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"Most people are too fretful, they worry too much. Success means being very patient, but aggressive when it’s time." Charlie Munger
"You need a different checklist and different mental models for different companies. I can never make it easy by saying, ‘Here are three things.’ You have to derive it yourself to ingrain it in your head for the rest of your life." Charlie Munger
"Do the best you can do. Never tell a lie. If you say you’re going to do it, get it done. Nobody cares about an excuse." Charlie Munger
Payments in India thread- $HDB, $BABA, $MA, $V
1/ Good thread on the great economic potential of India from @TMFInnovator, so let's talk about it. It's hard to find great "pure plays" to invest in. Not e-commerce, but PayTM might be best bet but it's not public. (cont) https://t.co/WSkkA8DKxu— Matthew Cochrane (@FoolMCochrane) July 16, 2019
India e-commerce - $HDB $MA, $V
1/ Another good point from @TMFInnovator. These regulations also make it harder for $MA and $V gain widespread foothold like they enjoy in North America and Europe. https://t.co/twDti1LUcN— Matthew Cochrane (@FoolMCochrane) July 17, 2019
India e-commerce again - $SFTBY, $HDB, $BABA, $WMT, $AMZN
1/5— Simon Erickson (@TMFInnovator) July 17, 2019
Excellent analysis by @FoolMCochrane on banking & e-commerce in India. Thank you for the insightful thread!
Digital payments in India sounds like an absolutely massive investment opportunity, but it appears there are also a few caveats... https://t.co/G0L3c7c6NQ
Puru Saxena current portfolio
Current portfolio -$ALGN $AMZN $BABA $BZUN $CRM $DOCU $EDU $ESTC $FB $GOOGL $HDB $HUYA $LYFT $MELI $NFLX $NOW $PINS $PYPL $SE $SQ $TAL $TCEHY $WCAGY https://t.co/9vd35PCF82— Puru Saxena (@saxena_puru) July 13, 2019
No hedges in place.
Prologis Inc. thread $PLD
$PLD CFO opening call: "Demand is diverse and overall supply is disciplined. Starts in the U.S. are concentrated in low-barrier markets while supply in the high-barrier markets is not keeping pace with GDP, let alone demand for logistics closer to the end point of consumption."— WTCM (@WTCM3) July 17, 2019
Healthcare discussion - cc.$ZTS $TRUP $FRPT, $UNH $HUM
1. Follow-up: @FoolMCochrane asked about my #healthcare investments. In every sector, I look for disruption, competitive advantages, and mega-trends.— Todd Campbell (@ebcapital) July 18, 2019
Netflix thread $NFLX
Quick $NFLX Q2 thoughts (not ordered)— Matthew Ball (@ballmatthew) July 17, 2019
#1: Biggest show, #StrangerThings, launched to biggest-ever viewership (40 of 155MM accounts) 4 days after Q2 ended
If released week earlier, odds are US would have been flat. Still bad, but July 17 would look same and narrative VERY diff
Netflix thread No.2 $NFLX
1/ $NFLX quarter thoughts:— Inquisitive Investor (@QuisitiveInvest) July 18, 2019
1) most interesting, they missed internationally, which largely nullifies commentary around competition (eg $DIS) and also strength of content (eg Stranger Things - more domestic audience)
2) but stock may be “broken” for at least several quarters now..
Netflix thread No.3 $NFLX
NFLX testing gaming content pic.twitter.com/RWMrxWQPg6— Bluegrass Capital (@BluegrassCap) July 18, 2019
Netflix thread No.4 $NFLX
1) $NFLX Q2 2019 missed subscribers estimates by the largest magnitude in its history (domestic subscribers: -126K versus +300K guidance; international subscribers: +2.8 million versus +5.0 million guidance). https://t.co/9zhnLB4TDp— Jerry Capital (@JerryCap) July 18, 2019
$FELP Bonds
— Plan Maestro (@PlanMaestro) July 18, 2019
, 
once wrote: “Develop the habit of letting small bad things happen. If you don’t, you’ll never find time for the life-changing big things." 
