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.

"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 successful investor is usually an individual who is inherently interested in business problems." Philip Arthur Fisher

"Real investors should never feel bearish because the time to buy value is when markets go down!" Irving Kahn

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Matthew Cochrane Portfolio - Added to $BABA, $GH, $PAYC, $MELI, GPN

End of Nov top holdings:
AMZN 8.2% of portfolio
MA 7.5%
SWKS 7.3%
GOOGL 7.0%
FB 6.8%
PYPL 6.4%
DIS 6.0%
MSFT 5.4%
SQ 3.7%
GPN 3.5%
HD 3.3%
PAYC 3.2%
SHOP 2.6%
VZ 2.5%
HAS 2.3%
JPM 2.2%
EA 2.2%
GLW 2.2%
BABA 2.1%
ADBE 1.9%
MDB 1.8%
MELI 1.8%
AAXN 1.5%
KMI 1.4%
MCO 1.4% https://t.co/Ei0TPwt85t

— Matthew Cochrane (@FoolMCochrane) November 30, 2019

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$SMAR Thread

"And then if you look at our Fortune 100 customers, and we have over 90% of the Fortune 100, their dollar-based net retention rate was 159%." $SMAR pic.twitter.com/pduavSUxE1

— Uncovering Value (@stockthoughts81) October 4, 2019

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Funny - WeWork Parody

THREAD: The rise and fall of WeWork. Told through a series of GIFs from The Office.

Starring Michael Scott as Adam Neumann.

— Ramp Capital (@RampCapitalLLC) October 4, 2019

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What made different working at Stripe Thread

I recently left Stripe after 4.5 formative and magical years. Some reflections on what made working at Stripe feel different than working other places:
1/Turpentine
2/Writing
3/Meticulousness
4/Principled decision-making
5/Ambition
6/Talking up
7/The API metaphor

— Brie Wolfson (@zebriez) October 4, 2019

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Tech stocks to follow

Tech stocks I follow ranked by sales grow % over past 5 years:$SHOP - 85%$TDOC - 84%$TWLO - 67%$ZEN - 53%$NEWR - 50%$GRUB - 49%$APPF - 48%$BL - 48%$FB - 48%$ZG - 46%$HUBS - 46%$TEAM - 41%$PAYC - 39%$CYBR - 49%$PANW - 37%

— Brian Feroldi (@BrianFeroldi) November 30, 2019

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Brian Stoffel Portfolio

My December #SkinInTheGame update.

Pic below shows size-weighted returns ~tripling market

Top 10

1) $AMZN (17% of port)
2) $GOOGL 10%
3) $SHOP 10%
4) $AAXN 8%
5) $MELI 8%
6) Cash 8%
7) $VEEV 6%
8) $MDB 5%
9) $FB 4%
10) $ISRG 4% pic.twitter.com/17u7OlT2FQ

— Brian Stoffel (@TMFStoffel) December 2, 2019

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Great Thread on Quality & Contrarianism

Spend more time on differences in operating model (or business model) and nuanced patterns associated with high returns (example small % of customer costs but mission critical) vs general 'moats', ie spend more time on the actual operating intricacies

— eric boroian (@eboroian) October 4, 2019

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$INTU Thread

Intuit $INTU 2019 Investor Day slides https://t.co/JXvAWt7NRN pic.twitter.com/xQ3yhCYnte

— WTCM (@WTCM3) October 3, 2019

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$COST Busienss Model Thread

1/ This is the key. The company keeps gross margins as low as possible.

We'll cover the second part of the highlighted section a little bit later. pic.twitter.com/wK1FisVeyT

— Ryan Reeves (@investing_city) October 4, 2019

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$MA and $V Thread

Serious question: why does everyone think that $MA & $V moats are so impenetrable. I fully understand why they have been good businesses in the past, but I'm not sure why that should remain the case in the future. Here are some of my concerns:

— Brian McCann (@Bootstrap68) August 9, 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