Discover and read the best of Twitter Threads about #cotd

Most recents (24)

➰〰mar 10 vibez〰➰

aries: use intuition
taurus: good💵news
gemini: health/$ worries
cancer: achieving goals
leo: luck/changes
virgo: connections
libra: messages
scorpio: luck/changes
sag: curiosity/impulsive
cap: progress
aqua: recognition
pisces: messages

✔️smrv
➰〰#cotd— 2 of swords-“LIBRA”⚖️energy-confusion-mind vs.heart-decisions-in denial-clouded judgement— a challenge or a decision you face cannot be made w/logic alone. intuition is best.

🎵channeled song for those who need to hear it-“eyes closed” by #halsey, who is libra btw!🎵 Image
➰〰mar 10 oracle vibez (all signs):: Image
Read 4 tweets
➰〰mar 9 vibez〰➰

aries: progress
taurus: the lovers!
gemini: falling into place
cancer: changes
leo: loyal/stubborn
virgo: the empress!
libra: same as gemini
scorpio: spied/lurked on
sag: progress
cap: walking away
aqua: spied/lurked on
pisces: the lovers!

✔️smrv
➰〰#cotd— page of pentacles/“CAPRICORN”🐐energy/manifestations coming to💡/good financial news or messages/job offers/stable offers/money gifts/

✨continue to manifest & work hard as good news in connection to money or finances is coming in. something “reliable”…
➰〰mar 9 oracle vibez (all signs)::

✨…just because you can’t see your dreams right now, doesn’t mean they’re not manifesting…✨
Read 4 tweets
➰〰mar 8 vibez〰➰

aries: good💵news
taurus: messages
gemini: gift of truth
cancer: soulmates
leo: arguments/conflict
virgo: messages
libra: arguments/conflict
scorpio: good💵news
sag: the lovers!
cap: new connections
aqua: same as gemini
pisces: empathy/love

✔️smrv
➰〰#cotd— 👑Queen of Cups/“CANCER”🦀energy/intuition/emotional/love/compassion/support/ — i received a channeled song download when I pulled this. the song will speak a 1,000 words for the energy 4 today. 🎵 “where is the love?”-black eyed peas🎵 even the queen is looking 4 it.. Image
➰〰mar 8 oracle vibez (all signs)::

…big breakthrough energy coming in today!… expect victory! Image
Read 4 tweets
Digital Bridge is finalizing a huge transformation from a stale legacy real estate biz to the best owner of digital infrastructure assets this side of $BYTE Index.

$DBRG = combo of Private Equity + Directly Held Digital Infra: data centers, fiber, towers, & more.

#CotD
🧵👇
1/
Led by Marc Ganzi and Ben Jenkins, $DBRG is poised to grow assets for years.

They built DBRG as an independent biz, then merged it into Colony Capital - taking over the combinedco. They sold all of CLNY's legacy real estate, positioning DBRG as THE pureplay dig infra holdco.

2/
At its core, $DBRG is a Private Equity biz, raising large PE funds that target dig infra. Key holdings incl Zayo & Vantage Data Centers. It also uses co-invest funds and bal sheet capital for large takeouts. It is expanding into other alternative investments (eg, credit & HF).
3/
Read 9 tweets
#CotD #3 - American Tower

Operating 214k cell towers (43k US + Canada), $AMT is the world's largest tower owner. Its revenue has grown w/ mobile data usage. As this trend persists, & w/ 5G on the horizon, AMT may grow for years to come, like other $BYTE Index members.

1/x🧵👇👇
$AMT exhibits:

• Global scale
• Stable growth
• Durable, strong cash flow
• Levered capital returns

These attractive features, coupled with secular growth trends around mobile data consumption, have helped drive a 22% CAGR over the past ten years!! (7.3x your $)

2/
Secular growth trends remain.

Recent organic rev growth has been mid-single digits and AFFO (cash flow) closer to 10%.

Rev. is primarily from LONG-term leases w/ huge mobile cos (eg, AT&T). These have inflation escalators and only a modest portion face renewal risk each yr.

3/
Read 11 tweets
1/x

Megacable - #CotD 2:5

With 4.1 mm unique subs (incl 3.75 mm broadband), Megacable is Mexico's #2 cableco. It's an example of a non-US $BYTE Index holding in last-mile connectivity.

High-Single Digits % Sub Growth + A Few % Price = Secular Growth near 10% p.a.

🧵👇
EBITDA margins for non-US cablecos are often higher than in the US, as the cost pressure of video is less acute.

OTOH, ongoing capital intensity also tends to be higher, esp. for EM-based cos actively doing new-builds.

Mega:
50% EBITDA Margins and 30%+ CapEx as % Revenue.
2/
Given "EM risk" & higher capital intensity, Mega trades at a large discount to US comps:
<4.5x 2021E EV/EBITDA.

US cablecos are 8-12x and often carry 4-5x in debt! Compare to Mega's Net Debt/EBITDA @ 0.6x.

When Mega slows its growth CapEx phase, might its FCF margin expand?
3/
Read 8 tweets
#CotD - $EQIX
I'm writing about 5 digital infra cos in 5 days.

1: Equinix is a global Data Center leader. It epitomizes the compelling nature of digital infra, like those in the $BYTE Index.
• Huge Growing TAM
• Global
• High-Quality Assets
• Growth & Profitablty

🧵👇👇
1/x ImageImage
Huge Growing TAM:

Using data requires either internet access (off-premises) or local storage (your device, local server).

Off-premises data comes from Data Centers (video, SaaS, cloud, social). EQIX is a huge Data Center owner, selling into the inexorable digitization trend.
2/ Image
Global:
$EQIX is one of the largest Data Center cos, w/ 230 DCs globally.

It's a "1 stop shop" for enterprises that want to deploy cloud anywhere. Other DCs may focus on "hyperscale" cloud providers (FAANG). EQIX has HCPs but also a broader enterprise focus, w/ >10k clients.

3/ Image
Read 8 tweets
Democratic candidates for Congress across the nation need your help! #COTD

You can volunteer for critical races safely from your own home. Visit volunteer.dccc.org today to get in the fight. #ElectDemocrats
Lindsey Simmons (@LynzforCongress) is such an impressive candidate who’s about to flip a red seat in Congress-but she needs our help. She’s an army wife fighting for all of us. Can you chip in today? #NoDemLeftBehind #COTD

secure.actblue.com/donate/calledt…
Re-electing @DebbieforFL is one of the most important things we can do this election. She’s a champion for economic equality running against a wildly corrupt grifter in Florida. #DemsForDebbie #COTD
secure.actblue.com/donate/dmpwebs…
Read 5 tweets
Yesterday, you took 🌊@BlueWaveCS #COTD
@ossoff
from 134.5k followers to 134.9k!

🤯You are amazing!

Today's #COTD is @BarbaraBollier against Roger Marshall.🤮

She's at 31.5k followers.
Think we can boost her to 32k?

FOLLOW: @BarbaraBollier
You can learn more about our
@BlueWaveCS #COTD, @BarbaraBollier, find voting resources, listen to our podcast, sign up to volunteer, and support us as well.

VISIT: bluewavecrowdsource.com/candidates/bar…
SUPPORT: secure.actblue.com/donate/bwcs
LISTEN: bit.ly/ADPPodcast
#fridayfeeling
Great news! Our #fridaymorning @BlueWaveCS #COTD, @BarbaraBollier, is tied with her opponent.

This is *Kansas*, y'all!🤯

Please follow @BarbaraBollier and support her campaign if you can.

#FridayFeeling

Read 11 tweets
Good #Sundaymorning! ❤️

Today's @BlueWaveCS🌊 #COTD (🚨and subject of our #10Q interview tonight at 8 EDT!🚨) is @LindaForNC running in #NC02.

She's at 3.5k followers. Think we can get her to 3.7k?

FOLLOW: ➡️@LindaForNC
SUPPORT: ➡️bit.ly/BWCS_Coleman
#AMJoy
You can find out more about @BlueWaveCS' #SundayMorning #COTD on our site, which links directly to her volunteer page.
#GOTV, North Carolina! #NC02 #AMJoy
bluewavecrowdsource.com/candidates/lin…
Read 5 tweets
Yesterday, 82.5% of our ➡️@BlueWaveCS endorsed candidates won their primaries!🔥 CONGRATS to all of the nominees!

Today's #COTD is @dank in #MA03 w/9.2k followers.
Think we can get him to 9.5k?❤️

FOLLOW: ➡️@dank
#WednesdayWisdom #WednesdayMotivation
"I'm so excited to announce the launch of our second TV ad! We need new leaders in D.C. who will stand up to @realDonaldTrumpand fight for what matters. Every generation has its moment — I'm running for Congress because our moment is now." ➡️@dank #COTD
Over 100 years ago, my family came to America from Korea and Lebanon. Today, @realDonaldTrump would stop them at the border. I’m running for Congress to fight for the inclusive America that made my life possible in #MA03" --➡️@dank #COTD #TakeItBack #WednesdayWisdom
Read 4 tweets
Yesterday, you took @BlueWaveCS #COTD @ACampaNajjar from 12.8 to 14.6 followers. 🤯

#ThursdayThoughts #COTD is @Shapiro4FL16 in #FL16 w/4.4.

His opponent @VernBuchanan bought a $5M yacht THE SAME DAY he voted for the #TaxScam giving himself a $2.1 million windfall.
#TakeItBack
(No, I'm not kidding. This really happened.)
Vern Buchanan bought yacht after voting for House version of GOP tax bill - Florida Politics
#ThursdayThoughts
floridapolitics.com/archives/26858…
Still not convinced that our #COTD, @Shapiro4FL16, is running against a bad guy?
Okay.

That yacht Buchanan bought after passing the #taxscam?

A foreign bank floated him those funds.
As it was actively lobbying FOR the #TaxScam bill.

#ThursdayThoughts
floridapolitics.com/archives/27247…
Read 3 tweets
Good morning!

Our @BlueWavecs #COTD is @ACampaNajjar in #CA50

#CA50 is a traditionally super red district, but yesterday it was moved from "solid GOP" to "lean GOP" because incumbent GOP @Rep_Hunter was indicted yesterday for being an ass.

#WednesdayWisdom
#TakeItBack
Okay, @Rep_Hunter wasn't indicted for being an ass. I just ran out of space. What I meant to say was that @Rep_Hunter, the second guy to endorse Trump, stole $250k in campaign funds to do things like take his family to Italy and fly the family pet to DC. washingtonpost.com/politics/2018/…
Our @BlueWaveCS #COTD @ACampaNajjar is at 12.8k followers.

Think we can get him to 13.1?
FOLLOW: ➡️@ACampaNajjar

#WednesdayWisdom
bluewavecrowdsource.com/candidates/amm…
Read 6 tweets
Good #SundayMorning

Today's BWCS #COTD is: #MO candidates *with opponents* in the August 7 Primary Election.

MISSOURI - find your polling place: voteroutreach.sos.mo.gov/PRD/VoterOutre…
Read 5 tweets
Yesterday, you took @BlueWaveCS🌊 candidate @PaulDavisKS from 7.9k to 8.4k followers! 🤯 Y'all are AMAZING!

#FridayFeeling's #COTD @cortvo running in #MO02.

He's at 8.2k followers.
Think we can get him to 8.5k?❤️
"I'm proud to be endorsed by @StopBigMoney, an org that believes voters, not corporate money, should decide elections."
#FridayFeeling #COTD #MO02 #FridayMotivation

RT & FOLLOW: ➡️@cortvo
SUPPORT: ➡️bit.ly/2v7qUyZ
Read 3 tweets
Yesterday, you took @BlueWaveCS🌊 candidate @DMMD4TNCongress from 2.3k to 3k followers! 🤯

A. MAZ. ING!

#WednesdayWisdom #COTD @sharicedavids is running in #KS03.

She's at 12.9k followers.
Think we can get her to 13.1k?❤️
.@BlueWaveCS' #WednesdayWisdom #COTD is @sharicedavids (#KS03).

Trump has repeatedly tried to push her opponent, Kevin Yoder, from his Twitter account.

If you want to stick it to Trump, rage donate to @sharicedavids with me:

➡️bit.ly/fuck_Trump_SD

Read 3 tweets
Yesterday, you took @BlueWaveCS🌊 candidate @Kanew from 18k to 18.2k followers! 🤯 Kicka$$, y'all!

#TuesdayThoughts #COTD @DMMD4TNCongress is running in #TN03.

She's at 2.3k followers.
Think we can get her to 2.6k?❤️
#TuesdayMotivation
"Relationships with loved ones and friendships were lost. We were encouraged to hate. In 2018 let's do something different. Together, let's find common ground while reaching for higher ground."
➡️@DMMD4TNCongress
#TuesdayThoughts
#TuesdayMotivation
#COTD
A vandal smashed @BlueWaveCS #COTD @DMMD4TNCongress's campaign headquarters/medical clinic window.

It's not just vandalism. It's an act of intolerance and political violence.
You can see her full video response here:
buff.ly/2LiNWut
#TuesdayThoughts
#TuesdayMotivation
Read 7 tweets
Yesterday, you took @BlueWaveCS🌊 candidate @Carolyn4GA7 from 4.6 to 5.1 followers! 🤯 Y'all are amazing!

#SundayMorning #COTD @LucyWins2018 is running in #GA06.

She's at 9.4k followers.
Think we can get her to 9.7k?❤️

🗳️GA PRIMARY: July 24
#SundayMorning @BlueWaveCS #COTD, @LucyWins2018 is the mother of Jordan Davis, who was shot and killed at a gas station by a man objecting to the music he was playing in his car.

She's running for #GA06 so other mothers won't share the same fate.
FOLLOW: ➡️@LucyWins2018
#AMJoy
#SundayMorning @BlueWaveCS #COTD @LucyWins2018 is the national spokesperson and Faith and Outreach Leader for @Everytown for Gun Safety and @MomsDemand Action for Gun Sense in America.
RT & FOLLOW: ➡️@LucyWins2018
SUPPORT: ➡️bit.ly/2DZygDK
Read 5 tweets
Yesterday, you took @BlueWaveCS🌊 candidate @DrKimSchrier from 3.8 to 4.3 followers! 🤯 Great job, #BlueWave!

#ThursdayThoughts #COTD @Mariah4Congress is running in #TN04

She's at 4.6k followers.
Think we can get her to 5k?❤️
"@Mariah4Congress, who had been teaching U.S. Government before running for Congress, raised $76,000 in the second quarter, and that's more than the $55,000 collected in the same period by the incumbent"
#COTD #TN04
dnj.com/story/news/201…
"Rep. DesJarlais has made everything in his 4 terms about partisan politics. In the meantime, TN families have watched hospitals close, roads crumble, and wages stagnate. Early voting is underway."
@bluewavecs #COTD @Mariah4Congress
thinkprogress.org/scott-desjarla…
Read 7 tweets
Yesterday, you took @BlueWaveCS🌊 candidate @lisa4congress from 10.4 to 10.7 followers! 🤯 Great job, #BlueWave!

#ThursdayThoughts #COTD @DrKimSchrier is running in #WA08.

She's at 3.8k followers.
Think we can get her to 4.2k?❤️
"My mother was a public elementary school teacher, my son is a public school student, and my entire education has been public, including college and medical school...Our children all deserve access to an excellent public education, regardless of zip code." --@DrKimSchrier
#COTD
"When I was 16, I was diagnosed with type 1 diabetes and learned what it meant to worry about health costs. All that time in doctors’ offices inspired me to become a pediatrician so I could treat children and help families navigate the healthcare system." -- @DrKimSchrier #COTD
Read 7 tweets
Yesterday, you took @BlueWaveCS🌊 candidate @ChristineForWA from 1.8k to 2.4 followers! 🤯 Great job, you guys!

#WednesdayWisdom #COTD @lisa4congress is running in #WA05.

She's at 10.4k followers.
Think we can get her to 10.6k?❤️
Read 4 tweets
Yesterday, you took @BlueWaveCS🌊 candidate @ElaineLuriaVA from 2.9k to 3.2 followers!🤯

#TuesdayThoughts #COTD @ChristineForWA is running in #WA04.

She's at 1.8k followers.
Think we can get her to 2k?❤️
#tuesdaymotivation
#MorningJoe
#TuesdayThoughts #COTD @ChristineForWA is running in #WA04.

"Change won't happen without your support. Join me and help bring eastern Washington issues to the big table.

#TuesdayMotivation
#MorningJoe

"The crisis at the border is simply unacceptable. Right now there are thousands of children separated from their parents, with no real plan for reunification .What can you do to help? Keep resisting and VOTE." -- #TuesdayThoughts #COTD @ChristineForWA
Read 4 tweets
Yesterday, you took @BlueWaveCS candidate @electbizon2018 from 375 to 706 followers!🤯

#SaturdayMorning's #COTD @gretchenwhitmer is running for Governor of Michigan.

She's at 22k followers.
Think we can get her to 22.3k?❤️
#AMJoy
#SaturdayMorning's #COTD @gretchenwhitmer is running for Governor of Michigan.

Here she is, taking a page out of @jimmykimmel's playbook and reading off some "Mean Tweets" she gets while on the campaign trail.
#AMJoy
Read 3 tweets
Yesterday, you took @BlueWaveCS candidate @MattLongjohn from 1.5k to 2.2k followers!🤯

#WednesdayWisdom's #COTD @SaadforCongress is an Obama DHS appointee who worked to strengthen community policing efforts against terrorism.

She's at 4.9k followers.
Get her to 5.2k?❤️
#MI11
#WednesdayWisdom's #COTD is @SaadforCongress in #MI11.

"Fayrouz is an economic development advocate, a community organizer, and a public servant who worked for the Obama administration and most recently served Detroit Mayor Mike Duggan."
bluewavecrowdsource.com/candidates/fay…
#WednesdayWisdom's #COTD is ➡️@SaadforCongress in #MI11.

"In Arabic, my name means 'precious stone.' In English, it means 17 different spellings on my Starbucks cup." This is how the campaign video for 34-year-old Congress-hopeful Fayrouz Saad begins.

metro.us/news/the-big-s…
Read 3 tweets

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