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Jonah Lupton 🇺🇸 Profile picture
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14 Nov, 4 tweets, 1 min read
Welcome to the furniture supply chain shit show
Anyone have any folding chairs I can borrow for my living room 😂😂

Looks like I’ll be canceling this order and starting all over.
Part 2 😂
Okay @Wayfair, please don’t let me down

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More from @JonahLupton

Jonah Lupton 🇺🇸 Profile picture
11 Nov
$CELH just annihilated Q3 earnings!!!

Analysts were looking for $73M

$CELH just reported $95M which beats the estimates by 30%

I can't think of another company that beat Q3 estimates by this much.

US revenues up +214% YoY

I just added to my position.

celsiusholdingsinc.com/wp-content/upl…
FWIW, $95M is 157.5% YoY revenue growth compared to 2020 Q3

CELH is just getting started because they're now authorized in 118k locations with 224 DSD partners. As they get into 2022 resets $CELH will probably double their shelf space and cooler slots.
I told everyone that revenue growth would accelerate as they added more DSD partners and branded coolers into high traffic locations like gas stations and convenience stores -- now we're seeing this story play out and the results are incredible. This is still the early innings.
Read 7 tweets
Jonah Lupton 🇺🇸 Profile picture
5 Nov
$ABNB and $EXPE both reported Q3 earnings today... $ABNB is up 1.1% after hours while $EXPE is up 12.2% after hours.

Let's compare $EXPE and $ABNB based on the current 2021 and 2022 estimates, these will change over the next few days as analysts update their numbers.
$EXPE has EV of $29B with 80% GM, estimated $8.3B of revs in 2021 and $11.4B in 2022 for 59.4% YoY growth in 2021, 37.2% YoY growth in 2022

$EXPE is expected to do $1.17B of EBITDA in 2021 and $2.34B of EBITDA in 2022

$EXPE is trading at 25x 2021 EV/EBITDA, 12.4x 2022 EV/EBITDA
$ABNB has EV of $106B with 79% GM, estimated $5.7B of revs in 2021 and $7.17B in 2022 for 68.8% YoY growth in 2021, 25.8% YoY growth in 2022

$ABNB is expected to do $1.18B of EBITDA in 2021 and $1.57B of EBITDA in 2022

$ABNB is trading at 90x 2021 EV/EBITDA, 67x 2022 EV/EBITDA
Read 4 tweets
Jonah Lupton 🇺🇸 Profile picture
30 Oct
1 bd + tiny den
1 bed + larger den
Just noticed a @LucidMotors store going in a block over
Read 5 tweets
Jonah Lupton 🇺🇸 Profile picture
15 Oct
I never talk about my @Stocktwits room but posts like this make me happy

If interested I run a private room — it’s the largest and the cheapest, $10/month with 10-day free trial

I post 40+ times per day including all my charts, trades, portfolio updates & performance numbers
The link to subscribe is stocktwits.jonahlupton.com

You have to signup on desktop or mobile browser — that way Apple and Google can’t take a 30% cut — but once you’re signed up you can use the @Stocktwits mobile app for everything and of course desktop works too.
This room is very professional — no bullshit, no spamming, no trolls

We’re there to make money and that’s it. Respect each other or get banned

To all the troll accounts on Twitter that talk crap to me, let’s see your performance numbers over the last 18+ months. Here are mine.
Read 4 tweets
Jonah Lupton 🇺🇸 Profile picture
11 Oct
Now that the @FinTwitConf is over and I’ve had 24 hours to relax I’m starting to work on my next project which is the $100,000 FinTwit stock picking contest for 2022 which will run from January 3rd to December 30th.

1st place will be at least $30,000
We’ll have 15-20 sponsors at approx $6,000 each

We’ll send out a weekly update to all participants and if you unsubscribe you will be ineligible for any cash prizes 🤓
The other catch is this… we’re only doing this contest if we get at least 15,000 entries so I will need everyone to help me promote it once I launch the website and submission form.
Read 4 tweets
Jonah Lupton 🇺🇸 Profile picture
8 Oct
It’s funny to see losers on FinTwit still saying the @FinTwitConf is a scam.

I’ve already blocked these accounts so someone please tell them we have 200+ people flying in, 8 speakers, 14 sponsors and combined we’ll bring the hotel $200,000+ of revenues this weekend. What a scam.
Also worth mentioning we gave away free trips to several people, got @CelsiusOfficial to donate 100 cases of product and @eightsleep is raffling off a free $3500 smart mattress on Saturday.

What a scam 😂
And by the way, I planned this whole thing myself and I’m not making a single fucking penny of profit. Yes my room got comp’d for my 6 night stay but that’s about all the freebies I’ll be getting.
Read 9 tweets

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