Selected Tweets

It's time for some tweets.

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

Thanks for reading.

"When you focus on problems, you get more problems. When you focus on possibilities, you have more opportunities." Zig Ziglar

"The foundation stones for a balanced success are honesty, character, integrity, faith, love and loyalty." Zig Ziglar

"Don't let the mistakes and disappointments of the past control and direct your future." Zig Ziglar

$MDB Thread

I was asked earlier this week why MongoDB $MDB would want to be open source & how it could possibly compete against larger competitors after willingly releasing its code for others to see.

Here is an (admittedly long-winded) answer to those questions.
https://t.co/EStVcWhl9L

— Simon Erickson (@TMFInnovator) July 12, 2019

$MSCI Thred

$MSCI on competition from the likes of $CME, $SPGI, $LSE, $WETF, $GS, $BLK, $FDS pic.twitter.com/na30cmpS5l

— WTCM (@WTCM3) February 13, 2019

Very interesting questions and answers

Stuck in a South American airport with flight delayed 3.5 hours already and still arriving flight hasn’t left origin airport....AMA

— Minion Capital (@MinionCapital) July 13, 2019

Chartstravaganza

Here’s Chartstravaganza … taking care of the first steps

(@laurens_lang) pic.twitter.com/3Nnr6g90gJ

— Plan Maestro (@PlanMaestro) July 14, 2019

Unit economics for Bird vs Uber & Lyft

Unit economics for Bird vs Uber & Lyft https://t.co/v2QwfiEBQW

— Bluegrass Capital (@BluegrassCap) July 13, 2019

Third Point $SNE slides - Thread

Third Point's slide deck on Sony $SNE is a tour de force. What I find most interesting:https://t.co/dsg1EUc0dq

— Evan Tindell (@evantindell) July 15, 2019

$DGX Thread

Some thoughts on $DGX, which Goldman downgraded today. For some context, DGX is the largest clinical lab testing company in the U.S. The market remains highly fragmented but has been consolidating. pic.twitter.com/14V1stWhnO

— Fully Synergized (@FullySynergized) July 15, 2019

$SPOT Thread

How SPOT will increase margins over time pic.twitter.com/mnr2bnZd71

— Dee Grady (@CompGrady) July 15, 2019

Portfolio for 2H2019

Going into H2 with $goog, $vbtx, $wfc, $estc, $schw, $vedl

... might not be the “long term” investor I thought I was https://t.co/JupLXk1xHF

— Alphaholic, CFA (@Alphaholic1) July 3, 2019

$STLY HG Holdings Thread

$STLY This past weekend I thought I'd sit down & write something about HG Holdings. I quickly realized, that other than compiling a detailed chronology of events since the liquidation of the furniture business, I really don't have a clue what Hale intends to do with the company.

— microcaptrader (@VanderbiltStCap) July 16, 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.

"If you don't study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards." Peter Lynch

"The basic story remains simple and never-ending. Stocks aren't lottery tickets. There's a company attached to every share." Peter Lynch

$COTY Thread

$COTY CEO offering $PG Beauty post-mortem; saying "Coty as a platform is now ready for an inflection..." pic.twitter.com/is0Sf7RPod

— WTCM (@WTCM3) July 1, 2019

Read this thread and the comments below.Names mentioned $VEEV, $GPRO, $GILD, $MELI, SHOP, NVDA, NFLX, PI, TLND

Looking through the last 5 years of my trading activity to find lessons from the many mistakes I've made.

Disclaimers:
- some of this is "resulting" but I still think it is useful
- no positions in any of the stocks below

[THREAD]

— Ryan Reeves (@investing_city) July 2, 2019

$BDX Thread

question to $BDX at Barclays conf 3/12/19: "A worry that I always felt in the investment community = was $BCR selling itself at a time of when they felt they were at peak growth. Can only Bard run Bard?"

— WTCM (@WTCM3) May 13, 2019

Good Discussion on long duration investments

What are your favourite examples of really long duration investment? eg: Akre in AMT, Stahl in TPL, Allmon in ADP, Kidd in ADI, Russo & Ruane in BRK, Jarislowsky in XOM, Sarofim in PM & INTC, Train in BAG, Polen in MSFT, Rowe in LUV.

— Coleman Hawkins (@colemanrhawkins) June 30, 2019

$SPOT Thread

Interesting to look back at the some of the commentary around Spotify’s acquisition of The Echo Nest (which led to the success of Discover Weekly) and see how Social has long been viewed as the missing piece. https://t.co/rpm6IzHPKm pic.twitter.com/COt8aQuYTq

— Paul Barnes (@LennyIce) May 31, 2019

Roots of Allen & Co

Roots of Allen & Co
Merchant bankers and venture capitalists, investing their own capital
In situations "conventional investment bankers wouldn't touch"
(NYT/WSJ from the 70's) pic.twitter.com/9ppfIZWyk1

— NeckarCap (@NeckarValue) June 30, 2019

Thread about Michael Ruhlman book Grocery: The Buying and Selling of Food in America

Fascinating book written by ⁦@ruhlman from inside the operations of a local grocery store, learning from its owners going about their business, receiving and merchandising food and contemplating the evolution of the food system and the central role played by the supermarket pic.twitter.com/91bzALZKs1

— cristina berta jones (@cristinagberta) June 29, 2019

Discussion about quality website for screening stocks

What is the best website or service which has high quality data for screening, pulling financial metrics (EV/EBTIDA, P/FCF, ROIC), and other data for doing analysis and research?

— Long Short Value (@LSValue) July 2, 2019

Browse Thousands of Company Profiles Link

This is an amazing free resource. Anyone know who wrote them all? https://t.co/eT5AcjaeIx

— Ensemble Capital (@IntrinsicInv) July 1, 2019

Collection of articles

Every now and then I read an article online that is so good that I make a note to save it. Here's my collection so far (in no particular order). Please add yours below.

Thanks to @TMFGebinr for the idea!

— Brian Feroldi (@BrianFeroldi) July 2, 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.

"Vulnerability doesn’t come after trust—it precedes it. Leaping into the unknown, when done alongside others, causes the solid ground of trust to materialize beneath our feet." Daniel Coyle, The Culture Code: The Secrets of Highly Successful Groups

"When we hear a fact, a few isolated areas of our brain light up, translating words and meanings. When we hear a story, however, our brain lights up like Las Vegas, tracing the chains of cause, effect, and meaning. Stories are not just stories; they are the best invention ever created for delivering mental models that drive behavior." Daniel Coyle, The Culture Code: The Secrets of Highly Successful Groups

Music distribution $SPOT

The state of music distribution models via @scuttleblurb https://t.co/I81OUJ0cKN pic.twitter.com/CYKMfhBKMc

— Bluegrass Capital (@BluegrassCap) June 27, 2019

$UTX Thread

$UTX Hayes on the Otis opportunity: "we think Otis will have a very, very strong valuation...with those two million units that we service we move the earth's
population every three days." Emphasizing global scale, negative w/c, "a lot of runway" on the service side pic.twitter.com/oLQvYQY6Zw

— WTCM (@WTCM3) May 23, 2019

$ABBV acquisition of $AGN Thread

1/6 I’m going to disagree with myself from yesterday and publicly change my mind.

After digging in deeper, I now see why AbbVie $ABBV is eager to acquire Allergan $AGN. And I think this deal makes sense for shareholders. https://t.co/SFdj1dsVdl

— Simon Erickson (@TMFInnovator) June 26, 2019

The State Of The Nation’s Housing

The State Of The Nation’s Housing (Harvard Joint Center For Housing Studies) ht @abnormalreturns https://t.co/GXCRE1PpbN

— Bluegrass Capital (@BluegrassCap) June 27, 2019

Deflation in charts

thread: pockets of deflation in the U.S. (please add examples/anecdotes with charts/supporting evidence if possible)

— WTCM (@WTCM3) June 26, 2019

$ECOL\$NRCG Thread

Guys. Sourcing a discussion here. I think I understand this but someone please poke a hole in my thinking. This is re: $ECOL / $NRCG merger. Let’s ignore the fundamentals of the business for this discussion and focus on option pricing. So here are the details:

— ArtkoCapital (@ArtkoCapital) June 26, 2019

VALUEx Vail presentations. This year include presentations on $SPOT, $GRUB, $TH, $KAR, $SYF, $BSTC, $HIL

VALUEx Vail presentations https://t.co/dYGMI1AwlK

— Bluegrass Capital (@BluegrassCap) June 27, 2019

$SCHW Thread

$SCHW CFO at annual meeting: "Our stock price is not the only barometer or, certainly in the ST, even the most accurate barometer for our success in executing on our strategy. And rarely has that been more true, I think, than in 2018 and, particularly, the latter part of 2018." pic.twitter.com/jEDsI8Mzek

— WTCM (@WTCM3) June 25, 2019

Business Models

Quick thread of posts on business models.

Just finished the 5th installment in a little series called "Business Model Exploration"

1. Intro
2. Pharma
3. Marketplaces
4. Software
5. Restaurants

— Ryan Reeves (@investing_city) April 25, 2019