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Apple a day
938 posts
Apple a day
@aapl_day
Apple a day keeps doctor away :)
Katılım Nisan 2022
130 Takip Edilen18 Takipçiler
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Sentinel One:
$450m ARR, growing 106%, worth just $4B
Jaw dropping growth, but not profitable yet
Dynatrace:
$1B ARR, growing 33%, worth $10.5B
Solid, mature growth -- but 29% free cash flow margins
The markets really, really want profitability right now
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Can you write me an email with three reasons to pass on investing in a startup that emails me for investment?
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If AI turns mediocre writing containing no new ideas into a commodity, will that increase the "price" of good writing that does contain them? History offers some encouragement. Handmade things were appreciated more once it was no longer the default.
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@ShaanVP @thesamparr elaborate how they met and married? interesting
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Big year for the podcast in 2022
* 6x'd podcast listeners (2M+ monthly now)
* 10x'd youtube subscribers
* top 1% most followed & top 1% most shared pod on spotify
* 2 listeners met and got married
not bad for a couple dummies ! @thesamparr
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The @TwitterSpaces team no longer works at Twitter and is currently looking to get hired as team/package deal. These folks are top-notch large-scale social audio engineers and worth $$$ to any Twitter competitor.
Elon Musk@elonmusk
Great work by Twitter Spaces team!
San Francisco, CA 🇺🇸 English
@ericbahn Rescheduling now would show them that you are the bigger human :)
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I'm finding myself peeved. Got someone who:
1. Requested a meeting with me.
2. Ignored my cal scheduler and sent me theirs instead.
3. Canceled 1 min before meeting begins.
4. Now asking me to reschedule for new time within 24 hours.
...I'm thinking I let this one go.
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Exclusive w/ @erinkwoo -- Marc Lore's food startup, Wonder, has laid off about 130 employees and is pivoting away from its core business model of cooking food in mobile kitchens that park in customers' driveways. (thread) theinformation.com/articles/marc-…
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@IrnestKaplan wonder if they did any new acquisition with stock.
SBC growth looks steady across quarters from $120m in F22Q3 to ~$320m this quarter
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$ZM Zoom Vide Q323 (to Oct 22)
Haven’t listened to call yet but a few things I don’t like:
SBC keeps going up. Was 12% of rev in Q421, now >doubled to 28%
Costs going up quite a lot. S&M up a lot despite rev g declining. (I know it’s transition to Enterprise, but still)
…
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@IrnestKaplan @StevanPopo Only explanation to not doing a public rebuttal is .... :)
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@StevanPopo I think they don’t want to “entertain” the short and draw more attention
But
This is different. It’s a detailed short report. Plus it wiped out half of $DLO ‘s value on big vol (~30% of shares traded hands)
It deserves a well-written rebuttal imo
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$DLO down 14% today
Does anyone know why? I don’t see any news
By the way, it’s been about 2 weeks since the Short report and no public rebuttal. (Other than some chats to brokers)
I don’t know why they chose that route but I don’t think it’s right given the drop & large volume
Irnest Kaplan@IrnestKaplan
$DLO The short report came out last week Wed (Nov 16th) It’s now over a week later I still see no rebuttal report on the $DLO IR website They’ve had enough time to consider each of the allegations carefully & write an authoritative rebuttal to allay investor concern …
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@IrnestKaplan @KoyfinCharts Strangely, the FCF has been erratic too in last 4 quarters
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@aapl_day Ya I hear you , you are right
There are definitely outliers
$NOW LTM FCF growth has declined a lot over the past 3y
Currently on 18% with a 45x FCF multiple
Just plotting last few yrs below on @KoyfinCharts (with mean of LTM FCF growth and P/FCF mult)
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$SNOW - Snowflake
If they achieve FY29 targets ($10B rev, 25% FCF mgn)
& assuming 4% dilution
To get a 20% inv return over next 6y, they'd need a P/FCF of 69x at that point
For a 15% return, they'd need a 54x multiple
10% would need a 41x multiple (more reasonable imo)
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@IrnestKaplan Thanks for sharing!
How do you see this tracking against confluent/monday/sentinelone/asana?
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$SNOW
These are basic calcs but I hope it helped position where we are vs the longer term targets
So much can happen over 6 y
$SNOW could turn out to be a super success or get stiffer competition & lose some traction
Let’s see if Mr Market will throw us a great deal
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$CRWD $SNOW $ZS I went into the earnings with 60% of my port in these 3 & very happy!!! Will continue this journey into 2023 & beyond with these 3 best of breed names!!!🍻
For the shorts out there $ZS just gave up the day's gain AF 😂
Invest in & follow the best! #fintwit
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FinXKing@ronjonbSaaS
My port: IT spend under pressure into 2023 some adjustments in the past weeks Tier1 $CRWD 22% $ZS 20% $SNOW 18% Tier 2 $DDOG 16% $MDB 10% $S 4% - added last week $16-$17 range Radar $HCP 1% $FRSH 1% Non-Saas $TSLA 7% $COIN 0.75% *Sold $NET *Not investing advice! Do your DD!
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@3YearLetterman @elonmusk Gas operated trucks can fly in traffic jams.
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@elonmusk Unfortunately, Tesla doesn’t have the horsepower to pull a loaded trailer, which usually weighs over 500k pounds. A gas operated American truck could
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