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Apr 29, 2023 • 19 tweets • 4 min read
This is going to be a long thread on $NET. I spent a few days reading all their releases, employee reviews, analyst reports, and overall market trends. 🧵
TLDR: While they have good products the transitioning of their Go-to-market will take them longer (est. 3-4Q)
1. I am going to assume you know a little bit about $NET. Here's a refresher. 1. They started in 2007 making web CDN (Content Delivery Network) products, branched into website DNS and security products and then developer (Worker products)
Apr 27, 2023 • 4 tweets • 2 min read
One of these among the mega caps is underperforming in terms of stock.
I would like to know why?
$AAPL $MSFT $GOOG $AMZN $META $TSLA $NVDA
Ignore $BRK for now 1. $NVDA and $AMZN Forward PE are similar (43+) 2. $TSLA is closer to $MSFT and $AAPL 3. $META and $GOOG lag because of Ad market - only this year, I feel they will do ok 2024-25
Apr 27, 2023 • 5 tweets • 2 min read
$AMZN conference call events.q4inc.com/attendee/26959…
Just started listening 30 min ago. Overview right now
$AMZN questions & answer session 1. Where are you in the optimization process for AWS?
We are cautiously optimistic. Customers are still being watchful
Apr 27, 2023 • 4 tweets • 1 min read
Cloudflare $NET - 100's of salespeople missing targets says @eastdakota
In Q1 they got 250K applications for salespeople
The enterprise Go to market was the problem is what I get from this call
Feb 10, 2023 • 10 tweets • 2 min read
Google runs ~320,000 search queries per second. Compare this to Google’s Search business segment, which saw revenue of $162.45 billion in 2022, and you get to an average revenue per query of 1.61 cents $GOOG
Thread 1
$GOOG paid in the neighborhood of ~$20B to be the default search engine on Apple’s $AAPL products.
Feb 8, 2023 • 5 tweets • 1 min read
Warning: This is going to be pumped. Plan appropriately. Do your research
new IPO that will go places: $BFRG
Bullfrog AI Holdings, Inc. $BFRG uses artificial intelligence and machine learning to advance medicines
Warning: This is a speculative IPO $BFRG
Technology, bfLEAP™, is an analytical AI/ML platform derived from technology developed at The Johns Hopkins University Applied Physics Labs, which is able to surmount the challenges of scalability and flexibility hindering researchers
Sep 24, 2021 • 5 tweets • 2 min read
First Watch $FWRG is a growing full-service concept, specializing in breakfast and lunch options, out of its 423-units across 28 states, split between an ~80%/~20% company-owned/franchised mix
IPO: 9.5M shares to be sold at $17 - $20 valuing company at $1.2B
$FRWG Firstwatch ~60 breakfast, brunch, and lunch entree menu, generates a nearly $15 per person average (PPA) check, through a single-shift model (7 a.m. to 2:30 p.m.).
Florida, Texas, Ohio and Arizona account for 40% of units
A thread ⬇️ bestengagingcommunities.com/2021/08/27/res…
$TOST Toast a Boston based technology company providing payments and software for restaurants (competes with $OLO) filed to go public this week.
Aug 12, 2021 • 5 tweets • 1 min read
$ABNB
Q2 2021 revenue increased nearly 300% year-over-year and exceeded Q2 2019 by 10%
Net loss in Q2 2021 was $68M, an improvement of $507M compared to Q2 2020
Adjusted EBITDA in Q2 2021 was $217M, which had substantially improved from $(397)M in Q2 2020 and $(43)M in Q2 2019
The story for $ABNB is NOT Covid recovery.
It is $ABNB getting close to being a profitable company again.
Top 10 cities represented 7% of revenue before
adjustments for incentives and refunds in Q2 2021, down from 14% in Q2 2019
Aug 2, 2021 • 10 tweets • 3 min read
Weber Grill IPO $WEBR $750M IPO, selling 47M shares at $16, M CAp $5.5B
A thread ⬇️ bestengagingcommunities.com/2021/08/02/web…
$WEBR Outdoor Bar B Q grill maker and 75 year old company Weber filed to go public looking to raise $750M at $5.5B Market Cap.
Aug 1, 2021 • 4 tweets • 2 min read
Totally cool. Out there, but if this work at scale I can see how this can help solve the "charge anxiety" problem
INDOT and Purdue are working with German firm Magment, which makes magnetized cement called magment (small "m")
autoblog.com/2021/07/22/ind…
Magment's site says the concrete medium filled with magnetic particles has "record-breaking wireless transmission efficiency. Up to 95%, standard road-building installation costs, enables universal charging, is all-weather, has a high thermal conductivity, and is vandalism-proof.