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.

"Any fool can criticize, condemn, and complain -- and most fools do." Dale Carnegie

"One of the most tragic things I know about human nature is that all of us tend to put off living. We are all dreaming of some magical rose garden over the horizon instead of enjoying the roses that are blooming outside our windows today." Dale Carnegie

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e-commerce Google interest $SHOP, $WIX, $ADBE

Shopify is the only major ecommerce platform that has consistently grown its Google interest worldwide over the past five years. $SHOP $WIX $ADBE pic.twitter.com/tQgj1QQHBX

— Travis Wiedower (@TravisWiedower) September 17, 2019

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$SFIX Thread

I guess most are kind of familiar with the company. for those who aren't, here is an excellent thread on the company from @svafierhttps://t.co/1Gi8CKAyqr

— Emilgold (@emilio_gold) September 25, 2019

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$PTON Thread

One more $PTON: interesting a company that's been around for ~7 years is projecting CLTV of ~7.5 years

Totally possible that's right! But seems kind of aggressive as most of their subs are new; will be interesting how churn looks in ~3 years as bike depreciates / sub base ages pic.twitter.com/Pb91sbKHzv

— Andrew Walker (@AndrewRangeley) September 25, 2019

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$NTDOY Thread

I've got mad respect for sell side analysts that are also active on Twitter. @agoyal000 is a great analyst at Jefferies and covers Nintendo. I'll highlight some of his research. $NTDOY

— Hardcore Value (@HardcoreValue) September 25, 2019

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$SDC Thread

Thread on SmileDirectClub $SDC. This guy is biased, although this does not necessarily mean he is wrong https://t.co/yAPlholj4W

— CT Capital (@CrowdedTradeCap) September 20, 2019

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Visualization of exchange consolidation $CME, $NDAQ, $ICE, $LNSTY, $EUXTF

great visualization of exchange consolidation over time (cc: $CME, $NDAQ, $ICE, $LSE LN, $ENX FP, $388 HK, $DB1 GY) https://t.co/7OjdotOt0p pic.twitter.com/h9e0zuu3VN

— WTCM (@WTCM3) September 22, 2019

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Skills > Knowledge … thread

Skills > Knowledge … threadhttps://t.co/B4cgropBR0

— Plan Maestro (@PlanMaestro) September 22, 2019

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How a credit card works

Confession: I'm a nerd. Spent the whole morning learning about how a credit card works. Surprisingly, it's incredibly complicated. Here's what I've learned.

— Ryan Reeves (@investing_city) November 3, 2018

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$NFLX and $SPOT Thread

If I ran $NFLX, I'd partner up with $SPOT.
Make a discounted bundle for both.
Would help them deter off Amazon & Apple. Doesn't attack respective turfs.

Soft-Merging subscriber bases will increase stickiness of both and reaccelerate sub growth. Long-term win.

cc: @reedhastings

— sebidscap (@sebidscap) September 21, 2019

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Chartstravaganza

Here’s Chartstravaganza … it won’t be good pic.twitter.com/C7ddwhqZpz

— Plan Maestro (@PlanMaestro) September 22, 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.

"Success is not final, failure is not fatal: it is the courage to continue that counts." Winston Churchill

"If you're going through hell, keep going." - Winston Churchill

"You have enemies? Good. That means you've stood up for something, sometime in your life." - Winston Churchill

                                                                                                                          

$IQ iQiyi Thread

1) I've taken a closer look at iQiyi’s $IQ second quarter results.

Lots of moving pieces, but here's my high-level explanation of what's going on for investors who might be interested in the stock. @themotleyfool pic.twitter.com/cQmzTDTQKp

— Simon Erickson (@TMFInnovator) August 20, 2019

                                                                                                                          

$SE Sea Ltd Thread

1) $SE has just announced Q2 results -

Adj. rev +203.1%YOY (rev +137.3% YOY)

Digital entertainment (Garena) -
Adj. rev +218.6%YOY, Adj. EBITDA +442.6%YOY
QAUs 310.5 million (+93.3%YOY)
Paying users 26.1m vs. 6.6m in Q2' 18
ARPU $1.4 vs. $0.9 in Q2 '18

contd...

— Puru Saxena (@saxena_puru) August 20, 2019

                                                                                                                          
$CTRP Ctrip.com International Thread

excellent 20-page overview of https://t.co/4CCjlCcR0N by Tianyi Shao and Martin Kenney (recall $BKNG has ablity to own 15% of company via $CTRP converts + ADSs) https://t.co/zqAqkSTt6G pic.twitter.com/dlpJ6MNuGN

— WTCM (@WTCM3) August 26, 2019

                                                                                                                          
Chartstravaganza

Here’s Chartstravaganza! … a quest to find wrongness

(@drskyskull) pic.twitter.com/ZS4GABVqSF

— Plan Maestro (@PlanMaestro) August 25, 2019

                                                                                                                          
Thread on Exchanges $LSE, $LNSTY, $ICE, $BX, $CBOE, $NDAQ, $MKTX, $CME, $TW

Starting thread on #exchanges with $LSE acquisition of Refinitiv.

1. Refinitiv's data supposedly more malleable vs. Bloomberg
2. Just won contract @ $GS for 5K desktops
3. $BX "3G-ed" Refinitiv while Thomson couldn't & $ICE passed https://t.co/bqwWu7O0eL

— Investing Panda (@investing_panda) August 24, 2019

                                                                                                                          
$DIS Disney Thread

This week, Disney began flexing it's SVOD might in several ways.

I detailed this capability here ("NINE REASONS WHY DISNEY+ WILL SUCCEED") https://t.co/oYLkYltK1w, but worth looking at early proof points

— Matthew Ball (@ballmatthew) August 24, 2019

                                                                                                                          

Thread $SNDL

So let's talk about the stuff companies do.

We contacted Sundial Growers on Wednesday afternoon to tell them we knew that a half-ton of its pot had been returned for having mold and bits of rubber gloves.

Email response: “I’m not really sure what you are referring to.”

1/n

— Jeremy C. Owens (@jowens510) August 16, 2019

                                                                                                                          
$PYPL PayPal Thread

1) Recent observations on $PYPL vs $MA and $V with shares down ~15% since lower rev guidance during Q2 earnings. Now trading at ~33x P/E inline with MA (~33x), still premium to V (~29x)

— CORE Dental DDS (@CoreDentalDDS) August 16, 2019

                                                                                                                          

$MAR Marriott International Thread

key point: on a normalized basis, $MAR's loyalty program generates positive cash flow pic.twitter.com/RVCKYYFAZb

— WTCM (@WTCM3) August 24, 2019

                                                                                                                          

Lawrence H. Summers Thread on the cetral banking

Coming into Jackson Hole, economists are grappling with a major issue: Can central banking as we know it be the primary tool of macroeconomic stabilization in the industrial world over the next decade? In my forthcoming paper w/ @annastansbury, we argue that this is in doubt. 1/

— Lawrence H. Summers (@LHSummers) August 22, 2019