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