@Mayhem4Markets 20%. My word @Mayhem4Markets Didn’t think it would be that high. 👀
June 12, 2023, 8:19 p.m.
Now on 2k clicks :-) Average cost per click on Google display ads for Finance is $0.86 and for search it's $3.44 That means the Good professor would've had to spend $1.7k to $6.8k to get these 2k clicks on Google He got them here on Twitter for FREE ...and deserves them
June 12, 2023, 12:39 p.m.
@EugeneNg_VCap @petergyang Thanks for highlighting @EugeneNg_VCap Great thread @petergyang ! I think the point about proprietary data is very important... -> Turning that data into something useful that solves real problems and adds value E.g. $META Or $TSLA (all the info they have on the millions…
June 12, 2023, 9:35 a.m.
@Invesquotes Agree Hard to do the comparisons with segments when disclosure is not there.
June 11, 2023, 6:55 p.m.
@Invesquotes Nice to see a comparison with peers But I think that’s our job as analysts. Also, they might cherry pick the peer group to slant the result in their favour.
June 11, 2023, 6:49 p.m.
High growth SaaS Sales & Marketing vs Revenue growth $NET $CRWD $DDOG $MDB $ZS $SNOW In the table, I’m looking how S&M/rev has changed since pre-COVID (3y ago). And comparing to rev g 🟢 Interestingly, $ZS is the only one whose rev g has increased, compared to pre-COVID.…
June 11, 2023, 6:45 p.m.
Got 1.5k clicks to the good Professor @AswathDamodaran ‘s site from the tweet below I’m happy about that. At this site, he shares so much valuable content for free Link is in below tweet
June 10, 2023, 7:23 p.m.
@sv_techie @databricks Thank you SV 👍
June 10, 2023, 1 a.m.
@jaminball Other than C3, $NOW is the only one with NTM growth holding strong - the same as LTM growth Many others have significant drop offs in growth, halvings for a lot of them $NOW also has the highest FCF mgn @BillRMcDermott the boss 👌💪
June 10, 2023, 12:01 a.m.
@sv_techie @InvestiAnalyst To your point @sv_techie $S rev last q grew at 70% It’s S&M/Rev is 64% When $CrWD was growing at 70%, S&M/Rev was a much lower 44% (Cursor on chart below) cc @InvestiAnalyst
June 9, 2023, 11:12 p.m.
@sv_techie @InvestiAnalyst Ok thanks @sv_techie So you saying it’s not got a lot to do with product difference ?
June 9, 2023, 10:27 p.m.
@InvestiAnalyst This is very good, thanks Francis @InvestiAnalyst I remember a while ago it was said (can’t remember by whom) but that $S was a superior product because it didn’t need humans to watch over the telemetry. I.e. It was more automated And $CRWD needed supervision Now it turns…
June 9, 2023, 10:24 p.m.
Lovely thread on Joel Greenblatt, thank @KoyfinCharts Here, I used @KoyfinCharts itself (with its wonderful configurable formulas in the watchlist) to work out liquidation value (LV) according to Greenblatt’s formula in your thread. I added Market Cap to compare to LV ✅ And…
June 9, 2023, 9:43 p.m.
@InvestiAnalyst Thanks for sharing Francis @InvestiAnalyst Looks good for Endpoint, Identity and Cloud!
June 8, 2023, 9:28 a.m.
@reisada Thanks Goncalo @reisada 👍 This is good. I think he can now more formally balance the young executive team Sergio Fogel is one of the leading entrepreneurs of Uruguay and I think he is great! Have a look at this interview of him from 2yrs ago
June 7, 2023, 9:43 p.m.
$AAPL Apple Vision Pro I watched the WWDC video, I suggest you do if you haven’t. “It’s not just a product, it’s an entirely new spatial computing platform” Wow, this blew me away 🚀 The technology here is staggering I think it’s going to be amazing and now I want one 😂
June 7, 2023, 9:35 p.m.
@Invesquotes Great advice ! Its tough because one is often tempted to go for the latest "shiny temptations" that hold a lot of promise.
June 5, 2023, 12:13 p.m.
