Selected Tweets

It's time for some tweets.

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

Thanks for reading.

"Best way to learn faster: Have a stake in the outcome.
To learn about food, cook for friends.
To learn about an idea, publish an article about it.
To learn about stocks, invest in the stock market.
Risk awakens our learning muscles like a splash of cold water." David Perell

$TRUP Trupanion Thread

Thanks for this. I did a bunch of reading on $TRUP today. Here are my thoughts, in random order:

1) The short thesis of "its overvalued because it trades at a high P/B" is BS. Insurance companies trade on earnings, even if some analysts pretend otherwise. Look at $PGR (5x book). https://t.co/icxaB6pGbZ

— Evan Tindell (@evantindell) August 8, 2019

$Z, $ZG Zillow Group Thread/1

1/x. Thread. my takeaways from $ZG $Z latest earning. (BTW great questions by analysts make this a fun one whether you're bull or bear). Overall I think company is executing and progressing toward its objectives.

— mspacey (@mspacey4415) August 8, 2019

$Z, $ZG Zillow Group Thread/2

$ZG Earnings Call 🎙: https://t.co/eHELNmA8Lp

Transcript 📝: https://t.co/r3E7NuFzgz pic.twitter.com/N4xfXewt72

— KiD💰 (@kidkapital) August 8, 2019

$PAR Technology Thread

Lots of nuggets from the $PAR earnings call last night:

— Prolific Web Surfer 🏄‍♂️ (@web_prolific) August 7, 2019

$BUR.LN, $BRFRF Long thread on Burford Capital

Initiating thread on Burford (to be updated periodically): We looked at Burford Capital very closely last year, before the stock has become (apparently) fashionable to discuss, as it has this year.

— LST (@LongShortTrader) August 7, 2019

$TDG Thread

(1/n) A few quick thoughts on the $TDG results. I look at organic revenue growth, EBITDA margins, and FCF generation.

Organic revenue growth at 11.8% was obviously great, but also in line with aero peers. Aftermarket sales are strong for everyone. I expected about as much.

— Kyler Hasson (@kylerhasson) August 6, 2019

$CSU.TO, $CNSWF Thread

I finished reading all the Constellation Software letters – some of the best in the business. Mark Leonard might be the most intellectually honest CEO I’ve come across.

I took 11 pages worth of notes! If you’ve ever wanted the SparkNotes version of these letters, here are mine.

— Travis Wiedower (@TravisWiedower) August 6, 2019

$DIS Disney\Hulu Thread

Quick thinking on Disney+/Hulu/ESPN+ bundle:

1) $12.99 is incredible value

2) Think they should add a Hulu/D+ bundle at $10.99 to capture the militant "don't want to pay for sports" crowd and also b/c behavioral psyche would say it makes $12.99 even more enticing

— modest proposal (@modestproposal1) August 7, 2019

$MMM Acquisition of $AVON.LN, $AVNBF

$AVON LN +19% today on acquisition of $MMM ballistic protection business pic.twitter.com/wvlmEffQKu

— WTCM (@WTCM3) August 8, 2019

$ADT Thread

Some $ADT tweets for a quick idea / post tmr

— Andrew Walker (@AndrewRangeley) August 8, 2019