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 or dm on twitter. 

Thanks for reading.

"As to methods, there may be a million and then some, but principles are few. The man who grasps principles can successfully select his own methods. The man who tries methods, ignoring principles, is sure to have trouble." Harrington Emerson

"Clearly defined ideals: the organization must know what its goals are, what it stands for, and its relationship with society." Harrington Emerson

                                                                                                                          
Vail Resorts $MTN Thread

1. Doing some work on $MTN. This commentary from SkiStar seems like a glowing endorsement for $MTN. Economies of scale PLUS geographic diversity provide major advantages. pic.twitter.com/1cmVuGxCdS

— Riggs_Bud (@Riggs_Bud) August 9, 2019

                                                                                                                          
Some thoughts on possible #recession

US intermodal rail loadings show a recent slowdown in the US economy. Low was 6/30/19 with a reading of -7.50%. The 7/31 reading has bounced back slightly to -5.35%. As a reminder, first round of China tariffs went into effect in July 2018. pic.twitter.com/ZtYXU6rlqD

— 1 Main Capital (@1MainCapital) August 17, 2019

                                                                                                                          
$YY and $HUYA Thread

Likee, Hago and Bigo in the world wide top 10...$YY = ~$4.4bn mcap.
$3.67bn yearly revenue (2Q19 revenue annualized).

Now maybe compare that to other social media stocks.
Now look at YY's EV & ownership of Huya.

I trust execution. 3 worldwide top 10 apps is a good hint. https://t.co/sQExYXYxvU

— sebidscap (@sebidscap) August 17, 2019

                                                                                                                          
Big Banks Discussion $BAC, $WFC, $JPM

Money Center Banks - particularly $WFC $JPM $BAC seem very interesting at current price levels

What can go wrong? cc @BillBrewsterSCG

— Rad Kapital (@radkapital) August 15, 2019

                                                                                                                          
Sealed Air $SEE Thread

We are currently short Sealed Air / $SEE – a deteriorating business, with notable red flags. In our view, investors have been far too patient for far too long. Details are here: https://t.co/T1ElbguV54

— Upslope Capital (@UpslopeCapital) August 15, 2019

                                                                                                                          
Chartstravaganza

After a short break … here’s Chartstravaganza! pic.twitter.com/KUR8dupL39

— Plan Maestro (@PlanMaestro) August 18, 2019 

                                                                                                                          
Speaches at Texas Lutheran University

1/n Investment professionals give speach at Texas Lutheran University (thread)

— CT Capital (@CrowdedTradeCap) August 19, 2019

                                                                                                                          
Square $SQ Thread

Speculation: $SQ Orders API will extend Square omni-channel of payments to e-commerce platforms like eBay. https://t.co/ipfOUfP30i

— Chris Erice (@ChrisErice) August 16, 2019

                                                                                                                          
Podcast with Bill Nygren from Oakmark funds $OAKLX, $OAKWX

Nygren has been on quite the podcast/interview tour

— Kevin Holloway (@Kevin_Holloway) August 15, 2019

                                                                                                                          
Best advice for someone starting their freshman

Please quote tweet this with your best advice for someone starting their freshman year of college on Monday.

— Space Sugar J. Spiehler (@StaceyJSpiehler) August 18, 2019