/MRDQ6cCv9U

— Plan Maestro (@PlanMaestro) July 18, 2019