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.

"All progress takes place outside the comfort zone." Michael John Bobak

"If you are not willing to risk the usual, you will have to settle for the ordinary." Jim Rohn

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Outdoor advertising

Outdoor advertising as a channel has gained market share vs 20 years ago pic.twitter.com/jC72RlnPud

— Bluegrass Capital (@BluegrassCap) September 19, 2019

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$CNSWF \ $CSU.TO Thread

(1/10)Story on $CSU.TO’s acquisition process that I saw up close. It makes me more confident in their ability to win deals:

A friend owned ~40% of a VMS company with ~$1mm EBITDA growing ~MSD and mentioned that he wanted to sell. He potentially wanted to stay on afterwards.

— Kyler Hasson (@kylerhasson) September 19, 2019

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$SDC Thread

$SDC looks tempting, high growth high gross margin, big TAM, some competitive advantages that does take time to replicate. But corp governance redflags all over.

— mspacey (@mspacey4415) September 17, 2019

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$MNST Thread

1/n $MNST management became too conservative over the past years (thread on $MNST)

— CT Capital (@CrowdedTradeCap) September 18, 2019

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A lot of good companies in this discussion.

What's your favorite under-followed company?

My favs:$BL$EPAM$NVCR$LVGO$PAYC$HQY

— Brian Feroldi (@BrianFeroldi) September 17, 2019

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Top grossing media franchises of all time $NTDOY, $DIS

Fascinating infographic: Top grossing media franchises of all time. Pokémon, Hello Kitty, Mickey Mouse, Star Wars, etc

Observations:
- most of the money has been made in merchandise and video games
- so many Japanese brands! 5 out of the top 10
- many created in the past decade pic.twitter.com/6Munq0Upql

— Andrew Chen (@andrewchen) September 15, 2019

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$SE Thread

The "official" answer during the secondary roadshow was "to diversify the shareholder base, and improve stock liquidity".

The truth (in my view) was 1) the stock had risen 100% in three months, but nothing had changed fundamentally besides investors waking up to the story...

— Hayden Capital (@HaydenCapital) September 17, 2019

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$OSTK Thread

1/ I think it is important that I update my $OSTK thesis. I believe that the company is wildly overvalued and unlikely to succeed, but I no longer believe the "digital dividend" will be smoothly handled by Wall St. so I covered over the past few days at an avg of $22.80. cont....

— Alpha Exposure (@alpha_exposure) September 13, 2019

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$V Thread

not the worst outcome for $V Europe CEO Charlotte Hogg (left BoE in March 2017) pic.twitter.com/GE5n1SPvhY

— WTCM (@WTCM3) September 14, 2019

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Chartsravaganza

Here’s Chartstravaganza … from somewhere pic.twitter.com/veifnpNrWH

— Plan Maestro (@PlanMaestro) September 15, 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.

"It is what people actually did in the stock market that counted – not what they said they were going to do." - Jesse Livermore

"Losing money is the least of my troubles. A loss never troubles me after I take it. I forget it overnight. But being wrong – not taking the loss – that is what does the damage to the pocket book and to the soul." - Jesse Livermore

$MASI Thread

1/10 Some thoughts on $MASI (my 2nd largest position).

Masi has guided for 8-10% growth. They're doing 15% (14% ex ASC adjustments).

99% customer retention makes this better than most software businesses. $MASI competes in a duopoly with $MDT, but $MDT hasn't grown in years. pic.twitter.com/TIYyEESdYB

— Pythia Cap(ital) (@PythiaR) August 11, 2019

From Traf-O-Data to Microsoft $MSFT. Very interesting story

1/ One of the best ways to teach someone about business is to tell a story. One such story is how a prior business experience contributed to the success of Microsoft. Traf-O-Data was created in 1972 by Bill Gates and Paul Allen to convert road volume data and into reports. pic.twitter.com/puWcrA5i5b

— Tren Griffin (@trengriffin) August 12, 2019

$HPQ, $HPE Thread

$HPQ: EV @ 53% revenue, 8x FCF, little debt. $HPE EV @ 73% revenue, cash burn, lots of debt. Both no-growth.
I suppose PCs are bad and "enterprise" is good?

— rubicon59 (@rubicon59) August 12, 2019

$KWR Thread

Quick update on Quaker Chemical - $KWR, which we remain short: https://t.co/3UZ9CEjFkp

— Upslope Capital (@UpslopeCapital) August 9, 2019

$FTCH Thread

First began looking into Farfetch after Jonathan Newhouse resigned from board in the March this year [0] and interest increased when Advance Publications later sold their entire stake in July [1]

[0] https://t.co/3wgDWQVFQd

[1] https://t.co/pz6nauk2WN pic.twitter.com/EsegM2F4RB

— Rad Kapital (@radkapital) August 9, 2019

All these companies are very interesting $ABMD, $NVCR, $AAXN, $PRLB, $PINS, $BR, $YEXT, $ICPT, $I

What companies have no true direct competition?

My list:$ABMD -- temporary heart pumps$NVCR -- tumor treating fields$AAXN -- Tasers/Body Cams$PRLB -- quick turn parts$PINS - visual search

Others?

— Brian Feroldi (@BrianFeroldi) August 9, 2019

$TFF FP TFF Group Thread

TFF Group $TFF FP https://t.co/YZl2CiwyPj pic.twitter.com/mZhGx11uER

— WTCM (@WTCM3) August 9, 2019

See discussion for more ideas

Is there anything investible in healthcare other than instruments/tools that:

a) doesn't require me to have an MSc in biology to understand it
b) won't get swept away by universal healthcare

— Pitts (@pitts_man) August 7, 2019

Everything Warren Buffett has ever written. 4,953 pages

4,953 pages of basically everything Warren Buffett has ever written publically. This is good to ctrl F topics on your mindhttps://t.co/hlCWrbFVRj

— Andrew M. Kuhn (@FocusedCompound) August 8, 2019

ETF Chart

The chart gift that keeps on giving... @biancoresearch pic.twitter.com/PXPmbNLFnc

— Nate Geraci (@NateGeraci) August 10, 2019