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

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$INTU Podcast\Thread

$INTU

The AMM Dividend Growth Podcast Episode 4 – How Intuit is Building a Moat Around QuickBooks Onlinehttps://t.co/mIQkPYsnXt

— Jerry Capital (@JerryCap) October 16, 2019

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$FB Thread

After holding for more than 7 years, I'm seriously considering selling all of my shares of Facebook $FB.

IMHO, the company's uncertainties and risks are both elevating to levels that I'm not comfortable with.

Someone tell me that I'm wrong, paranoid, or crazy.

— Simon Erickson (@TMFInnovator) October 15, 2019

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$GPN Thread

I can see how this can be a concern. Been digging into this a bit and here’s my take: probably some truth in the claim but likely mixing 🍎 with 🍊 so missing the bigger picture, which by the way I did not realize until digging deeper today at @BillBrewsterSCG’s suggestion. Thx

— CORE Dental DDS (@CoreDentalDDS) October 12, 2019

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$PATK Thread

1./ Here is a cool story about the chart below of Patrick Industries $PATK pic.twitter.com/m4ZDaJYmPr

— Ian Cassel (@iancassel) October 15, 2019

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$SPOT Thread

Thread on $SPOT margins

Bulls believe that $SPOT GM can eventually get to 35% driven by increasing bargaining power vs. labels as it continues to scale, contribute increasing portion of industry revenue and entrench users via discovery. I still think that is a tricky thesis

— compound (@compound100x) October 15, 2019

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$ROKU Thread

Some of the reasons why I've invested in $ROKU

1) Market share - pic.twitter.com/L2FnGS7LWW

— Puru Saxena (@saxena_puru) October 15, 2019

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$WDAY Convesration

the dynamic in Saas is that it costs a lot to bring new subscribers (let's say $1.5 in marketing for $1 of revenue), less to upsell an existing one (let's say $0.9 for $1) and much less for renewal ($0.1 for $1)

— Emilgold (@emilio_gold) October 13, 2019

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$WEN Thread

WEN = 1st restaurant franchisor Ive seen say publicly they will roll out dark kitchens on top of their existing footprint (from their investor day) pic.twitter.com/C57j1nRaHk

— Bluegrass Capital (@BluegrassCap) October 14, 2019

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Chartstravaganza

Here’s Chartstravaganza … not so passive entertainment pic.twitter.com/IUwLR06FFT

— Plan Maestro (@PlanMaestro) October 13, 2019

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Some Charts from KeyBanc Capital Markets StackOverflow

KBCM's StackOverflow developer tracker pic.twitter.com/aD3DsoSzSU

— Value_Biased (@ValueBiased) October 14, 2019