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"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
Amazon it is.— Ryan Reeves (@investing_city) October 7, 2019
The company is infamous for "losing money."
But did you know that it has been operating cash flow positive since 2002?
[THREAD] https://t.co/b2PNGrnZ0W
Plenty of ideas in this thread
Name a company that is a lock to be far larger and more profitable in 10 years. At a 30% discount to the current price, you would put half your net worth in it, the stock market would close, and you'd go to the beach for 10 years. Aside from Berkshire. Bonus points for <$10 b cap— Long Hill Road Cap (@LongHillRoadCap) October 4, 2019
$IPGP Thread
Sanguine on the commoditization risk as competitors move up the power curve? Great business btw, I like it but that is something that concerns me over the LT. I try to think about impacts of lower pricing in terms of margins & larger TAM...— MALUNACap (@maluna_cap) October 4, 2019
$SABR Cabre Corp Thread
$SABR CEO Sean Menke (May 2019): "what you're finding is essentially is ourselves and $AMS, who is the other large GDS, continue to grow share... the third player, Travelport, has continued to shrink share really over the last 3, 4, 5 years" pic.twitter.com/rpX6QzfxUU— WTCM (@WTCM3) October 7, 2019
Tax Rate by Income Group #inequality
— Plan Maestro (@PlanMaestro) October 7, 2019
Paper - Measuring the Moat by Michael J. Mauboussin. Thanks Tren
25iQ Terms of the Day: "Profit pool: the distribution of an industry’s value creation at a point in time. The horizontal axis measures size, typically invested capital or sales as a percentage of the industry, and the vertical axis measures profitability."https://t.co/ifMHQtDgKb pic.twitter.com/VvFfNHGLRv— Tren Griffin (@trengriffin) October 6, 2019
Chartstravaganza!!!
— Plan Maestro (@PlanMaestro) October 6, 2019
$PGENY Pigeon Corp Thread
Pigeon Corp $7956 JT T5y stats https://t.co/jHA1d5N9A1 pic.twitter.com/u9houRPlwQ— WTCM (@WTCM3) October 6, 2019
Thread on $PYPL Leaving Libra $FB
1/ Good thread @BluegrassCap, but I disagree and think that $PYPL leaving is a blow to Libra, and deal would benefit both $FB and $PYPL. I think this boils down to whether Libra is properly seen as an alternative currency, an entire new way of making payments, or both ... (cont) https://t.co/Lbu0joCpKg— Matthew Cochrane (@FoolMCochrane) October 5, 2019
$CLX Thread
— WTCM (@WTCM3) October 3, 2019
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