Selected Tweets

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"Any damn fool can put on a deal, but it takes genius, faith and perseverance to create a brand. David Ogilvy." David Ogilvy

"Don't count the people that you reach, reach the people who count." David Ogilvy

"What you learn is more important than what you earn." David Ogilvy

$ESTC Elastic Thread

'Why search is no longer all about $GOOGL': "Just as modern web businesses rely on search to keep them running, almost every business has realised that search is a basic function they have to get right" (cc: Elastic, Solr, $NFLX, $UBER, $MTCH, $EBAY) https://t.co/zkLnoL6xn9 pic.twitter.com/ADdUamkqaR

— WTCM (@WTCM3) July 18, 2019

Very interesting comments - Why should $IAC buy $CRCM

$IAC should buy $CRCM. It’s a great niche internet business that is terribly run. Would be a perfect turnaround for them.

— Long Short Value (@LSValue) July 18, 2019

Goldman Sachs Thread $GS

The $GS qtr was in-line with expectations. Continue to makes moves along the lines of the restructuring. Not growing risk-weighted assets and investing in Investment Banking and Investment Management. ROE is still only 11%. Their restructuring will need to improve ROE.

— Derek Pilecki (@gatorcapital) July 17, 2019

100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Chris Mayer Thread

Given where Indian small caps are today, this book is a very reasonable investment. Go for it 👍🏻 pic.twitter.com/VKVfR2o0T3

— UnseenValue (@unseenvalue) June 20, 2019

BlackRock thread $BLK

$BLK total net flows +$151B in 2Q, including long term net inflows of +$125B w/ positive flows in each category. Strength in active fixed income, institutional index (both equity and fixed); ETF inflows of +$36B. Now $6.8T of total AUM https://t.co/mal1ExgnDq pic.twitter.com/AsuFAKfIhO

— WTCM (@WTCM3) July 19, 2019

Fundamental equity investing is a people driven business - Thread

I think we would all agree that fundamental equity investing is a people driven business.

— Shortsighted Capital (@ShortSightedCap) July 18, 2019

Medalia Thread $MDLA

Medallia $MDLA S-1; founded in 2000 w/ $HLT first enterprise customer in 2002 + touting itself as offering the "category-defining cloud-based [customer, employee, business, product] experience management platform" (cc: $ADBE, $CRM) https://t.co/e1TwJuy55E pic.twitter.com/LgjjdJE3mW

— WTCM (@WTCM3) July 18, 2019

Interesting discussion on Tinder - $IAC, $MTCH

why tinder is a sucker's game for both men and women on the platform (its not obvious but its not rly helping women find quality matches too)

tldr - oversupply of male attention; shortage of time for females to respond$MTCH $IAC

h/t locked accounthttps://t.co/FP7FGwtmci

— Rad Kapital (@radkapital) July 17, 2019

Article on iBuying movement - $Z, $ZG, $RDFN

1/ $Z, $RDFN, and the iBuying movement: updated Zillow blog post with more thoughts on Redfin and the broader trend of institutional home buying and economic factors.https://t.co/rEZFjYczTB
cc: @spencerrascoff @glennkelman @Rich_Barton @RrrrrJ

— brad slingerlend (@bradsling) July 18, 2019

Terry Smith on share buybacks

Terry Smith (2011) on share buybacks: "The positive impact on EPS of a share repurchase is the simple arithmetic result of the earnings yield of what you’re buying being higher than the after-tax cost of what you’re funding the purchase with; it is not the same as value creation" pic.twitter.com/zRtaOqobV0

— WTCM (@WTCM3) July 18, 2019

Chewy thread $CHWY

$CHWY pic.twitter.com/10jzEWcs0A

— North Bluff Capital (@bluff_capital) July 19, 2019

Could New Media Investment Group $NEWM be next BlueLinx $BXC?

$NEWM - If $200 mm synergy number in WSJ article is accurate, this could be $BXC 2.0. First, rips unbelievably when deal is announced, then over time reality sets in. Feels like a terrible short right now. Calls actually look very interesting from a risk/reward perspective

— ValuewithaCatalyst (@ValuewaCatalyst) July 19, 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.

"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
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

— Simon Erickson (@TMFInnovator) July 17, 2019

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

No hedges in place.

— Puru Saxena (@saxena_puru) July 13, 2019

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)

#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

— Matthew Ball (@ballmatthew) July 17, 2019

Netflix thread No.2 $NFLX

1/ $NFLX quarter thoughts:
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..

— Inquisitive Investor (@QuisitiveInvest) July 18, 2019

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

Bondshttps://t.co/MRDQ6cCv9U

— Plan Maestro (@PlanMaestro) July 18, 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.

"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