Fund Letters

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

Sunday, January 26, 2020

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.

"When the facts change, I change my mind."  John Maynard Keynes

"The biggest problem is not to let people accept new ideas, but to let them forget the old ones." John Maynard Keynes


$WLL Thread



$MA Thread



$QUAD Thread



$FB Workplace Thread



$ROKU Thread



$CVNA Thread



$SPGI Thread



$GRUB Thread



2 Thread on $SPOT




Chartstravaganza



Interesting picks below 10x in 10 years - some names include $PINS, $SQ, $BZUN


Thursday, January 23, 2020

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.

"Don't judge a man by where he is, because you don't know how far he has come." C. S. Lewis

"You can't go back and change the beginning, but you can start where you are and change the ending." C. S. Lewis


$IRBT Thread



$AMZN Thread



$MED Thread



$PYPL Thread



Competition is bad for margins $TDG, $HEI



$FB Thread



$INTU Thread



Read the comments for stock ideas



Chartstravaganza



Zones of Life


Monday, January 13, 2020

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.

"Time is your friend; impulse is your enemy." John C. Bogle


"Learn every day, but especially from the experiences of others. It's cheaper!" John C. Bogle


$SCHW Thread



$WORK Thread



$FB Thread



I enjoyed this "compunder" discussion $AMT



Always fun read by Tren



$INFLX Thread



$CMCSA Thread



$Growth Stock Obseravations



Inspiring



Zelle Thread - $FISV, $FIS, $JKHY


Friday, January 3, 2020

Portfolios

This post is full of portfolios. Check it out.

Check out below which ones are top performers of the SP500.

If you want to share any tweets with me please send me email or dm on twitter.

Thanks for reading.

"Luck is always the last refuge of laziness and incompetence." James Cash Penney


"The five separate fingers are five independent units. Close them and the fist multiplies strength. This is organization." James Cash Penney


Portfolio



Portfolio



Portfolio



Portfolio



Top Picks for 2020 5 Longs and 5 Short



Portfolio



Portfolio



Portfolio



Portfolio




Portfolio




Portfolio



Portfolio



Top 10 best performers of 2019 in the SP500



Portfolio



Portfolio



Wednesday, January 1, 2020

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.

"A company is only as good as the people it keeps." Mary Kay Ash


"Business is a combination of war and sport." Andre Maurois



$INTU Podcast\Thread



$FB Thread



$GPN Thread



$PATK Thread



$SPOT Thread



$ROKU Thread



$WDAY Convesration



$WEN Thread




Chartstravaganza



Some Charts from KeyBanc Capital Markets StackOverflow