Selected Tweets

It's time for some tweets.

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"The purpose of an organization is to enable ordinary humans beings to do extraordinary things." Peter Drucker

"Change is the norm; unless an organization sees that its task is to lead change, that organization will not survive." Peter Drucker

"The entrepreneur always searches for change, responds to it, and exploits it as an opportunity." Peter Drucker

$YEXT Thread

Just took a position in $YEXT, who could be a huge winner as AI assistants gain adoption.

I'm now modeling out its growth, since DKM is so new & not yet well-defined. Will post my results & full thesis soon.

A huge thanks to @EvanKnowles_ who first brought YEXT to my attention.

— Simon Erickson (@TMFInnovator) July 23, 2019

$BKI Thread

Thread on Black Knight Inc. $BKI.

BK is a mortgage software provider to banks and other institutions to help them manage mortgage servicing and origination processes. Costs of servicing and originating mortgages for banks have increased significantly in recent years

— Quercus Ilex Investor (@QuercusCap) July 21, 2019

$APTL Discussion

Alaska Power and Telephone $APTL produced $4.70 in FCF in the first half of 2019 against a share price of $60. Boring stock, but value for the patient. https://t.co/qowXpLLu31

— Dave Waters (@alluvialcapital) July 19, 2019

$POOL Thread

$POOL saw strong discretionary demand in 2Q19; base business +4% y/y despite poor May weather in TX, CA and AZ (cc: $PNR, $FDR) https://t.co/XmknO5tyLy pic.twitter.com/Mgsvuj9b3f

— WTCM (@WTCM3) July 19, 2019

$SPOT Thread

Compared to Netflix, Spotify has several advantages with content creators that could make its path to participating in content economics even easier...

— Bluegrass Capital (@BluegrassCap) July 20, 2019

$MSFT Thread and discussion

Satya subtweeting AWS: "We are building Azure as the world's computer, addressing customers' real-world operational sovereignty and regulatory needs. We have 54 data center regions, more than any other cloud provider, and we were the first in Middle East and in Africa." $MSFT

— Liberty (@LibertyRPF) July 19, 2019

e-commerce battle $AMZN, $WMT

great longer read into the $WMT / $AMZN e-comm battle: "Multiple sources tell Recode that [Walmart] is projecting losses of more than $1B for its US e-commerce division this year, on revenue of between $21B and $22B" https://t.co/KQMQq1okI4

— WTCM (@WTCM3) July 5, 2019

$TDG Thread

(1/n) $TDG selling part of the $ESL biz that it recently acquired:https://t.co/S1ipDFPfll$TDG acquired $ESL at ~2x sales and is now divesting sales of $363mm for $920mm, or ~2.5x sales. I had assumed they'd sell $500mm in sales for $1bb. pic.twitter.com/IAGetVN96m

— Kyler Hasson (@kylerhasson) July 22, 2019

$ETFC Thread

$ETFC CEO opening 2Q call: "With respect to capital return, we announced a new $1.5B auth and began tactically shifting our balance sheet to free capital, which allows us to opportunistically repo add'l stock at an extremely compelling value"; reaffirms >$7 EPS by '23 target

— WTCM (@WTCM3) July 22, 2019

$TYL vs $SPX

$TYL underperforming the $SPX over the last three years (-14% relative performance).

Working off a little bit of its recent mutliple (7.6x EV/sales). pic.twitter.com/5dAYYXeUUb

— Jerry Capital (@JerryCap) July 23, 2019

$UBS Thread

$UBS CEO this morning on wealth mgmt biz: "we had record profits in the Americas and global invested assets reached an all time high of $2.5 trillion"

— WTCM (@WTCM3) July 23, 2019