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 way to get started is to quit talking and begin doing." Walt Disney

"If you really want to do something, you'll find a way. If you don't, you'll find an excuse." Jim Rohn

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$MSFT Teams vs $WORK Slack Thread

1/ Challenge accepted. I have followed $MSFT for over a decade. It's as well run now as anytime I have seen it.

Slack is a wonderful idea for a simple product that is ideal for certain types of work and has taken off in the tech world where new tools are often quickly adopted. https://t.co/nvFJF1mzTy

— HS (@Negative_GW) September 28, 2019

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Chartstravaganza

Here’s Chartstravaganza … bringing excellent charts to your phone pic.twitter.com/5gnwQ26HJN

— Plan Maestro (@PlanMaestro) September 29, 2019

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$JPM Thread

I've said it before, I'll say it again: Don't discount all of the big banks in the fintech arena. JPMorgan has a large way chest in particular it is using to invest in tech. Long $JPM https://t.co/Gvd2ru7ODs

— Matthew Cochrane (@FoolMCochrane) September 26, 2019

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$GNC Thread

Flipping through $GNC's 10-K today and kind of shocked by their SSS trends. Way better than I thought going in; I would have guessed they were comping down 10% YoY every quarter. pic.twitter.com/rsEUrlFw3T

— Andrew Walker (@AndrewRangeley) September 26, 2019

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$FDS Thread

FDS reinvesting some recent margin expansion back into product, mgmt says will result in higher organic growth in 2-3 yrs, near term compresses margins, results in flat earnings growth next year... pic.twitter.com/Cv5tYMhVYx

— Bluegrass Capital (@BluegrassCap) September 26, 2019

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$BAM Brookfield Asset Management Thread

$BAM key takeaways
1) Interest rates are in a new phase (-2 to +2%)
2) Alternative investments are going to 60% for institutions
3) The next series of funds is going to be hundreds of billions of dollars
4) We purchased Oaktree to provide scale and prepare for a downturn

— Hardcore Value (@HardcoreValue) September 26, 2019

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On Pershing Square $PSHZF

I posted the first in a series of more-frequent blog posts about names I'm looking at.

These won't be investment theses. They may be quite short.

The first one is kinda long and is on Pershing Square Holdings $PSH.https://t.co/hQ3T1U9zvI

— Evan Tindell (@evantindell) September 25, 2019

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How much information is enough to make an investment decision?

1/ This is how I think of it: I'm a big fan of the Pareto principle, essentially that 80% of what we need to know as investors comes from the first 20% of the work/research we do. If I like what I see after that first 20%, I have no problem taking a small, starter position (cont)

— Matthew Cochrane (@FoolMCochrane) September 26, 2019

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$SNEThread

Sony Music head transcript from Communacopia last week https://t.co/C36Bu2iHJZ

— Bluegrass Capital (@BluegrassCap) September 27, 2019

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Some interesting small cap names below

best small cap long idea atm?

— Prolific Web Surfer 🏄‍♂️ (@web_prolific) September 28, 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