AReviewOrTwo (@areviewortwo1) 's Twitter Profile
AReviewOrTwo

@areviewortwo1

Personal thoughts only, not advice. Like investing, turnarounds, capital allocation, biz model, industry & competitive analysis. Here to share and learn.

ID: 1143408386647699457

calendar_today25-06-2019 06:39:37

4,4K Tweet

2,2K Followers

1,1K Following

AReviewOrTwo (@areviewortwo1) 's Twitter Profile Photo

“Money management is all about turning over more rocks, talking to more analysts, looking at more annual reports. And the more you do, the better you’re going to do…” Will Danoff Source: Richer, Wiser, Happier

AReviewOrTwo (@areviewortwo1) 's Twitter Profile Photo

On the opportunity cost of holding cash and the source of downside protection: “We did some analysis in 2018 and we looked back at our performance… Part of that [downside protection] was from our cash holdings. But when we did this analysis, we looked at the fully invested

Tiho Brkan (@tihobrkan) 's Twitter Profile Photo

Sizing up the people who run the company, often referred to as the management team, boils down to one integral factor: Trust. At the end of the day, it is all about trust. • Do you trust the management to come up with the right competitive strategy? • Can you trust them to