Selected Tweets

It's time for some tweets.

If you want to share any tweets with me please send me email or dm on twitter. 

Thanks for reading.

"The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions." Seth Klarman

"We are big fans of fear, and in investing it is clearly better to be scared than sorry." Seth Klarman

"We worry top-down, but we invest bottom-up." Seth Klarman

                                                                                                                          
Mission critical companies. Lots of good names.

Mission critical companies

Companies that if you shut them down today, the company that uses them couldn’t function:

Salesforce
Microsoft
Guidewire
Instructure
Blackboard
Veeva
Adobe
VMware
Nutanix
AutoDesk
Square
PayPal
Shopify
Wix
Wordpress
Stripe
AWS
Cerner
Epic

Who else

— Sean D. Emory (@_SeanDavid) September 6, 2019

                                                                                                                          
Brian Feroldi portfolio and see comments and discussion

Playing catchup with my favorite Fools:

My top holdings in descending order by position size:$MA (7%), $MELI (6%), $AMZN (5%), $BKNG, $NFLX, $FB, $SBUX, $ISRG, $V, $PAYC, $AYX, $GOOGL, $GOOG, $SQ, $ADBE......

Rest here: https://t.co/yVLupW6xL1

— Brian Feroldi (@BrianFeroldi) September 6, 2019

                                                                                                                          
$NTNX Nutanix Thread

The article for Google to buy Nutanix makes sense from the angle that Google as a company has been more open to broader ecosystems. $ntnx

We know FOUR things:

— Sean D. Emory (@_SeanDavid) September 5, 2019

                                                                                                                          
$SPLK Splunk Thread

I've now got a position in Splunk $SPLK

Leader in analysing/monitoring machine-generated big data.

Revenue projected to grow > 20%CAGR over the next 5 years; TTM P/S = 8

— Puru Saxena (@saxena_puru) September 4, 2019

                                                                                                                          
$T AT&T Thread

Elliot $T Chart Porn

— Jerry Capital (@JerryCap) September 9, 2019

                                                                                                                          
$GOOG, $GOOGL Thread

"Given how $GOOGL's product suite is closely interwoven, it’s not that much of a leap to wonder if such a guarantee could soon extend to hotels" (cc: $BKNG, $EXPE) https://t.co/RHVKjN9hSJ pic.twitter.com/XpC8j8Mld4

— WTCM (@WTCM3) September 6, 2019

                                                                                                                          
$FISV Fiserv Thread

$FISV recently filed docs in Bessemer vs Fiserv lawsuit detail a litany of product and organizational failures at Fiserv. Their core software offering is a hackers dream, full of holes that go unrepaired. It is also their own customers nightmare. Bessemer pulled the plug on $FISV pic.twitter.com/3stg38qHSj

— Empty Boxes (@emptyboxguru) September 5, 2019

                                                                                                                          
What's your single largest holding? Read comments for ideas.

It's uncomfortable and taboo for many to talk about their personal investments (unless of course they had a big winner!)

Surprisingly, people are often candid with this question:

"What's your single largest holding"?

Y'all know mine...what's yours?https://t.co/uW7e7C6OsF

— Meb Faber (@MebFaber) September 4, 2019

                                                                                                                          
Interesting Global Warming Thread

Tweetstorm about Global Warming, or alternatively Human Induced Carbon Cycle Imbalance.

It is a correctable human problem with a realistic human solution that should be pursued, discussed, and most importantly heavy funded.

Note: I’m not a scientist but rather an enthusiast

— Long Short Value (@LSValue) September 5, 2019

                                                                                                                          
Thread on Michael Bury Bloomberg article

Looks like Burry struck a little close to the heart...https://t.co/lEbmcrm0qJ

— Nate Tobik (@oddballstocks) September 5, 2019