Selected Tweets

It's time for some tweets.

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Thanks for reading.

"Our greatest glory is not in never falling, but in rising every time we fall." Confucius

"Life is really simple, but we insist on making it complicated." Confucius

"Only the wisest and the stupidest of men never change." Confucius

                                                                                                                          
$PD Pager Duty Thread - How to research a public company

Pager Duty $PD Day 1: Company Overview (S-1 Prospectus; ~3 hrs)

As a first step, I want to learn about how the company makes money & why it's valuable to customers.

Don't worry about the jargon; focus on the main idea & critical questions.https://t.co/iGisi03ew9

1/8 pic.twitter.com/sWUrTnMrAb

— Simon Erickson (@TMFInnovator) September 9, 2019

                                                                                                                          
$ECL Ecolab Thread

Ecolab's virtuous customer cycle (last week's investor day) pic.twitter.com/Qxyy3ItL54

— Bluegrass Capital (@BluegrassCap) September 11, 2019

                                                                                                                          
$MSCI Thread

1) $MSCI @ Barclays Global Financial Services Conference with CFO Linda Huber

— Jerry Capital (@JerryCap) September 11, 2019

                                                                                                                          
$SQ Square Thread

Square is buying a third-party brokerage API according to @Benzinga. If it launches a rival to @RobinhoodApp would extend the scope of its Cash App ecosystem considerably and allow users to manage entire financial life from an app. Nice! Long $SQ https://t.co/UG31n3CeIL

— Matthew Cochrane (@FoolMCochrane) September 11, 2019

                                                                                                                          
$MA, $V Mastercard\Visa Thread

(1/2) Good find, more from same interview. Sounds like $MA seeing unique opportunity in EU given regulatory changes impacting payments ecosystem (PSD2, open banking). While greatest risk to $V $MA business model is always regulation, they also present interesting opportunities pic.twitter.com/SYB1sSVhEA

— CORE Dental DDS (@CoreDentalDDS) August 8, 2019

                                                                                                                          
$CTRP Ctrip.com Thread

M* on $CTRP results (cc: $3690 HK, $780 HK, $BKNG) pic.twitter.com/ZC3WdunToT

— WTCM (@WTCM3) September 10, 2019

                                                                                                                          
$MCO Moody's Thread

1) $MCO @ Barclays Global Financial Services Conference with Mark Kaye – CFO

"we don't expect more issuance in the 2H, but do expect a higher % growth given how Q4 last year emerged. Over the long-term, GDP/disintermediation remain 2 of the primary drivers of issuance activity"

— Jerry Capital (@JerryCap) September 10, 2019

                                                                                                                          
Only one life. Keep it simple

We only have one life. Keep it simple & do 👇 rite now

-Missing somebody - Call
-Wanna meet up - Invite
-Wanna be understood - Explain
-Have questions - Ask
-Don't like something - Speak up
-Like something - Share
-Want something - Ask for it
-Love someone - Tell them#life

— LearnLifeWealthTravel (@AnyBodyCanFly) September 9, 2019

                                                                                                                          
$Z, $ZG Zillow Thread

“There’s over 100 million active users on Zillow and Trulia every month but only six million people buy and sell houses every year.”

Clearly there’s room for iBuyers to remove friction from home selling process. https://t.co/7E7xfnPuws pic.twitter.com/dC9uYhVD7G

— KiD💰 (@kidkapital) September 11, 2019

                                                                                                                          
$SPGI Thread

1) $SPGI @ Barclays Global Financial Services Conference with Ewout Steenbergen CFO

"July and August combined, bond issuance excluding structured finance is up 22%." 😳

— Jerry Capital (@JerryCap) September 11, 2019