Selected Tweets

It's time for some tweets.

If you want to share any tweets with me please send me email. 

Thanks for reading.

"Many management [teams] are just deciding they're gonna buy X billions over X months. That's no way to buy things. You buy when selling for less than they are worth. ... It's not a complicated equation to figure out whether it is beneficial or not to repurchase shares." Warren Buffett

"Recognizing risk often starts with understanding when investors are paying it too little heed." Howard Marks

$ZOU Thread

1
Zuora $ZUO is one of my highest conviction ideas right now & I’ve been increasing my stake. #SEconviction

DISCLAIMER: This is a contrarian pick! ZUO shares are down 35% during the past yr, though I think its long-term oppty is still firmly intact.https://t.co/my2z9QliTP

— Simon Erickson (@TMFInnovator) July 9, 2019

Adam Robinson - Difference between successful people and really successful people

Warren Buffett said the difference between successful people and really successful people

is that really successful people say no to almost everything.

Truth!

But not always easy.

So here's the SECRET TO SAYING NO—

you’re actually saying YES! to something more important.

— Adam Robinson (@IAmAdamRobinson) July 8, 2019

$COUP Thread

Taking a look at Coupa $COUP this morning. Feel free to add any comments if you're familiar with the name.

[THREAD]

— Ryan Reeves (@investing_city) July 8, 2019

Thread about 2019 Sequoia Fund investor day

2019 Sequoia Fund investor day transcript https://t.co/UmUkR2hcBE

— Bluegrass Capital (@BluegrassCap) July 6, 2019

Thread about Hosking & Co Memo

Hosking & Co memos (Jeremy Hosking co-founded Marathon AM): https://t.co/FRA61VYZfx

— Investor (@pricing_power_) April 28, 2019

Raoul Pal with some scary charts

Big, important thread alert:

There is a lot going on in Europe that feels like it's coming to a head soon... probably by the end of the summer. The EU economy is in mild recession... pic.twitter.com/OZPM6qfMKa

— Raoul Pal (@RaoulGMI) July 7, 2019

Interesting question. Follow the replies

What are the best questions you ask of all management teams across industries? Why?

— Christopher Pavese (@ChrisPavese) July 10, 2019

$DAL Delta Airlines Thread

$dal with a good print. As expected given lack of 737 MAX exposure and competitors in a bit of a weaker position. That said... pic.twitter.com/2DCmMdFczV

— Bill Brewster (@BillBrewsterSCG) July 11, 2019

In History - Gerald Tsai

Gerald Tsai became famous as one of the performance stock managers during the 60's bull market
He spun out of Fidelity, raised his own fund, then sold his company to CNA

Buffett dragged him later (in Money Masters)https://t.co/y27CLgxtEM pic.twitter.com/U3SbnnnYGC

— NeckarCap (@NeckarValue) July 12, 2019

$GRUB App Downloads

$GRUB App Downloads pic.twitter.com/mCt7M1i8Wb

— Jerry Capital (@JerryCap) July 12, 2019

Selected Tweets

It's time for some tweets. You will find some interesting portfolios.

If you want to share any tweets with me please send me email. 

Thanks for reading.

"If you don’t produce, you won’t thrive—no matter how skilled or talented you are." Cal Newport, Deep Work: Rules for Focused Success in a Distracted World

"Who you are, what you think, feel, and do, what you love—is the sum of what you focus on." Cal Newport, Deep Work: Rules for Focused Success in a Distracted World

"As the author Tim Ferriss 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." Cal Newport, Deep Work: Rules for Focused Success in a Distracted World

Minion Capital Portfolio

YTD +23%, 5-yr cumulative +109%
5-yr SPX: 66%, NDX: 92%

Positions (in %)
MSFT - 10
SPGI - 9https://t.co/fpGCMn8ZKy - 9
GOOG - 8
MA - 6
BRK.B - 5
IAC - 5
AMT - 4
V - 4
ESTC - 3
COST - 3
IHI - 2
FSV - 2
AMZN - 2
ACN - 1.5
IHF - 1.5
NTDOY - 1.5
ILMN - 1.5
APH - 1
TYL -1
Cash - 21

— Minion Capital (@MinionCapital) July 12, 2019

Locked-Up Capital Portfolio

Here's my public portfolio heading into Q3:

AMZN 12.6%
GLIBA 10.9%
AMT 10.4%
MA 7.3%
COUP 6.8%
SBAC 6.2%
TDG 5.6%
HEI/A 5.4%
SHOP 4.7%
BABA 4.6%
NOW 4.1%
ROP 3.9%
TCEHY 3.7%
CRWD 3.2%
TTD 2.3%
SMAR 2.1%
JD 1.8%
NFLX 1.7%
AYX 1.6%
ZS 1.2%

— Locked-Up Capital (@lockedupcap) July 1, 2019

Matthew Cochrane Porfolio

End of June top holdings: AMZN (9.3% of portfolio), MA (7.4%), PYPL (7.3%), FB (7.0%), GOOGL (6.2%), SWKS (6.1%), DIS (6.0%), MSFT (5.1%), SQ (3.9%), HD (3.3%), GPN (2.6%), PAYC (2.6%), GLW (2.6%), HAS (2.5%), VZ (2.5%), SHOP (2.5%), EA (2.3%), MDB (2.1%), JPM (2.0%), ADBE (1.9%) https://t.co/3PGxTy512Q

— Matthew Cochrane (@FoolMCochrane) June 29, 2019

Matthew Frankel, CFP® Portfolio

I'll play. My top 10 stock holdings (July 1) are:
1. Howard Hughes Corp - 8% of my portfolio
2. Realty Income -6%
3. Apple - 6%
4. AT&T - 5%
5. Digital Realty - 5%
6. HCP - 5%
7. Markel - 4%
8. General Motors - 4%
9. Square - 4%
10. MetLife - 3%
Thoughts? What would you change?

— Matthew Frankel, CFP® (@TMFMathGuy) July 2, 2019

Puru Saxena 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

No hedges in place.

— Puru Saxena (@saxena_puru) July 13, 2019

Austin Lieberman Portfolio

1. June 2019 Portfolio Update: Up 9.63% +$60,043.

I share these to hopefully inspire people to begin living below their means (if possible) and begin investing as soon as they can afford to.

Investing does not have to be complicated. WE CAN DO IT.https://t.co/P3OEk4Dvrw pic.twitter.com/DQ65CLmBRK

— Austin Lieberman (@AustinLieb) June 28, 2019

Yield Curve

A chart about the yield curve... pic.twitter.com/F1BkfWNv07

— Maxfield on Banks (@MaxfieldOnBanks) June 29, 2019

Charstravaganza

Here’s Charstravaganza … more than anecdotes

(@smbccomics) pic.twitter.com/u6flKWUrP5

— Plan Maestro (@PlanMaestro) June 30, 2019

Some Quotes from RAILROADER: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison by Howard Green

1) Just Finished Railroader:

If Hunter Harrison were alive today we would surely see him wander the world fixing every railroad one at a time and in turn improving an important piece of each countries critical infrastructure.


An American born Canadian Hero. pic.twitter.com/RY3PTFSlqF

— Jerry Capital (@JerryCap) June 29, 2019

Motley Fool ROIC series

Great series on ROIC by @themotleyfool

1. Introhttps://t.co/MiIwv4es4Q

2. Better than ROE https://t.co/Wei5JsWZVi

3. Performance https://t.co/y8cGhDQECl

4. Decline https://t.co/zTz7ABCbl0

5. Equity isn't free https://t.co/wd20I0wq00

6. Cash's Role https://t.co/b76liGhGOr

— Ryan Reeves (@investing_city) June 28, 2019