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:


Thank you 😍
...and of course I can't forget about our kickass speakers that will be providing 4+ hours of content on Saturday, October 9th in the main ballroom:

@StackInvesting (Peter)
Thanks to @Benzinga for having me on their show Friday with @LukeJacobi and then following up with this great writeup which hit all the major news wires 🔥

Here’s my chat with @LukeJacobi from Friday

Obviously we had to hype up $CELH with the stock finally cracking $90+

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More from @JonahLupton

6 Sep
Apparently I was on mute for the first 9 minutes of the Spaces 😂 and my two friends were unable to record it so we’ll try again at 3pm EST

Perhaps I need to stop making fun of my parents for their lack of tech skills 🙄

Here’s the recap…

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
Read 16 tweets
30 Aug
Nice day for $CELH which clearly wants those ATHs
Guess who just stocked up @CelsiusOfficial 😋
Whoops, just realized I bought two orange by accident, one of those was supposed to be tropical vibe 🙃
Read 4 tweets
24 Aug
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
Read 5 tweets
19 Aug
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.
Read 7 tweets
11 Aug
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…
I've been saying for a while that I thought $UPST would do $700M+ in 2021 and $1.2B+ in 2022 but I'm raising those estimates.

Now I think $UPST will do $800M+ in 2021 and $1.4B+ in 2022

I would expect EBITDA margins to continue increasing over the next 6 quarters.
Adjusted EBITDA margins were 31% in 2021 Q2, it’s possible they get to 40% by end of 2022

If we use 40% adjusted EBITDA margins and $1.4B in revenues we get $560M of adjusted EBITDA for 2022.
Read 4 tweets
10 Aug
$UPST just smashed Q2 earnings beyond my wildest expectations

Q2 revenues were $194M > up 1,018% YoY

Bank partners originated 286,864 loans totaling $2.8 billion > up 1,605% YoY

Contribution profit was $96.7M > up 2,171% YoY

Adjusted EBITDA margin was 31% vs -18% in 2020 Q2
....and to top it all off they raised 2021 guidance from $600M to $750M which represents 221.3% YoY growth 😂

This is the best beat & raise I've seen in a while.

$UPST is up 15% AH but this is just the beginning
This is what I posted in my Stocktwits room today — guess I was a little conservative with my numbers 😜 Image
Read 4 tweets

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