It’s official — the FinTwit Conference in Orlando over Columbus Day weekend has the green light 🚀
I signed the contract today. Now I’m just waiting for the sales team to send over the our special reservation links so everyone can book their rooms and get the negotiated rates.
I’ll be launching a website tomorrow with all the details, schedules, speakers, tickets and hotel reservation links so make sure you fill out this form to ensure you get that email
This is going to be an epic weekend and I hope you can join us.
Everyone is welcome as long as you don’t act like an asshole.
We still have a few sponsorship slots open so please DM me if interested.
Ignore any of the Miami related stuff on the Google form — we’re doing this event in Orlando.
I’m just using the same form from a few weeks ago because it’s connected to my main spreadsheet — the only details that really matter are your name and email address.
I’m still waiting for the sales team to send over our reservation link to the blocked off group rooms.
Apparently they thought it was more important to start the weekend then get me that link.
I hope they realize they just cost themselves some free concessions for us.
I'm hoping to have all of the links active on Monday -- I'm just waiting for @JW_Orlando to officially block off our rooms and provide me with the special reservation link.
Sponsorships are $5,000 each -- DM me if interested.
Don't forget to fill out this form so I have your contact info. Once we have all the links setup for tickets and guest rooms I'll be sending out an email blast. You don't want to miss it.
Between the keynote speakers, breakout sessions and panels we'll have approximately 12 speakers in total.
Since attendees will have to pick which breakout sessions to attend it means they'll miss some however everyone that buys a ticket will also get the recordings for free.
We've negotiated a block of rooms at both properties for $239/night plus $20 resort fee (down from $40 normally).
We've also decided to do all the content/speaking in one day (Saturday from 9am-1pm) instead of breaking it up over two days which just increases F&B costs.
This means the new schedule would be:
Friday 6-8pm: happy hour (cash bar)
Saturday 8-9am: buffet breakfast (included)
Saturday 9am-12:30pm: speakers, breakout sessions, panels (included)
Saturday 12:30-1:15pm: lunch (included)
Saturday afternoon: OPEN
Sunday: OPEN
On a related note, we got a perfect bounce off the trend line today for $UPST -- this could be the near term bottom that many investors and large funds have been waiting for post-IPO lockup expiration which was three weeks ago.
Lastly, here's a recent interview with Sam Sidhu, COO of Customers Bank (one of $UPST's bank partners); they've been working with $UPST for several years and are now processing $100+ million of consumer loans per month through the $UPST platform.
7 months ago I loaded up on $UPST $FUTU $CELH before the big revenue growth kicked in -- this worked out very well.
Now I'm doing the same thing with $DMTK $DM $CLPT b/c the big revenue growth will kick in over the next 4-6 quarters which should move these stocks much higher.
Just to be clear, $UPST $FUTU and $CELH are still my largest positions and I've been adding to each of them the past few days but I expect $DMTK $DM and $CLPT to be massive winners over the next 18 months as we get into that revenue acceleration.
If you don't know much about 3D printing (especially 3D printing for metal compounds/materials) then this is a great video to get you started that compares 3D printing to the more traditional methods of making metal parts ie casting and stamping
I just got Nielsen scan data for $CELH over last 12 weeks: +198%
This means for Q2 revenues $CELH should do around 198% YoY for US
If international only does 20% YoY we should see $CELH post Q2 revenue growth of 160-165% YoY 🚀
Right now analysts are looking for 78% YoY for Q2
Here are the consensus numbers from analysts for full year 2021 and quarterly.
Now that we have Q2 data from Nielsen there’s no excuse for these analysts not to raise their numbers. Otherwise I have no idea why they are even covering $CELH
I have $CELH doing $290M+ in 2021.
This is by far the most empty I have ever seen @CelsiusOfficial shelves at my local @shaws 😬