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.

"Don't judge a man by where he is, because you don't know how far he has come." C. S. Lewis

"You can't go back and change the beginning, but you can start where you are and change the ending." C. S. Lewis

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$IRBT Thread

Alright, I'm going to brain dump a bit on @iRobot $IRBT here. I know there's a lot of stress surrounding competition, pricing power, margin erosion, market share, tariff concerns... Cc @colinangle

— Steve Symington (@TMFSymington) October 25, 2019

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$AMZN Thread

Why I will be buying the weakness in $AMZN
Written early 2019 (and still intact):@realmoney On the wings of a nearly zero cost of capital Amazon has expended enormous sums of capital to produce the massive and insurmountable competitive advantage that exists today.

— Douglas Kass (@DougKass) October 24, 2019

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$MED Thread

$MED 2x'ed earnings in 2 years ahead of goal, & aim to 2x again in 3. 15x multiple. Earnings all cash distributed as dividends/buyback as they grow & no debt. Unclear why stock down in half since 2018 despite 40% growth. Yeah, MLM, but so what?

— rubicon59 (@rubicon59) October 24, 2019

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$PYPL Thread

1/ $PYPL up about 7% in AH trading after reporting another great quarter. @saxena_puru already provided a solid review of the financials, so let's look at what's driving its revenue and user growth

I'm long, about 6.3% position

(cont) https://t.co/eIDXuWSDtz

— Matthew Cochrane (@FoolMCochrane) October 24, 2019

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Competition is bad for margins $TDG, $HEI

Here's a good business lesson to remember:

Competition is bad for margins.

[THREAD] 👇🏽

— Ryan Reeves (@investing_city) October 23, 2019

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$FB Thread

To follow up from our conversation last week, I ended up selling 75% of my Facebook position for around $190 per share.

This was a difficult decision, since $FB was my third-largest position (behind $MELI and $OLED) and one that I’ve held for more than 7 years. https://t.co/znjqndqo9Y

— Simon Erickson (@TMFInnovator) October 22, 2019

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$INTU Thread

Intuit (creator of TurboTax, Quickbooks, etc.), unsurprisingly, makes all of its profit in a 3-month window.

Guess which three months? 😜

Quick [THREAD]

— Ryan Reeves (@investing_city) October 21, 2019

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Read the comments for stock ideas

If you had to have 100% of your capital investing in just 3 stocks over the next 10 years, which ones would you choose?

— Brian Feroldi (@BrianFeroldi) October 21, 2019

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Chartstravaganza

Here’s Chartstravaganza … a little late but it’s free

(@smbccomics) pic.twitter.com/yePgTexZi8

— Plan Maestro (@PlanMaestro) October 21, 2019

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Zones of Life

Zones of #life

1. Comfort - easiest

2. Fear - just outside of comfort, whr we fear lack of confidence & hence find excuses & gets impacted by others

3. Learning - starts dealing with challenges

4. Growth - purpose, dreams, goals, objectives

pic.twitter.com/J43Qq0kjWo

— LearnLifeWealthTravel (@AnyBodyCanFly) October 19, 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.

"Opportunities don't happen. You create them." Chris Grosser

"Success is walking from failure to failure with no loss of enthusiasm." Winston Churchill

                                                                                                                          
$TDG TransDigm Inc and The Power of Pricing

"TransDigm Inc and The Power of Pricing". Full report.$TDG ,via @225Researchhttps://t.co/mRlGYECkSd

— Darío González (@dario_gnzalez) September 15, 2019

                                                                                                                          
$VVV Thread

$VVV core business masking high ROIC growth of quick lubes. Multiple should rise over time as quick lube EBITDA becomes a larger percentage of total EBITDA. pic.twitter.com/8ENC8DxxDZ

— soonervaluecap (@soonervaluecap) September 14, 2019

                                                                                                                          
$BDX Thread

$BDX incremental returns on tangible capital, 2012-2018 pic.twitter.com/zrfYMbuN6r

— WTCM (@WTCM3) September 14, 2019

                                                                                                                          
$MA Thread

1) $MA Investor Community Meeting 2019

Presentation Link: https://t.co/LJwiGccgLG

Transcript: https://t.co/8rdEHNdvVL pic.twitter.com/bLfyHqkRHR

— Jerry Capital (@JerryCap) September 13, 2019

                                                                                                                          
$JKHY Value Investor Club Write-Up

VIC $JKHY write-up: " $JKHY is a capital 🚨compounder 🚨 "https://t.co/hJNoqIbVVj

— Jerry Capital (@JerryCap) September 13, 2019

                                                                                                                          
$SDC Smile Direct Club and $ALGN Align Tech. discussion

Hard to tell what the best play is. I bet $algn pricing has to come way down, but not sure $sdc is a great business if they're the one commositizing the industry. Big TAM, but the economics of going after it are getting worse and worse.

— Pythia Cap(ital) (@PythiaR) September 12, 2019

                                                                                                                          
$MSFT Teams vs $WORK Slack

Slack vs. Teams DAUs pic.twitter.com/VSecVafqZH

— WTCM (@WTCM3) September 12, 2019

                                                                                                                          
Mechanics of raising capital in IPO - $PTON

Thread on some mechanics of raising capital in IPO and the resulting market cap afterwards, with adjustments for dilution from options, for anyone interested. $PTON #peloton https://t.co/EJInHt4xuz

— Inquisitive Investor (@QuisitiveInvest) September 11, 2019

                                                                                                                          
Semiconductor industry resource

If you've ever been interested in the semiconductor industry, here's an insane resource: https://t.co/5iAPedvcB9

— Ryan Reeves (@investing_city) September 11, 2019

                                                                                                                          
$MTCH Match.com Thread

$MTCH @ Deutsche Bank Technology Conference with CFO Gary Swidler

"if you look at $MTCH brands in Canada, which we think is the best analogue to the US, it behaves quite similarly to the US, if you look at our Tinder, Match, OkCupid and PoF brand in Canada, which are...

— Jerry Capital (@JerryCap) September 11, 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.

"Best way to learn faster: Have a stake in the outcome.
To learn about food, cook for friends.
To learn about an idea, publish an article about it.
To learn about stocks, invest in the stock market.
Risk awakens our learning muscles like a splash of cold water." David Perell

$TRUP Trupanion Thread

Thanks for this. I did a bunch of reading on $TRUP today. Here are my thoughts, in random order:

1) The short thesis of "its overvalued because it trades at a high P/B" is BS. Insurance companies trade on earnings, even if some analysts pretend otherwise. Look at $PGR (5x book). https://t.co/icxaB6pGbZ

— Evan Tindell (@evantindell) August 8, 2019

$Z, $ZG Zillow Group Thread/1

1/x. Thread. my takeaways from $ZG $Z latest earning. (BTW great questions by analysts make this a fun one whether you're bull or bear). Overall I think company is executing and progressing toward its objectives.

— mspacey (@mspacey4415) August 8, 2019

$Z, $ZG Zillow Group Thread/2

$ZG Earnings Call 🎙: https://t.co/eHELNmA8Lp

Transcript 📝: https://t.co/r3E7NuFzgz pic.twitter.com/N4xfXewt72

— KiD💰 (@kidkapital) August 8, 2019

$PAR Technology Thread

Lots of nuggets from the $PAR earnings call last night:

— Prolific Web Surfer 🏄‍♂️ (@web_prolific) August 7, 2019

$BUR.LN, $BRFRF Long thread on Burford Capital

Initiating thread on Burford (to be updated periodically): We looked at Burford Capital very closely last year, before the stock has become (apparently) fashionable to discuss, as it has this year.

— LST (@LongShortTrader) August 7, 2019

$TDG Thread

(1/n) A few quick thoughts on the $TDG results. I look at organic revenue growth, EBITDA margins, and FCF generation.

Organic revenue growth at 11.8% was obviously great, but also in line with aero peers. Aftermarket sales are strong for everyone. I expected about as much.

— Kyler Hasson (@kylerhasson) August 6, 2019

$CSU.TO, $CNSWF Thread

I finished reading all the Constellation Software letters – some of the best in the business. Mark Leonard might be the most intellectually honest CEO I’ve come across.

I took 11 pages worth of notes! If you’ve ever wanted the SparkNotes version of these letters, here are mine.

— Travis Wiedower (@TravisWiedower) August 6, 2019

$DIS Disney\Hulu Thread

Quick thinking on Disney+/Hulu/ESPN+ bundle:

1) $12.99 is incredible value

2) Think they should add a Hulu/D+ bundle at $10.99 to capture the militant "don't want to pay for sports" crowd and also b/c behavioral psyche would say it makes $12.99 even more enticing

— modest proposal (@modestproposal1) August 7, 2019

$MMM Acquisition of $AVON.LN, $AVNBF

$AVON LN +19% today on acquisition of $MMM ballistic protection business pic.twitter.com/wvlmEffQKu

— WTCM (@WTCM3) August 8, 2019

$ADT Thread

Some $ADT tweets for a quick idea / post tmr

— Andrew Walker (@AndrewRangeley) August 8, 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.

"The purpose of an organization is to enable ordinary humans beings to do extraordinary things." Peter Drucker

"Change is the norm; unless an organization sees that its task is to lead change, that organization will not survive." Peter Drucker

"The entrepreneur always searches for change, responds to it, and exploits it as an opportunity." Peter Drucker

$YEXT Thread

Just took a position in $YEXT, who could be a huge winner as AI assistants gain adoption.

I'm now modeling out its growth, since DKM is so new & not yet well-defined. Will post my results & full thesis soon.

A huge thanks to @EvanKnowles_ who first brought YEXT to my attention.

— Simon Erickson (@TMFInnovator) July 23, 2019

$BKI Thread

Thread on Black Knight Inc. $BKI.

BK is a mortgage software provider to banks and other institutions to help them manage mortgage servicing and origination processes. Costs of servicing and originating mortgages for banks have increased significantly in recent years

— Quercus Ilex Investor (@QuercusCap) July 21, 2019

$APTL Discussion

Alaska Power and Telephone $APTL produced $4.70 in FCF in the first half of 2019 against a share price of $60. Boring stock, but value for the patient. https://t.co/qowXpLLu31

— Dave Waters (@alluvialcapital) July 19, 2019

$POOL Thread

$POOL saw strong discretionary demand in 2Q19; base business +4% y/y despite poor May weather in TX, CA and AZ (cc: $PNR, $FDR) https://t.co/XmknO5tyLy pic.twitter.com/Mgsvuj9b3f

— WTCM (@WTCM3) July 19, 2019

$SPOT Thread

Compared to Netflix, Spotify has several advantages with content creators that could make its path to participating in content economics even easier...

— Bluegrass Capital (@BluegrassCap) July 20, 2019

$MSFT Thread and discussion

Satya subtweeting AWS: "We are building Azure as the world's computer, addressing customers' real-world operational sovereignty and regulatory needs. We have 54 data center regions, more than any other cloud provider, and we were the first in Middle East and in Africa." $MSFT

— Liberty (@LibertyRPF) July 19, 2019

e-commerce battle $AMZN, $WMT

great longer read into the $WMT / $AMZN e-comm battle: "Multiple sources tell Recode that [Walmart] is projecting losses of more than $1B for its US e-commerce division this year, on revenue of between $21B and $22B" https://t.co/KQMQq1okI4

— WTCM (@WTCM3) July 5, 2019

$TDG Thread

(1/n) $TDG selling part of the $ESL biz that it recently acquired:https://t.co/S1ipDFPfll$TDG acquired $ESL at ~2x sales and is now divesting sales of $363mm for $920mm, or ~2.5x sales. I had assumed they'd sell $500mm in sales for $1bb. pic.twitter.com/IAGetVN96m

— Kyler Hasson (@kylerhasson) July 22, 2019

$ETFC Thread

$ETFC CEO opening 2Q call: "With respect to capital return, we announced a new $1.5B auth and began tactically shifting our balance sheet to free capital, which allows us to opportunistically repo add'l stock at an extremely compelling value"; reaffirms >$7 EPS by '23 target

— WTCM (@WTCM3) July 22, 2019

$TYL vs $SPX

$TYL underperforming the $SPX over the last three years (-14% relative performance).

Working off a little bit of its recent mutliple (7.6x EV/sales). pic.twitter.com/5dAYYXeUUb

— Jerry Capital (@JerryCap) July 23, 2019

$UBS Thread

$UBS CEO this morning on wealth mgmt biz: "we had record profits in the Americas and global invested assets reached an all time high of $2.5 trillion"

— WTCM (@WTCM3) July 23, 2019