Selected Tweets

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If you want to share any tweets with me please send me email or dm on twitter. 

Thanks for reading.

"There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else." Sam Walton

"The secret of success is to do the common thing uncommonly well." John D. Rockefeller Jr.

"The only place where success comes before work is in the dictionary." Vidal Sassoon

                                                                                                                          
$NTNX Nutanix Thread

Nutanix $NTNX up 27% today is a confirmation that the bar was set too low.

Investors should focus on whether this biz can transition from selling core HCI software to subscriptions.

72% sub rev growth & 132% $-based net expansion are great signs of that. I'm holding my shares. pic.twitter.com/rHRiiR8k8u

— Simon Erickson (@TMFInnovator) August 29, 2019

                                                                                                                          
$HEI Heico Thread

$HEI Larry Mendelson on business conditions.... pic.twitter.com/nG82uZ8FRB

— 3:10 Value (@310Value) August 28, 2019

                                                                                                                          
$KHC Kraft Heinz thoughtful thread

1/ When Kraft first came up with the concept of Pizza Lunchables (those cold trays with customizable sauces & toppings), it tested terribly with focus groups of mothers. Moms everywhere said "This is an awful idea, a really awful idea." The concept got the worst score in history.

— Kevin Lee (@kevinleeme) August 27, 2019

                                                                                                                          
$PTON Peloton InteractiveThread

1/ $PTON Peloton subscriber churn looks to me to be around 20-30% per year. But they reported churn of 0.7%!!
Math with me here.. the reported churn is a 'monthly' churn, calculated as net cancels in the period, divided by 3 months. So 0.7% = 2.1% per quarter, or around 8.4%/yr.

— Inquisitive Investor (@QuisitiveInvest) August 27, 2019

                                                                                                                          
$INTU Intuit Thread

$INTU last week: "We delivered another strong quarter in our Small Business and Self-Employed Group with online ecosystem revenue growth of 38% in FY18. Online ecosystem revenue is at a $1.8B annualized run rate and we continue to expect that to grow more than 30%"

— WTCM (@WTCM3) August 27, 2019

                                                                                                                          
$TLF Tandy Leather Factory Thread and discussion

Thank you, Mr. Irrational Market, for selling micro-cap DEEP intrinsic compounding value $TLF (Tandy Leather Factory) under $5 per share/ $2.95 EV per share. P/TB= .76, EV/Rev = .32, P/FCF = 5.33, EV/EBITDA = 5.05, EV/EBIT 7.74 $TLF

— ShadowStock (@JournalofValue) June 6, 2019

                                                                                                                          
Thread about Disney $DIS + Sony $SNE breakup over #SpiderMan

Asked a lot about the Disney/Marvel + Sony breakup over ‘#SpiderMan’. There are five key drivers here.

#1: 2018’s ‘Venom’. Poorly received (29% RT, B+ CinemaScore, 6.7 IMDb), but huge success. 6th most profitable in 2018. Gives Sony belief it doesn’t need Disney

— Matthew Ball (@ballmatthew) August 26, 2019

                                                                                                                          
$GOOG\$GOOGL Thread

Let's go over Alphabet's business model

[THREAD] https://t.co/2njBwqkJzH

— Ryan Reeves (@investing_city) August 26, 2019

                                                                                                                          
Framework for Evaluating Enterprise Software Companies - $CRM, $TEAM

Hello Twitter! For my first post, I thought I'd share the slides of a talk I've recently given at a large tech company and institutional investment funds on qualitative aspects of enterprise software investing and the way to identify the quality companieshttps://t.co/q6cjkRcJ6O

— Shomik Ghosh (@shomikghosh21) August 26, 2019

                                                                                                                          
Few things learnt about life thread

I turned 39 yesterday.

Here are a few things I have learnt about life, while living life

THREAD...

— Ankur Warikoo (@warikoo) August 26, 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

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.

"As to methods, there may be a million and then some, but principles are few. The man who grasps principles can successfully select his own methods. The man who tries methods, ignoring principles, is sure to have trouble." Harrington Emerson

"Clearly defined ideals: the organization must know what its goals are, what it stands for, and its relationship with society." Harrington Emerson

                                                                                                                          
Vail Resorts $MTN Thread

1. Doing some work on $MTN. This commentary from SkiStar seems like a glowing endorsement for $MTN. Economies of scale PLUS geographic diversity provide major advantages. pic.twitter.com/1cmVuGxCdS

— Riggs_Bud (@Riggs_Bud) August 9, 2019

                                                                                                                          
Some thoughts on possible #recession

US intermodal rail loadings show a recent slowdown in the US economy. Low was 6/30/19 with a reading of -7.50%. The 7/31 reading has bounced back slightly to -5.35%. As a reminder, first round of China tariffs went into effect in July 2018. pic.twitter.com/ZtYXU6rlqD

— 1 Main Capital (@1MainCapital) August 17, 2019

                                                                                                                          
$YY and $HUYA Thread

Likee, Hago and Bigo in the world wide top 10...$YY = ~$4.4bn mcap.
$3.67bn yearly revenue (2Q19 revenue annualized).

Now maybe compare that to other social media stocks.
Now look at YY's EV & ownership of Huya.

I trust execution. 3 worldwide top 10 apps is a good hint. https://t.co/sQExYXYxvU

— sebidscap (@sebidscap) August 17, 2019

                                                                                                                          
Big Banks Discussion $BAC, $WFC, $JPM

Money Center Banks - particularly $WFC $JPM $BAC seem very interesting at current price levels

What can go wrong? cc @BillBrewsterSCG

— Rad Kapital (@radkapital) August 15, 2019

                                                                                                                          
Sealed Air $SEE Thread

We are currently short Sealed Air / $SEE – a deteriorating business, with notable red flags. In our view, investors have been far too patient for far too long. Details are here: https://t.co/T1ElbguV54

— Upslope Capital (@UpslopeCapital) August 15, 2019

                                                                                                                          
Chartstravaganza

After a short break … here’s Chartstravaganza! pic.twitter.com/KUR8dupL39

— Plan Maestro (@PlanMaestro) August 18, 2019 

                                                                                                                          
Speaches at Texas Lutheran University

1/n Investment professionals give speach at Texas Lutheran University (thread)

— CT Capital (@CrowdedTradeCap) August 19, 2019

                                                                                                                          
Square $SQ Thread

Speculation: $SQ Orders API will extend Square omni-channel of payments to e-commerce platforms like eBay. https://t.co/ipfOUfP30i

— Chris Erice (@ChrisErice) August 16, 2019

                                                                                                                          
Podcast with Bill Nygren from Oakmark funds $OAKLX, $OAKWX

Nygren has been on quite the podcast/interview tour

— Kevin Holloway (@Kevin_Holloway) August 15, 2019

                                                                                                                          
Best advice for someone starting their freshman

Please quote tweet this with your best advice for someone starting their freshman year of college on Monday.

— Space Sugar J. Spiehler (@StaceyJSpiehler) August 18, 2019