Brian Feroldi Profile picture
May 29, 2021 20 tweets 6 min read Read on X
Word-of-mouth is the most important marketing BY FAR

Which companies get the most FREE advertising?

I asked my followers to share a company that they regularly promote to their friends

I received 686 GREAT answers, some of which surprised me

Here are the top 15 companies:
15: LuluLemon $LULU

I do yoga weekly and I see this brand everywhere
14: Instacart

I’ve never tried Instacart, but it was a popular answer

I can't wait until they come public so I can look at the numbers
13: Disney $DIS

Between its parks, movies, networks, and Disney+, it's no surprise to see this company gets A TON of love
12: Chipotle $CMG

No surprise here -- this & Five Guys are the two restaurants that I visit the most
11: Airbnb $ABNB

As an avid fan myself, I understand why this was such a popular choice
10: Peloton $PTON

Everyone that I know that has a Peloton uses it a lot and REALLY loves it
9: Roku $ROKU

This was a surprise -- I had NO IDEA people liked Roku’s brand and products so much!
8: Spotify $SPOT

Given all of the competition in the space, this was another surprise

I guess people really love the company's hyper-focus on high-quality audio
7: Sonos $SONO

I had NO IDEA that people love this brand so much!

I thought it was just a speaker company with no competitive advantage — I guess I should put this stock on my research list!
6: Netflix $NFLX

The $15 I pay each month to access Netflix is money well spent
5: Google $GOOG

YouTube was the #1 product recommended BY FAR,
but there was also love for Gmail, Photos, and Android

I personally couldn't imagine life without Google
4: Costco $COST

Another surprise -- I couldn’t believe how many people named Costco!

People REALLY seem to love to promote this company.
3: Amazon $AMZN

I couldn’t imagine life without Amazon myself

People really seem to love to promote Prime, Echo, Alexa, and streaming
2: Apple $AAPL

No surprise here

I'm an Apple fan. We have an iMac, a MacBook, 4 iPads, 3 iPhones, AirPods, and an Apple TV
1: Tesla $TSLA

This was the most popular answer BY FAR

It makes sense — Tesla has a cult-like following and it's FUN to give test drives in their cars

There’s also no doubt that @elonmusk is the best marketer on the planet
Honorable Mentions:

3M
Bose
Celcius
Etsy
Ikea
Nike
Microsoft
Paypal
Purple
Slack
Square
Starbucks
T-Mobile
Yeti
Like this thread?

I regularly tweet about money, investing, and self-improvement

Follow me @BrianFeroldi

You may also enjoy all the other threads that I’ve written

Want to learn how to invest?

I teach beginners my full research process on my YouTube Channel

We recently researched Spotify -- #8 on this list -- from scratch

Summary:

15: LuluLemon
14: Instacart
13: Disney
12: Chipotle
11: AirBNB
10: Peloton
9: Roku
8: Spotify
7: Sonos
6: Netflix
5: Google
4: Costco
3: Amazon
2: Apple
1: Tesla

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Brian Feroldi

Brian Feroldi Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @BrianFeroldi

Sep 6
Tangible vs Intangible Assets.

What's the difference?

Here's everything you need to know: Image
They confused me until I discovered an easy way to distinguish them:

𝗧𝗮𝗻𝗴𝗶𝗯𝗹𝗲 𝗔𝘀𝘀𝗲𝘁𝘀 𝗖𝗮𝗻 𝗕𝗲 𝗧𝗼𝘂𝗰𝗵𝗲𝗱

𝗜𝗻𝘁𝗮𝗻𝗴𝗶𝗯𝗹𝗲 𝗔𝘀𝘀𝗲𝘁𝘀 𝗖𝗮𝗻'𝘁 Image
Another major difference.

- Tangible assets are depreciated

- Intangible assets are amortized Image
Read 6 tweets
Aug 31
How to analyze an Income Statement, FAST.

Warren Buffett’s 8 Income Statement 'Rules of Thumb': Image
1: Gross Margin

🧮 Equation: Gross Profit / Revenue

👍 Rule of Thumb: 40% or higher

🤔 Buffett's Logic: A consistently high gross margin signals that the company isn’t competing exclusively on price. Image
2: SG&A Margin

🧮 Equation: SG&A Expense / Gross Profit

👍 Rule of Thumb: 30% or lower

🤔 Buffett's Logic: Wide-moat companies don’t need to spend a lot on overhead to operate & convince consumers to buy. Image
Read 11 tweets
Aug 30
Some stocks are STRONG BUYS when they fall

Other stocks are SELLS when they fall

How can you tell the difference?

Watch for these 5 financial yellow flags: Image
1) GOODWILL WRITEDOWN

This represents the premium a company pays for an acquisition above its fair market value.

If there’s a major goodwill write-down on the Income Statement, it means management has wasted a TON of capital. Image
2) GROSS MARGIN DECLINING

1: The competition is forcing me to lower prices
2: Demand is weak
3: My suppliers are raising prices

Either way, it can be a thesis-busting development Image
Read 9 tweets
Aug 29
Capitalism is brutal.

If you invest, you MUST know how to identify a moat.

Here are 9 financial “rules of thumb” that Warren Buffett uses to tell if a company has one: Image
1: Gross Margin

Found: Income Statement

Formula: Gross Profit / Revenue

Moat: Consistently above 40%

No Moat: Under 40% & volatile Image
Buffett’s logic:

A consistently high gross margin signals that the company isn’t competing exclusively on price.

A high gross margin also provides ample gross profit to pay expenses and leaves money for shareholders.
Read 22 tweets
Aug 27
How to analyze an income statement in less than 2 minutes: Image
The income sheet is one of the three major financial statements.

It shows a company’s:
▪️Revenue (Sales)
▪️Expenditures (Costs / Expenses)
▪️Net Income (Earnings, Profits)

Over a period of time. Image
Management teams have leeway in categorizing their income statement.

This means that not all income statements look the same.

Here is a typical layout and the meaning of the most commonly used terms: Image
Read 11 tweets
Aug 26
Financial Statements For Beginners

Want to learn accounting?

Study these 9 simple infographics (a visual thread) ↓ Image
Image
Financial Statements DO NOT have a universal layout

Here are some other balance sheet terms you might see: Image
Read 9 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(