Selected Tweets

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"You have to be burning with an idea, or a problem, or a wrong that you want to right. If you're not passionate enough from the start, you'll never stick it out." Steve Jobs

"The heaviness of being successful was replaced by the lightness of being a beginner again." Steve Jobs

"Everything around you that you call life was made up by people, and you can change it." Steve Jobs

Thread on $FISV, $FDC - cc $SQ

For what it’s worth, a ranking of top cloud based POS payment providers: (1) $SQ = $85B gross volume processed (2018)
(2) Clover $FDC $FISV = $70B (2018)
(3) Upserve = $10B (2018)
(4) Lightspeed = $18B (ever)
(5) Touch Bistro = $9B (ever)

— CORE Dental DDS (@CoreDentalDDS) May 10, 2019

$COR Thread

$COR CEO 7/25 on supply/pricing challenges in NVA hyperscale market pic.twitter.com/5jDsGqCav5

— WTCM (@WTCM3) July 28, 2019

Chartstravaganza - 20 charts

Here’s Chartstravaganza … because goals start somewhere

(@gocomics) pic.twitter.com/kWoOu0nKwZ

— Plan Maestro (@PlanMaestro) July 28, 2019

$ETSY Thread

Good article on Etsy $ETSY

Here are some takeaways from its turnaround under CEO Josh Silverman

— Ryan Reeves (@investing_city) July 28, 2019

$TTD Thread

Investor day pretty good place to start. Basically, a financial adviser for ad buyers. Helps clients deploy ad spend more efficiently. It takes ~20% of spend that goes through its platform. If it helps clients be 20% more efficient vs on their own, it wins more share of spend.

— 1 Main Capital (@1MainCapital) July 27, 2019

What is Lockup Agreement discussion $BYND

A lockup agreement is put in place to protect *the underwriters.* Proof of that is the fact that the underwriters just waived the lockup in the case of BYND. Any need underwriters had for protection under that agreement disappeared long ago. They now want fees from the secondary.

— Tren Griffin (@trengriffin) July 30, 2019

Sooner Capital current portfolio

Current Portfolio:
HEI.A-7%
CNSWF-6%
AMZN-6%
MCO-5%
BAM-5%
LSXMK-4%
DIS-4%
FB-4%
MSFT-4%
V-3%
CABO-3%
LBRDK-3%
SPGI-3%
TDG-3%
MA-3%
GOOG-3%
Various-34%

— soonercapital (@soonercapital) July 13, 2019

$ROL Thread

$ROL organic rev +3.6% y/y in 2Q19 (resi +4.6%, commercial +2.8% and termite & ancillary +4.6%). 1H19 org growth of 3.4% vs. 10y avg of 4.8% (cc: $SERV, $RTO LN)

— WTCM (@WTCM3) July 29, 2019

Thread on the book Netflixed by Gina Keating

Just finished rereading Netflixed. Good quick tale of the founding through Qwickster. Renewed appreciation for how farsighted and bold Netflix was. At almost every decision point, they went for broke. I want to focus on one of those, because it’s pretty wild. Total Access.

— modest proposal (@modestproposal1) July 27, 2019

20 Rules for markets and investing by Charlie Bilello

I don't know.

see rule #15 https://t.co/oDj5Wq5xlD pic.twitter.com/Z6EaOQnHOd

— Charlie Bilello (@charliebilello) July 27, 2019