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@TheGreenMember

Green means go!

Katılım Mart 2019
232 Takip Edilen328 Takipçiler
stocksonly➡️🆙
stocksonly➡️🆙@TheGreenMember·
Funniest thing I have ever read. A guy runs a paid service and then tells his followers not to follow his investments.
Luv Wadhawan@luvwadhawan1994

@TheGreenMember @TheGreenMember - in order to be successful, One don’t have to be and One can’t be correct on all investments (otherwise he/she would be god) . @PronkDaniel always suggests all of his Patreon members and viewers to do their own research and not follow anyone in his investments.

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Luv Wadhawan
Luv Wadhawan@luvwadhawan1994·
@TheGreenMember @TheGreenMember - in order to be successful, One don’t have to be and One can’t be correct on all investments (otherwise he/she would be god) . @PronkDaniel always suggests all of his Patreon members and viewers to do their own research and not follow anyone in his investments.
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TechStockFundamentals
TechStockFundamentals@TechFundies·
Went through $XYZ to rubberneck. I've followed this company relatively closely since it came public as well as $TWTR so generally have a good feel for what's going on. Jack is an incredible product CEO. Amazing hits with Twitter, Square point-of-sale, and CashApp. Truly a product genius. That being said, his ability as a business operator has been consistently disappointing. $TWTR never evolved past group discourse and was just monetized as cheap ad tonnage. It was an incredibly bloated company that meandered until it was bought. $SQ (original $XYZ) had a great low-end point-of-sale system sold online. However, the company failed to make meaningful moves up-market largely due to the strategic decision to not have sales reps which opened the door for Clover and $TOST to seal off that opportunity. Then they completely missed most of the online opportunity which $SHOP dominated. They literally only started hiring field sales within the last year which is like showing up to a party a decade late. $SQ CashApp did great for peer-to-peer payments but the product literally did not evolve for a decade. It added bitcoin and stocks, and eventually a debit card. Despite having the initial lead, they lost P2P mindshare to Venmo / Zelle, lost asset trading to HOOD / COIN, lost BNPL to AFRM, APT, KLAR, etc. They lost the ability to build a closed financial network to Stripe / V / MA (though never really had a chance given their assets). Then $XYZ purchased APT which was orthogonal at best at a massive price and distracted the business. It took years for it to be integrated and still isn't there. Then $XYZ bought Tidal to have Jay-Z on the board. Most recently, the company is still investing in proprietary Bitcoin wallets / servers, and focused on "neighborhoods" whatever that means. The internal organization of the company has been adjusted for several years now and the presented logic hasn't ever really made much sense. First they were separate BUs, then some shared resources, and now who knows how they intend to structure the business. So tonight we learn they are laying off 40% of the company. The cited reason is AI improvements to coding. They spend 3b / year on R&D! Even if fully-loaded cost is $500k / year that is 6,000 engineers. Doing what, I have no clue for a set of products that haven't evolved much at all. They also spend 2b / year on G&A which I'm guess has a lot of fat in it as well. Long way of saying I'm pretty sure this has more to do w/ the company just being far too bloated from all the mistakes made above, and not AI advancements scorching the earth. Respectfully, the CEO splits his time between SF and Costa Rica (apparently mostly remote in Costa Rica these days), spends 2 hours a day meditating when not disappearing for 10 day retreats, etc. That's all pretty awesome and I'm honestly happy for him. Also he controls the vote at $XYZ so he can do whatever he wants. That being said, I wouldn't hire him to run a business (definitely would hire him to be chief product officer or whatever). And I don't think this 40% RIF really has any broader implications. I don't know if their tech stack is mostly self-built or SaaS, but I would think their spending on cloud AI is certainly going up (Anthropic, hyperscalers), their spend on payroll is going down, and their spend on CRM / customer support sw is going up.
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stocksonly➡️🆙
stocksonly➡️🆙@TheGreenMember·
Translation: I bloated the company and hired too many people and AI is giving me the perfect escape hatch to fix that mistake.
jack@jack

we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone. first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay. we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly. i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures. a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers. we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold. to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward. to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow. jack

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Lee Roach
Lee Roach@leevalueroach·
The new CEO of PayPal $PYPL has an insane comp package that is tied to the stock price. If the stock goes up he gets a massive payout. Here is the rundown. Base salary is $1.45M. Target cash bonus is 200% of salary, roughly $2.9M. Total cash comp is about $4.3M. That’s not where the upside is. The real pay is equity. He gets $20M in make-whole RSUs vesting over three years, about $33M in 2026 annual equity, and a $22M target package lined up for 2027. But the key piece is the one-time $25M Stock Price PSU grant. This award pays based purely on stock performance over a 3 to 5 year window: +60% stock move = 1x payout +100% and at least $100/share = 1.75x payout +150% and at least $125/share = 2.5x payout Maximum payout is 250% of target. That means a $25M target award can become $62.5M in grant value, and materially more depending on the stock price at vesting. Cash is small. Equity is massive. And the biggest upside only triggers if PayPal rerates materially over the next five years. This isn’t an EPS maintenance package. It’s a “double the stock” incentive structure.
Lee Roach tweet media
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Balaji Krishnamurthy
Balaji Krishnamurthy@_balaji_km·
$UBER Q4’25 earnings are out — a standout quarter to end a record year, with our largest and most-engaged consumer base ever: > MAPCs accelerated, up 18% to 202M > Trips accelerated, up 22% to 3.8B > Gross Bookings accelerated, up 22% to $54.1B > Adjusted EBITDA accelerated, up 35% to $2.5B > TTM FCF of $9.8 billion
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Heisenberg
Heisenberg@Mr_Derivatives·
$MSOS Highly requested for some reason. But chart looking spiffy lately. Nice rounding bottom last 1.5 year in the making. Spot a notable MOAT, and wouldn't be surprised price goes test it again around $7 ish. Nice 40% swing trade set up here.
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Cashman
Cashman@thecashman22·
This isn't light crude guys. Heavy oil is complicated to extract. The infrastructure and upgrading capacity is damaged beyond repair. The amount of capex to bring production back is going to be insane and will take years if not a decade plus. Do the majors want that risk?
The Kobeissi Letter@KobeissiLetter

In case you don't realize what just happened: Venezuela holds the LARGEST oil reserves in the world, at 300 billion barrels. The US is now "running" Venezuela with large US oil companies moving in, according to Trump. The US now controls the largest oil reserve in the world.

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