T W

Investing. My opinions are my own. Definitely not advice.

[T W @twilli132]

@clivepafc @EBL2017 Don’t love his athleticism but for the same reason I’d have thought we’d see Burn in at LB to form a 3 and head out missiles.

[T W @twilli132]

@scottjwillis I know some others have said it, but I wonder what this looks like first half vs. second half.

That being said, 10 progressive passes is ridiculous. I clearly missed something. Rewatch required

[T W @twilli132]

@scottjwillis Helpful after a game like yesterday. Thanks man

[T W @twilli132]

@YankeeGunner Best Elliot comment that I still quote today - “Mason Fucking Mount?”

[T W @twilli132]

@markbrooks @PermanentEquity @slide-o-mix.com Sorry!

[T W @twilli132]

@markbrooks @PermanentEquity Slide-o-mix. Managers name is Christian Königs.

[email protected]

Seriously, before I was an investor I was a jazz trombone player.

[T W @twilli132]

@ajb_powell Special Herbs is 🔥🔥

[T W @twilli132]

@Stillberto This feels like a Bernstain Bears thing. I’m sure I’ve seen that t plenty of times….

[T W @twilli132]

@EduardoHagn Much love for Nketiah. Wish we could have given him more time to prove himself. As is though, thanks for the academy work, courage.

[T W @twilli132]

@Post_Market Works equally well in smaller cities/towns as well

[T W @twilli132]

Just finished Sam Zell’s autobiography. The section when he talks about what he learned from Jay Prtizker is worth the price alone

[T W @twilli132]

@VandyAD you watching this defensive coordinator you hired as a head coach?!

[T W @twilli132]

Pepe!

[T W @twilli132]

Let’s go lads, now or never @Arsenal

#ARSBHA

[T W @twilli132]

@Arsenal out of #SuperLeague

Thank Christ. It’s bad enough drawing with Fulham. Imagine playing good squads.

Sorry to all soccer fans everywhere for what our knob of an owner did. If it makes you feel better, you’ll beat us when you play is next...

[T W @twilli132]

Maybe the super league was just cover for Spurs to sack Mourinho? It all makes sense now...

#SuperLeagueOut

[T W @twilli132]

@justbrosef Totally agree

[T W @twilli132]

@justbrosef I think the analog business is so strong that it doesn’t matter, but if I have to find a bear thesis it’s that embedded doesn’t turn around and bleeds share, masking the analog returns for a few more years.

[T W @twilli132]

@justbrosef I’m long certain names, but take $TXN. You get this wonderful analog business but you are also attached to the embedded business. Embedded hasn’t done much since 2018 and has given back market share in 2020 (see Q4 results)

[T W @twilli132]

@loonmtn Just got tickets but can’t get in touch with anyone there about equipment rentals. What gives?