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.

"Our greatest glory is not in never falling, but in rising every time we fall." Confucius

"Life is really simple, but we insist on making it complicated." Confucius

"Only the wisest and the stupidest of men never change." Confucius

                                                                                                                          
$PD Pager Duty Thread - How to research a public company

Pager Duty $PD Day 1: Company Overview (S-1 Prospectus; ~3 hrs)

As a first step, I want to learn about how the company makes money & why it's valuable to customers.

Don't worry about the jargon; focus on the main idea & critical questions.https://t.co/iGisi03ew9

1/8 pic.twitter.com/sWUrTnMrAb

— Simon Erickson (@TMFInnovator) September 9, 2019

                                                                                                                          
$ECL Ecolab Thread

Ecolab's virtuous customer cycle (last week's investor day) pic.twitter.com/Qxyy3ItL54

— Bluegrass Capital (@BluegrassCap) September 11, 2019

                                                                                                                          
$MSCI Thread

1) $MSCI @ Barclays Global Financial Services Conference with CFO Linda Huber

— Jerry Capital (@JerryCap) September 11, 2019

                                                                                                                          
$SQ Square Thread

Square is buying a third-party brokerage API according to @Benzinga. If it launches a rival to @RobinhoodApp would extend the scope of its Cash App ecosystem considerably and allow users to manage entire financial life from an app. Nice! Long $SQ https://t.co/UG31n3CeIL

— Matthew Cochrane (@FoolMCochrane) September 11, 2019

                                                                                                                          
$MA, $V Mastercard\Visa Thread

(1/2) Good find, more from same interview. Sounds like $MA seeing unique opportunity in EU given regulatory changes impacting payments ecosystem (PSD2, open banking). While greatest risk to $V $MA business model is always regulation, they also present interesting opportunities pic.twitter.com/SYB1sSVhEA

— CORE Dental DDS (@CoreDentalDDS) August 8, 2019

                                                                                                                          
$CTRP Ctrip.com Thread

M* on $CTRP results (cc: $3690 HK, $780 HK, $BKNG) pic.twitter.com/ZC3WdunToT

— WTCM (@WTCM3) September 10, 2019

                                                                                                                          
$MCO Moody's Thread

1) $MCO @ Barclays Global Financial Services Conference with Mark Kaye – CFO

"we don't expect more issuance in the 2H, but do expect a higher % growth given how Q4 last year emerged. Over the long-term, GDP/disintermediation remain 2 of the primary drivers of issuance activity"

— Jerry Capital (@JerryCap) September 10, 2019

                                                                                                                          
Only one life. Keep it simple

We only have one life. Keep it simple & do 👇 rite now

-Missing somebody - Call
-Wanna meet up - Invite
-Wanna be understood - Explain
-Have questions - Ask
-Don't like something - Speak up
-Like something - Share
-Want something - Ask for it
-Love someone - Tell them#life

— LearnLifeWealthTravel (@AnyBodyCanFly) September 9, 2019

                                                                                                                          
$Z, $ZG Zillow Thread

“There’s over 100 million active users on Zillow and Trulia every month but only six million people buy and sell houses every year.”

Clearly there’s room for iBuyers to remove friction from home selling process. https://t.co/7E7xfnPuws pic.twitter.com/dC9uYhVD7G

— KiD💰 (@kidkapital) September 11, 2019

                                                                                                                          
$SPGI Thread

1) $SPGI @ Barclays Global Financial Services Conference with Ewout Steenbergen CFO

"July and August combined, bond issuance excluding structured finance is up 22%." 😳

— Jerry Capital (@JerryCap) September 11, 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.

"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