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.

"Success is not final, failure is not fatal: it is the courage to continue that counts." Winston Churchill

"If you're going through hell, keep going." - Winston Churchill

"You have enemies? Good. That means you've stood up for something, sometime in your life." - Winston Churchill

                                                                                                                          

$IQ iQiyi Thread

1) I've taken a closer look at iQiyi’s $IQ second quarter results.

Lots of moving pieces, but here's my high-level explanation of what's going on for investors who might be interested in the stock. @themotleyfool pic.twitter.com/cQmzTDTQKp

— Simon Erickson (@TMFInnovator) August 20, 2019

                                                                                                                          

$SE Sea Ltd Thread

1) $SE has just announced Q2 results -

Adj. rev +203.1%YOY (rev +137.3% YOY)

Digital entertainment (Garena) -
Adj. rev +218.6%YOY, Adj. EBITDA +442.6%YOY
QAUs 310.5 million (+93.3%YOY)
Paying users 26.1m vs. 6.6m in Q2' 18
ARPU $1.4 vs. $0.9 in Q2 '18

contd...

— Puru Saxena (@saxena_puru) August 20, 2019

                                                                                                                          
$CTRP Ctrip.com International Thread

excellent 20-page overview of https://t.co/4CCjlCcR0N by Tianyi Shao and Martin Kenney (recall $BKNG has ablity to own 15% of company via $CTRP converts + ADSs) https://t.co/zqAqkSTt6G pic.twitter.com/dlpJ6MNuGN

— WTCM (@WTCM3) August 26, 2019

                                                                                                                          
Chartstravaganza

Here’s Chartstravaganza! … a quest to find wrongness

(@drskyskull) pic.twitter.com/ZS4GABVqSF

— Plan Maestro (@PlanMaestro) August 25, 2019

                                                                                                                          
Thread on Exchanges $LSE, $LNSTY, $ICE, $BX, $CBOE, $NDAQ, $MKTX, $CME, $TW

Starting thread on #exchanges with $LSE acquisition of Refinitiv.

1. Refinitiv's data supposedly more malleable vs. Bloomberg
2. Just won contract @ $GS for 5K desktops
3. $BX "3G-ed" Refinitiv while Thomson couldn't & $ICE passed https://t.co/bqwWu7O0eL

— Investing Panda (@investing_panda) August 24, 2019

                                                                                                                          
$DIS Disney Thread

This week, Disney began flexing it's SVOD might in several ways.

I detailed this capability here ("NINE REASONS WHY DISNEY+ WILL SUCCEED") https://t.co/oYLkYltK1w, but worth looking at early proof points

— Matthew Ball (@ballmatthew) August 24, 2019

                                                                                                                          

Thread $SNDL

So let's talk about the stuff companies do.

We contacted Sundial Growers on Wednesday afternoon to tell them we knew that a half-ton of its pot had been returned for having mold and bits of rubber gloves.

Email response: “I’m not really sure what you are referring to.”

1/n

— Jeremy C. Owens (@jowens510) August 16, 2019

                                                                                                                          
$PYPL PayPal Thread

1) Recent observations on $PYPL vs $MA and $V with shares down ~15% since lower rev guidance during Q2 earnings. Now trading at ~33x P/E inline with MA (~33x), still premium to V (~29x)

— CORE Dental DDS (@CoreDentalDDS) August 16, 2019

                                                                                                                          

$MAR Marriott International Thread

key point: on a normalized basis, $MAR's loyalty program generates positive cash flow pic.twitter.com/RVCKYYFAZb

— WTCM (@WTCM3) August 24, 2019

                                                                                                                          

Lawrence H. Summers Thread on the cetral banking

Coming into Jackson Hole, economists are grappling with a major issue: Can central banking as we know it be the primary tool of macroeconomic stabilization in the industrial world over the next decade? In my forthcoming paper w/ @annastansbury, we argue that this is in doubt. 1/

— Lawrence H. Summers (@LHSummers) August 22, 2019

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.

"I'm a great believer in luck, and I find that the harder I work, the more I have of it. " Thomas Jefferson

"Do you want to know who you are? Don't ask. Act! Action will delineate and define you." Thomas Jefferson

"Whenever you do a thing, act as if all the world were watching." Thomas Jefferson

$PYPL Thread

1/ PayPal $PYPL first. I don't like putting exact numbers on TAM, think it's borderline silly. Just want to be directionally right and be in ballpark w/scope. That being said, think we are in very early innings w/PayPal's growth. (cont) https://t.co/8fo2y5t4cm

— Matthew Cochrane (@FoolMCochrane) August 12, 2019

$PYPL Thread No.2

Sri Shivananda, $PYPL CTO: "India is critically important. We look at regions and then there are countries of importance... India currently is an area of focus.” https://t.co/WksrjKXq4D

— WTCM (@WTCM3) August 14, 2019

$JD Thread

$JD wrote this in their 2018 factsheet:
"Approximately 12,000 engineers between China and Silicon Valley"

May 2019 factsheet states "17,000".

R&D is up a whopping 34% yoy to ~$0.5bn "as a result of the company’s continued investment in top R&D talent [...]"

— sebidscap (@sebidscap) August 13, 2019

$TYL Thread

1) $TYL at KeyBanc Capital Markets Tech Leadership Forum with CFO Brian Miller & CEO Lynn Moore Tyler

— Jerry Capital (@JerryCap) August 14, 2019

Lots of good videos on this conversation

What's the best business/investing video you've ever watched? 🖥❓

— Ryan Reeves (@investing_city) August 14, 2019

Portfolio buys and sells $BRK, $WFC, $GLIBA, $BX

Added some to $BRK at $198, bought new position in $WFC at $45. Sold smallest positions in $GLIBA and $GM. Only activity YTD except new position in $BX in Q1.

Top 5 positions:$BRK$CHTR / $LBRDA$GOOG$V$MKL

— Value Seeker (@Find_Me_Value) August 15, 2019

$LK Thread

“Founded last year, Luckin claims to have opened more than 500 stores in China in just five months. Its outlets serve lattes at prices about 30 per cent lower than Starbucks’ and provide subsidised deliveries to office workers.” https://t.co/QLwFMlDmhh

— Paul Barnes (@LennyIce) July 11, 2018

$LK discussion

$LK has announced Q2 results -

Revenue +698.4%YOY
No. of customers 22.8m (+5.9m added in Q2)
Avg. monthly transacting customers 6.2m (+410.6% from Q2 '18)
Total no. of stores = 2963 vs.624 in Q2 '18
Store level op. loss = RMB 55.8m vs. RMB81.7m in Q2 '18

I've got a position.

— Puru Saxena (@saxena_puru) August 14, 2019

Animal health landscape $ELAN Thread

animal health landscape & sales mix (cc: $ELAN, $ZTS, $BAYN GY, $MRK, $DPH LN, $VETO FP, $PAHC, $VIRP FP) pic.twitter.com/ogp4Ige6Sc

— WTCM (@WTCM3) August 11, 2019

OTA revenue distribution in 2018 $BKNG, $EXPE, $CTRIP, $DESP, $TRIP

public OTA revenue distribution in 2018 (cc: $BKNG, $EXPE, $CTRP, $TRIP, $TRVG, $DESP, $MMYT, $LMN SW, $OTB LN, $EDR SM) https://t.co/dyPkASGqqq https://t.co/dyPkASGqqq pic.twitter.com/R2j4WW8oOs

— WTCM (@WTCM3) August 13, 2019