Twitter Threads

I started writing on twitter actively since March, 2020. I have written >100 threads so far. You can browse through my twitter threads by topic below:

Follow me on twitter.

Earnings Call Summary

  1. ETSY (3Q'20, TMT Conference Nov, 2020, 4Q'20, 1Q'21, Depop acquisiiton, Elo7, 2Q'21, international opportunity, bear concerns, final thread)
  2. FB (2Q'20, 3Q'20, 4Q'20, 1Q'21, 2Q'21, 3Q'21, 4Q'21, MS Conference'1Q22, 1Q'22, Meta's maintenance capex, Some scattered thoughts)
  3. AMZN (2Q'20, 3Q'20, 4Q'20, 1Q'21, 2Q'21, 3Q'21, 4Q'21, 1Q'22)
  4. GOOG (2Q'20, 3Q'20, 4Q'20, 1Q'21, 2Q'21, 3Q'21, 4Q'21, 1Q'22)
  5. LULU (3Q'21, 4Q'21, 2Q'22, 3Q'22, 4Q'22)
  6. IAC/ANGI (Letter 4Q'20, Earnings Call 4Q'20, 1Q'21 , 2Q'21, 3Q'21, 4Q'21, 1Q'22)
  7. ADSK (FY 1Q'22, 2Q'22, 3Q'22, 4Q'22, 1Q'23)
  8. TRUP (3Q'21, 4Q'21)
  9. SQ (3Q'21, 4Q'21, 1Q'22)
  10. SPOT (4Q'21, 1Q'22, Investor Day'22)
  11. SHOP (4Q'21, 1Q'22)
  12. BRK (2021)

Company specific threads
1. Amazon (Bull Case, Bear Case)
2. Boeing
3. Disney
4. Dollar Tree
5. Facebook (Part II, Facebook's follies, Meta)
6. Aon
7. Intuitive Surgical (Update: 2Q'2020, Latest)
8. Envestnet
9. Dentsply Sirona
10. ServiceNow
11. Berkshire Hathaway
12. Tencent
13. Turo
14. Shopify

Big Tech

1. Big Tech, and Free Cash Flow
2. Big tech's acquisition spree, competition, and Kill Zone
3. Big tech's cash hoarding and its implications
4. AMZN vs The World
5. AMZN Marketplace in 2020
6. Some thoughts on Google Search

Book Review threads
1. Range: Why Generalists Triumph in a Specialized World
2. Investing: The Last Liberal Art
3. The Birth of Plenty
4. The Great Mental Models: General Thinking Concepts

Learning from the best
1. Steve Jobs: The Lost Interview (1990)
2. My favorite Bezos letter (2014)
3. Last shareholder letter as CEO of Amazon (2021)
4. Phil Fisher's investing philosophy
5. You and Your Research

Podcast notes/summary
1. Gavin Baker
2. Sarah Tavel
3. Michael Green
4. Morgan Housel
5. Turner Novak
6. Eric Vishria
7. Kat Cole
8. Matthew Ball
9. Brian Armstrong
10. Katrina Lake
11. Chetan Puttagunta, and Jeremiah Lowin
12. Michael Mauboussin
13. Michael Seibel
14. Rory Sutherland
15. Lauren Taylor Wolfe
16. Modest Proposal
17. Jesse Livermore
18. Jacqueline Novogratz
19. Ben Gilbert, and David Rosenthal
20. Anu Hariharan
21. Rohan Oza, and Jason Karp
22. Nick Kokonas
23. Dan McMurtrie
24. Daniel Gross
25. Danny Meyer
26. Ram Parameswaran
27. Claire Cormier Thielke
28. Josh Silverman
29. Michael Dempsey
30. Liberty

Miscellaneous
1. In an inflationary environment, should you own companies with tangible assets?
2. Entrepreneur types and illusion
3. The sin of elusive synergy in M&A deals
4. Buffett and Munger's biggest edge
5. Post Covid-19 Overton window of fiscal and monetary policies
6. Past, Present, and Future while investing
7. The art of selling your stocks
8. The magic of Reverend Thomas Bayes
9. When to average down in your stocks
10. Invisible asymptotes
11. Age and entrepreneurship
12. Capital allocation post Covid-19
13. Value Investing's El Farol Bar problem
14. The investing playing field
15. Ergodicity
16. The Ant model and capital allocation
17. Why corporations die but cities don't
18. 18 traits of a complex system
19. S-curve conundrums
20. Margin of safety
21. The myths of bundling
22. The active nature of passive benchmarks
23. Half-life of Investing
24. The Future of Active Investing
25. Investing Time Horizon
26. Thank you, 10,000 followers!
27. How to measure network effects
28. Incentives for active investing
29. The Next Buffett-Munger duo
30. Despite being a bull, why I never ridicule permabears
31. Is Cricket a game of skill or luck?
32. Buffett's genius in investing in the unknown and unknowable
33. Extrapolating Sun Tzu's battlefield framework in Investing
34. How our sell decisions hurt alpha
35. Take rates for different marketplaces and business models
36. Looking beyond accounting based earnings
37. Cascading myopia in the investing business
38. Stupidity
39. My behavioral biases
40. Uber follow-up
41. BVP Memos
42. Upside-down markets
43. Frank Slootman
44. Who are your peers?
45. The trick to own a stock for the long-term
46. Celebrating the success of others
47. Mr. Market is NOT a charity
48. The Superpowers in Investing
49. Is the market too short-term or too long-term oriented?
50. Why this isn't dot-com bubble
51. Investing vs Political Truths
52. Simple but incomplete narrative
53. Whiplash
54. The Platform Economy
55. You are not a lottery ticket
56. The danger of ridiculing early tech
57. Adios, America
58. Am I concentrated by choice?
59. The boon and bane of writing well
60. East Coast and West Coast approach to investing
61. Newsletter TAM
62. The top 1 percentile
63. Bezos-Sinegal meeting
64. The ruse of a bull market
65. We are all capital allocators
66. The dilemma of behavioral biases
67. The agony and ecstasy of concentrated portfolio
68. Building business vs practicing craft
69. What is market's valuation multiple?
70. Why I am an active investor
71. Changing your mind
72. Retention rate illusions
73. No Slam Dunk in Investing
74. The value of a newsletter
75. My twitter philosophy
76. Why I don't care about 10 or 100 baggers
77. The case for optimism
78. Rate of change in technology
79. The most courageous stock pitch
80. Investing only in bull markets
81. Owning stocks vs businesses
82. Value of fintwit
83. Thoughts on research process
84. Installation vs Deployment era investors
85. My Ottawa days
86. Bad reason to own big tech
87. Bangladesh thread
88. Gavin Baker interview
89. Myth of the "average" investor
90. My presentation for Bangladeshi startups
91. Travel photos from Nepal
92. Living under the fear of disruption: Apple edition
93. A wonderful diversification
94. How People Think
95. Career advice for people interested in investment management
96. Ofcom data points
97. Presentation at Google Value Investment Club

Notes from Michael Mauboussin Papers
1. Ten attributes of Great Fundamental Investors
2. The Math of Value and Growth
3. The Wisdom of Crowd
4. Public to Private Equity in the United States: A Long-Term Look (Part 1, Part 2)
5. One Job
6. Valuation with Real Options
7. Market-Expected Return on Investment (MEROI)
8. Customer Based Corporate Valuation (CBCV)
9. The role of intangibles in valuation
10. The impact of intangibles on base rates
11. Everything is a DCF model

Howard Marks memos
1. Uncertainty
2. Uncertainty II

Investing thoughts during Corrections
1. March 13, 2020
2. March 20, 2020
3. March 27, 2020
4. April 03, 2020
5. April 09, 2020
6. January 21, 2022
7. January 28, 2022
8. February 05, 2022
9. March 04, 2022
10. March 11, 2022
11. April 23, 2022
12. May 08, 2022

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