Think Long-term | High-growth + core tech | Love debates | Not Financial Advice | DMs are open
Not as active anymore, just post here as a public journal :)Joined June 2020
Welp. $ETSY with a fantastic quarter beating estimates, but stock down big AH, hovering at the 200-day EMA. Adding a bit here, and will wait for the ER call to hear more.
Welp. $ETSY with a fantastic quarter beating estimates, but stock down big AH, hovering at the 200-day EMA. Adding a bit here, and will wait for the ER call to hear more.
Obviously with my time away from Twitter since late-December / early-January, I haven't really given any updates. Will post an update at the end of the month. 👍
Obviously with my time away from Twitter since late-December / early-January, I haven't really given any updates. Will post an update at the end of the month. 👍
$SE Goldman - View SE as a key winner in the fast-growing ASEAN/Taiwan Gaming, Ecom and Payments markets, see upside from its successful moves into LATAM/India. We see the company transforming in to global EM internet play, competing in a much larger TAM. Conviction Buy PT $330
Grateful that the Brazilian Central Bank has approved our payments license. Looking forward to launching safe, secure, and convenient digital payments on WhatsApp soon.
bcb.gov.br/en/pressdetail…
Huge congrats to @UiPath who just filed their S-1!
UiPath enables workers to build automations for both existing & new processes.
🚀ARR: $580.4M (+65% YoY)
🔥Revenue: $607.6M (+81% YoY)
😮FCF: $26M (4% margin)
🙌Net dollar retention: 145%
📊CAC Adj. Payback Period: 17.2 months
My broken record statement on twitter has always been:
"They all come back to the 200d ma, eventually"
Many of the heavy hitting growth leaders of last year are there now.
Bases in this area, near thr 200d, are usually ideal to grab LONG term.
My sweet spot!
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