Fund Letters

3rd Quarter 2019 Andaz Private Investments  - (CBS.B, $VIAB) Appleseed Fund  - ($SINA, $WB, $CRTO, $BMWYY) Artisan Mid Cap Fund  - ($A...

Tuesday, December 24, 2019

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.

"The reason that 'guru' is such a popular word is because 'charlatan' is so hard to spell." William J. Bernstein


"It's human nature to find patterns where there are none and to find skill where luck is a more likely explanation (particularly if you're the lucky manager)." William J. Bernstein



$NFLX Netflix Thread



Thread on $BRK.B Berkshire Hathaway



I liked this videos from Shopify CEO Tobi Lutke $SHOP



$LII Lennox International Thread



$PD PagerDuty Competitive Position Thread



$ADYEY Adyen Long Thesis on VIC



$PYPL PayPal Thread



$CHYHY Chr. Hansen Holding Thread



Books by topic. Great list.



First Footage of NYSE (1938)


Thursday, December 12, 2019

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.

"The only real difference between one organization and another is the performance of its people." Peter Drucker


"The purpose of information is not knowledge. It is being able to take the right action." Peter Drucker


$AMZN Amazon Business Breakdown


Plenty of ideas in this thread



$IPGP Thread


$SABR Cabre Corp Thread


Tax Rate by Income Group #inequality


Paper - Measuring the Moat by Michael J. Mauboussin. Thanks Tren


Chartstravaganza!!!


$PGENY Pigeon Corp Thread


Thread on $PYPL Leaving Libra $FB


$CLX Thread

Saturday, December 7, 2019

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.

"The successful investor is usually an individual who is inherently interested in business problems." Philip Arthur Fisher

"Real investors should never feel bearish because the time to buy value is when markets go down!" Irving Kahn


Matthew Cochrane Portfolio - Added to $BABA, $GH, $PAYC, $MELI, GPN



$SMAR Thread


Funny - WeWork Parody



What made different working at Stripe Thread



Tech stocks to follow



Brian Stoffel Portfolio



Great Thread on Quality & Contrarianism



$INTU Thread



$COST Busienss Model Thread



$MA and $V Thread