Anand Khatri Profile picture
Apr 4, 2020 4 tweets 2 min read Read on X
Exactly 1 year ago @CitronResearch put out article about short side. Today exactly after 12 months it’s trading at $357.65. More than 74% up from apr 4, 2019 closing price.
@CitronResearch we would love to see that transaction of donating $200k to Robin Hood fund. Image
@CitronResearch has track record of finding fraud, but not all the companies are same.
is up at This level even after market is down almost 24% from recent high.

Couple of lessons for individual investors:

1) Even stellar investors with proven record pick wrong company or wrong strategy in investing.

2) Forecasting and guessing game is tough in investing
3) Be careful Where you get your information and your investing thesis. Do your own homework

4) instead of guessing save regularly and invest regularly you have higher chance to beat the volatility - @stockscurrent

#happyinvesting

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More from @anandkhatri

Jun 4, 2020
Q1, 2020 result:
Revenue: $49.8 million, up 33% YoY
Gross Margin: Non-GAAP gross margin was 86.7% compared to non-GAAP gross margin of 85.7% 

Non-GAAP operating loss was $4.3 million compared to a $7.9 million 

Non-GAAP net loss was $3.2 million, compared to $7.3 million
Non-GAAP net loss per share was $0.04, compared to $0.22

$350.8 million cash as of April 30, 2020

PagerDuty had 13,060 customers as of April 30, 2020. New customers include LabCorp, NBCUniversal, Nvidia, Domino’s Pizza, PGA Tour, Crocs, TD Bank and Sephora and more.
Product Innovation: We recently announced new automation and intelligence capabilities in Dynamic Service Directory, Business Response and Intelligent Triage solutions, to help teams reduce manual work, prevent outages and improve remote collaboration.
Read 6 tweets
May 15, 2020
1
Zombie Cost = Unknown cost, meaning that customers will be charged for the things they are unaware of or not clearly defined.

In terms of , They made easy to get in the path but very difficult to stop the things which are not used and shutdown.
2
To explain this I need to go into little technical. In if you wanted to use their APM or log analytics or dashboard service you need to create an organization, install the agent with your applications and infrastructure.
3
Need to do some integration and Data start flowing and ready to see in visualization. model is a low cost to get on board and then they will charge based on pay based on usage.
Read 7 tweets
Mar 19, 2020
announced the beat and raise result yesterday.

Revenue: $45.9 million, up 36% year-over-year.
Non-GAAP operating loss was $3.9 million
Adjusted loss was 3 cents/share beat the expectation by 50%
Cash and Cash Equivalents and Investments were $351.4 millions of Jan 31, 2020
surpassed an important milestone with over 500,000 users.
PagerDuty had over 12,700 customers as of January 31, 2020.
New and expansion customers include Vanguard, Shopify, TripActions, WPP, Snowflake, Peloton, American Express and Bill.com.
Additionally, we are still in the early stages of a large and growing addressable market for Digital Operations Management, which we estimate at $100 billion,” said Jennifer Tejada, CEO at PagerDuty.
Read 4 tweets
Dec 7, 2019
PagerDuty reported the Q3 2019 result on Dec 5th, 2019. They reported good numbers despite that stock fell more than 15% initially because of overreaction, the stock recovered a bit by the end of the day Friday.
Jennifer Tejada, Chief Executive Officer of PagerDuty opening a call with such a strong statement “With strong customer growth at 15% year over year and growth in accounts over $100k ARR at 49%, we are excited to bring PagerDuty to more customers than ever before.
Numbers don't have the emotions, So let's deep dive straight to the numbers:

Total revenue was $42.8, up 37% year-over-year

non-GAP (adjusted) loss per share was $0.10 (Analysts expected $0.09) which is narrower than a non-GAAP loss per share of $0.24 in the year-ago period Q3 2019 Result
Read 12 tweets
Nov 14, 2019
Who doesn't love pets? Humanization of pets is a global trend and Idexx Laboratories is a key contributor in that. reported the Q3 2019 result on Oct 31, 2019. reported good quarter results and the stock went up to $285 and since then it going down without any news
That forced me to dig into the company's outlook. The company is expecting a $33B global addressable market opportunity humanization of pets trend. is accelerating the growth of diagnostics – with engaged customers growing faster
reports revenue growth of 11% on a reported basis and 12% on an organic basis, EPS of $1.24, representing 18% growth, 2019 revenue guidance to $2395-$2405 million,reflecting expectations for reported revenue growth of 8-8.5% and organic revenue growth of 10-10.5% in Q3 2019
Read 9 tweets
Aug 15, 2019
1/4
* There is no rank or order in this list. I would suggest you do your own research before doing any activity.
As I promised here is the list:

- : one of the niche SaaS company and no.1 in having production (live) system data.
2/4
- : This is the innovative company in terms of fighting against cancer. They are improving everyday. Their products are definitely innovative and moreover helpful to human kind
3/4
- : This is a solid company and one of its kind. It will not go away anytime in near future. Business is doing well too.
- : payment processor is doing right for their customers and growing steadily. Just reported strong result and stock got punished.
Read 4 tweets

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