Selected Tweets

It's time for some tweets.

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

Thanks for reading.



"Rich people have small TVs and big libraries, and poor people have small libraries and big TVs." Zig Ziglar

"The most important persuasion tool you have in your entire arsenal is integrity." Zig Ziglar

"Put all excuses aside and remember this: YOU are capable." Zig Ziglar


1. $DIS + Thread

1/ On Disney+, overlooked marketing savings, and antitrust:

You should read this (2014!) article from THR about rising marketing costs.
2007 Transformers was $150M
2014 $200M for tentpole films, and $40M for movies like The Fault in Our Starshttps://t.co/MYO6h6DIS5

— ratch (@ratchmor) September 13, 2019

2. $DIS + Thread

I got some good feedback regarding the $DIS+ platform being able to save marketing spend (~50% of a production budget) & allow DIS to capture competing studios' spend if it can win enough consumers.
Captain Marvel provides a great example. Lots of numbers follow.

— ratch (@ratchmor) September 14, 2019

3. $DIS + Thread

Disney and Apple are not competitive, not competing, generally indifferent to what one another does.

— Matthew Ball (@ballmatthew) September 14, 2019

$BPY Thread

$BPY Q2/19 Investor Letter highlighting what is working in retail

- Sears, Macy's, Bon-Ton anchor tenants replaced with Lifetime Fitness, Costco, Top Golf
- Opportunities to redeveloped malls, almost all of which include a residential componenthttps://t.co/sjk6M73GVr pic.twitter.com/0XgWtmPvqe

— Jerry Capital (@JerryCap) August 2, 2019

$MELI Thread

Not picking on him, but reading a fascinating 2009 article from @timhanso on $MELI. This was his most optimistic scenario for the company in 2019 .

How does reality compare? (See below)https://t.co/YoxBncpBjX pic.twitter.com/O3pIHNdUwr

— Brian Stoffel (@TMFStoffel) August 2, 2019

$BKNG Thread

the $BKNG business model https://t.co/GZIRPxubiD pic.twitter.com/nMgCRcXSPf

— WTCM (@WTCM3) August 4, 2019

Moats

Moats are actually loops. Fun exercise—try to draw this for whatever business you work in or a company you love.

From @maxolson

https://t.co/HkPVf45eyj pic.twitter.com/qznM8CIwBx

— Patrick OShaughnessy (@patrick_oshag) August 4, 2019

Expanding on the Moats above

1/ A recent lightbulb moment of mine was that competitive advantage can be represented visually as 1 or more feedback loops. These create an advantage "flywheel" that maintain and grow a moat over time.

— Max Olson (@maxolson) August 4, 2019

$BLL Thread

$BLL Fisher 2Q19CC: "the amount of growth we are seeing today and are securing into the future is amazing" (cc: $CCK) pic.twitter.com/bo4oY12i4n

— WTCM (@WTCM3) August 4, 2019

$ICE Thread

WSJ profile on $ICE's Project Pillar ("designed to turbocharge the Big Board’s stock and options exchanges and help it regain market share from more tech-savvy rivals") (cc: $CBOE, $CME, $NDAQ) https://t.co/xdPb6AWxsO

— WTCM (@WTCM3) August 5, 2019

Chartstravaganza

Here’s Chartstravaganza … because there’s more than trade disputes

(@crushspread) pic.twitter.com/mbvJpfu23d

— Plan Maestro (@PlanMaestro) August 4, 2019