We’re still having the FinTwit Conference from Oct 8-10th in Orlando at the JW Marriott and the Ritz Carlton
We strongly encourage everyone to get vaccinated but we will not require proof of vaccination
We are planning to have “rapid Covid tests” available for anyone that wants them
We will have N95 masks available for anyone that wants them
Since we’re only expecting 150-200 people instead of 400+ people we’ll scale back a few of the overhead costs like A/V, stages, etc but otherwise everything else will be “as planned”
We’ll kick things off on Friday night (Oct 8th) with a cocktail party in the Citrus Garden
Saturday morning (Oct 9th) we’ll be in the ballroom for the breakfast buffet, followed by 4+ hours of content/speakers/panels then we’ll wrap up with the lunch buffet
Saturday afternoon will be the pool party (definitely optional) otherwise you are welcome to do whatever you want.
Saturday night (Oct 9th) we’ll most likely have a VIP party at a local nightclub or lounge — depending on sponsors
Sunday morning (Oct 10th) we’ll do the roundtable event in the Citrus Garden. We’ll have 15-20 tables setup with 15-20 different topics happening. You can bounce around as much as you want.
Sunday afternoon we’ll head to a local sports bar to watch the NFL football games.
For all the details, schedules, speakers, sponsors and links to room reservations and event ticket please go to FinTwit2021.com
We still have rooms blocked off at the JW Marriott Orlando and Ritz Carlton Orlando but only until September 17th — after this date the room rates will increase significantly
Our negotiated room block rate is $239/night
These rates are good from October 6th through October 12th
If you have any questions my DMs are open.
I just went to Walgreen’s and they said I can only buy 4 boxes at a time so I did.
I’m going to try and find them cheaper online because $26 per box will get expensive.
Shoutout to the person that emailed me to say I sounded like a frat boy on Spaces today while talking about @FinTwitConf — apparently I mentioned “drinking” too many times. FWIW, I’ve had less than 10 drinks over the past 2 years so I clearly I don’t give two fucks about booze.
Whether or not people drink at the FinTwit Conf… I could not care less.
I’m trying to be a good host and put together some social events that will allow people to enjoy themselves and engage in meaningful conversations.
They can drink water, soda, booze or something else.
It’s truly astonishing that people would take the time out of their day to send me these ridiculous messages. Sometimes I wonder how these people have made it this far in life.
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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…