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"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
Two fun facts to start this one:— Ryan Reeves (@investing_city) October 12, 2019
1) Netflix is planning to spend $15 billion on content in 2019.
2) The company added 4x the number of international subscribers than in the US.
International additions: 22.94 million
US addition: 5.68 million https://t.co/b2PNGrnZ0W
Thread on $BRK.B Berkshire Hathaway
Because I view this investment a bit like a marriage. There are flaws but over the long run I think the benefits outweigh the costs. V, MA, and COST misses annoy me a lot. MSFT and GOOG less so.— Bill Brewster (@BillBrewsterSCG) October 12, 2019
The OXY debt was a good deal. He claimed he was negotiating with a big fish in Dec.
I liked this videos from Shopify CEO Tobi Lutke $SHOP
I sometimes do company internal ask-me-anything on Fridays. Let’s do it on Twitter today! Happy to talk about tech, ecommerce, company building, programming, hats. Send questions via hashtag #asktobi— Tobi Lutke 🌳🌲 (@tobi) October 11, 2019
$LII Lennox International Thread
1/n $lii is a bet on global warming. Hotter summers = higher sales numbers. pic.twitter.com/WqILjDBHUq— Pythia Cap(ital) (@PythiaR) October 9, 2019
$PD PagerDuty Competitive Position Thread
PagerDuty $PD Day 2: Marketing & Competitive Analysis (1.5 hrs)— Simon Erickson (@TMFInnovator) October 10, 2019
As a second step, I want to learn about how the company is competitively positioned in the market.
Let's look at how it's priced, how it's reviewed by customers, and how large its addressable market could be.
$ADYEY Adyen Long Thesis on VIC
Ayden VIC Long Thesishttps://t.co/u44uC93wMf— Jerry Capital (@JerryCap) October 10, 2019
$PYPL PayPal Thread
$CHYHY Chr. Hansen Holding Thread
$CHR DC F4Q results: "3% organic growth in Cultures & Enzymes (70% of group EBIT) compares with consensus of 5%, and is the weakest result in the company's reporting history since IPO" https://t.co/dkBjn5pBGK pic.twitter.com/zT7DS9aEqw— WTCM (@WTCM3) October 10, 2019
Books by topic. Great list.
I often ask for book/paper recommendations. In the hopes of getting a conversation started & finding new books, I’ll share some of my investing related favorites by topic (that I haven’t seen recommended much)...— eric boroian (@eboroian) October 11, 2019
First Footage of NYSE (1938)
• First Footage of NYSE •— Jamie Catherwood (@jfc_3_) October 10, 2019
New York Stock Exchange
Think of every investor, broker, and transaction that has passed through this lasting monument to finance. This building has seen it all.
So many stories.
Videos like this provide perspective. pic.twitter.com/vocT4rExgS