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. 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 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