2/n

$PINS

Guidance

... ongoing COVID-19 pandemic and other factors. Our current expectation is that Q2 revenue will grow around 105% year over year.

In Q2, we expect global MAUs to grow in the mid-teens and US MAUs to be around flat on a year-over-year percentage basis.

3/n

$PINS

That 105% guidance means:

Revenue: $559M vs $530.43M

Read 20 tweets

Ophir Gottlieb

@OphirGottlieb

27 Apr

A thread on $FTCH

CML Pro members I am speaking about $FTCH in Community.

Some thoughts on $FTCH

With Farfetch, we have a third leg to the story — China.

/1

As you will read with our earnings review in a couple of weeks, Farfetch has a fabulous position in China — unusually strong for a non Chinese brand.

We got news from Alizila, which is Alibaba’s for profit news outlet, that Farfetch has launched its Luxury Pavilion.

...

/2

Here’s a snippet:

------

Farfetch officially debuted its digital store on Tmall Luxury Pavilion on Monday – a move that drastically expands the range of products available to millions of shoppers on the Alibaba-owned platform for luxury and designer brands.

------

...

/3

Read 9 tweets

Ophir Gottlieb

@OphirGottlieb

26 Apr

A thread:

From this morning's new Top Pick dossier.

We see a decade long thematic coming and we have not heard or read any other research firm define it, so we will define it.

(bit.ly/CMLPro)

/1

This may be the largest thematic we cover, perhaps eclipsing the size of the genomics space.

In the future we believe that research shops and analysts will begin to use the word "engament" not as verb to describe activity on a platform but as a thematic.

Let me explain...

/2

(Virutally) every company in the in world, digital or otherwise, sews sales rise as engament rises.

First, some non obvious examples:

* More time in an aisle at a grocery story means more sales and loyalty.

* More time at an auto dealer means a more likely sale.
...

/3

Read 16 tweets

Ophir Gottlieb

@OphirGottlieb

22 Apr

Thread

This is how negotiations work. It's game theory, specifically it's called "anchoring."

* Biden puts out a $2.7T infra proposal, knowing that won't fly, but in a hope to get lawmakers attached to the $2.7T number. The idea is "how much lower than $2.7T will it be."

/1

* GOP knows this, ofc, so they try to re-anchor with a $550B infra proposal, to get lawmakers attached to that number. They too know that won't fly. The idea is to change it from "how much lower than $2.7T will it be," to "how much above $550B will it be."

...

/2

* Biden also knows this, ofc, so he starts tugging on raising taxes, knowing full well those numbers won't fly but anchoring on "capital gain tax increase and personal income tax increase."

...

/3

Read 7 tweets

Ophir Gottlieb

@OphirGottlieb

21 Apr

Thread

I've said it before and I say it again.

* Sideways trading since the tech correction is constructive.

* 2021 won't be like 2020.

* The moves won't be as fun, as scary, nor as often.

* Now is the time to research.

/1

* Market moves will come, but knowing what to do with them starts when there are no market moves, right now.

* Your patience is your conviction.

* Perspective means more than trusting in a recovery from a down trend or avoiding FOMO in an uptrend.

...

/2

* It means patience when 90% of the time, there is nothing to do.

* We will continue to research when it's 'boring.' We will allow investing to not be entertainment.

* This thing, this market, participating in it, it's on purpose.

...

/3

Read 4 tweets

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