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.

"When the facts change, I change my mind."  John Maynard Keynes

"The biggest problem is not to let people accept new ideas, but to let them forget the old ones." John Maynard Keynes

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$WLL Thread

Very proud to attach an Energy FinTwit research collaboration on Whiting Petroleum, $WLL@WillRayValentin@oil_gonifhttps://t.co/snCY4LXUub

1/

— O&G OG (@EnergyCredit1) October 31, 2019

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$MA Thread

1/ Let's talk about one of my favorite companies, Mastercard $MA. It reported earnings yesterday and was up 1% today, but it's up approximately a gazillion percent over the past decade, so seems like a good time to review... pic.twitter.com/eUu0VpCjc7

— Matthew Cochrane (@FoolMCochrane) October 31, 2019

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$QUAD Thread

$QUAD - The reason they are "selling" the $200 mm segment is that it lost -$15 mm of EBITDA in H1-19... by moving this loss to discontinued operations, it buys them room on their covenants. That's how bad the situation is, they have to manufacture EBITDA to maintain compliance...

— ValuewithaCatalyst (@ValuewaCatalyst) October 30, 2019

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$FB Workplace Thread

2/Workplace is similar to @Slack or @MicrosoftTeams: collaboration software for work. It started as an internal tool at Facebook and then grew to > 40k customers and today > 3 million paid users (seats): pic.twitter.com/hJzlW1urYe

— Marcelo P. Lima (@MarceloPLima) October 29, 2019

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$ROKU Thread

Still a lot of ppl don't get $roku. Not b/c they missed the boat but truly don't understand. Let me explain.
-People make comments Roku'd be obsolete w/ everyone has a smart TV. Smart TVs DO have an OS. Roku OS is the most popular OS followed by $amzn Fire TV (1/7)

— DYOptions (@data168) October 30, 2019

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$CVNA Thread

1/

Pull up a chair. $CVNA is an opaque subprime origination machine attached to a management compensation scheme. When investors let the fox guard the hen house, they shouldn't be surprised at the result. It escapes me completely how institutions will put https://t.co/8V1101qybO

— Investor Gator 🐊 (@GatorInvestor) October 29, 2019

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$SPGI Thread

$SPGI (1/2) S & P Global beats on eps, beats on rev and guides FY eps above consensus. pic.twitter.com/QU36WWuBVJ

— North Bluff Capital (@bluff_capital) October 29, 2019

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$GRUB Thread

$GRUB 4Q revenue guidance $315-335MM, vs $387MM consensus. EBITDA: $15-25MM vs $79MM consensus. Ouch.

— Diogenes (@WallStCynic) October 28, 2019

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2 Thread on $SPOT

$SPOT Q3 Earnings, very strong results. 31% MAUs, 30% subs and 29% Rev. FCF and Op Inc positive. Raises guidance. https://t.co/kI7hDBDGmU pic.twitter.com/KCOfPiNygz

— FranciscoAmador (@chesko182) October 28, 2019

Couple of $SPOT earnings notes.

First of all, kudos for getting right to questions. Nothing is stupider than reading something aloud that could be sent as text in advance.

Headline numbers:

Subs +30%
Rev +28%
Gross margin +20 bps pic.twitter.com/6NIoRszuZ8

— Evan Tindell (@evantindell) October 29, 2019

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Chartstravaganza

Another edition of Chartstravaganza … tracking change with charts pic.twitter.com/6Iq3gx3JQI

— Plan Maestro (@PlanMaestro) October 27, 2019

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Interesting picks below 10x in 10 years - some names include $PINS, $SQ, $BZUN

What is the lowest risk stock that you believe will 10x over the next 10 years?

I'll go first:

Pinterest - $PINS

— Brian Feroldi (@BrianFeroldi) October 27, 2019

Selected Tweets

It's time for some tweets. There are some interesting portfolios below. Check it out.

If you want to share any tweets with me please send me email or dm on twitter. 

Thanks for reading.

"The best thing a human being can do is to help another human being know more." Charlie Munger

"Develop into a lifelong self-learner through voracious reading; cultivate curiosity and strive to become a little wiser every day." Charlie Munger

                                                                                                                          
Matthew Cochrane End of August portfolio, thread and discussion.

End of Aug top holdings: AMZN (8.7% of portfolio), MA (7.8%), PYPL (6.9%), GOOGL (6.8%), FB (6.6%), SWKS (5.9%), DIS (5.8%), MSFT (5.2%), HD (3.6%), SQ (3.3%), SHOP (3.1%), PAYC (2.9%), GPN (2.7%), HAS (2.6%), VZ (2.5%), GLW (2.2%), EA (2.2%), MDB (2.0%), JPM (1.9%), ADBE (1.9%) https://t.co/vrJ5eF6l7x

— Matthew Cochrane (@FoolMCochrane) August 30, 2019

                                                                                                                          
Puru Saxena End of August portfolio

1) Portfolio summary - Aug-end$AMZN $BABA $BZUN $DOCU $EDU $ESTC $FB $GOOGL $HDB $HUYA $LYFT $MELI $PINS $PYPL $SE $SQ $STNE $TAL $TCEHY $TWLO $WCAGY

YTD performance -

Portfolio +6.8%$ACWI +12.4%$COMPQ +20.1%$SPX +16.7%

Contd... pic.twitter.com/gouktU6qyW

— Puru Saxena (@saxena_puru) August 30, 2019

                                                                                                                          
Brian Stoffel End of August portfolio

Sept #SkinInTheGame update for @themotleyfool:

Overall CAGR since 2010 (not perfect) below.

Top 10

1) $AMZN (16% of port)
2) $SHOP (10%)
3) $GOOG/ $GOOGL (8%)
4) $MELI (8%)
5) Cash (7%)
6) $AAXN (6%)
7) $VEEV (6%)
8) $PAYC (5%)
9) $MDB (4%)
10) $FB (4%) pic.twitter.com/qlU3NesbGN

— Brian Stoffel (@TMFStoffel) September 2, 2019

                                                                                                                          
$SFIX Stitch Fix Thread

So promise of $SFIX seems to be delivering all the convenience of online shopping coupled with a personalized shopping experience. 3-yr annualized revenue growth rate of 26%, ~$2B market cap, about $144M in cash, no debt.

— Matthew Cochrane (@FoolMCochrane) August 30, 2019

                                                                                                                          
Chartstravaganza

Here’s Chartstravaganza! … charts about finance, business, and much more

(@lmanul) pic.twitter.com/i4KHpQKJxc

— Plan Maestro (@PlanMaestro) September 1, 2019

                                                                                                                          
Read the comments below. Very interesting companies

Please list your top 5 companies under 50 billion that you think will be in next very big league in 5-10 years. I have listed my top 5 below @FoolMCochrane @TMFStoffel @dannyvena @AustinLieb @ebcapital @TMFInnovator @Market @TMFMathGuy @TMFJMo @TMFSymington 1/1

— Samir Maredia (@samirsmaredia78) September 3, 2019

                                                                                                                          
Good thread on diabetes market

Did a dive into the Diabetes market

[THREAD]

— Ryan Reeves (@investing_city) September 2, 2019

                                                                                                                          
How John Malone invented the SaaS business model extensive tweetstorm. Worth the read.

My Tweetstorm on how Malone invented the SaaS business model will appear in serial format over the weekend. It is intended to be an antidote against people who don't understand when the model works and when it doesn't. The antidote works against both promoters and detractors.

— Tren Griffin (@trengriffin) August 30, 2019

                                                                                                                          
Thread of useful websites that investors will love to use

Thread of useful websites that investors will love to use:

1. AppAnnie / Apptonia - to track app downloads to triangulate sales

2. https://t.co/h7MylPF6T6 - to find emails of management

3. https://t.co/J56wDJMPim - track 13F

4. https://t.co/Avot1myQCp - download transcripts

— Slingshot Capital (@SlingshotCap) September 2, 2019

                                                                                                                          
The secret of higher education: colleges are actually HIGHLY effective at their true purpose(s)

1/n The secret of higher education: colleges are actually HIGHLY effective at their true purpose(s)

This is why I am skeptical that alternatives to college are *solely* what will fix our higher ed system (although they certainly help!)

THREAD:

— Harrington (@iAmLikelyWrong) September 1, 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