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 stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions." Seth Klarman

"We are big fans of fear, and in investing it is clearly better to be scared than sorry." Seth Klarman

"We worry top-down, but we invest bottom-up." Seth Klarman

                                                                                                                          
Mission critical companies. Lots of good names.

Mission critical companies

Companies that if you shut them down today, the company that uses them couldn’t function:

Salesforce
Microsoft
Guidewire
Instructure
Blackboard
Veeva
Adobe
VMware
Nutanix
AutoDesk
Square
PayPal
Shopify
Wix
Wordpress
Stripe
AWS
Cerner
Epic

Who else

— Sean D. Emory (@_SeanDavid) September 6, 2019

                                                                                                                          
Brian Feroldi portfolio and see comments and discussion

Playing catchup with my favorite Fools:

My top holdings in descending order by position size:$MA (7%), $MELI (6%), $AMZN (5%), $BKNG, $NFLX, $FB, $SBUX, $ISRG, $V, $PAYC, $AYX, $GOOGL, $GOOG, $SQ, $ADBE......

Rest here: https://t.co/yVLupW6xL1

— Brian Feroldi (@BrianFeroldi) September 6, 2019

                                                                                                                          
$NTNX Nutanix Thread

The article for Google to buy Nutanix makes sense from the angle that Google as a company has been more open to broader ecosystems. $ntnx

We know FOUR things:

— Sean D. Emory (@_SeanDavid) September 5, 2019

                                                                                                                          
$SPLK Splunk Thread

I've now got a position in Splunk $SPLK

Leader in analysing/monitoring machine-generated big data.

Revenue projected to grow > 20%CAGR over the next 5 years; TTM P/S = 8

— Puru Saxena (@saxena_puru) September 4, 2019

                                                                                                                          
$T AT&T Thread

Elliot $T Chart Porn

— Jerry Capital (@JerryCap) September 9, 2019

                                                                                                                          
$GOOG, $GOOGL Thread

"Given how $GOOGL's product suite is closely interwoven, it’s not that much of a leap to wonder if such a guarantee could soon extend to hotels" (cc: $BKNG, $EXPE) https://t.co/RHVKjN9hSJ pic.twitter.com/XpC8j8Mld4

— WTCM (@WTCM3) September 6, 2019

                                                                                                                          
$FISV Fiserv Thread

$FISV recently filed docs in Bessemer vs Fiserv lawsuit detail a litany of product and organizational failures at Fiserv. Their core software offering is a hackers dream, full of holes that go unrepaired. It is also their own customers nightmare. Bessemer pulled the plug on $FISV pic.twitter.com/3stg38qHSj

— Empty Boxes (@emptyboxguru) September 5, 2019

                                                                                                                          
What's your single largest holding? Read comments for ideas.

It's uncomfortable and taboo for many to talk about their personal investments (unless of course they had a big winner!)

Surprisingly, people are often candid with this question:

"What's your single largest holding"?

Y'all know mine...what's yours?https://t.co/uW7e7C6OsF

— Meb Faber (@MebFaber) September 4, 2019

                                                                                                                          
Interesting Global Warming Thread

Tweetstorm about Global Warming, or alternatively Human Induced Carbon Cycle Imbalance.

It is a correctable human problem with a realistic human solution that should be pursued, discussed, and most importantly heavy funded.

Note: I’m not a scientist but rather an enthusiast

— Long Short Value (@LSValue) September 5, 2019

                                                                                                                          
Thread on Michael Bury Bloomberg article

Looks like Burry struck a little close to the heart...https://t.co/lEbmcrm0qJ

— Nate Tobik (@oddballstocks) September 5, 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