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.

"Successful investing is anticipating the anticipations of others." John Maynard Keynes

"Money may not buy happiness, but I'd rather cry in a Jaguar than on a bus." Françoise Sagan

---

On $IBKC sale to $FHN

1) A little bank stock comparison rant on the heels of $IBKC @IBERIABANK of Lafayette, LA’s sale today to $FHN

Bloomberg goes back to 1996.$IBKC looked like this:
Assets - $624MM
Earnings - $7MM
Equity - $120MM
Book Value / Share $16

— Phil Timyan (@TimyanBankAlert) November 5, 2019

---

$FIS, $FISV, $GPN Thread

Terrific write up of $FIS, $FISV, $GPN pro forma for recent mergers by Tien-tsin Huang of JPM, arguably best payments analyst on the Street. Few observations:
1) Business mix favors GPN, growth least reliant on synergies. FIS most diversified, FISV most scale/defensive pic.twitter.com/BIxhNFEhK0

— CORE Dental DDS (@CoreDentalDDS) November 4, 2019

---

$UA Thread

Some thoughts on Under Armour $UA $UAA

— CT Capital (@CrowdedTradeCap) November 4, 2019

---

Thread about small growing companies $POLA, $EMGC, $ASPS, $BTU, $SD, $STNG, $LPG, $SHIP

I’m amazed at how many small growing profitable companies trade for less than working capital or for less than 5x FCF. Its one of the strangest pricing environments I can remember. also amazed at how most of these keep declining for the past 2 years as small cap gets liquidated https://t.co/Nxim6jgfex

— Kuppy (@hkuppy) November 3, 2019

---

$V or $MA - read the whole discussion

Can’t go wrong with either as other have commented, all points already mentioned valid. Ultimately difference boils down to 1) growth vs resiliency and 2) degree of willingness to disrupt vs. preserve the status quo. Some of it is structural, some is due to strategic decisions

— CORE Dental DDS (@CoreDentalDDS) November 2, 2019

---

$PIOE Thread

Very un-spooky earnings from P10 Holdings $PIOE this Halloween. https://t.co/Ixd5xKn41f

Now doing 5 cents/share in quarterly free cash flow with shares at $1.35.

— Dave Waters (@alluvialcapital) October 31, 2019

---

$W Thread

$W reported earnings this morning. More of the same. Stock down 17% today and it is not surprising to see why, in light of their poor fundamental performance.

Main highlights:
--CAC moves up sharply to $93.3 (!) [1/3] pic.twitter.com/h33lDVEuVa

— Daniel McCarthy (@d_mccar) October 31, 2019

---

Chartstravaganza

Chartstravaganza brings the world to life with charts … because the known universe is just too big pic.twitter.com/1CEQB6RdEG

— Plan Maestro (@PlanMaestro) November 3, 2019

---

$PUMP Thread

1) We are short ProPetro Holding Corp $PUMP. Full report now available at https://t.co/lOMAMgmy60

— Culper (@CulperResearch) October 31, 2019

---

Effortless Stoicism Thread

Effortless Stoicism, a thread.

— James Pierce (@jimmpierce) November 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.

"A company is only as good as the people it keeps." Mary Kay Ash

"Business is a combination of war and sport." Andre Maurois

---

$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

---

$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

---

$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

---

$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

---

$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

---

$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

---

$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

---

$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

---

Chartstravaganza

Here’s Chartstravaganza … not so passive entertainment pic.twitter.com/IUwLR06FFT

— Plan Maestro (@PlanMaestro) October 13, 2019

---

Some Charts from KeyBanc Capital Markets StackOverflow

KBCM's StackOverflow developer tracker pic.twitter.com/aD3DsoSzSU

— Value_Biased (@ValueBiased) October 14, 2019