Selected Tweets

It's time for some tweets.

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"I'm a great believer in luck, and I find that the harder I work, the more I have of it. " Thomas Jefferson

"Do you want to know who you are? Don't ask. Act! Action will delineate and define you." Thomas Jefferson

"Whenever you do a thing, act as if all the world were watching." Thomas Jefferson

$PYPL Thread

1/ PayPal $PYPL first. I don't like putting exact numbers on TAM, think it's borderline silly. Just want to be directionally right and be in ballpark w/scope. That being said, think we are in very early innings w/PayPal's growth. (cont) https://t.co/8fo2y5t4cm

— Matthew Cochrane (@FoolMCochrane) August 12, 2019

$PYPL Thread No.2

Sri Shivananda, $PYPL CTO: "India is critically important. We look at regions and then there are countries of importance... India currently is an area of focus.” https://t.co/WksrjKXq4D

— WTCM (@WTCM3) August 14, 2019

$JD Thread

$JD wrote this in their 2018 factsheet:
"Approximately 12,000 engineers between China and Silicon Valley"

May 2019 factsheet states "17,000".

R&D is up a whopping 34% yoy to ~$0.5bn "as a result of the company’s continued investment in top R&D talent [...]"

— sebidscap (@sebidscap) August 13, 2019

$TYL Thread

1) $TYL at KeyBanc Capital Markets Tech Leadership Forum with CFO Brian Miller & CEO Lynn Moore Tyler

— Jerry Capital (@JerryCap) August 14, 2019

Lots of good videos on this conversation

What's the best business/investing video you've ever watched? 🖥❓

— Ryan Reeves (@investing_city) August 14, 2019

Portfolio buys and sells $BRK, $WFC, $GLIBA, $BX

Added some to $BRK at $198, bought new position in $WFC at $45. Sold smallest positions in $GLIBA and $GM. Only activity YTD except new position in $BX in Q1.

Top 5 positions:$BRK$CHTR / $LBRDA$GOOG$V$MKL

— Value Seeker (@Find_Me_Value) August 15, 2019

$LK Thread

“Founded last year, Luckin claims to have opened more than 500 stores in China in just five months. Its outlets serve lattes at prices about 30 per cent lower than Starbucks’ and provide subsidised deliveries to office workers.” https://t.co/QLwFMlDmhh

— Paul Barnes (@LennyIce) July 11, 2018

$LK discussion

$LK has announced Q2 results -

Revenue +698.4%YOY
No. of customers 22.8m (+5.9m added in Q2)
Avg. monthly transacting customers 6.2m (+410.6% from Q2 '18)
Total no. of stores = 2963 vs.624 in Q2 '18
Store level op. loss = RMB 55.8m vs. RMB81.7m in Q2 '18

I've got a position.

— Puru Saxena (@saxena_puru) August 14, 2019

Animal health landscape $ELAN Thread

animal health landscape & sales mix (cc: $ELAN, $ZTS, $BAYN GY, $MRK, $DPH LN, $VETO FP, $PAHC, $VIRP FP) pic.twitter.com/ogp4Ige6Sc

— WTCM (@WTCM3) August 11, 2019

OTA revenue distribution in 2018 $BKNG, $EXPE, $CTRIP, $DESP, $TRIP

public OTA revenue distribution in 2018 (cc: $BKNG, $EXPE, $CTRP, $TRIP, $TRVG, $DESP, $MMYT, $LMN SW, $OTB LN, $EDR SM) https://t.co/dyPkASGqqq https://t.co/dyPkASGqqq pic.twitter.com/R2j4WW8oOs

— WTCM (@WTCM3) August 13, 2019