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Plant Profile picture
Plant
@plantmath1
Looking for the best companies for the next 5 years. Authenticity wins. Sharing mistakes is more important than sharing wins. @packers part owner.
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May 2, 2022 • 6 tweets • 1 min read
$ZI Q1 2022

Revenue $241.7M +58% YoY
Lev Free Cash Flow $125.9M, 52% LFCF Margin.
Oper Cash Flow $105M, 44% OCF Margin.
Raised FY Guidance across the board. Guided to 42% Oper Income margins.

Not all companies should trade at 10x revenues.. Image $ZI Customers contributing over $100k in revenue were 1,623 up from 950 YoY, +71% YoY.
Apr 29, 2022 • 10 tweets • 3 min read
$SQ lost 3.5 years and is now sitting on its Oct 2018 high. $RDFN has lost 2 years, is a buck off the COVID March lows.
May 7, 2021 • 4 tweets • 1 min read
$ROKU ER. Wow.

-Total Rev $574M +79% from $321M
beat est. $491M by 17%
-Platform Revenue +101%
-Total Gross profit +139%
-Platform Gross profit of 67% up from 56%
-EBITDA positive $126M up from a loss -$55M
-Operating expenses were only up 28% on 79% revenue growth. $ROKU Q2 Guidance:
-Total revenue $615M beats est $549.7M by 12%
represents 73% YoY growth
-Gross profit $300M
represents 104% YoY growth
-Adj EBITDA $65M
May 6, 2021 • 4 tweets • 1 min read
Depending on what second you look at the share price, $ETSY is priced at 36x 2022 analyst est EPS. A lot of names are not crazy expensive anymore. $PINS is 40x an estimate of $1.50 2022 EPS
May 6, 2021 • 7 tweets • 3 min read
$RDFN Earnings look stellar.

Total Revenue up 40% but recall iBuying impacts revenue due to whole home price accounted as revenue, so look closer:

Brokerage revenue up 55%
Other Revenue (mortgage and title) up 120% (!)
RedfinNow/iBuying up 17% Monthly average visitors +30% to 46 million.

U.S. Market share 1.14% up from 1.04% in Q4 and 0.93% in 1Q2020

Average revenue per first-party transaction at record high $10,927

Brokerage transactions up 38% - this is an important KPI as rev growth is partly due to rev per tx
May 5, 2021 • 25 tweets • 4 min read
$FSLY Call

CEO: Despite reopening comps we expect continued growth in Q2.

Typically Q2 is flat from Q1 followed by growth into the second half of the year.

It is now possible to buy Fastly and SS in one contract reducing sales cycles.

(reuploaded, bad typo) Highlights privacy as a focus of efforts, separate from security. Edge compute + security + privacy is the focus.

Several wins across different verticals fin services, a cryptocurrency platform, insurance technology company, etc. [didn't catch them all]
May 5, 2021 • 12 tweets • 2 min read
$FSLY
Revenue up 35% YoY to $85M
NonGaap GM of 60.1%, loss $13M
DBNER 139%
Enterprise customers 336, up from 324 in Q4 2020
Average enterprise customer spend $800,000, up from $782,000 in Q4 2020 $FSLY Signal Sciences
Total customer count of 293, up from 280 at the end of Q4 202
Enterprise customer count of 86, up from 78 at the end of Q4 2020
Approximately 25% overlap with existing Fastly enterprise customers
May 4, 2021 • 24 tweets • 4 min read
$SKLZ Call is video! $SKLZ Call -
CEO: We are excited to expand our games to synchronous categories including FPS and RTS games. We are currently working with developer partners to test the technology. We anticipate growing to other categories such as battle royale.
May 4, 2021 • 10 tweets • 2 min read
$SKLZ

92% Revenue Growth to $84M beats est $78M
Raised FY21 Guidance to $375M representing 63% growth

d18rn0p25nwr6d.cloudfront.net/CIK-0001801661… $SKLZ
Paying MAU up 81% YoY
MAU to Paid MAU conversion rate up to 17% from 16% in Q4
ARPU $10.35
May 4, 2021 • 4 tweets • 1 min read
Bought $Z and $PINS so far. $PINS 60-62 is in the perfect zone for me if we aren't entering a bear market. Its just off the 200day pysch level where everyone wants to buy. So if it doesn't get much worse, those people will all miss their buy orders and panic buy if it reverses.
Apr 28, 2021 • 27 tweets • 4 min read
$TDOC Call - Primary360 going well and signed additional deals for later this year.

Very excited about Primary360. $LVGO and $TDOC commercial integration fully completed from early this year.

Combined Teladoc and Livongo behavioral health products.

Can start Livongo through the $TDOC app.
Apr 28, 2021 • 5 tweets • 2 min read
$SKLZ You heard it here first.

Congrats on the official launch @skillz. $SKLZ also sent a message to developer accounts today.
Apr 26, 2021 • 5 tweets • 1 min read
DM mentioned $SKLZ CEO will be on CNBC at 3PM. Watching now, can confirm he will be on "shortly."
Apr 17, 2021 • 11 tweets • 4 min read
Starting a thread to collect some insights on $RDFN.

First: Redfin's Brokerage Market Share since 2015. Chugging along up and to the right, broke 1% recently. Image Second: $RDFN's brokerage transaction over time, by source.

Three thoughts.
1) Immense seasonality.
2) Use of partnered agents hasn't really moved except during the last two quarters.
3) First party transactions are up and to the right. Image
Apr 3, 2021 • 14 tweets • 5 min read
$SKLZ Updated Investor Presentation Posted
s26.q4cdn.com/331039098/file…

In this thread, I will quickly discuss updates between the SPAC presentation and this one.

For the following images: New presentation on the left, old presentation from the SPAC on the right.

1/ 2/
Minutes per day from 62 to 60 mins - estimated by 4 minutes per tournament. I.e. Average games per day went from 15.5 to 15.

Makes sense as they have doubled the # of paying users in 2020 but not going to try and dissect 0.5 games per day as these are all rounded anyway.
Mar 11, 2021 • 7 tweets • 3 min read
$SKLZ Investor Presentation! Lots of interesting data & charts!

Its fun to watch a new public company find their bearings around earnings. This should have been posted earlier.

I promise last $SKLZ post tonight.

Read for yourself here:
s26.q4cdn.com/331039098/file… $SKLZ Some metrics already posted & discussed.
Mar 10, 2021 • 19 tweets • 3 min read
$SKLZ Earnings call -

First introduced new board members which I spoke about.

First few statements about defending patents and stopping cheating as the core.

Focused on converting users to paid users. $SKLZ CEO - We have been continually investing in synchronous gaming categories from RTS, FPS, racing genres. Synchronous content will expand our universe even more.
Mar 10, 2021 • 5 tweets • 2 min read
$SKLZ Earnings: $SKLZ Q4 Revenue increased 95% YoY and 13.3% Sequentially from Q3. FY20 Revenue above winter SPAC estimates by ~$5M. (fixed tweet location)
Mar 10, 2021 • 4 tweets • 2 min read
Curious to see how the market values $RBLX over the next year.

Bookings are what we would consider revenue for other firms as they defer revenue from currency sales over the average customer lifecycle.

Bookings projected to decline sequentially every quarter in 2021. Am I reading this wrong or does $RBLX have 6.6% Gross Margins for first 9 months 2020 (excluding R&D, G&A, S&M)?
👀
Mar 8, 2021 • 10 tweets • 6 min read
Wolfpack, before slandering a company by insinuating they faked a partnership with the NFL, consider looking at the NFL's own communications site.

Clowns.

nflcommunications.com/Pages/NFL-and-… $SKLZ - Wolfpack, do you know people can look this stuff up? The largest existing shareholders sold less than 2% of their holdings in the offering. If I own 100 shares of $AAPL and sell 2 shares, that doesn't make me bearish on the company.

ImageImage
Feb 20, 2021 • 7 tweets • 2 min read
1/
After some thought, my mistake with #Bitcoin was taking its stated purpose(s) at face value.

Some $BTC proponents say it will be a global currency alternative to the dollar.

Some say its is simply an alternative to gold, aka an inflation hedge. 2/
I accepted that it could be both. A currency and a "gold" / inflation hedge.

Neither of those make $BTC interesting to me as a growth investor.

I have no interest in hedging inflation as I don't carry any cash. Stocks themselves are a hedge against inflation.