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.

"When the facts change, I change my mind."  John Maynard Keynes

"The biggest problem is not to let people accept new ideas, but to let them forget the old ones." John Maynard Keynes

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$WLL Thread

Very proud to attach an Energy FinTwit research collaboration on Whiting Petroleum, $WLL@WillRayValentin@oil_gonifhttps://t.co/snCY4LXUub

1/

— O&G OG (@EnergyCredit1) October 31, 2019

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$MA Thread

1/ Let's talk about one of my favorite companies, Mastercard $MA. It reported earnings yesterday and was up 1% today, but it's up approximately a gazillion percent over the past decade, so seems like a good time to review... pic.twitter.com/eUu0VpCjc7

— Matthew Cochrane (@FoolMCochrane) October 31, 2019

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$QUAD Thread

$QUAD - The reason they are "selling" the $200 mm segment is that it lost -$15 mm of EBITDA in H1-19... by moving this loss to discontinued operations, it buys them room on their covenants. That's how bad the situation is, they have to manufacture EBITDA to maintain compliance...

— ValuewithaCatalyst (@ValuewaCatalyst) October 30, 2019

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$FB Workplace Thread

2/Workplace is similar to @Slack or @MicrosoftTeams: collaboration software for work. It started as an internal tool at Facebook and then grew to > 40k customers and today > 3 million paid users (seats): pic.twitter.com/hJzlW1urYe

— Marcelo P. Lima (@MarceloPLima) October 29, 2019

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$ROKU Thread

Still a lot of ppl don't get $roku. Not b/c they missed the boat but truly don't understand. Let me explain.
-People make comments Roku'd be obsolete w/ everyone has a smart TV. Smart TVs DO have an OS. Roku OS is the most popular OS followed by $amzn Fire TV (1/7)

— DYOptions (@data168) October 30, 2019

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$CVNA Thread

1/

Pull up a chair. $CVNA is an opaque subprime origination machine attached to a management compensation scheme. When investors let the fox guard the hen house, they shouldn't be surprised at the result. It escapes me completely how institutions will put https://t.co/8V1101qybO

— Investor Gator 🐊 (@GatorInvestor) October 29, 2019

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$SPGI Thread

$SPGI (1/2) S & P Global beats on eps, beats on rev and guides FY eps above consensus. pic.twitter.com/QU36WWuBVJ

— North Bluff Capital (@bluff_capital) October 29, 2019

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$GRUB Thread

$GRUB 4Q revenue guidance $315-335MM, vs $387MM consensus. EBITDA: $15-25MM vs $79MM consensus. Ouch.

— Diogenes (@WallStCynic) October 28, 2019

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2 Thread on $SPOT

$SPOT Q3 Earnings, very strong results. 31% MAUs, 30% subs and 29% Rev. FCF and Op Inc positive. Raises guidance. https://t.co/kI7hDBDGmU pic.twitter.com/KCOfPiNygz

— FranciscoAmador (@chesko182) October 28, 2019

Couple of $SPOT earnings notes.

First of all, kudos for getting right to questions. Nothing is stupider than reading something aloud that could be sent as text in advance.

Headline numbers:

Subs +30%
Rev +28%
Gross margin +20 bps pic.twitter.com/6NIoRszuZ8

— Evan Tindell (@evantindell) October 29, 2019

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Chartstravaganza

Another edition of Chartstravaganza … tracking change with charts pic.twitter.com/6Iq3gx3JQI

— Plan Maestro (@PlanMaestro) October 27, 2019

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Interesting picks below 10x in 10 years - some names include $PINS, $SQ, $BZUN

What is the lowest risk stock that you believe will 10x over the next 10 years?

I'll go first:

Pinterest - $PINS

— Brian Feroldi (@BrianFeroldi) October 27, 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.

"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

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$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

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$AMZN Thread

Why I will be buying the weakness in $AMZN
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.

— Douglas Kass (@DougKass) October 24, 2019

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$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

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$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

I'm long, about 6.3% position

(cont) https://t.co/eIDXuWSDtz

— Matthew Cochrane (@FoolMCochrane) October 24, 2019

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Competition is bad for margins $TDG, $HEI

Here's a good business lesson to remember:

Competition is bad for margins.

[THREAD] 👇🏽

— Ryan Reeves (@investing_city) October 23, 2019

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$FB Thread

To follow up from our conversation last week, I ended up selling 75% of my Facebook position for around $190 per share.

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

— Simon Erickson (@TMFInnovator) October 22, 2019

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$INTU Thread

Intuit (creator of TurboTax, Quickbooks, etc.), unsurprisingly, makes all of its profit in a 3-month window.

Guess which three months? 😜

Quick [THREAD]

— Ryan Reeves (@investing_city) October 21, 2019

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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

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Chartstravaganza

Here’s Chartstravaganza … a little late but it’s free

(@smbccomics) pic.twitter.com/yePgTexZi8

— Plan Maestro (@PlanMaestro) October 21, 2019

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Zones of Life

Zones of #life

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

— LearnLifeWealthTravel (@AnyBodyCanFly) October 19, 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.

"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

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$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.

Some observations from CEO’s Fall Update today, particularly in flywheel SCHW calls the “virtuous cycle” pic.twitter.com/mttJSx9Zj4

— CORE Dental DDS (@CoreDentalDDS) October 19, 2019

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$WORK Thread

I wrote 500 words this morning on the recent selloff, especially as it relates to #SaaS companies.

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

— Simon Erickson (@TMFInnovator) October 18, 2019

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$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

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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

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Always fun read by Tren

Whenever you read or hear the phrase "losing money" you should ask yourself: what does this person mean?

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

— Tren Griffin (@trengriffin) October 17, 2019

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$INFLX Thread

1/
While the cash bonfire rages unabated at $NFLX, it looked at first like they printed some nice earnings. Until I looked closer.

— Investor Gator 🐊 (@GatorInvestor) October 16, 2019

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$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

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$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.

This battering in growth land (despite strength in the major indices)...

— Puru Saxena (@saxena_puru) October 17, 2019

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Inspiring

I know something about you

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?

— Adam Robinson (@IAmAdamRobinson) October 18, 2019

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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

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

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.

"The only real difference between one organization and another is the performance of its people." Peter Drucker

"The purpose of information is not knowledge. It is being able to take the right action." Peter Drucker

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$AMZN Amazon Business Breakdown

Amazon it is.

The company is infamous for "losing money."

But did you know that it has been operating cash flow positive since 2002?

[THREAD] https://t.co/b2PNGrnZ0W

— Ryan Reeves (@investing_city) October 7, 2019

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Plenty of ideas in this thread

Name a company that is a lock to be far larger and more profitable in 10 years. At a 30% discount to the current price, you would put half your net worth in it, the stock market would close, and you'd go to the beach for 10 years. Aside from Berkshire. Bonus points for <$10 b cap

— Long Hill Road Cap (@LongHillRoadCap) October 4, 2019

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$IPGP Thread

Sanguine on the commoditization risk as competitors move up the power curve? Great business btw, I like it but that is something that concerns me over the LT. I try to think about impacts of lower pricing in terms of margins & larger TAM...

— MALUNACap (@maluna_cap) October 4, 2019

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$SABR Cabre Corp Thread

$SABR CEO Sean Menke (May 2019): "what you're finding is essentially is ourselves and $AMS, who is the other large GDS, continue to grow share... the third player, Travelport, has continued to shrink share really over the last 3, 4, 5 years" pic.twitter.com/rpX6QzfxUU

— WTCM (@WTCM3) October 7, 2019

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Tax Rate by Income Group #inequality

Tax Rate by Income Group #inequality

(@dleonhardt)pic.twitter.com/P5jCiyI9ZW

— Plan Maestro (@PlanMaestro) October 7, 2019

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Paper - Measuring the Moat by Michael J. Mauboussin. Thanks Tren

25iQ Terms of the Day: "Profit pool: the distribution of an industry’s value creation at a point in time. The horizontal axis measures size, typically invested capital or sales as a percentage of the industry, and the vertical axis measures profitability."https://t.co/ifMHQtDgKb pic.twitter.com/VvFfNHGLRv

— Tren Griffin (@trengriffin) October 6, 2019

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Chartstravaganza!!!

Here’s Chartstravaganza … bringing expert charts

(@martinshovel) pic.twitter.com/SGcfXJNZZy

— Plan Maestro (@PlanMaestro) October 6, 2019

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$PGENY Pigeon Corp Thread

Pigeon Corp $7956 JT T5y stats https://t.co/jHA1d5N9A1 pic.twitter.com/u9houRPlwQ

— WTCM (@WTCM3) October 6, 2019

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Thread on $PYPL Leaving Libra $FB

1/ Good thread @BluegrassCap, but I disagree and think that $PYPL leaving is a blow to Libra, and deal would benefit both $FB and $PYPL. I think this boils down to whether Libra is properly seen as an alternative currency, an entire new way of making payments, or both ... (cont) https://t.co/Lbu0joCpKg

— Matthew Cochrane (@FoolMCochrane) October 5, 2019

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$CLX Thread

$CLX 2019 Analyst Day presentation https://t.co/haVQ18LlK9 pic.twitter.com/wdXS0xHmfw

— WTCM (@WTCM3) October 3, 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.

"The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions." Seth Klarman

"We are big fans of fear, and in investing it is clearly better to be scared than sorry." Seth Klarman

"We worry top-down, but we invest bottom-up." Seth Klarman

                                                                                                                          
Mission critical companies. Lots of good names.

Mission critical companies

Companies that if you shut them down today, the company that uses them couldn’t function:

Salesforce
Microsoft
Guidewire
Instructure
Blackboard
Veeva
Adobe
VMware
Nutanix
AutoDesk
Square
PayPal
Shopify
Wix
Wordpress
Stripe
AWS
Cerner
Epic

Who else

— Sean D. Emory (@_SeanDavid) September 6, 2019

                                                                                                                          
Brian Feroldi portfolio and see comments and discussion

Playing catchup with my favorite Fools:

My top holdings in descending order by position size:$MA (7%), $MELI (6%), $AMZN (5%), $BKNG, $NFLX, $FB, $SBUX, $ISRG, $V, $PAYC, $AYX, $GOOGL, $GOOG, $SQ, $ADBE......

Rest here: https://t.co/yVLupW6xL1

— Brian Feroldi (@BrianFeroldi) September 6, 2019

                                                                                                                          
$NTNX Nutanix Thread

The article for Google to buy Nutanix makes sense from the angle that Google as a company has been more open to broader ecosystems. $ntnx

We know FOUR things:

— Sean D. Emory (@_SeanDavid) September 5, 2019

                                                                                                                          
$SPLK Splunk Thread

I've now got a position in Splunk $SPLK

Leader in analysing/monitoring machine-generated big data.

Revenue projected to grow > 20%CAGR over the next 5 years; TTM P/S = 8

— Puru Saxena (@saxena_puru) September 4, 2019

                                                                                                                          
$T AT&T Thread

Elliot $T Chart Porn

— Jerry Capital (@JerryCap) September 9, 2019

                                                                                                                          
$GOOG, $GOOGL Thread

"Given how $GOOGL's product suite is closely interwoven, it’s not that much of a leap to wonder if such a guarantee could soon extend to hotels" (cc: $BKNG, $EXPE) https://t.co/RHVKjN9hSJ pic.twitter.com/XpC8j8Mld4

— WTCM (@WTCM3) September 6, 2019

                                                                                                                          
$FISV Fiserv Thread

$FISV recently filed docs in Bessemer vs Fiserv lawsuit detail a litany of product and organizational failures at Fiserv. Their core software offering is a hackers dream, full of holes that go unrepaired. It is also their own customers nightmare. Bessemer pulled the plug on $FISV pic.twitter.com/3stg38qHSj

— Empty Boxes (@emptyboxguru) September 5, 2019

                                                                                                                          
What's your single largest holding? Read comments for ideas.

It's uncomfortable and taboo for many to talk about their personal investments (unless of course they had a big winner!)

Surprisingly, people are often candid with this question:

"What's your single largest holding"?

Y'all know mine...what's yours?https://t.co/uW7e7C6OsF

— Meb Faber (@MebFaber) September 4, 2019

                                                                                                                          
Interesting Global Warming Thread

Tweetstorm about Global Warming, or alternatively Human Induced Carbon Cycle Imbalance.

It is a correctable human problem with a realistic human solution that should be pursued, discussed, and most importantly heavy funded.

Note: I’m not a scientist but rather an enthusiast

— Long Short Value (@LSValue) September 5, 2019

                                                                                                                          
Thread on Michael Bury Bloomberg article

Looks like Burry struck a little close to the heart...https://t.co/lEbmcrm0qJ

— Nate Tobik (@oddballstocks) September 5, 2019

Selected Tweets

It's time for some tweets. There are some interesting portfolios below. Check it out.

If you want to share any tweets with me please send me email or dm on twitter. 

Thanks for reading.

"The best thing a human being can do is to help another human being know more." Charlie Munger

"Develop into a lifelong self-learner through voracious reading; cultivate curiosity and strive to become a little wiser every day." Charlie Munger

                                                                                                                          
Matthew Cochrane End of August portfolio, thread and discussion.

End of Aug top holdings: AMZN (8.7% of portfolio), MA (7.8%), PYPL (6.9%), GOOGL (6.8%), FB (6.6%), SWKS (5.9%), DIS (5.8%), MSFT (5.2%), HD (3.6%), SQ (3.3%), SHOP (3.1%), PAYC (2.9%), GPN (2.7%), HAS (2.6%), VZ (2.5%), GLW (2.2%), EA (2.2%), MDB (2.0%), JPM (1.9%), ADBE (1.9%) https://t.co/vrJ5eF6l7x

— Matthew Cochrane (@FoolMCochrane) August 30, 2019

                                                                                                                          
Puru Saxena End of August portfolio

1) Portfolio summary - Aug-end$AMZN $BABA $BZUN $DOCU $EDU $ESTC $FB $GOOGL $HDB $HUYA $LYFT $MELI $PINS $PYPL $SE $SQ $STNE $TAL $TCEHY $TWLO $WCAGY

YTD performance -

Portfolio +6.8%$ACWI +12.4%$COMPQ +20.1%$SPX +16.7%

Contd... pic.twitter.com/gouktU6qyW

— Puru Saxena (@saxena_puru) August 30, 2019

                                                                                                                          
Brian Stoffel End of August portfolio

Sept #SkinInTheGame update for @themotleyfool:

Overall CAGR since 2010 (not perfect) below.

Top 10

1) $AMZN (16% of port)
2) $SHOP (10%)
3) $GOOG/ $GOOGL (8%)
4) $MELI (8%)
5) Cash (7%)
6) $AAXN (6%)
7) $VEEV (6%)
8) $PAYC (5%)
9) $MDB (4%)
10) $FB (4%) pic.twitter.com/qlU3NesbGN

— Brian Stoffel (@TMFStoffel) September 2, 2019

                                                                                                                          
$SFIX Stitch Fix Thread

So promise of $SFIX seems to be delivering all the convenience of online shopping coupled with a personalized shopping experience. 3-yr annualized revenue growth rate of 26%, ~$2B market cap, about $144M in cash, no debt.

— Matthew Cochrane (@FoolMCochrane) August 30, 2019

                                                                                                                          
Chartstravaganza

Here’s Chartstravaganza! … charts about finance, business, and much more

(@lmanul) pic.twitter.com/i4KHpQKJxc

— Plan Maestro (@PlanMaestro) September 1, 2019

                                                                                                                          
Read the comments below. Very interesting companies

Please list your top 5 companies under 50 billion that you think will be in next very big league in 5-10 years. I have listed my top 5 below @FoolMCochrane @TMFStoffel @dannyvena @AustinLieb @ebcapital @TMFInnovator @Market @TMFMathGuy @TMFJMo @TMFSymington 1/1

— Samir Maredia (@samirsmaredia78) September 3, 2019

                                                                                                                          
Good thread on diabetes market

Did a dive into the Diabetes market

[THREAD]

— Ryan Reeves (@investing_city) September 2, 2019

                                                                                                                          
How John Malone invented the SaaS business model extensive tweetstorm. Worth the read.

My Tweetstorm on how Malone invented the SaaS business model will appear in serial format over the weekend. It is intended to be an antidote against people who don't understand when the model works and when it doesn't. The antidote works against both promoters and detractors.

— Tren Griffin (@trengriffin) August 30, 2019

                                                                                                                          
Thread of useful websites that investors will love to use

Thread of useful websites that investors will love to use:

1. AppAnnie / Apptonia - to track app downloads to triangulate sales

2. https://t.co/h7MylPF6T6 - to find emails of management

3. https://t.co/J56wDJMPim - track 13F

4. https://t.co/Avot1myQCp - download transcripts

— Slingshot Capital (@SlingshotCap) September 2, 2019

                                                                                                                          
The secret of higher education: colleges are actually HIGHLY effective at their true purpose(s)

1/n The secret of higher education: colleges are actually HIGHLY effective at their true purpose(s)

This is why I am skeptical that alternatives to college are *solely* what will fix our higher ed system (although they certainly help!)

THREAD:

— Harrington (@iAmLikelyWrong) September 1, 2019

Selected Tweets

It's time for some tweets.

If you want to share any tweets with me please send me email. 

Thanks for reading.

"The essence of business to me is great people run great companies. Mediocre people don't do a very good job." Kenneth Langone

"You can have a phenomenal technology with bad people; you're not gonna have much success. You can have mediocre technology with great people; they'll figure out a way to make a buck." Kenneth Langone

$PYPL Thread

1/ PayPal $PYPL reported its 2019 Q2 earnings results last night and is trading down about 4% today, so let's talk about it...

TL;DR: Another solid quarter, rev came in at $4.31B, +12% YOY, non-GAAP EPS $0.86, +47% YOY.

But those numbers come w/ some caveats...

(cont)

— Matthew Cochrane (@FoolMCochrane) July 25, 2019

Funny $CHWY Thread

Saw Einhorn short $CHWY and figured I'd flip through the investor presentations... and then saw this photo in their shareholder letter.

IMO you'd have to be out of your mind to short something this cute.https://t.co/rW3JdFe656 pic.twitter.com/7hzBDyKRTC

— Andrew Walker (@AndrewRangeley) July 25, 2019

$FB Thread

1) $FB Q2 2019

- The $FB FCF machine will go into overdrive as we lap the investment cycle in 2020/2021

- $FB generated $4.8 billion in FCF in the quarter, has $48.6 billion in cash, and bought back approximately $1.1 billion of shares. pic.twitter.com/b5BSpkCH9J

— Jerry Capital (@JerryCap) July 25, 2019

$ALGN Thread

(1) Thread on $ALGN @DarkSideOfTheSt @Butler60S @bluff_capital @jonathanrockoff @LibertyRPF @victoriouscake @LSValue @WallStCynic

— CT Capital (@CrowdedTradeCap) March 28, 2019

Brief history of Visa $V

Brief History of Visa https://t.co/u6zqYbT2kz

— Mine Safety (@MineSafety) May 29, 2019

Why REITs trade at a discount to PMV? - thread $SLG, $VNO

Thought this was a really interesting exchange on the $SLG earnings call.

Typical question is why REITs trade at a discount to PMV; analyst inverts and asks if discounts are hitting PMV.

Company says no; buyers prefer private real estate for illiquidity + no mark to market. pic.twitter.com/T3rINBCT8E

— Andrew Walker (@AndrewRangeley) July 19, 2019

$NFLX Thread

1) Winbrun wrote a $NFLX long thesis on VIC on June 26 2016 @ $86/share here is his/her post: https://t.co/IPxaszr56H

While the price has changed the long thesis has IMO not. I wanted to add in a thread of his comments over the last two years.

— Jerry Capital (@JerryCap) July 24, 2019

$ELS Thread

$ELS 2Q19: "we increased occupancy by 204 sites YTD, and this quarter marks our 39th consecutive quarter of occupancy growth. Customer demand to live in our communities continues to be high. The ownership transfer activity within our communities shows the strength of the market."

— WTCM (@WTCM3) July 24, 2019

$AZO Thread

#1 @iancassel Ian posted some eye popping figures about $AZO Autozone and its fantastic run since 1999. Time for a mini-AZO tweet storm! https://t.co/wgRxEIDncu

— EightTrack (@EightTrack180) July 15, 2019

Earnings quality and credit

Let's talk about earnings quality and credit. 43% of syndicated loan deals featured Ebitda addbacks in the first half of this year. That's a record proportion, according to BAML. If you strip those addbacks out, Ebitda/Interest coverage levels on loans are the lowest since 2005. pic.twitter.com/nwSb8kwZiv

— Tracy Alloway (@tracyalloway) July 22, 2019

Quotes from The Meaning of It All: Thoughts of a Citizen-Scientist By Richard Feynman

1) Some quotes from The Meaning of It All: Thoughts of a Citizen-Scientist By Richard Feynmanhttps://t.co/KTA36PcPzZ pic.twitter.com/WIFLcnXjaK

— Jerry Capital (@JerryCap) July 25, 2019