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.

"There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else." Sam Walton

"The secret of success is to do the common thing uncommonly well." John D. Rockefeller Jr.

"The only place where success comes before work is in the dictionary." Vidal Sassoon

                                                                                                                          
$NTNX Nutanix Thread

Nutanix $NTNX up 27% today is a confirmation that the bar was set too low.

Investors should focus on whether this biz can transition from selling core HCI software to subscriptions.

72% sub rev growth & 132% $-based net expansion are great signs of that. I'm holding my shares. pic.twitter.com/rHRiiR8k8u

— Simon Erickson (@TMFInnovator) August 29, 2019

                                                                                                                          
$HEI Heico Thread

$HEI Larry Mendelson on business conditions.... pic.twitter.com/nG82uZ8FRB

— 3:10 Value (@310Value) August 28, 2019

                                                                                                                          
$KHC Kraft Heinz thoughtful thread

1/ When Kraft first came up with the concept of Pizza Lunchables (those cold trays with customizable sauces & toppings), it tested terribly with focus groups of mothers. Moms everywhere said "This is an awful idea, a really awful idea." The concept got the worst score in history.

— Kevin Lee (@kevinleeme) August 27, 2019

                                                                                                                          
$PTON Peloton InteractiveThread

1/ $PTON Peloton subscriber churn looks to me to be around 20-30% per year. But they reported churn of 0.7%!!
Math with me here.. the reported churn is a 'monthly' churn, calculated as net cancels in the period, divided by 3 months. So 0.7% = 2.1% per quarter, or around 8.4%/yr.

— Inquisitive Investor (@QuisitiveInvest) August 27, 2019

                                                                                                                          
$INTU Intuit Thread

$INTU last week: "We delivered another strong quarter in our Small Business and Self-Employed Group with online ecosystem revenue growth of 38% in FY18. Online ecosystem revenue is at a $1.8B annualized run rate and we continue to expect that to grow more than 30%"

— WTCM (@WTCM3) August 27, 2019

                                                                                                                          
$TLF Tandy Leather Factory Thread and discussion

Thank you, Mr. Irrational Market, for selling micro-cap DEEP intrinsic compounding value $TLF (Tandy Leather Factory) under $5 per share/ $2.95 EV per share. P/TB= .76, EV/Rev = .32, P/FCF = 5.33, EV/EBITDA = 5.05, EV/EBIT 7.74 $TLF

— ShadowStock (@JournalofValue) June 6, 2019

                                                                                                                          
Thread about Disney $DIS + Sony $SNE breakup over #SpiderMan

Asked a lot about the Disney/Marvel + Sony breakup over ‘#SpiderMan’. There are five key drivers here.

#1: 2018’s ‘Venom’. Poorly received (29% RT, B+ CinemaScore, 6.7 IMDb), but huge success. 6th most profitable in 2018. Gives Sony belief it doesn’t need Disney

— Matthew Ball (@ballmatthew) August 26, 2019

                                                                                                                          
$GOOG\$GOOGL Thread

Let's go over Alphabet's business model

[THREAD] https://t.co/2njBwqkJzH

— Ryan Reeves (@investing_city) August 26, 2019

                                                                                                                          
Framework for Evaluating Enterprise Software Companies - $CRM, $TEAM

Hello Twitter! For my first post, I thought I'd share the slides of a talk I've recently given at a large tech company and institutional investment funds on qualitative aspects of enterprise software investing and the way to identify the quality companieshttps://t.co/q6cjkRcJ6O

— Shomik Ghosh (@shomikghosh21) August 26, 2019

                                                                                                                          
Few things learnt about life thread

I turned 39 yesterday.

Here are a few things I have learnt about life, while living life

THREAD...

— Ankur Warikoo (@warikoo) August 26, 2019