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"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
Alright, I'm going to brain dump a bit on @iRobot $IRBT here. I know there's a lot of stress surrounding competition, pricing power, margin erosion, market share, tariff concerns... Cc @colinangle— Steve Symington (@TMFSymington) October 25, 2019
$AMZN Thread
Why I will be buying the weakness in $AMZN— Douglas Kass (@DougKass) October 24, 2019
Written early 2019 (and still intact):@realmoney On the wings of a nearly zero cost of capital Amazon has expended enormous sums of capital to produce the massive and insurmountable competitive advantage that exists today.
$MED Thread
$MED 2x'ed earnings in 2 years ahead of goal, & aim to 2x again in 3. 15x multiple. Earnings all cash distributed as dividends/buyback as they grow & no debt. Unclear why stock down in half since 2018 despite 40% growth. Yeah, MLM, but so what?— rubicon59 (@rubicon59) October 24, 2019
$PYPL Thread
1/ $PYPL up about 7% in AH trading after reporting another great quarter. @saxena_puru already provided a solid review of the financials, so let's look at what's driving its revenue and user growth— Matthew Cochrane (@FoolMCochrane) October 24, 2019
I'm long, about 6.3% position
(cont) https://t.co/eIDXuWSDtz
Competition is bad for margins $TDG, $HEI
Here's a good business lesson to remember:— Ryan Reeves (@investing_city) October 23, 2019
Competition is bad for margins.
[THREAD] 👇🏽
$FB Thread
To follow up from our conversation last week, I ended up selling 75% of my Facebook position for around $190 per share.— Simon Erickson (@TMFInnovator) October 22, 2019
This was a difficult decision, since $FB was my third-largest position (behind $MELI and $OLED) and one that I’ve held for more than 7 years. https://t.co/znjqndqo9Y
$INTU Thread
Intuit (creator of TurboTax, Quickbooks, etc.), unsurprisingly, makes all of its profit in a 3-month window.— Ryan Reeves (@investing_city) October 21, 2019
Guess which three months? 😜
Quick [THREAD]
Read the comments for stock ideas
If you had to have 100% of your capital investing in just 3 stocks over the next 10 years, which ones would you choose?— Brian Feroldi (@BrianFeroldi) October 21, 2019
Chartstravaganza
— Plan Maestro (@PlanMaestro) October 21, 2019
Zones of Life
Zones of #life— LearnLifeWealthTravel (@AnyBodyCanFly) October 19, 2019
1. Comfort - easiest
2. Fear - just outside of comfort, whr we fear lack of confidence & hence find excuses & gets impacted by others
3. Learning - starts dealing with challenges
4. Growth - purpose, dreams, goals, objectives
pic.twitter.com/J43Qq0kjWo
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