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Reviewing 2019 and realizing how grateful I am for Twitter.

Hundreds of new friends and thousands of new, awesome followers. Thank you ♥️

Here's one last thread of 2019 to recap the year...

[THREAD]
1/ Starting out with the business breakdowns meta-thread. This was entirely driven by Twitter. Thank you subscribers!
2/ Nearly all of Bill Gurley's blog posts
3/ Summary of Mary Meeker's Internet Trends Report
4/ On Base Rates
5/ Reflecting on mistakes
6/ Summary of Measuring the Moat
7/ On Business Frameworks
End/

Thanks again! Looking forward to more learning in 2020 😁
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More from @investing_city see all

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Ryan Reeves
@investing_city
Just looking through some old S-1's.

This has quite a bit of survivorship bias, but I think it's fascinating.

All of these numbers are right before the companies IPO'd.

We'll start with Google...
1/ I think that's the definition of product-market fit.

More than 10x growth in 2 years. 😱
2/ And look at the margin profile.

The scalability is ridiculous. Just four years after the founding of the company, it already had 89% gross margins and higher than 35% EBIT margins.
Read 8 tweets
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Ryan Reeves
@investing_city
A lot of people might think that Disney makes most of its money through its movies.

But Disney's studio entertainment only makes up 17% of the company's overall sales.

[THREAD]
1/ Here's some more detail on the studio entertainment portion of the business
2/ In fact, you can see that "media networks" is still the most profitable segment.
Read 9 tweets
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Ryan Reeves
@investing_city
For the last 6 years, Starbucks has, on average, opened more than 5 stores PER DAY! 😱

No wonder they are on EVERY street corner!

[THREAD]
1/ The company has opened 11,258 stores in the past 6 years.

That's a little less than one-third of McDonald's total restaurant count.
2/ The company makes a vast majority of its revenue, 80%, from company-owned stores.

This is a different approach than the franchising approach of McDonald's, where company-owned restaurants made up 45% of sales.
Read 14 tweets

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Dannielle Blumenthal PhD
@DrDannielle
Here is one last thread on the Monsey stabbing (#5). If the person who committed the crime was wearing a facial mask, how did the eyewitnesses know that the person was a male African-American?

See below.
"Eyewitnesses at the scene say that a masked African-American man drove up to the rebbe‘s home"
This is what comes up when you search "antifa mask" on Google.
Keep in mind that the stabbing attack took place at around 10:30 p.m.
How would you know that the attacker was a Black man?
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Marc Owen Jones
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[#Thread] Welcome to night of the long threads part two, this one's on #Algeria. A few of you got in touch (@fatenaggad & @OpenAlgeriaOrg) to ask about the trend #كلنا_زغماتي , which translates as "we are all Zeghmati". Belkacem Zeghmati was appointed Attorney general earlier
2/ this year. However, Zeghmati is at odds with the country's judges after they went on strike after a huge reshuffle. The strike threatens the #December12 elections in Algeria, which are being opposed by the opposition who believe it will just lead to the continuation of an
3/ elite junta. So essentially, the hashtag "we are all Zeghmati" is seen as supporting the status quo, a quasi military government that doesn't represent the democratic demands by many Algerians. Anyway, next up is the analysis, which will add to a great one by @AymeneZermane
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ナマハゲ博士 Dr. Nyri Bakkalian 👹
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#thread So this is another of my favorite local stories from Sendai, which I call "The Kids Find Bishamonten a Home." Intersection of military history, #japanesehistory, and folklore, in this story from the part of Sendai where I attended school.
Once upon a time, Date Masamune was laying siege to Kitanome Castle, in Miyagi County of Mutsu Province, where he was expanding his power northward from his original lands on the southern side of Mutsu.
The castle, held by Kurino Daizen, was shrouded in black fog and difficult to see, much less attack. Word had it that this was because Bishamonten, guardian deity of the castle, was protecting it.

(Bishamonten, at right, as depicted by an artist in 1866)
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Marc Owen Jones
@marcowenjones
[#Thread on Jamal Khashoggi] 1/ It's been a year since Jamal Khashoggi was killed, and the Saudi propaganda machine went into overdrive. As it's the anniversary, I wanted to share some strange findings from October 2018, and offer some new insights on the scale of disinformation
2/ An unusual aspect about the killing of #JamalKhashoggi killing was that it was one of the few times where a regime habitually lies only to actually admit later that it was more or less lying. This means we have a chunk of news we know is fake, and a chunk we know is true
3/ With this in mind, I sought to see whether the true story, or the false story, resonated more widely on Twitter. Was the Saudi propaganda or the truth spread more widely? After all, we do know that fake news spreads more quickly and widely... #JamalKhashoggi
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Uncle Sola
@solaadio
One of my closest ones approached me yesterday and strongly suggested to me that I put together a brief timeline of events from Friday to Monday, for the benefit of just my own followers, to clarify my position and stand. #Thread
1) I was minding my business on Friday and saw 3 missed calls from @kenifeanyii. I called back and this was when I was hearing about this episode for the very first time. Prior to that, I knew nothing about anything going on in Nigeria.
2) I had very little time for a phone call as I was with my client so I told him to be brief. He vaguely described a visit by some lone female acquaintance. In his own words “we played truth or dare, we drank magical moments.....”
Read 30 tweets
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Ali Khan
@coffeeandcrm
#Thread on new features and updates announced in release notes of #MSDyn365 Oct'18: docs.microsoft.com/en-au/business…. This is an excellent longread. Thread is just #TLDR for #CE specific/related features

#PowerApps #CDS #Flow #USD #Sales #FieldService #USD #Portals #AzureML
Starting with #MSDyn365 #Sales updates:
1. Playbooks: Think of it as Barney Stinson's playbook. Basically set of "automated repeatable sales activities" that help in winning opportunities. Looks like it'll be a set of activities which could be assigned to users
2. #MSDyn365 #Sales will feature deeper integration with LinkedIn, including capability to send InMail and adding LinkedIn related step in Business Process Flows

3. Out of the box @MicrosoftTeams integration
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