Selected Tweets

It's time for some tweets.

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"Win the race as slowly as you can. Don’t take chances." Mario Andretti

"The crowd remembers the crashes, the driver remembers the near crashes." Mario Andretti

"If you're so afraid of failure, you will never succeed. You have to take chances. " Mario Andretti

$SQ Thread

August 2014: $SQ acquires food delivery service Caviar for $90M in stock.

August 2019: SQ sells Caviar to DoorDash for $410M in cash/preferred stock.

Not a bad return on investment and positions SQ as neutral platform for all food delivery services to participate.

Nice.

— Matthew Cochrane (@FoolMCochrane) August 1, 2019

$TWOU Thread

I underestimated just how quickly things are changing in education.

"I wouldn't expect the same growth trajectory" actually turned out to be "have come to a grinding halt."

Increasing online competition is *really* hurting $TWOU's business. Here's a look at what's going on. https://t.co/nkb8bzTJWR

— Simon Erickson (@TMFInnovator) July 31, 2019

$CHGG Thread

Chegg $CHGG Q1 2019

- Revenue up 27%
- S&M up just 3% YoY
- Non-GAAP EBIT up 96% YoY (32% margins)
- FCF up 71% (22% margins)
- 2.2 million subscribers (up 29%)

Here are my notes from the earnings call...

— Ryan Reeves (@investing_city) August 2, 2019

$FND Thread

$FND SSS +3% and +14.4% on 2y stack basis

— WTCM (@WTCM3) August 2, 2019

$ALGN Thread

1) Yesterday, after posting my month-end performance summary, I objectively reviewed all my holdings. I do this regularly to remain objective and remove my own biases from the equation.

After going through each company, it dawned on me that $ALGN is no longer suitable for my...

— Puru Saxena (@saxena_puru) August 2, 2019

$Z, $ZG Thread

Zillow Offers (its home-flipping business) is a fairly bold bet by an internet company which primarily has made money selling ads on its website. $ZG $Z

— Luis V. Sanchez (@LuisVSanchez777) July 31, 2019

Charts Thread

Ice cream production during the Great Depression

(@nberpubs) pic.twitter.com/baZvSGbIvX

— Plan Maestro (@PlanMaestro) July 31, 2019

$APPL earning thread

Apple just released 3Q19 earnings:

$53.8 billion of revenue
$2.18 EPS

My estimates were:

$52.9B of revenue
$2.10 EPS

— Neil Cybart (@neilcybart) July 30, 2019

$CIGI Thread

$CIGI - Think the market has the EPS reaction wrong... Guidance hasn't changed and investment mgm't AUM has ramped significantly in the quarter (to $30.3 bn from $26.7 bn in Q1). Flow thru should mean $20+ mm of incremental EBITDA on a full year runrate basis.

— ValuewithaCatalyst (@ValuewaCatalyst) July 30, 2019

$CSU.TO, $CNSWF Thread

According to Mark Leonard, retaining the best sort of talent is “the internal execution issue that poses the greatest threat to our continued success” pic.twitter.com/E4Ny45EOoR

— Paul Barnes (@LennyIce) January 13, 2019