Just a reminder, if you're coming to the @FinTwitConf, you need to reserve your hotel rooms this week in order to be part of our room block and get the $239/night rate (50% discount off regular rates)
You can find all the details and links needed at FinTwit2021.com
I'd also like to give a special shoutout to our 11 sponsors that have remained patient and committed:
I’ve made a decision regarding the @FinTwitConf and keeping people safe.
Proof of vaccination will be required to attend all events.
If you’re unwilling to get vaccinated then you’ll have to present a negative Covid test from Oct 6th, 7th or 8th.
The event starts on Oct 8th.
If you’re planning to attend the @FinTwitConf then I’d encourage you to book your hotel rooms before our room block expires in mid-September. After this date all rooms will be full price versus the negotiated rate of $239/night.
Full rate at JW is $400+ and the Ritz is $600+
For more details, speakers, sponsors, schedule and links to book your rooms and buy your tickets please visit FinTwit2021.com
I’m just waiting for a couple more speakers to confirm including @Beth_Kindig
I spent a good portion of my day putting this spreadsheet together which compares 100+ growth stocks on 2021/2022 metrics like rev growth, gross profit, EV/GP and EV/GP vs growth
I hope it's helpful. Feel free to comment any stocks you'd like me to add.
There are many ways to compare stocks and valuations but EV/GP is a good way when you're talking about growth stocks across different industries.
Of course here are other metrics that matter such as EBITDA, net income, FCF, etc so please don't rely on this spreadsheet alone.
99.9% of the data is pulled from Tikr, Koyfin, Yahoo Finance, Investor Presentations and SEC filings (S-1 or F-1)
I used my own estimates for $UPST and $CELH since these are companies I know very well therefore I feel more comfortable using my own forecasts versus the analysts.
I’ve seen a lot of tweets and DM’s over the past 16 hours asking for my 2021 price targets — I have no clue what this stock will do in the short term although I think $250 in the next 6 months is possible.
I care more about the next 6 quarters so here’s my take…