Big Jesse Perry Fan!

I am Greg. I got back in the market Jan 1, 2025. I took a 5 year hiatus due to pandemic and my work was off the chain with the global pandemic. I have been a market student this year. I have been helped by @CarsonTalkMoney @SoJustFollowMe @HolySmokas . Thank you! We did this⬇️

BREAKING: Wake Forest transfer guard Juke Harris has committed to Tennessee, @JoeTipton reports🍊 Harris is the No. 1 player in the On3 transfer portal rankings. on3.com/college/tennes…

Overall I think it will be a decent quarter for revenue and EBITDA, I'm just worried about the guidance With oil prices high and all the macro uncertainty, I don't think management will be able to raise guidance ,which wall street won't love That's why I think the stock will be up 2-3% after solid earnings, but it won't be able to get any kind of large pump Unless they announce more buy backs, or give us clarification on the loan book, stash, or Goto How do you think $GRAB will do tomorrow?

5) Buy backs $GRAB announced a $500 million buy back recently, so I need to see how they are using these buy backs I also want to see shares outstanding decrease! This will help EPS, and eventually FCF per share I would love to hear that they bought 100 million shares during the quarter or 2.66% of the total shares outstanding

4) Guidance I want to see a raise to $4 billion in revenue and $675 in EBITDA! This will instantly boost investor confident and would shatter all the fears of macro uncertainty People are scared the macro is killing their business, so this would be huge!

3) The Loan portfolio This will be closely watched, as more and more loans are written. I need to see EBITDA trend in the correct direction and a great revenue number If they could grow revenue to $105+ M and grow the Loan book to $1.3 billion + I would be happy

2) Users If we can see this grow Q/Q, this would be huge! During the holiday season a lot of people splurge on $GRAB, so users tend to fall Q1 If they break this trend and have users grow in the quarter that would be huge! I personally would love to see anything above 51 M

This means I want them to report revenue between $935-$945 million for the quarter I think this is very possible, with Grab growing loans and users very quickly

1) An acceleration in revenue growth Last quarter they reported, 20.52% growth, which wasn't enough for wall street That's why I think 21-22+% revenue growth would be huge for the momentum of the company and could instantly cause a pump in the stock

If $GRAB report even decent earnings they should do well! Here's the 5 things I need to see, to be happy with $GRAB and their Q1 earnings

@CarsonTalkMoney Boss man… you are responsible for half my portfolio. So any value I bring pales in comparison to your value to me. 🫡

I appreciate @Gregwill1985 for brining this to my attention

Grab just became the first company ever awarded the Cross-Border Ride-Hail Service Operator License This license will allow $GRAB drivers to go between the boarders of Malaysia and Singapore! This should keep $GRAB drivers much more busy, and allow their revenue to skyrocket I can’t be more bullish on $GRAB

I was looking a little deeper into the $CAKE report, and read Flower Child grew revenue 21% Y/Y This was mainly drives by a 10% increase in same store sales! This concept is just beginning and I see this growing for many many more years! Have you guys ever tried flower child?

@MMatters22596 I don’t hate it.

My current opinion on some popular growth stocks, if it's a buy, hold or sell for me. BUY: $OSCR $EOS.AX $SOFI zetachain:native $XPEV $NIO $PGY $META $DUOL HOLD: $NBIS $AMZN $EOSE $IREN $KRKNF $HIMS $CRDO $JD SELL: $CRWD $ONDS $AAOI $AXTI $LITE $TSLA What would you change?

The market is officially open today! $ZETA ⬆️ 7.22% $NOW ⬆️ 4.03% $ADBE ⬆️ 2.96% $SOFI ⬆️ 1.06 $NKE ⬆️ 1.04% Unfortunately my largest holdings is $AMD, so I'm only up 0.02% today Happy Friday everyone!

@CarsonTalkMoney $GRAB received the first license overnight to take their ride hailing business across boarder between Singapore and Malaysia. I was expecting a Green Day and a pop.

$GRAB and $NOW both just had massive sell offs, so I went ahead and bought some to end the week! ' I work 11-9:30 today, so probably won't be super active. I also have my recurring buys later today, which will be nice! Are you guys buying anything today?

Here's how I would grade $META earnings report B- They grew revenue very quickly, but I noticed some very large issues

Hey everyone, I'm coming from 2030. People are actively talking about how they wish they loaded up on... $ADBE under $300 $META under $700 $MA under $550 $INTU under $450 Just wanted to stop by to give you all a heads up!

I can’t even blame Wall Street for selling off $META at this point - No buys back (we’re getting diluted) - increased cap ex (again) - $25 billion bond sale - R&D grew 46% Y/Y - Daily users down - several lawsuits Their was a lot of good in this report, but we can’t ignore the bad

7 Stocks to Buy for the long term 1. $NOW 2. $CRM 3. $ADBE 4. $SOFI 5. $CELH 6. $ELF 7. $NKE 8. $EL 9. $CAKE 10. $HNST If you believe housing will turn the next 2-3 years then $WHR and $RH also If you like to go for some high risk high reward the. $FUBO $HIMS $HOOD