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"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
As the market has digested the competitive and strategic impacts of $0 commissions, at $40 close today, $SCHW is largely back at pre-Oct 1 levels.— CORE Dental DDS (@CoreDentalDDS) October 19, 2019
Some observations from CEO’s Fall Update today, particularly in flywheel SCHW calls the “virtuous cycle” pic.twitter.com/mttJSx9Zj4
$WORK Thread
I wrote 500 words this morning on the recent selloff, especially as it relates to #SaaS companies.— Simon Erickson (@TMFInnovator) October 18, 2019
Realized there would be no way to post this piecemeal to Twitter, so I've attached a copy here.
Bottom line = I think this selloff is a huge opportunity for LT investors.$WORK pic.twitter.com/RJ30TRecVY
$FB Thread
1/ Obviously, whether anyone buys/sells depends on goals, risk tolerance, situation, etc -- but I believe $FB is a good investment and will beat the market over next 5 years. Whether it's a moral company or beneficial to society, I'll leave for others to debate. (cont) https://t.co/Veu5HFoXH2— Matthew Cochrane (@FoolMCochrane) October 18, 2019
I enjoyed this "compunder" discussion $AMT
Okay so $amt went from $2 to $20 to $200. At what point in that process were you stupid for selling, the first 200%, 500% 1000%, 2000%?— Pythia Cap(ital) (@PythiaR) October 17, 2019
Always fun read by Tren
Whenever you read or hear the phrase "losing money" you should ask yourself: what does this person mean?— Tren Griffin (@trengriffin) October 17, 2019
1. GAAP earnings?
2. Cash flow?
3. Unit economics?
The phrase is so unspecific that it should not be used unless money in physical form is lost.https://t.co/r13Nabl3vd
$INFLX Thread
1/— Investor Gator 🐊 (@GatorInvestor) October 16, 2019
While the cash bonfire rages unabated at $NFLX, it looked at first like they printed some nice earnings. Until I looked closer.
$CMCSA Thread
(1/n) Everyone I talk to about $CMCSA always brings up Brian Robert’s capital allocation being called into question after the Sky deal. Let’s take a look at his actual record.— Preferred $hares (@PrefShares) October 16, 2019
$Growth Stock Obseravations
1) The past few weeks have been real tough for growth investors with most rapidly growing stocks down 25-50% from their ATHs. For sure, some have held up but the vast majority have taken a real beating.— Puru Saxena (@saxena_puru) October 17, 2019
This battering in growth land (despite strength in the major indices)...
Inspiring
I know something about you— Adam Robinson (@IAmAdamRobinson) October 18, 2019
a secret your heart knows
even if you're unaware.
Every moment
every situation and person you encounter
you have a secret hope...
a hope this next moment, this person
will be EXTRAORDINARY.
Everyone has this hope.
How will you USE this secret?
Zelle Thread - $FISV, $FIS, $JKHY
“We’re now at a run rate of doing over a billion transactions and over a quarter trillion dollars worth of dollar volume, and that’s growing at 70% and 50%, respectively, year-over-year” (Zelle CEO)https://t.co/D3bOB4rCBH— CORE Dental DDS (@CoreDentalDDS) October 18, 2019
