Compoundoor @ratiospreader
FL Joined April 2011-
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there is a billion dollars in your computer and if you type the keys in the right sequence it will appear in your account
Time to play the game which pod shops blew up today $gme $amc Only boomer fund managers are shorting, so watch out for weird price action in value names getting force liquidated.
2024 Mantra: Trying to remember 10% per month is 214% in a year. I don’t need to think about holding 500% life changing moves. Just focus on the EC curve, trimming, trailing & repeating w my low risk set ups.
11] On hiring: "I look for the type of guy in London who wakes up at 7 o'clock on Sunday morning while his kids are in bed and logs onto a poker site so that he can pick off the US drunks coming home on a Saturday night. You want someone who understands an edge."
Preach Walter
$s (4/4) • Free cash flow margin: Free cash flow margin was (10)%, 55 percentage points higher compared to (65)%. • Cash, cash equivalents, and investments were $1.1 billion as of July 31, 2023.
$s (3/4) • Gross margin: GAAP gross margin was 70%, compared to 65%. Non-GAAP gross margin was 77%, compared to 72%. • Operating margin: GAAP operating margin was (67)%, compared to (106)%. Non-GAAP operating margin was (22)%, compared to (57)%.
$s (2/4) • Total customer count grew approximately 30% to over 11,000 customers as of July 31, 2023. Customers with ARR of $100,000 or more grew 37% to 994 as of July 31, 2023. Dollar-based net revenue retention rate (NRR) exceeded 115%.
$s (1/4) • Total revenue increased 46% to $149.4 million, compared to $102.5 million. • Annualized recurring revenue (ARR) increased 47% to $612.2 million as of July 31, 2023. percentage points higher compared to (65)%.
Ours is not to reason why; Ours is just to sell and buy
2. No Pain, No Premium The philosophy of “no pain, no premium” is just a reminder that over the long run, we get paid to bear risk. And, eventually, risk is likely going to manifest and create losses in our portfolio. After all, if there were no risk of losses, then why…
No matter how good a trade looks, if the environment isn't favorable it will be hard to make progress.
A reminder to the bulls, you need a 1-hour return of at least +2.7% to get some respect. You haven't had one of those since 11/2020! 🐂⚠️
« It is not because things are difficult that we do not dare,it is because we do not dare that they are difficult... is.gd/bjHpOY
« No great genius has ever existed without some touch of madness. » Aristotle is.gd/i3rgVP

Davey @daveypfunk801
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