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.

"Opportunities don't happen. You create them." Chris Grosser

"Success is walking from failure to failure with no loss of enthusiasm." Winston Churchill

                                                                                                                          
$TDG TransDigm Inc and The Power of Pricing

"TransDigm Inc and The Power of Pricing". Full report.$TDG ,via @225Researchhttps://t.co/mRlGYECkSd

— Darío González (@dario_gnzalez) September 15, 2019

                                                                                                                          
$VVV Thread

$VVV core business masking high ROIC growth of quick lubes. Multiple should rise over time as quick lube EBITDA becomes a larger percentage of total EBITDA. pic.twitter.com/8ENC8DxxDZ

— soonervaluecap (@soonervaluecap) September 14, 2019

                                                                                                                          
$BDX Thread

$BDX incremental returns on tangible capital, 2012-2018 pic.twitter.com/zrfYMbuN6r

— WTCM (@WTCM3) September 14, 2019

                                                                                                                          
$MA Thread

1) $MA Investor Community Meeting 2019

Presentation Link: https://t.co/LJwiGccgLG

Transcript: https://t.co/8rdEHNdvVL pic.twitter.com/bLfyHqkRHR

— Jerry Capital (@JerryCap) September 13, 2019

                                                                                                                          
$JKHY Value Investor Club Write-Up

VIC $JKHY write-up: " $JKHY is a capital 🚨compounder 🚨 "https://t.co/hJNoqIbVVj

— Jerry Capital (@JerryCap) September 13, 2019

                                                                                                                          
$SDC Smile Direct Club and $ALGN Align Tech. discussion

Hard to tell what the best play is. I bet $algn pricing has to come way down, but not sure $sdc is a great business if they're the one commositizing the industry. Big TAM, but the economics of going after it are getting worse and worse.

— Pythia Cap(ital) (@PythiaR) September 12, 2019

                                                                                                                          
$MSFT Teams vs $WORK Slack

Slack vs. Teams DAUs pic.twitter.com/VSecVafqZH

— WTCM (@WTCM3) September 12, 2019

                                                                                                                          
Mechanics of raising capital in IPO - $PTON

Thread on some mechanics of raising capital in IPO and the resulting market cap afterwards, with adjustments for dilution from options, for anyone interested. $PTON #peloton https://t.co/EJInHt4xuz

— Inquisitive Investor (@QuisitiveInvest) September 11, 2019

                                                                                                                          
Semiconductor industry resource

If you've ever been interested in the semiconductor industry, here's an insane resource: https://t.co/5iAPedvcB9

— Ryan Reeves (@investing_city) September 11, 2019

                                                                                                                          
$MTCH Match.com Thread

$MTCH @ Deutsche Bank Technology Conference with CFO Gary Swidler

"if you look at $MTCH brands in Canada, which we think is the best analogue to the US, it behaves quite similarly to the US, if you look at our Tinder, Match, OkCupid and PoF brand in Canada, which are...

— Jerry Capital (@JerryCap) September 11, 2019