This is tough metric and it was expected to decline, but kept up.
Key for driving the following below 👇
5/ $ETSY's bottom-line is absolutely top-class considering their immense growth.
Gross Margins have been improving
Q1 - 64%
Q2 - 74%
Q3 - 73%
Q4 - 76%
They are generating more F Cash-flows which is improving for future re-investing into the business.
6/ $ETSY Strong ROI
They are getting more efficient with their sales and marketing spend --> generating increasing ROI per $.
7/ $ETSY Conversion rates
% of Individuals that had two or more purchasers (48%
Many consumers came to $ETSY at first for masks but realized how good it was......They stayed!😀
More shoppers are going beyond just masks on the $ETSY platforms.
8/
$ETSY is also enjoying the boom from the Housing Trends
226% YoY growth in homes home-furnishing trends and expected to continue to drive future sales.
They expect it to be one of the fastest growing segments.
9/
In 2021 Expectations:
- Drive more sellers, inventory
- Mgmt emphasize increased spending in hiring within their Analytics teams
- Expect more International growth in Europe
- Investing in more marketing and ambitions growth which may depress bottom-line
Guidance👇
10/10
Bottom-line:
- Don't expect such numbers in 2021, but expect growth!
- $ETSY is experiencing higher conversation rates, Habitual & repeat buyers which bodes well for the future
- Best 'Video' Conference call yet :)
Great quarter! I may buy more shares! 😀
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Key Highlights:
✔️Q4-2020 Revenue: Actual $139M vs. Est. $130M (53% YoY Growth) (7% Surprise)
✔️EPS: Act. $0.10 vs Est. $0.12
✔️Q4- GAAP Ops. Income Margin of 21% and Adjusted Margin of 45%
✔️FY 2020: 63% YoY Growth
This is a Top-class company-✅🔥
Part 2 - $ZI
- Cash flow from operations of $169.6 million, and Unlevered Free Cash Flow of $243.7 million.
- $ZI closed the year w. >20,000 customers, including more than 850 customers with $100,000 in annual contract value
- FY 2021 Guidance below
Part -3: - $ZI
* I may start another position again as I sold my position a few weeks ago.
- Top-line Revs growing >50% consistent
- High gross and ops margin
- Founder-Led with three awards for 2020 culture & placed No. 15 on for Best Company Culture
- Moat within sales teams
Weekly Fundamentals✅: $VUZI Corp was 🆙 over 30% today.
I've been talking about $VUZI since it was $9 b'cos of the capability to solve key problems across multiple verticals.
So here below was my thesis (maybe its why $ARK Invest bought? or $AAPL is investing here)
Thread👇:
This $VUZI thread contains of the following
1-5: Overview & industry use-cases
7 - Financials
8 - Industry
10 - Competitive advantages I believe makes $VUZI maintain a good position in the AR Market
*There are risks, but you'll need to be open-minded & be big picture minded*
1/ $VUZI
They design, manufacture, market and sell Augmented Reality (AR) Smart-Glasses display, wearable computing, AR optics technologies, display engines and products for the consumer and enterprise markets.
*No, this is a real product being used today, not a story stock*
$PLTR Investors should focus more on Foundry, the commercial business and leave behind the past $PLTR of US Gov’t
In this analysis, I utilize my experience as a Product Lead for AI projects to highlight factors I believe differentiates Palantir.
Below is a thread of the report-
1/ The best way to understand $PLTR software philosophy. Think of it as a funnel.
i) Data Integration to absorb data
ii) Knowledge & Data Management
iii) Advanced search and discovery
iv) Intuitive app to drive collaboration
It goes back to the early days with Peter Thiel.
2/ The Four Tenets that guide Foundry:
i) Ontology of data and wide-ranging use case templates
ii) Advanced AI Capabilities and simulation modelling from the ontology
iii) Modularization with a variety of software apps
iv) Interoperability with any data platform such as IBM’s
Leading Canadian provider of cloud-based software solutions designed to improve efficiency within the Legal tech industry holds a MONOPOLY.. yes extremely rare.
Q2-2021 (3-mths) Revenues grew $33M (96% YoY)
Cont'd below..
$DND $DND.TO
Financials:
- For the 6-months ended 2020 with $55M (63% YoY)
- Guidance for June 30, 2022: Revenue of over $340M (> +100% Growth) *includes acquisition of DoProcess*
Most of their acquisitions are being integrated earlier than expected
Adj. EBITDA $200M (below)
$DND $DND.TO
Managements goal:
They are focused on dominating the legal and real-state tech platform markets within Canada, the UK & Australia.
Hence, the strategy is to continue:
- Acquisitions to capture competitors
• Broaden and expand customer base
• Innovate platforms
Weekly Fundamental Analysis: -> We focus on $CHGG 📚📒
Huge disruptor in Education Technology with a massive Moat and high-potential.
Business Thread & Today's Earnings Analysis👇
(PS: Computer rebooted erased all my work but I tried to put something helpful)
1/ At the core:
$CHGG is a direct-to-student learning platform aimed at improving educational outcomes from high-school to university for students by providing the right tools for them to pass exams or classes and save money on textbooks and supplementary materials.
2/ $CHGG Products & Business Model:
i) Chegg Services:
$CHGG Study
$CHGG Writing,
$CHGG Math Solver,
$CHGG Study Subscriptions: Expert-Answers
Honor-shield for institutions
$CHGG Thinkful for skill-based