Ignobilium

@nachkari Yes…company’s message seems to be that everything in the report is incorrect; q3 call should be fun

@nachkari The report’s notion that PPG/AST PPF integrates directly into the paint is seemingly incorrect…can just call one of the companies

@maxwellhouse99 @LancasJosh @forwardcap 8-K published this morning

@LancasJosh @forwardcap What is the source? There is no PR yet from XPEL?

$XPEL "..Tesla vehicles is approximately 5% of total year to date revenues" @forwardcap @maxwellhouse99

@nachkari Yes this would be consistent w his commentary

@nachkari Ryan saying TSLA <10% total rev

@forwardcap Management suggesting TSLA <10% total rev

Tesla now bringing PPF wraps in house which could be a material headwind for Xpel I mentioned this as the biggest risk for $XPEL exactly a year ago today

@stressed_assets I agree…could be an eventful few weeks

@Ignobilium Maneuvering bonds to allow for an upsized ABL, which I believe is indicative of the above, yes

TFW when you see a friday night press release from a company you own, immediately think its bad news, but dig into it and realize its extraordinarily bullish

@Badpak Entire headline rev guide raise a function of the VHT deal, no?

$MTTR Stock popping based on headline "MTTR raises FY revenue guide" but seems to be mostly driven by recent acquisition (services line, gross accounting), as they actually lowered FY subscription (software) rev guide from $81m to $73.5m... not good

@LukeWolgram tough market but happy to own more here at an earnings multiple for 30%+ rev growth

@IanSmit29744947 @puppyeh1 yeah I’d take the under on this

Tiger Global. This is the end. You cannot lose 2/3 of your total gains for LPs over 20+ yrs in a matter of months and come out of it. Not dunking - just calling it how it is.

@LukeWolgram @CJOppel @HFMajorTom @LSValue @maxwellhouse99 Agree the Fed/SAAR numbers are more accurate (seemingly bottomed in Sep). My point is just that the ~500k figures for Oct/Nov look incomplete because BMW/Audi/Mercedes/Tesla/etc. are zero'ed out in that link. Also agree re: long-term, etc.

@CJOppel @Ignobilium @HFMajorTom @LSValue @maxwellhouse99 St. Louis fed has a lot of data on this. fred.stlouisfed.org/tags/series?t=…

Anyone made a list of beaten down Small-caps due to tax loss selling? Anything worth looking at buying?

@HFMajorTom @CJOppel @LSValue @maxwellhouse99 Yes but scroll down in the link I sent and it looks like Oct/Nov are incomplete (e.g., Mercedes zero'ed out along with Model 3/Y, etc.), so think the ~500k figures are wrong, no? Fed/SAAR seems more complete

@Ignobilium @CJOppel @LSValue @maxwellhouse99 This chart comes from the website you referenced... goodcarbadcar.net/usa-auto-indus…

@HFMajorTom @CJOppel @LSValue @maxwellhouse99 Would appear that Oct/Nov data is incomplete unless I'm missing something, no? goodcarbadcar.net/2021-us-vehicl…. SAAR inching up since Sep

@CJOppel @LSValue @maxwellhouse99 Ok, good luck.

@AltaFoxCapital Agree very impressive results…how did you get comfortable with the Straight Path lawsuit?

Ultimately, we believe this quarter is thesis-confirming and we continue to see meaningful upside from current prices. Our original $IDT research can be found here: bit.ly/3DjvNTx See disclosure in profile. Long $IDT and NRS.

Pleased to see the fantastic financial results reported from $IDT yesterday. The business and mgt is firing on all cylinders. A few high level thoughts on the quarter: 1)Mobile-Top up revenue +42% year over year. This is the 6th consecutive quarter of 20%+ revenue growth.

@Yaniv57958484 @CorneliaLake Agree but problem is it’s an implicit guidance cut

@Ignobilium @CorneliaLake Net to gross makes sense because net is post returns so flanctuate while gross is just GMV. Assuming rate if return shouldn't change materially, GMV does sound like to right metric. Also that is the common method used by peers

$KPLT 8k: $W Growth 57.7% vs Q4 of 41% & W-US seg 42.8/40.1% Q1/Q4 (ie KPLT further penetrating W). Non-W origs growing 87.4/66/46.1% for Q1/Q4/FY20 (ie Non-W growth accelerating). Also, Mgmt saying debt refi coming (L+850/2% fl currently). 💇‍♂️ 21/22 and this 💩 still cheap

@CorneliaLake @Yaniv57958484 Thanks. Surprised no one asked about the net-to-gross switch on the call.

@Ignobilium @Yaniv57958484 “We first introduced annual guidance for 2021 in April this year. Given the data we have today, we continue to believe that this guidance is reasonable and appropriate, and we plan to provide a more detailed update in our Q2 earnings release.”

@CorneliaLake @Yaniv57958484 Where did they say they will update the guide on the q2 call?

@Yaniv57958484 Dead money risk is real and they threw a wet blanket on the stock by saying they will update guidance on Q2 call. SPAC sponsor endorsing these projections is just comical. It’s RIDE bad. Think you have an M&A put and hard to see below $9. Upside over 2 years is huge though

@VetTechTrader Were you able to speak with the co? Have reached out but nothing yet.

Thankfully, bit of clarification from $FSRV on '20 disclosure-originations were light by a few percent, thus revs(vs initial est in SPAC pres); ebitda slightly better than projected 40.6M vs. 40M - exps high given $W numbers so weakness makes sense- still hold but smaller pos

@justvalue2 @MatusStraznicky Just a cool ~87x annualized EPS, ~77x EBITDA (diluted) at the a/h...nothing good comes cheap!

@MatusStraznicky But this is crazy: "Higher gross margins and expanding operating leverage enabled us to turn our 146% annual revenue growth into more than 300% annual growth in Non-GAAP adjusted EBITDA, 278% growth in Non-GAAP EPS, and more than 200% growth in Non-GAAP free cash flow"

crazy $APPS