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Cute Baby Profile picture
Cute Baby
@nachunja
Father of a cute baby. Stocks. DM open.
Feb 21 • 25 tweets • 7 min read
$XYZ $SQ
THIS EARNINGS WAS NOT BAD.

Dare I say, good?

Here's a breakdown.

Every number by number 🧵 🔸Gross Profit

• Gross Profit guidance is $10.2B at 15% yoy growth.

• EV/GP is ~5.8x for a 20%+ FCF conversion company.

• That’s pretty cheap.

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