$SKLZ Q4 Revenue increased 95% YoY and 13.3% Sequentially from Q3. FY20 Revenue above winter SPAC estimates by ~$5M. (fixed tweet location)
Struggling to find anything to write about LOL. Not as complicated as $FSLY. The numbers are all there. $SKLZ
$SKLZ This is interesting. MAUs are down a bit but paying MAUs doubled and ARPU is skyrocketing from Q1 and Q2. Up almost 50% from Q1! Need to watch to make sure they are expanding all users and not just paying & ARPU.
MAUs down a bit from Q1 and Q2 not YoY obviously*
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First introduced new board members which I spoke about.
First few statements about defending patents and stopping cheating as the core.
Focused on converting users to paid users.
$SKLZ CEO - We have been continually investing in synchronous gaming categories from RTS, FPS, racing genres. Synchronous content will expand our universe even more.
$SKLZ We have made significant investment in architecture for reliability and fast natured content.
$SKLZ In Q4 grew headcount by 64% (WOW). New investments in payments and software.
$SKLZ - Wolfpack, do you know people can look this stuff up? The largest existing shareholders sold less than 2% of their holdings in the offering. If I own 100 shares of $AAPL and sell 2 shares, that doesn't make me bearish on the company.
Wolfpack's short report on $SKLZ says "We’ve rarely experienced so many interviews with former employees who universally share such a negative opinion of their company’s CEO as we did with SKLZ and Andrew Paradise."
Compare to Glassdoor 85% CEO approval with nearly 200 reviews.
1/
After some thought, my mistake with #Bitcoin was taking its stated purpose(s) at face value.
Some $BTC proponents say it will be a global currency alternative to the dollar.
Some say its is simply an alternative to gold, aka an inflation hedge.
2/
I accepted that it could be both. A currency and a "gold" / inflation hedge.
Neither of those make $BTC interesting to me as a growth investor.
I have no interest in hedging inflation as I don't carry any cash. Stocks themselves are a hedge against inflation.
3/ I've never bought TIPS, gold, or REITS.
Likewise for other currencies.
I've never owned other currencies to hedge against the devaluing of the dollar. I simply own a few international growth companies to take advantage of it.