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"The way to get started is to quit talking and begin doing." Walt Disney
"If you really want to do something, you'll find a way. If you don't, you'll find an excuse." Jim Rohn
$MSFT Teams vs $WORK Slack Thread
1/ Challenge accepted. I have followed $MSFT for over a decade. It's as well run now as anytime I have seen it.— HS (@Negative_GW) September 28, 2019
Slack is a wonderful idea for a simple product that is ideal for certain types of work and has taken off in the tech world where new tools are often quickly adopted. https://t.co/nvFJF1mzTy
Chartstravaganza
Here’s Chartstravaganza … bringing excellent charts to your phone pic.twitter.com/5gnwQ26HJN— Plan Maestro (@PlanMaestro) September 29, 2019
$JPM Thread
I've said it before, I'll say it again: Don't discount all of the big banks in the fintech arena. JPMorgan has a large way chest in particular it is using to invest in tech. Long $JPM https://t.co/Gvd2ru7ODs— Matthew Cochrane (@FoolMCochrane) September 26, 2019
$GNC Thread
Flipping through $GNC's 10-K today and kind of shocked by their SSS trends. Way better than I thought going in; I would have guessed they were comping down 10% YoY every quarter. pic.twitter.com/rsEUrlFw3T— Andrew Walker (@AndrewRangeley) September 26, 2019
$FDS Thread
FDS reinvesting some recent margin expansion back into product, mgmt says will result in higher organic growth in 2-3 yrs, near term compresses margins, results in flat earnings growth next year... pic.twitter.com/Cv5tYMhVYx— Bluegrass Capital (@BluegrassCap) September 26, 2019
$BAM Brookfield Asset Management Thread
$BAM key takeaways— Hardcore Value (@HardcoreValue) September 26, 2019
1) Interest rates are in a new phase (-2 to +2%)
2) Alternative investments are going to 60% for institutions
3) The next series of funds is going to be hundreds of billions of dollars
4) We purchased Oaktree to provide scale and prepare for a downturn
On Pershing Square $PSHZF
I posted the first in a series of more-frequent blog posts about names I'm looking at.— Evan Tindell (@evantindell) September 25, 2019
These won't be investment theses. They may be quite short.
The first one is kinda long and is on Pershing Square Holdings $PSH.https://t.co/hQ3T1U9zvI
How much information is enough to make an investment decision?
1/ This is how I think of it: I'm a big fan of the Pareto principle, essentially that 80% of what we need to know as investors comes from the first 20% of the work/research we do. If I like what I see after that first 20%, I have no problem taking a small, starter position (cont)— Matthew Cochrane (@FoolMCochrane) September 26, 2019
$SNEThread
Sony Music head transcript from Communacopia last week https://t.co/C36Bu2iHJZ— Bluegrass Capital (@BluegrassCap) September 27, 2019
Some interesting small cap names below
best small cap long idea atm?— Prolific Web Surfer 🏄♂️ (@web_prolific) September 28, 2019
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