Share this page!

Jonah Lupton 🇺🇸 Profile picture
Twitter logo
22 Nov, 5 tweets, 2 min read
Hopefully this news will cheer everyone up after several tough days in our growth portfolios.

I just signed the contract with @AriaLV for the next @FinTwitConf which will be Thursday, May 12th through Sunday, May 15th in Las Vegas.

We have some exciting stuff planned.
It will probably take the sales team until next week to get the room block setup so please don't book your rooms yet. I will post the link when it's ready.

We have 300 rooms reserved in our block at a 30% discount to the best prices you'd find online.
6 weeks ago we did the first @FinTwitConf in Orlando, FL and it was a big success (220+ people) but I'm expecting this next one to be 2x bigger and better.

Since I'm expecting 2x as many attendees it means 2x more speakers, 2x more social events and 2x more food and drinks.
Feel free to book your airfare but please don't book your rooms yet. Wait until we have the room block ready to go. If you have any questions my DMs are always open.

I'll be hosting a webcast in two weeks for any interested sponsors. Please DM me if you'd like an invite.
I just talked to the sales manager and she thinks they'll have the reservation links setup by Wednesday afternoon :)

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Jonah Lupton 🇺🇸

Jonah Lupton 🇺🇸 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @JonahLupton

Jonah Lupton 🇺🇸 Profile picture
20 Nov
The new home office is almost complete 🤓
For anyone worried about the monitors blocking my view… I can move my desk 😁
Although I'd give up this home office tomorrow in exchange for $UPST back at $400 and $CELH back at $110 :)
Read 5 tweets
Jonah Lupton 🇺🇸 Profile picture
14 Nov
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 😂
Read 4 tweets
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

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get emails when @JonahLupton has new unrolls!

Check out other threads from @JonahLupton!

Read all threads by @JonahLupton

:(