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$SWKS up more than 60% since this thread, overtook $AMZN as my largest position today and I think it has plenty of room left to run.
#5G is coming which will create many new end markets for $SWKS ...
... and dramatically increase demand for $SWKS material in 5G-capable smartphones, from $18 to $25, a 40% increase!
But think of the new applications. We're talking cars ...
... infrastructure ...
#5G opens up #IoT which will bring a whole host of new markets and uses for $SWKS solutions.
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Matthew Cochrane
@FoolMCochrane
1/ Square $SQ reported its 2019 Q3 earnings yesterday and was +5% today.

Of course, it is also still down -17% over past year, even after today's bump.

Or up 428% past 3 years -- so perspective matters!

Let's dig deeper to see what's going on...
2/ Growth of relevant metrics continue to look great.
Total revenue $1.27B, +44% YOY
Gross margin $500M, +42% YOY
Gross payment volume (GPV) $28.2B, +25% YOY
Adj EBITDA $131M, +85% YOY

Robust growth, but $SQ's valuation still steep, about 14x sales
3/ Yes, $SQ's core business remains payment processing. No, there is nothing special about offering a commoditized service.
When $SQ founded, special b/c it offered mobile solution. Now that's common too.
What makes $SQ special is merchant ecosystem!
Read 10 tweets
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Matthew Cochrane
@FoolMCochrane
1/ $PYPL up about 7% in AH trading after reporting another great quarter. @saxena_puru already provided a solid review of the financials, so let's look at what's driving its revenue and user growth

I'm long, about 6.3% position

(cont)
2/ After $PYPL's financials, 2 most important metrics are active user growth and user engagement. Working in tandem to drive payment volume, these make for a potent combo. In Q3:

# of active accounts: 295M, +16% YOY
Payment transactions per active account: 39.8, +9% YOY

(cont)
3/ These metrics continue to drive strong total payment volume (TPV) growth and xaction growth, w/ strong tailwinds from P2P and mobile:

TPV: $179B, +25% YOY
Payment xactions: 3.1B, +25% YOY
P2P volume: $51B, +39% YOY, 28% of TPV
Mobile TPV: $77B, +34% YOY, 43% of TPV
(cont)
Read 9 tweets
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Matthew Cochrane
@FoolMCochrane
1/ Obviously, whether anyone buys/sells depends on goals, risk tolerance, situation, etc -- but I believe $FB is a good investment and will beat the market over next 5 years. Whether it's a moral company or beneficial to society, I'll leave for others to debate. (cont)
2/ Despite all the headlines and FUD (fear, uncertainty, and doubt), DAUs and MAUs have held steady in North America, and grown elsewhere, past 2 years, demonstrating the incredible power of its platforms' network effects.

In 2019 Q2:

DAUs 1.59B, +8% YOY
MAUs: 2.41B, +8% YOY
3/ Let's assume the negative headlines never stop, and $FB takes its place among other "sin" stocks w/ tobacco, alcohol, and gambling. This will perpetually suppress valuation, but there's plenty of reason to believe it does not spell doom for investors. (cont)
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RK
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Aijay
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More and more people are resorting to buying their prescriptions from less than reputable 3rd party sources. #Thread
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Seth Abramson
@SethAbramson
(THREAD) I found myself in a position today to do what Congress and Mueller weren't able to do—ask Emin Agalarov questions. Thanks to THE NEW YORK OBSERVER for agreeing to put to Emin 4 questions I recently tweeted out. Here are my thoughts on his answers. observer.com/2019/01/emin-a…
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