The supply chain woes that led to late deliveries and empty store shelves this year have started to ease
seattletimes.com/opinion/editor…
That coordinated action is reflected not only with more products in stores, but also fewer container ships anchored in Puget Sound waiting for a berth to unload their cargo. The number of vessels at anchor has dropped from a high of about 15 per day to about seven,

...

/2
according to officials with the Northwest Seaport Alliance, which includes the ports of Seattle and Tacoma.

The reduction can be traced in part to smoother rail operations that allow containers to be moved off marine terminals more quickly ...

/3
and improved scheduling by shipping companies. Several terminal operators have also instituted long-dwell fees to incentivize faster container pickup, officials said.

4/4

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More from @OphirGottlieb

8 Dec
Thread

Americans quit jobs at slightly slower rate in October
marketwatch.com/story/people-q…

1/n
* "quit rate" slipped to 2.8% overall from 3%.

* quit rate for private-sector employees down to 3.1% from 3.3%.

2/n
* The number of job openings across the country, rose to 11 million in October from 10.6 million in the prior month. That’s the second highest level on record.

3/n
Read 5 tweets
2 Dec
$BIGC BigCommerce Merchants Achieve Record Holiday Ecommerce Sales and Outperform Industry Trends cmlviz.com/stocks/BIGC/ne…
$BIGC

In the last two years, BigCommerce merchants’ Cyber Week sales have increased +103%.

/2
$BIGC

Cyber Week saw impressive growth across the board for all key metrics: gross merchandise volume (GMV), orders and average order value (AOV).

/3
Read 6 tweets
24 Nov
Super constructive conversation in CML Community.

I won't share others' private stuff, but I had a response that will likely give you the flavor.

...

1/n
In the trading business they say you have to blow out three times to really make a career.

It's just a saying, but the point is, you never really turn into an investor or a trader until you ...

/2
... see a drawdown, panic about it, make mistakes with it, blame somebody else for it (like market makers or short sellers or whatever) and finally, just don't care about it.

It has to become numb for proper behavior on the upside and the downside.

...

/3
Read 13 tweets
23 Nov
1/n

$NTNX Strong quarter
2.n

$NTNX

Producing more revenue and better margins than the consensus estimates.
3/n

$NTNX

* Revenue: $378.5M vs 369M
* EPS: -$0.22 vs -0.34

Guidance:
* Q2 Revenue: $405M vs $400M est.
* Full Year Revenue: $1.62B vs $1.6B est.
Read 9 tweets
19 Nov
$JMIA was asked about the bullish thesis.

Not gonna go through the whole thing.

If interested, you can pay a few shekels for CMLPro.com to get...

... the full report and ongoing CEO interviews, but...

... in (very short)...

1/n
Platform:

* Customers: +8%

... but

* E-comm: Orders +28%

* Payments: Txns +34%

* Advertising Rev: +23%

And then...

/2
* Logistics: Provides the "pick-axe to the gold rush" now with 3PL revenue

(Other sellers use Jumia's logistics)

* 50M downloads vs top comp 1M

* Accounts: 7.3M (TAM 500M)

* Profitable per order after logistics

* Partners: $KO $PG $INTC Nestle

...

/3
Read 7 tweets
16 Nov
$JMIA @Jumia_Group

The only thing that matters is GMV, customers, and orders per customer.

A big win in # orders, which means a scaling of the platform.

This is so crucial that it works.
$JMIA

CEO: We will "accelerate the acceleration"

My take:

* Customers: +8.1%
* Orders: +28%
* Orders Cust: +29%
* Advertising (TTM): +23%

Conclusion: A platform is born

/2
$JMIA @Jumia_Group

Every sell-side model will change to reflect this the growth in orders.

Rather than a 1:1 relationship between customers, it will jump to some multiple, likely over 2 within some time.

/3
Read 4 tweets

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