My First #FF for Investors with less <3K Followers.

They provide value in different ways to FinTwit.

Also, thank you all for the 6K, I'm not sure I deserve it. Paying it forward by recommending these underrated investors below that provide key insights: [1/6]
2/ Generalists: They provide value and broad insights

@EugeneNg_VCap - Great ER highlights & Investor insights.

@tpsojda - Lots of interesting company data shared

@alexkagin - Investing pro & Fintech analysis

@BradoCapital - Owns a great Investing podcast & an investing App
3/ Newsletter & Insights:

@wolfofharcourt - Top company deep dives

@StratusYoung - Top shallow dive newsletter

@SpecialSitsNews - Fmr hedge fund analyst sharing his insights now

@FrankYanWang - a great tech insider with nice updates

@gilgalanti - Market overview & Snapshots
4/ Key Specialists:

@KreizJordy - Ad-tech & CTV specialist

@DisruptorStocks - Healthcare Tech

@Palantir_Daily - All key updates on Palantir

@rhemrajani9 - Freelance & Gig economy

@jarvischarts - Technical analysis

@Mayhem4Markets - Technical analysis
5/ Long-term growth Investing:

@NickGreenr - Key Investing insights & Ed-tech

@BlaineCapital - Overall insights + investing process

@CInvesting_ - Provides investing resources

@MFIndyAnthony - Mootley fool sharing Financial literacy

@SamSharplesMT - Growth Investing thoughts
6/6 - END

Thank you!

All of the folks above are great guys and are undervalued if they were stocks. Looking forward to learning and sharing more with you folks!

Cheers x

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More from @InvestiAnalyst

22 May
SoFi & Galileo are building an impenetrable moat within Fintech.

After spending the past month studying Fintech trends and SoFi's recent Q1 results, here are my findings.

10 reasons why both companies are well positioned to capture a major share amongst giants like $SQ & $PYPL Image
1/Product & Market:

The Fintech Industry can be broken down into the following types of companies:

• Lending
• Payments & Transfers
• Pers. Finance
• Consumer Banking
• Insurtech
• Investing
• Blockchain

SoFi has product offerings positioned across most of the industry. Image
2/ All-In-One Platform:

Offers a comprehensive suite of products across Fintech with competitive rates:

• Lending: Loans for Home, Autos, Students
• Financial Services
• Credit Card
• Investing: Crypto & Equities

This all-In-one platform is a key advantage amongst peers. ImageImage
Read 18 tweets
19 May
$FSLY is cheap.

At EV/S of 14x, $FSLY trades as a value stock. Why?

After spending a week carefully analyzing the company's tech and their report. There are metrics the headlines won't tell you.

Here are 10 reasons why I think $FSLY could offer a deal for long-term Investors:
0/ First, Why the -40% drop:

i) Q2 Guidance was weak - didn't show any QoQ growth

ii) CFO Ousted

iii) Lack of momentum from a product innovation standpoint relative to $NET

iv) Retention slowed

Now my reasons below.. Investors need to know Q2 is seasonally not good for $FSLY
1/ Record customer addition in Q1:

$FSLY did something right in Q4/Q1 to attract customers

In Q1:
+ Record Net Add of +123 clients.
+ Record Avg. contract value at $159K
+ Avg. Enterprise spend of $800K

Highest ever client add + growth rate below ⬇️ (data h/t @investing_city)
Read 15 tweets
18 May
$PLTR's newly launched Apollo for Edge AI just expanded their TAM & is going to be a huge.

The first thing @ssankar spoke about on the Q1 ER call was their delight on Apollo going Live.

After studying $NET & $FSLY, I've connected the dots.
Here are the reasons this is big news:
1/ First, what is $PLTR Apollo?

This is the software that is the backbone for $PLTR's Gotham and Foundry software.

They launched Apollo a couple years ago to allow for scale, to deploy software update solutions faster & grow customers rapidly.

Read more ⬇️h/t @CapitalWiseman
2/ I'll let you read the actual words from the COO:

Page 1) Customers now have flexibility to train, manage & deploy multiple independent models to the Edge with ease which means faster times.

P 2) He gives examples of how they are seeing "huge interest from commercial clients.
Read 11 tweets
11 May
Affirm Holdings [$AFRM] Mar 21 Earnings Highlights:

I just finished reviewing the report and the call.

Thread Outline⬇️

i) 10 key takeaways from the report;
ii) What trends are happening across the Fintech & BNPL Industry;
iii) And Key observations from Shopify & Peloton.
🧵
1/ $AFRM Top-line highlights - Revenue:

Jun 20 - 120% YoY Growth
Sep 20 - 98% YoY "
Dec 20 - 57% YoY "
Mar 21 - 67% YoY "

*8 sequential QoQ growth

Yes, growth slowed down but it was primarily due to the Covid shutdown. But now, it is accelerating as the economy is reopening.
2/ $AFRM Gross Merchandise Volume (GMV)

• GMV is growing 83% YoY though AoV slowed down
+ Increases in network revenue
• Travelling is growing triple digits (already in Feb!)
• Everyone talks about $PTON, but if you remove $PTON, the business is accelerating over 100% YoY.
Read 13 tweets
5 May
My review and highlights from $ETSY's Earnings Call:

Thread Outline:
1) Top-line figures
2) Buyer & seller growth
3) Marketplace acceleration
4) FY 2021 Outlook
5) Key management discussion

My Theme: Cautious guidance sets them up to over-deliver.

Phenomenal results 🧵
2/ Top-line figures:

Revenue of $550M+141% YoY
• GMS Revenue - 132% YoY
• Services Revenue - 90% YoY
• Gross Profit - 180% YoY
• Reverb's marketplace acquisition contributed to growth
• Stimulus checks helped
-/+ deceleration in revenue QoQ

Category breakdown ->
3/ $ETSY Marketplace growth:

• Marketplace Revenue- 141% YoY
+ Marketplace- 165%
+Services - 90% YoY
- Marketplace = combination of visits+conversion+AoV)
• Home improvement is still one of highest spend

CFO indicated that April is already momentum. Essential part.
Read 12 tweets
4 May
End of April 2021 Portfolio Holdings

Top positions:
• $CRWD
• $ETSY
• $PLTR
• $UPST
• $NET
• $APPS

Mostly Inactive in April.

• New position: $PATH | $KLIC
• Exits: $ATER | $OPEN [nothing fundamental, portfolio adjustments]

I'll share my thoughts and rationales later: Image
2/ My account is pretty aggressive due to my horizon

Second managed Portfolio-2:
• Growth: $SE - $KLIC - $DOCU - $CRWD - $ZS
• Semi-Value: $MS - $BNS.TO - $FANG - $FCX

** [Strict balanced style for fam]

Other personal holdings:
- $BTC * $ETH
- Own a tiny bit into $HIVE.VN
3/ I bought $PATH - Leader in automation.

Example: $PATH helped hospitals cut waiting lines for Covid testing from 3mins to 15-secs; helped nurses reduce paperwork from 3-hours/day to 5-mins!

There is much more.. As promised, I plan to do a thread in May
Read 13 tweets

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