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.

"If you tell the truth, you don’t have to remember your lies." Charlie Munger

"Remember that reputation and integrity are your most valuable assets and can be lost in a heartbeat." Charlie Munger

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$EAF Thread

Spent some time the last 2 days researching Pabrai’s latest pick $EAF. I totally understand why he likes it. 2-3 years of fixed contracts sets up predictable cash flow. This almost guarantees they will have the cash to reduce their substantial debt

— Brian McCann (@Bootstrap68) September 21, 2019

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Thread and discussion on Recession.

Length and severity of recession is inversely correlated to the real (inflation adjusted) 10-Year UST yield at the time of the yield curve inversion.

Lower the real yield; worse the recession.

If history repeats, the coming downturn will be the worst!#recession pic.twitter.com/KgvwIKgN1q

— Puru Saxena (@saxena_puru) October 3, 2019

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On the $APO and $ATH relationship. Good article.

good FT October 2018 Big Read on the Apollo $APO / Athene $ATH relationship: "Even its critics concede that from the standpoint of its creators, Athene has been perhaps the greatest investment strategy of the past decade" https://t.co/aDvmy0umpc pic.twitter.com/XWzpCBTQU8

— WTCM (@WTCM3) June 21, 2019

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Some good charts on Housing, Rocks, Flooring, Autos and more. Check it out.

Almost a year ago, the market was clearly saying the Fed had made a policy error and we were heading into recession (nevertheless they persisted thru Dec!). I posted charts of relevant sectors in total freefall. One year later, housing/rocks = all clear. Autos/flooring = so so. https://t.co/PKkFgQmESM

— modest proposal (@modestproposal1) October 2, 2019

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$WWE Thread

$WWE: In 1995, Ted Turner asked World Championship Wrestling VP Eric Bischoff how WCW could compete with WWF. Bischoff, not expecting Turner to comply, said that the only way would be a prime-time slot directly against WWF; Turner agreed and the Monday Night Wars began.

— Hardcore Value (@HardcoreValue) October 2, 2019

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Puru Saxena Portfolio - New Positions $LK and $LVGO

Portfolio summary - Nov-end$ACB $AMZN $BABA $BZUN $CGC $DOCU $ESTC $FB $GOOGL $HDB $LK $LVGO $MELI $PINS $PYPL $ROKU $SE $SPCE $SQ $STNE $TAL $TCEHY $WORK $ZS

No hedges in place.

YTD performance -

Portfolio +12% , $ACWI +25% , $SPX +22%

contd... pic.twitter.com/2qeUYAS5SK

— Puru Saxena (@saxena_puru) November 30, 2019

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$IEX Thread

latest IDEX $IEX investor presentation; fascinating business + history https://t.co/S4YNdX8S0I pic.twitter.com/z26IPNw8JV

— WTCM (@WTCM3) July 10, 2019

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$TTD Thread

Here's why I think Trade Desk can 5x it's revenue - an estimate of TAM and $TTD revenue by breaking out TV vs non TV ad spendshttps://t.co/2mn6w4c9i0

— mspacey (@mspacey4415) October 1, 2019

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$MKC Thread

$MKC continues to prioritize debt paydown with cash flow; leverage to 3.7x at end of F3Q19 https://t.co/bFqbB94eo5 pic.twitter.com/M9amn8ZXuv

— WTCM (@WTCM3) October 1, 2019

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$SINA Thread

Thread on $SINA 1/$SINA is involved in two areas to put it simply:

1) news, sports, entertainment, fashion, travel and realestate browsing and news sites under the Sina brand e.g. Sina business

2) They own over 45% of $WB, the $TWTR/ $FB of #China ...

— BottomUp Capital ➚➚ (@BottomUpCapital) July 11, 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.

"The way to get started is to quit talking and begin doing." Walt Disney

"If you really want to do something, you'll find a way. If you don't, you'll find an excuse." Jim Rohn

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$MSFT Teams vs $WORK Slack Thread

1/ Challenge accepted. I have followed $MSFT for over a decade. It's as well run now as anytime I have seen it.

Slack is a wonderful idea for a simple product that is ideal for certain types of work and has taken off in the tech world where new tools are often quickly adopted. https://t.co/nvFJF1mzTy

— HS (@Negative_GW) September 28, 2019

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Chartstravaganza

Here’s Chartstravaganza … bringing excellent charts to your phone pic.twitter.com/5gnwQ26HJN

— Plan Maestro (@PlanMaestro) September 29, 2019

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$JPM Thread

I've said it before, I'll say it again: Don't discount all of the big banks in the fintech arena. JPMorgan has a large way chest in particular it is using to invest in tech. Long $JPM https://t.co/Gvd2ru7ODs

— Matthew Cochrane (@FoolMCochrane) September 26, 2019

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$GNC Thread

Flipping through $GNC's 10-K today and kind of shocked by their SSS trends. Way better than I thought going in; I would have guessed they were comping down 10% YoY every quarter. pic.twitter.com/rsEUrlFw3T

— Andrew Walker (@AndrewRangeley) September 26, 2019

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$FDS Thread

FDS reinvesting some recent margin expansion back into product, mgmt says will result in higher organic growth in 2-3 yrs, near term compresses margins, results in flat earnings growth next year... pic.twitter.com/Cv5tYMhVYx

— Bluegrass Capital (@BluegrassCap) September 26, 2019

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$BAM Brookfield Asset Management Thread

$BAM key takeaways
1) Interest rates are in a new phase (-2 to +2%)
2) Alternative investments are going to 60% for institutions
3) The next series of funds is going to be hundreds of billions of dollars
4) We purchased Oaktree to provide scale and prepare for a downturn

— Hardcore Value (@HardcoreValue) September 26, 2019

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On Pershing Square $PSHZF

I posted the first in a series of more-frequent blog posts about names I'm looking at.

These won't be investment theses. They may be quite short.

The first one is kinda long and is on Pershing Square Holdings $PSH.https://t.co/hQ3T1U9zvI

— Evan Tindell (@evantindell) September 25, 2019

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How much information is enough to make an investment decision?

1/ This is how I think of it: I'm a big fan of the Pareto principle, essentially that 80% of what we need to know as investors comes from the first 20% of the work/research we do. If I like what I see after that first 20%, I have no problem taking a small, starter position (cont)

— Matthew Cochrane (@FoolMCochrane) September 26, 2019

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$SNEThread

Sony Music head transcript from Communacopia last week https://t.co/C36Bu2iHJZ

— Bluegrass Capital (@BluegrassCap) September 27, 2019

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Some interesting small cap names below

best small cap long idea atm?

— Prolific Web Surfer 🏄‍♂️ (@web_prolific) September 28, 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.

"Any fool can criticize, condemn, and complain -- and most fools do." Dale Carnegie

"One of the most tragic things I know about human nature is that all of us tend to put off living. We are all dreaming of some magical rose garden over the horizon instead of enjoying the roses that are blooming outside our windows today." Dale Carnegie

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e-commerce Google interest $SHOP, $WIX, $ADBE

Shopify is the only major ecommerce platform that has consistently grown its Google interest worldwide over the past five years. $SHOP $WIX $ADBE pic.twitter.com/tQgj1QQHBX

— Travis Wiedower (@TravisWiedower) September 17, 2019

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$SFIX Thread

I guess most are kind of familiar with the company. for those who aren't, here is an excellent thread on the company from @svafierhttps://t.co/1Gi8CKAyqr

— Emilgold (@emilio_gold) September 25, 2019

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$PTON Thread

One more $PTON: interesting a company that's been around for ~7 years is projecting CLTV of ~7.5 years

Totally possible that's right! But seems kind of aggressive as most of their subs are new; will be interesting how churn looks in ~3 years as bike depreciates / sub base ages pic.twitter.com/Pb91sbKHzv

— Andrew Walker (@AndrewRangeley) September 25, 2019

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$NTDOY Thread

I've got mad respect for sell side analysts that are also active on Twitter. @agoyal000 is a great analyst at Jefferies and covers Nintendo. I'll highlight some of his research. $NTDOY

— Hardcore Value (@HardcoreValue) September 25, 2019

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$SDC Thread

Thread on SmileDirectClub $SDC. This guy is biased, although this does not necessarily mean he is wrong https://t.co/yAPlholj4W

— CT Capital (@CrowdedTradeCap) September 20, 2019

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Visualization of exchange consolidation $CME, $NDAQ, $ICE, $LNSTY, $EUXTF

great visualization of exchange consolidation over time (cc: $CME, $NDAQ, $ICE, $LSE LN, $ENX FP, $388 HK, $DB1 GY) https://t.co/7OjdotOt0p pic.twitter.com/h9e0zuu3VN

— WTCM (@WTCM3) September 22, 2019

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Skills > Knowledge … thread

Skills > Knowledge … threadhttps://t.co/B4cgropBR0

— Plan Maestro (@PlanMaestro) September 22, 2019

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How a credit card works

Confession: I'm a nerd. Spent the whole morning learning about how a credit card works. Surprisingly, it's incredibly complicated. Here's what I've learned.

— Ryan Reeves (@investing_city) November 3, 2018

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$NFLX and $SPOT Thread

If I ran $NFLX, I'd partner up with $SPOT.
Make a discounted bundle for both.
Would help them deter off Amazon & Apple. Doesn't attack respective turfs.

Soft-Merging subscriber bases will increase stickiness of both and reaccelerate sub growth. Long-term win.

cc: @reedhastings

— sebidscap (@sebidscap) September 21, 2019

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Chartstravaganza

Here’s Chartstravaganza … it won’t be good pic.twitter.com/C7ddwhqZpz

— Plan Maestro (@PlanMaestro) September 22, 2019