@Yield_Fanatic Outperformed Q3 expectations on all fronts in Q2. Solid DD YF.
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bcodr
255 posts
@plantmath1 Agreed, it does seem like $MAPS is the current leader but need to dig deeper into the space in general.
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$MAPS Earnings
Revenue: $46.9M +21% nominal & +55% adjusted for vendors dropped due to new license requirements
MAUs up to 12.3M +75% YoY 🔥
Avg Revenue Per Client +24% YoY
Client Count -2% nominal or +28% when adjusting as above
Net Income $16.8M up from $7.7M in Q1 🔥
EPS 7c
Plant@plantmath1
$MAPS reports Thursday afternoon. No analyst estimates in any of my platforms. No idea if the market even knows they report. Its not in IBKR. Flying blind. 🤷♂️ 41.15M revenue in Q1 2021. SPAC estimates for FY 2021 were 205M. 9.1M MAUs as of 3/21 ir.weedmaps.com/events/event-d…
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@plantmath1 Great ER, been waiting a long time for this one. Have you taken a look at Leafly? Leafly is a competitor that may go public soon.
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@ragnarisapirate I agree, great Q! Getting more excited as I learn more about the co.
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@parth_ir Amazing results. And they were all but screaming that they were sandbagging results going forward.
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@parth_ir I think @dhaval_kotecha is the guy to talk to.
Dhaval Kotecha@dhaval_kotecha
AdTech Industry Overview Reference Material // Financial Fitness Happy to field more questions via DM
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@stonescotch $ROKU is a publisher not quite what I’m focusing on in my analysis but will eventually get to it. However, I do like the company.
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@InvestiAnalyst @StratusYoung @Innovestor_ Appreciate it Francis.
I haven’t had time to digest last ER in depth but from a high level everything looks great to me. No change to my LT thesis. Feel free to reach out with any questions.
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What are the best write-ups, twitter threads, podcasts, investor letters, or anything else on Fiverr? both long or short, free or paywalled, etc.
Preferably material with a long shelf life.
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@Jason_Trice Glad you enjoyed but gotta give credit to @_SeanDavid. First person on #Fintwit I saw discuss $MWK.
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@jeremymday $FVRR offers better creative talent than $UPWK from my understanding. I think demand for creative work will continue grow in the future. I also am seeing a lot more innovation w/ $FVRR mgt team than $UPWK + ancillary services provide add’tl growth opps
parthir.substack.com/p/fiverr-q4-fy…
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Good morning FinTwit! Happy Monday! Always good when it's green!
Question this morning. Why is $FVRR worth almost $10 bil and $UPWK only worth almost $7 bil?
$FVRR has half the revenue $UPWK does. $55 mil q4 vs $106 mil q4.
I want to invest here but don't necessarily want both
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@b1tco @nishant_42 Of course I have expectations for companies I invest in but giving out price targets is meaningless imo. Just how Wall Street PTs don’t mean much to me.
Maybe I’ll add some sort of sensitivity analysis to my reports in the future but no price targets for now.
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@parth_ir @nishant_42 How do you expect $FVRR to do in 3+ years?
I think there has to be some target, otherwise - why hold it?
E.g. I hold stocks that I expect ~2x in 3 years, 5x-10x in 5-10 years.
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