Between this chart and repeated raised analyst revenue estimates for 2021 (beat and raise cadence) trying to catch up to the company, the 'overvalued' argument falls flat, and it does so by a lot. cmlviz.com/stocks/FTCH/fi…
/5
Now that we have seen financials, we can also see how analysts have been behind the curve.
$ROKU
This chart illustrates analyst estimates for FY 2021 revenue through time.
This is *not* a chart of revenue, it is a chart of estimates changing for the period: FY2021
/6
Now that we have seen financials ☝️, we can also see...
$FSLY
This chart illustrates analyst estimates for FY 2021 revenue through time.
This is *not* a chart of revenue, it is a chart of estimates changing for the period: FY2021
Guidance is now $390M.
/7
Now that we have seen financials ☝️, we can also see...
$PINS
This chart illustrates analyst estimates for FY 2021 revenue through time.
This is *not* a chart of revenue, it is a chart of estimates changing for the period: FY2021
Note incorrect COVID impacted estimates.
/8
Now that we have seen financials ☝️ we can also see...
$PD
Chart illustrates analyst estimates for FY 2021 revenue through time.
This is *not* a chart of revenue, it is a chart of estimates changing for the period: FY2021
Note, again, incorrect COVID impacted estimates.
/9
Perspective:
Price in short-term does not (necessarily) reflect business in long-term.
$ROKU $FSLY $PINS $PD $FTCH
(Do this with any of your holdings)
"What you see and what you are told are not necessarily the same thing."
* Revenue: $63.6M vs analyst estimates of 62.0M
* EPS: -$0.08 vs -$0.09
Full Year Guidance:
* Revenue: $269.5M vs analyst estimates of 267.69M
* EPS: -$0.39 vs -$0.399
$PD
* Customers with annual recurring revenue over $1,000,000, up 55% year-over-year
/2
$PD
Net cash provided by operations was $1.6 million, or 2.5% of revenue, compared to net cash used in operating activities of $0.2 million, or negative 0.4% of revenue,
/3
* The long run is just a collection of short runs you have to put up with.
* Long term is harder than most people imagine, which is why it’s more lucrative than many people assume. Everything worthwhile has a price, and the prices aren’t always obvious.
/2
* Saying you have a 10-year time horizon doesn’t exempt you from all the nonsense that happens during the next 10 years. Everyone has to experience the recessions, the bear markets, the meltdowns, the surprises and the memes at the same time.
/3
In November 2020, Richemont and Chinese e-commerce giant Alibaba invested $1.1 billion in Farfetch, a London-based online fashion retailer.
...
/2
The three groups are partners on a “Luxury New Retail” model that allows Richemont to sell directly to consumers through Alibaba’s popular e-commerce platforms.
I have had a standing belief that Fastly’s technology, based on architectural decisions, is the best in the world in the space of global programmable networks and edge compute (I feel the same way about CDN, but that’s a different subject).
/1
I believe that architecture makes it the only truly scalable programmable network and I think that the largest enterprises in the world are starting to catch on (and thus Fastly is so dominated with enterprise business).
/2
I spoke with the head of product just to educate myself, which is to say it’s all out there, but I’m not good enough to grasp it all without help.
/3
$SHOP Google today announced it’s partnering with Shopify, giving the e-commerce platform’s over 1.7 million merchants the ability to reach consumers through Google Search and its other services. The integration will allow merchants to....
/1
sign up in just a few clicks to have their products appear across Google’s 1 billion “shopping journeys” that take place every day through Search, Maps, Images, Lens and YouTube. techcrunch.com/2021/05/18/goo…
Has an impact on $BIGC too.
...
/2
BigCommerce has the best enterprise set of APIs, according to many. Different universe, but e-commerce is a thing.
3/3