To avoid group think. #cognitivebias 1. Form a thesis for investment. 2. Put together simple screens for the stocks that meet your thesis and criteria. 3. Learn about investor sentiment on Twitter. If you go backwards on this, you will buy what everyone else buys. #NoteToSelf
For e.g. Thesis - 1. Electric Cars are the future. 2. Finviz Electric cars to get $XPEV, $TSLA, $RIDE, $NIO, $BLNK, $PLUG, $APTV, etc. 3. Check sentiment on Twitter #NoteToSelf
Thesis 2: Fintech will replace traditional finance. 2. Stocks: $SQ, $PYPL, $LU, $LMND, $STNE, $PAGS, $RKT, etc. 3. FinTwit only likes $SQ and $PYPL, but I prefer $LU #NoteToSelf
Thesis 3: Future of Food (plant based, healthy). 2. Stocks: $LSPD, $BYND, $TTCF, $HAIN, $FRPT. 3. Twitter likes $BYND. I like $TTCF (even after the short) and $FRPT
Thesis 4: Pets are Children. 2. Stocks: $FRPT, $CHWY, $ZTS, $IDXX, $ELAN, $TRUP, $PETQ, $PETS, $HSKA. 3. Twitter likes none of them. I like $FRPT (Expensive). $CHWY and $PETQ #NoteToSelf
Thesis 5: Marketing automation & analytics in SaaS is the growth area. 2. Stocks: $HUBS, $SNOW, $ZEN, $CRM, $SVMK and $AYX. 3. FinTwit likes @snow, $CRM and $TWLO. I am bearish on $AYX, and like $HUBS
Thesis 6: Communication makeover: 2. Stocks: $ZM, $WORK, $TWLO, $RNG, $FIVN, $LVC, $MSFT. 3. It is easy to like $TWLO, but I think $WORK, $FIVN and $RNG are the value plays #NoteToSelf

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More from @mukund

20 Nov
1. An EV thread According to the International Energy Agency (IEA), over the last 10 years, EV sales have risen from 17,000 to 7.2 million, 47% of which were in China.
A big reason $Nio is competitive in the EV space is because of the support it receives from the govt. Last year, the government supported $Nio by offering it a RMB7 billion (US$1b) bailout
$Nio saw its Q1 2019 and Q2 2019 EV sales drop by approximately 58% and 8% sequentially as a result of the subsidy cuts
Read 5 tweets
18 Nov
A thread on $GDRX from an ex $AMZN employee. There have been 5 instances when I was at $AMZN and it announced it was entering a new market and competitors stock crashed. What happened next was to be expected. A Thread (1)
1. 2012 $NFLX shares *crash* when Amazon announces Prime Video… (I wonder what happened in 2013/2014/2015)?
2016: $WMT and $KR crash when $AMZN announces it is buying Whole Foods and slashes prices of Whole foods by (gasp) 10 - 20%). 2020 - $WMT hits ATH
Read 9 tweets

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