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.

"All progress takes place outside the comfort zone." Michael John Bobak

"If you are not willing to risk the usual, you will have to settle for the ordinary." Jim Rohn

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Outdoor advertising

Outdoor advertising as a channel has gained market share vs 20 years ago pic.twitter.com/jC72RlnPud

— Bluegrass Capital (@BluegrassCap) September 19, 2019

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$CNSWF \ $CSU.TO Thread

(1/10)Story on $CSU.TO’s acquisition process that I saw up close. It makes me more confident in their ability to win deals:

A friend owned ~40% of a VMS company with ~$1mm EBITDA growing ~MSD and mentioned that he wanted to sell. He potentially wanted to stay on afterwards.

— Kyler Hasson (@kylerhasson) September 19, 2019

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$SDC Thread

$SDC looks tempting, high growth high gross margin, big TAM, some competitive advantages that does take time to replicate. But corp governance redflags all over.

— mspacey (@mspacey4415) September 17, 2019

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$MNST Thread

1/n $MNST management became too conservative over the past years (thread on $MNST)

— CT Capital (@CrowdedTradeCap) September 18, 2019

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A lot of good companies in this discussion.

What's your favorite under-followed company?

My favs:$BL$EPAM$NVCR$LVGO$PAYC$HQY

— Brian Feroldi (@BrianFeroldi) September 17, 2019

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Top grossing media franchises of all time $NTDOY, $DIS

Fascinating infographic: Top grossing media franchises of all time. Pokémon, Hello Kitty, Mickey Mouse, Star Wars, etc

Observations:
- most of the money has been made in merchandise and video games
- so many Japanese brands! 5 out of the top 10
- many created in the past decade pic.twitter.com/6Munq0Upql

— Andrew Chen (@andrewchen) September 15, 2019

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$SE Thread

The "official" answer during the secondary roadshow was "to diversify the shareholder base, and improve stock liquidity".

The truth (in my view) was 1) the stock had risen 100% in three months, but nothing had changed fundamentally besides investors waking up to the story...

— Hayden Capital (@HaydenCapital) September 17, 2019

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$OSTK Thread

1/ I think it is important that I update my $OSTK thesis. I believe that the company is wildly overvalued and unlikely to succeed, but I no longer believe the "digital dividend" will be smoothly handled by Wall St. so I covered over the past few days at an avg of $22.80. cont....

— Alpha Exposure (@alpha_exposure) September 13, 2019

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$V Thread

not the worst outcome for $V Europe CEO Charlotte Hogg (left BoE in March 2017) pic.twitter.com/GE5n1SPvhY

— WTCM (@WTCM3) September 14, 2019

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Chartsravaganza

Here’s Chartstravaganza … from somewhere pic.twitter.com/veifnpNrWH

— Plan Maestro (@PlanMaestro) September 15, 2019