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.

"Opportunities don't happen. You create them." Chris Grosser

"Success is walking from failure to failure with no loss of enthusiasm." Winston Churchill

                                                                                                                          
$TDG TransDigm Inc and The Power of Pricing

"TransDigm Inc and The Power of Pricing". Full report.$TDG ,via @225Researchhttps://t.co/mRlGYECkSd

— Darío González (@dario_gnzalez) September 15, 2019

                                                                                                                          
$VVV Thread

$VVV core business masking high ROIC growth of quick lubes. Multiple should rise over time as quick lube EBITDA becomes a larger percentage of total EBITDA. pic.twitter.com/8ENC8DxxDZ

— soonervaluecap (@soonervaluecap) September 14, 2019

                                                                                                                          
$BDX Thread

$BDX incremental returns on tangible capital, 2012-2018 pic.twitter.com/zrfYMbuN6r

— WTCM (@WTCM3) September 14, 2019

                                                                                                                          
$MA Thread

1) $MA Investor Community Meeting 2019

Presentation Link: https://t.co/LJwiGccgLG

Transcript: https://t.co/8rdEHNdvVL pic.twitter.com/bLfyHqkRHR

— Jerry Capital (@JerryCap) September 13, 2019

                                                                                                                          
$JKHY Value Investor Club Write-Up

VIC $JKHY write-up: " $JKHY is a capital 🚨compounder 🚨 "https://t.co/hJNoqIbVVj

— Jerry Capital (@JerryCap) September 13, 2019

                                                                                                                          
$SDC Smile Direct Club and $ALGN Align Tech. discussion

Hard to tell what the best play is. I bet $algn pricing has to come way down, but not sure $sdc is a great business if they're the one commositizing the industry. Big TAM, but the economics of going after it are getting worse and worse.

— Pythia Cap(ital) (@PythiaR) September 12, 2019

                                                                                                                          
$MSFT Teams vs $WORK Slack

Slack vs. Teams DAUs pic.twitter.com/VSecVafqZH

— WTCM (@WTCM3) September 12, 2019

                                                                                                                          
Mechanics of raising capital in IPO - $PTON

Thread on some mechanics of raising capital in IPO and the resulting market cap afterwards, with adjustments for dilution from options, for anyone interested. $PTON #peloton https://t.co/EJInHt4xuz

— Inquisitive Investor (@QuisitiveInvest) September 11, 2019

                                                                                                                          
Semiconductor industry resource

If you've ever been interested in the semiconductor industry, here's an insane resource: https://t.co/5iAPedvcB9

— Ryan Reeves (@investing_city) September 11, 2019

                                                                                                                          
$MTCH Match.com Thread

$MTCH @ Deutsche Bank Technology Conference with CFO Gary Swidler

"if you look at $MTCH brands in Canada, which we think is the best analogue to the US, it behaves quite similarly to the US, if you look at our Tinder, Match, OkCupid and PoF brand in Canada, which are...

— Jerry Capital (@JerryCap) September 11, 2019

Selected Tweets

It's time for some tweets.

If you want to share any tweets with me please send me email. 

Thanks for reading.

"Any damn fool can put on a deal, but it takes genius, faith and perseverance to create a brand. David Ogilvy." David Ogilvy

"Don't count the people that you reach, reach the people who count." David Ogilvy

"What you learn is more important than what you earn." David Ogilvy

$ESTC Elastic Thread

'Why search is no longer all about $GOOGL': "Just as modern web businesses rely on search to keep them running, almost every business has realised that search is a basic function they have to get right" (cc: Elastic, Solr, $NFLX, $UBER, $MTCH, $EBAY) https://t.co/zkLnoL6xn9 pic.twitter.com/ADdUamkqaR

— WTCM (@WTCM3) July 18, 2019

Very interesting comments - Why should $IAC buy $CRCM

$IAC should buy $CRCM. It’s a great niche internet business that is terribly run. Would be a perfect turnaround for them.

— Long Short Value (@LSValue) July 18, 2019

Goldman Sachs Thread $GS

The $GS qtr was in-line with expectations. Continue to makes moves along the lines of the restructuring. Not growing risk-weighted assets and investing in Investment Banking and Investment Management. ROE is still only 11%. Their restructuring will need to improve ROE.

— Derek Pilecki (@gatorcapital) July 17, 2019

100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Chris Mayer Thread

Given where Indian small caps are today, this book is a very reasonable investment. Go for it 👍🏻 pic.twitter.com/VKVfR2o0T3

— UnseenValue (@unseenvalue) June 20, 2019

BlackRock thread $BLK

$BLK total net flows +$151B in 2Q, including long term net inflows of +$125B w/ positive flows in each category. Strength in active fixed income, institutional index (both equity and fixed); ETF inflows of +$36B. Now $6.8T of total AUM https://t.co/mal1ExgnDq pic.twitter.com/AsuFAKfIhO

— WTCM (@WTCM3) July 19, 2019

Fundamental equity investing is a people driven business - Thread

I think we would all agree that fundamental equity investing is a people driven business.

— Shortsighted Capital (@ShortSightedCap) July 18, 2019

Medalia Thread $MDLA

Medallia $MDLA S-1; founded in 2000 w/ $HLT first enterprise customer in 2002 + touting itself as offering the "category-defining cloud-based [customer, employee, business, product] experience management platform" (cc: $ADBE, $CRM) https://t.co/e1TwJuy55E pic.twitter.com/LgjjdJE3mW

— WTCM (@WTCM3) July 18, 2019

Interesting discussion on Tinder - $IAC, $MTCH

why tinder is a sucker's game for both men and women on the platform (its not obvious but its not rly helping women find quality matches too)

tldr - oversupply of male attention; shortage of time for females to respond$MTCH $IAC

h/t locked accounthttps://t.co/FP7FGwtmci

— Rad Kapital (@radkapital) July 17, 2019

Article on iBuying movement - $Z, $ZG, $RDFN

1/ $Z, $RDFN, and the iBuying movement: updated Zillow blog post with more thoughts on Redfin and the broader trend of institutional home buying and economic factors.https://t.co/rEZFjYczTB
cc: @spencerrascoff @glennkelman @Rich_Barton @RrrrrJ

— brad slingerlend (@bradsling) July 18, 2019

Terry Smith on share buybacks

Terry Smith (2011) on share buybacks: "The positive impact on EPS of a share repurchase is the simple arithmetic result of the earnings yield of what you’re buying being higher than the after-tax cost of what you’re funding the purchase with; it is not the same as value creation" pic.twitter.com/zRtaOqobV0

— WTCM (@WTCM3) July 18, 2019

Chewy thread $CHWY

$CHWY pic.twitter.com/10jzEWcs0A

— North Bluff Capital (@bluff_capital) July 19, 2019

Could New Media Investment Group $NEWM be next BlueLinx $BXC?

$NEWM - If $200 mm synergy number in WSJ article is accurate, this could be $BXC 2.0. First, rips unbelievably when deal is announced, then over time reality sets in. Feels like a terrible short right now. Calls actually look very interesting from a risk/reward perspective

— ValuewithaCatalyst (@ValuewaCatalyst) July 19, 2019