Very solid Q2 numbers from $DMTK -- they beat on every metric like billable volumes, assay revenues and total revenues

Billable volumes: +267% YoY
Assay revenues: +349% YoY
Total revenues: +269% YoY

Full year guidance for assay revenues: +171% to 218% YoY
I'm very pleased with these results. The numbers are still small but $DMTK is headed in the right direction.

The $DMTK story gets even better moving forward b/c we get the launch of Luminate in 2021 Q4 (estimated) and Carcinome in 2022 Q2 (estimated)

businesswire.com/news/home/2021…
I’ll take the pop 🔥 Image
Looks like we got a little breakout brewing for $DMTK Image

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More from @JonahLupton

30 Jul
E-commerce valuations using 2022 estimates
(EV = enterprise value / GP = gross profit)

$AMZN
Current EV = $1.67 trillion
2022 revenue estimate = $572 billion
2022 gross margins = 42%
2022 gross profit = $701 billion
2021 > 2022 revenue growth = 19.7%

$AMZN = 7x 2022 EV/GP
$SHOP
Current EV = $183 billion
2022 revenue estimate = $6.2 billion
2022 gross margins = 54%
2022 gross profit = $3.35 billion
2021 > 2022 revenue growth = 34.5%

$SHOP = 54x 2022 EV/GP
$GLBE
Current EV = $10.4 billion
2022 revenue estimate = $334 million
2022 gross margins = 36%
2022 gross profit = $120 million
2021 > 2022 revenue growth = 58.1%

$GLBE = 86x 2022 EV/GP
Read 21 tweets
21 Jul
Okay FinTwit, we have the links setup from @JW_Orlando and @RC_Orlando so you can start booking your rooms for the @FinTwitConf during Columbus Day weekend (October 8-10, 2021)

Rooms: book.passkey.com/go/FinTwit2021…

Tickets: eventbrite.com/e/fintwit-conf…

Website: FinTwit2021.com
We have 200 rooms blocked off at the JW Marriott Orlando (@JW_Orlando) and 150 rooms blocked off at The Ritz Carlton Orlando (@RC_Orlando)

We negotiated a room rate of $239/night at both hotels -- they are right next to each other and share amenities including the pools.
Once these 350 rooms are gone there's no guarantee we'll be able to get more rooms at these two properties and there's no guarantee the rate will be $239/night so hurry up and book ASAP.

The actual conference on Saturday October 9th will be in the ballroom at the JW Marriott
Read 12 tweets
15 Jul
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. ImageImageImageImage
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

docs.google.com/forms/d/1_D570…
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.
Read 8 tweets
14 Jul
$CELH forming a wedge
$UPST sitting on the trendline
$FUTU still above the trendline
Read 21 tweets
12 Jul
We have decided to go with the @JWMarriott and @RitzCarlton in Orlando for the FinTwit Conference during Columbus Day Weekend (October 8-10).

Tomorrow morning I'll open the bank account then sign the contract and put down the $10,000 deposit.
I have not finalized the exact schedule and where everyone is getting slotted in but so far we have an amazing group of speakers confirmed including: @PatternProfits @alphatrends @hhhypergrowth @StackInvesting @Trendspider_J @Hugh_Henne @RichardMoglen
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.
Read 19 tweets
8 Jul
I'm hoping to finalize the FinTwit Conference details by tomorrow -- it will be Columbus Day weekend in October.

Turns out the JW Marriott and Ritz Carlton are next to each other and share the same pool

JW Marriott: marriott.com/hotels/travel/…

Ritz Carlton: ritzcarlton.com/en/hotels/flor…
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
Read 8 tweets

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