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Cam Iadeluca Profile picture
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2 Dec, 6 tweets, 5 min read
Spotify $SPOT just released its “2020 Wrapped” to see how you listened this past year 💥🔊

Lemme see y’all’s results!

#2020Wrapped
My Top Songs

1. @brycevine
2. @dayglowband
3. Tinlicker
4. @limecordiale
5. @brckhmptn
My Top Podcasts

1. @spittinchiclets
2. @bizcasualpod/@MorningBrew
3. @TKPPodcast /@ShaneAParrish
4. @landofthegiants
5. @UpFirst
My Top Artists

1. @Drake
2. @kanyewest
3. @lilbaby4PF
4. YoungBoy Never Broke Again
5. @MeekMill
#2020Wrapped
Disappointed in myself that

1. My top genre was Pop; and
2. All of my top artists were rappers

Haha I swear I’m a music junkie this isn’t representative of the total population.

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More from @cameroniadeluca

Cam Iadeluca Profile picture
3 Dec
1/ Palantir Technologies - $PLTR

I overlooked this company for far too long! Join me for a [THREAD] about the business and my bull case. This is quite long so buckle up!

Since its IPO on 9/30/2020, Palantir rocketed close to 200%.

Now up about 150% trading around $25.

👇👇 Image
2/ Overview

Palantir was founded in 2003 after the 9/11 tragedy to aid in the fight against terrorism.

Its software stack is offered to clients to help solve problems through formulating patterns that are embedded deep in mass amounts of differently structured data/data silos.
3/ Overview

This data is securely analyzed and interpreted within the Palantir software. Unlike other software platforms, Palantir notes it only allows employee access to the data specific to their need. They cannot look into what they're not supposed to see.
Read 22 tweets
Cam Iadeluca Profile picture
2 Dec
Okta $OKTA Q3 2021 ER:

- Total Revenue: $217.4mm (+42% YoY)
- Subscription Rev: $206.7mm (+43% YoY)
- RPO: $1.58b (+53% YoY)
- Calculated Billings: $252.4mm (+44% YoY)
- Cash Flow: $43.4mm (20% of tot. rev - 7% Q3 '20)

Long $OKTA
IP Slides ImageImage
Financial Highlights Image
Read 11 tweets
Cam Iadeluca Profile picture
30 Nov
$PGNY

For your reference, this is how restrictive big insurance carriers can be when it comes to infertility benefits.

Their lack of utilization of the lifetime dollar maximum, or even the fact that they have a LDM, is wasting valuable time and $ for employers and couples. Image
Ability to Attract and Retain Talent:

"Employers are facing increasing competition to attract and retain talent as the labor market is at historically low unemployment levels. As a result, employers are enhancing their value proposition to employees by evaluating and providing..
"benefits that are most in demand. Family building solutions are an increasing area of focus for employees, and in turn, employers."
Read 15 tweets
Cam Iadeluca Profile picture
6 Nov
1/ Let's talk Alteryx - $AYX Q3 ER:

Stock is getting punished today. It's currently -15% on the day.

In my opinion, it is unfairly getting punished for a few things. I'm going to tell you why I am holding shares and my thesis is still intact.
2/ Financials:

Look, these are GOOD numbers for a company seeing small-medium size business churn because of Covid-19 and limited spend:

- Revenue: $129.7 million (+25% YoY)
- ARR: $449.5 million (+38% YoY)
- GM 92%
- 6,955 customers (+24% YoY)
- 241 net new cust
3/ I am happy with those numbers as a shareholder. Q2 and Q3 are tough quarters for $AYX. This leads me to my next point, guidance.

Every mgmt team is forced to guide numbers in a market of uncertainty. We either punish them for it, or we reward them.
Read 12 tweets
Cam Iadeluca Profile picture
6 Nov
Good quarter for $APPN.

Guidance is low but I am holding shares. Low-code is proving to be an asset to many firms.
Solid revenue growth YoY

Margins look good also
Revenue retention is a bit choppy, but offering mix is moving away from professional services and more towards subscriptions. If they can hold customers and increase subscription as a % of rev we are in for good numbers next few yrs.
Read 4 tweets
Cam Iadeluca Profile picture
24 Aug
1/ Snowflake released their S-1 today.

Here is a quick breakdown of the disclosure in a [THREAD].

Here is the link: sec.gov/Archives/edgar…

Quick Notes:
- Ticker $SNOW
- "Emerging growth company"
- "Reimagining data management for the cloud"
2/ Financials:

- Revenue Growth: +121% YoY
- Net Dollar Retention: 158%
- Customers: 3,117 total w/ 7 of the Fortune 10 and 146 of the Fortune 500 (9% and 26% of first half 2020 revenue, respecitively)
- $1M+ Customers: 56
3/ Daily Queries:

July 2020: Processed an avg of 507M daily quer across all customer accts, avg of 254M July 2019.

# of daily quer does not directly correlate with rev.

Rev is dependent upon the duration of such quer, type of resource used, and vol of data processed for quer"
Read 12 tweets

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