someone.

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someone.

someone.

@DrivenXD

just a person

somewhere else Katılım Aralık 2018
58 Takip Edilen64 Takipçiler
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someone.
someone.@DrivenXD·
someone. tweet mediasomeone. tweet media
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someone.
someone.@DrivenXD·
that's literally the cutest thing ever wtf 😭😭
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someone.
someone.@DrivenXD·
@virtualorgans a sachi-iro no one room shitpost on my timeline? must be a special day
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jazz
jazz@virtualorgans·
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someone.@DrivenXD·
@criticalsfl @joecarlsonshow @suoda1985 @amitisinvesting @ehelpmann YouTube doesn’t release that data, but, just think about it. YouTube has 122 million daily active users. How many of them come on the platform just to watch a 5min video and then leave? These non-paying users are almost certainly driving the average time spent by a huge amount.
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Joseph Carlson
Joseph Carlson@joecarlsonshow·
@amitisinvesting @ehelpmann Netflix has a TTM revenue that’s $6 billion higher, is 100% paying subscribers, is growing faster. But YouTube is worth double?
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someone.@DrivenXD·
@joecarlsonshow @suoda1985 @amitisinvesting @ehelpmann This is not a good way to look at it. Every single Netflix user has to pay to use Netflix, of course they'll spend a lot of time on it. If you could look at the average time YouTube premium users spent on YouTube every day, it would paint a very different picture.
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jessick
jessick@jessickyeah·
good morning 🌞
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someone.@DrivenXD·
@long_equity I was a little disappointed with the free cash flow but it seems the market liked this earnings report
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Long Equity
Long Equity@long_equity·
Fortinet keeps on growing
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someone.@DrivenXD·
@Quality_stocksA might be interesting to do one on Paxman AB, what they're doing seems really cool
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Quality Stocks
Quality Stocks@Quality_stocksA·
🇰🇷 Coupang $CPNG one pager 🏆 Score 4.8/10 🎯 My fair price estimation is around $24 🐂 Bull case - Great growth - Potential new market developments - Decent capital efficiency 🐻 Bear case - Barely profitable - Competitive landscape
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someone.@DrivenXD·
@long_equity Stock price hasn’t really gone anywhere for the past year, feels like a good time to add to the position
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Long Equity
Long Equity@long_equity·
Visa keeps on growing
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rin
rin@OffbrandTea·
go on a cafe date w/ me ?
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someone.
someone.@DrivenXD·
@Soojhiin If I had a :3 girl I would probably kill myself out of pure joy
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Soojhin@Soojhiin·
the :3 girl can definitely fix u!!
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Quality Stocks
Quality Stocks@Quality_stocksA·
@DrivenXD Not yet but I add it on my backlog. I know it is getting a lot of attention currently
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Quality Stocks
Quality Stocks@Quality_stocksA·
🎯 10 stocks in my watchlist and my ideal price target What stocks are currently in your watchlist? 🇺🇸 ServiceNow $NOW $605 🇨🇭 On Holding $ONON $34 🇳🇴 Smartcraft $SMCRT 27NOK 🇸🇪 Bonesupport $BONEX 151SEK 🇺🇸 S&P Global $SPGI $408 🇺🇸 Synopsys $SNPS $424 🇺🇸 Fair Isaac $FICO $825 🇦🇺 Pro Medicus $PME AU$75 🇵🇱 inPost $INPST 13.8€ 🇸🇪 CellaVision $CEVI 185SEK Some targets may seem low but a lot of high quality stocks appear to be very expensive at the moment
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a n d r e i n a@andrxxina·
I woke up sweating... good morning!
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someone.
someone.@DrivenXD·
@Rqan10 definitely one of your best tweets keep it up ryan!
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Verdund
Verdund@Verdundd·
this nigga looking at me like he want sum, pistol to his face if he owe some, my niggas keep em shoot em make em glow some rahh OTF they riding for sosa, ride with hitters said he owe some bang bang ride on a opp and then smoke em - cheif keef
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Quality Stocks
Quality Stocks@Quality_stocksA·
🇺🇸 Adobe $ADBE Q2 24 results Revenue $5.31B Q2 23 $4.82B +10% 🟢 Est. $5.29B beat 🟢 EPS $3.49 Q2 23 $2.82 +24% 🟢 Est. $3.38 beat 🟢 4.6M share repurchased during the quarter Raised FY24 guidance Revenue $21.4B to $21.5B EPS $11.8 to $12.0
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Quality Stocks@Quality_stocksA·
@DrivenXD You should follow my newsletter 😉 And yeah I like it
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Quality Stocks
Quality Stocks@Quality_stocksA·
🇺🇸💊 Amphastar $AMPH one pager 🏆 Score 7.0/10 🎯 My fair price estimation is around $70 showing a huge discount 🐂 Bull case - Significant growth - Huge discount - PEG around 0.5 - Great margin (25%) - Increasing ROIC - New share buyback program 🐻 Bear case - "Junk" drug patent issue - Insider selling despite the price - Unclear management guidance - 5y average share dilution (small) What do you think of the company?
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