Joey Koh Profile picture
Study hard, Work harder, Invest your hardest. Crypto & Growth stonks. Investing list: https://t.co/VA4u3lVed0 Crypto list: https://t.co/9YGDByurIe
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Dec 3, 2021 14 tweets 4 min read
Crowdstrike Q3 2021 Earnings Review:

-1.5B ARR hit, just 3Qs after 1B ARR milestone
-Increasing momentum in public sector deals (CISA)
-Multiple vendor displacements again (incl. $S)
-21 modules (!) - depth & breadth = consolidation vendor of choice
-FCF 124m

Thread $CRWD: Check out my Q2 earnings review here:

Appears that winners keep on winning.

Nov 19, 2021 21 tweets 5 min read
Sea Limited Q3 2021 Earnings Review:

Highlights:
-Monetization improving across all units
-eCom guidance raised by 0.3B
-Even with slowdown, Digital Entertainment (Free Fire) still improving sequentially
-Mind & time share for FF and Shopee still strong globally

Thread🧵 $SE Q2 earnings review below👇🏻

Nov 16, 2021 7 tweets 2 min read
$NVTA Q3 2021 Earnings Review

I actually wanted to re-read the earnings transcript as I always did. However, I found it too technical and generally full of fluff (i.e. in midst of paradigm shift... nows the best time in having genetic information). Granted, every management... does that, but particularly with $NVTA, I felt out of depth regarding the understanding of the investment thesis. I do know its got to do with their flywheel of genetic testing and recently into personalized cancer monitoring & other ArcherDX tests acquired.
Oct 15, 2021 10 tweets 7 min read
META-THREAD (Luna / Terra)

A running thread of all information, threads & content relating to the Luna & Terra ecosystem. Have seen alot of buzz around it, perhaps for good reason (esp after Columbus-5). Hope this info is useful👍

Thread🧵👇#Luna #Terra 1/

@NicolasFlamelX sets the stage (back in Aug, $LUNA $12+!) for why Luna will🚀moon w democratization of $UST. The algorithm uses arbitrage to ensure a stablecoin peg for UST. To mint new $UST, we need to burn the equivalent in $LUNA... 👀supply

Oct 14, 2021 9 tweets 2 min read
Mid-Month Crypto portfolio

Made quite a few moves, so wanted to share it for transparency and self-accountability. Main moves:

Increased BTC / SOL exposure
Sold much of L2 tokens on Solana ecosystem
Freed up cash as dry powder
Reduced DeFi activity 2/

I am positioning for a #Bitcoin ETF approval. However, it can still be delayed or rejected. I have spare cash ready to buy that dip if it ever comes.

Bitcoin has been quite the brainless investment, especially for the long-term. ETF talk just reinforces the lindy effect.
Sep 10, 2021 23 tweets 7 min read
THREAD: Buying crypto in Singapore.

If you are interested to get into crypto & not sure where to start, look here. Feel free to tag your friends who are also interested. As always:

Do your own research
Be aware of risks
Not your keys not your coin!

Let's go 🧵👇🇸🇬 2/

First we need to define 2 things.

1) Fiat on/off-ramp
2) Crypto exchanges

Fiat refers to $$, USD or SGD. To get exposure to crypto, you can buy a financial product (e.g. CFDs/ futures), which are available on popular brokerages.

This thread will focus on spot tokens.
Aug 29, 2021 15 tweets 10 min read
META-THREAD (Solana)

A running thread of all information, threads and content relating to the Solana ecosystem. It's a serious contender to other L1 blockchains & remains my highest-conviction (and largest) position in the crypto space. Hope it's useful👍

#Solana 🧵👇 2/

@SinoGlobalCap a VC company deeply focused on accelerating the blockchain revolution, wrote an in-depth thesis on why they are bullish on Solana (not investment advice).

I'd recommend ALL would-be investors to start with this.

Aug 12, 2021 12 tweets 2 min read
Thoughts on Unity's Q2 2021 Earnings:

-Revenues stronger than anticipated
-Operate *accelerated* despite IDFA
-Create gaining market share
-Parsec: remote UHD desktop streaming service, shows strong push to cloud
-Metaverse = shared universe; NOT zero-sum game.

Thread 🧵👇 $U Here's a Q1 2021 refresher for those interested:

Nov 20, 2020 38 tweets 8 min read
1/ Unity: A twitter thread of my fundamental investment thesis in $U.

"Democratize game (app) development by making it more accessible to developers"

When 94/100 of top game dev companies by rev are Unity custs & 53% of top 1K iOS and Android games built on $U...

Read on👇 2/ Sources:
In-depth review by @SeifelCapital: seifelcapital.substack.com/p/unity-softwa…
Their S-1: sec.gov/Archives/edgar…
Their Q3 earnings transcript & presentation, and 10-Q
Sep 20, 2020 16 tweets 4 min read
Just spent about a day's worth of time to do my due-D of Alteryx $AYX. God I wish AYX can automate it. 🙃

A leader in Gardner's magic quadrant for DS and ML platforms.

This is a thread on $AYX, one platform to automate it all.

Credits to @StackInvesting @hhhypergrowth

(1/N) We all know the value of data, but very little of us know how to extract insights & derive its value. $AYX is on every stage of a BI project, from:

Prep, Manipulation, Analysis, Modelling, Deploying (my opinion).

Every employee deals with data, & $AYX empowers them.

(2/N)
Sep 13, 2020 6 tweets 4 min read
Just spent more hours that I'd care to admit to research on Snowflake ( ) and its IPO.

It's almost like a Data Warehouse in here.

Credits to:

@hhhypergrowth , @mariodgabriele (& thegeneralist), @publiccomps, @SeifelCapital, & @Beth_Kindig.

Kudos!

(1/N) Technological Deep dive by Muji @hhhypergrowth.

The underlying tech infrastructure can be so hard to ingest (!), yet Muji does it so well:

Much needed deep dive to understand 's value prop.

Honestly, VERY, very comprehensive stuff.

hhhypergrowth.com/a-snowflake-de…

(2/N)