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.

"Invest in yourself. Your career is the engine of your wealth." Paul Clitheroe

"Behind every stock is a company. Find out what it’s doing." Peter Lynch

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$XYL Thread

"Given the high level of investment need, we are starting to see an increased demand for water infrastructure financing" (cc: $XYL) pic.twitter.com/ZagxYfJZV7

— WTCM (@WTCM3) September 20, 2019

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$EVOL Thread

Why small position? Because I sadly don't have boots on the ground. I feel like I can't afford to visit a company etc. Thus, I usually only hit hard where I think you can't have an advantage over me. $EVOL, I found it, - but I can't hit it hard with conviction...

— sebidscap (@sebidscap) September 20, 2019

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$ROKU Thread

Quick [THREAD] on Roku

1/ Roku is steadily increasing its share of new Smart TV shipments in the US. Look at that blue bar grow! pic.twitter.com/dJkqwFhoJs

— Ryan Reeves (@investing_city) September 20, 2019

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Brian Stoffel Portfolio

Early Nov. #SkinInTheGame Update for my @themotleyfool writing.

Weighted returns for all individual investments below (about triple the market)

My top 10:

1) $AMZN 17%
2) $GOOG/L 9%
3) $SHOP 9%
4) Cash 8%
5) $MELI 7%
6) $VEEV 6%
7) $AAXN 6%
8) $MDB 5%
9) $FB 4%
10) $ISRG 4% pic.twitter.com/20CPYykezd

— Brian Stoffel (@TMFStoffel) October 30, 2019

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Matthew Cochrane Portfolio

End of Oct top holdings:
AMZN 8.7% of portfolio
MA 7.6%
GOOGL 7.2%
SWKS 7.2%
FB 6.9%
PYPL 6.5%
DIS 5.5%
MSFT 5.5%
HD 3.8%
SQ 3.5%
GPN 2.8%
VZ 2.6%
SHOP 2.6%
PAYC 2.4%
GLW 2.3%
HAS 2.3%
JPM 2.2%
EA 2.2%
ADBE 1.8%
BABA 1.7%
ILMN 1.7%
MDB 1.7% https://t.co/z4zYE82q5O

— Matthew Cochrane (@FoolMCochrane) November 1, 2019

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Austin Lieberman Portfolio

1/Oct Summary
30D 2.62% vs SPX 2.46%
1Y 36.30% vs SPX 19.96%
Nov'14 162.54% vs SPX 65.45%

after 39% drawdown 😳

Portfolio$AYX 21%$TTD 19%$MDB 15%$DDOG 8%$ESTC 7%$ROKU 7%$ZS 7%$PLAN 6%$OKTA 5%$PD 2.8%$SPCE 2.5%$ZM 1.4%$EXAS .45%$NBIX .26%

lots of lessons learned pic.twitter.com/WaYRN1eBdD

— Austin Lieberman (@AustinLieb) November 1, 2019

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Puru Saxena Portfolio

1) Portfolio summary - Oct-end$AMZN $BABA $BZUN $DOCU $EDU $ESTC $FB $GOOGL $HDB $HUYA $MELI $PINS $PYPL $ROKU $SE $SPCE $SQ $STNE $TAL $TCEHY $TWLO $WORK $ZS #NQ_F

No hedges in place.

YTD performance -

Portfolio +4%$ACWI +20%$SPX +21%

contd... pic.twitter.com/DISnZsPGXC

— Puru Saxena (@saxena_puru) November 1, 2019

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Dhaval Kotecha Portfolio

My top 10 holdings make up 56% of my portfolio as of October 2019$AMZN - 12%$NVDA - 10%$TTD - 6%$AAPL - 6%$MA - 4%$V - 4%$GOOG - 4%$TWLO - 3%$SHOP - 3%$SQ - 3%
(%'s round down to whole number)

What's your top 10? How much % does it occupy in your portfolio? https://t.co/cDuwOvGfNP

— Dhaval Kotecha (@dhaval_kotecha) November 1, 2019

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Long Short Value Portfolio

Update: YTD 34.8%

ROKU 10.5%
IAC 9.5%
SBAC 8.6%
PYPL 8.2%
INSG 8.2%
SDI 7.7%
AYX 7.5%
PAR 6.7%
WIX 6.5%
TTD 5.6%
-/-/-/-/-/-/- Smaller Positions
BYND + Puts -2%
CVNA -2.1%
CDZI -2.5%
AAON -2.8%
TSLA + Puts -4.9% https://t.co/qjxp8eAKGf

— Long Short Value (@LSValue) November 2, 2019