julian sonego

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julian sonego

julian sonego

@jsonego

Corner three specialist. Marketing guy. Ex Holden, Google, IG. Current : Chief Commercial Officer at Eightcap

Melbourne, Victoria Katılım Haziran 2007
2.6K Takip Edilen447 Takipçiler
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alphagrowth
alphagrowth@alphagrowth1·
Middlemen hate this one simple truth: Their "value add" is often just a gate they built themselves. Abstraction leads to corruption. Efficiency leads to prosperity. When we increase velocity, we make the world a better place for everyone (except the gatekeepers).
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julian sonego
julian sonego@jsonego·
@ringer @dannychau Very enjoyable read to a very satisfying start to the season. This gave me a chuckle. “Instead, there was Paul Reed, Ron Holland, Duncan Robinson, and a procession of the most Mandalorian-ass names imaginable: Daniss. Caris. Chaz. Tolu. Bobi.”
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Pistons Talk
Pistons Talk@Pistons__Talk·
Isiah Thomas on the Detroit Pistons finding their Identity this season “They finally found their way back home to piston bad boy culture defense rebounding and playing physical. That's who Detroit is That's who the city likes to see. Hey if you want to shoot 50 threes go live in Boston If you want defense hard work rebounding championship pedigree come to Detroit.” Via @NBATV
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julian sonego
julian sonego@jsonego·
@seancarlson @_EKF Hey Sean, I was there a few weeks ago. Loved it. Had a memorable meal at Moma and enjoyed exploring Vitosha. Many people told me to visit the town of Plovdiv - something for my next visit. Enjoy.
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Sean Carlson
Sean Carlson@seancarlson·
Such an entrancing first full day in Bulgaria, wandering around Sofia with an @_EKF poetry fellowship.
Sean Carlson tweet mediaSean Carlson tweet mediaSean Carlson tweet mediaSean Carlson tweet media
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julian sonego
julian sonego@jsonego·
@jack_kelly_313 I remember this late season game. Mathurin was getting a lot of buzz for All-Rookie 1st team and Ivey was motivated. Excited for Sophomore Ivey too.
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Pistons Jack
Pistons Jack@pistons_jack·
Man, I'm excited for Sophomore Ivey This performance last April provided us with a glimpse of prime Jaden Ivey: 29 PTS | 5 REB | 9 AST | 2 STL | 45% FG Scoring off the bounce, dynamic in transition, bending defenses at will with his first step ... explosive bucket-getter 💫
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julian sonego
julian sonego@jsonego·
@adekponya_ Watched it tonight. Thank you for doing such a masterful job. As a lifelong fan, not ashamed to say I shed some tears. 🙏
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Matthew Adekponya
Matthew Adekponya@adekponya_·
Official trailer for Rose Gold 🍿🎥🏀 A film on this era of Australian Boomers and their relentless journey to stand on the Olympic Podium. Rose Gold will reach 130 screens in 94 Cinemas around the country from August 24th. World Premiere is August 11th at MIFF.
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G 🇦🇺
G 🇦🇺@bluewolfpack1·
The Top 5 in order : Smashing Pumkins The Cure Beatles Pearl Jam Nirvana Won’t debate this .
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julian sonego
julian sonego@jsonego·
@ChuckModi1 Nick Anderson too. I hope Patty Mills leadership and mentoring can have some influence. It’s a shame Ben didn’t spend time with that Boomers group in their Olympic run. Strong culture of support and selflessness.
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#StopCopCity
#StopCopCity@ChuckModi1·
Fixing confidence is tricky. Wilt shot 90% free throws in practice, but only 50% in games. He hired psychologists & everything. Careers of Rick Ankiel, Mackey Sasser, etc. ended from “the yips”. And none of them had to deal w/24/7 Twitter hate like Ben Simmons.
Donald O. Daniels@DonaldODaniels1

@ChuckModi1 Why don't these guys hire counselors and motivation specialist. He's not the first athlete having to overcome insecurities or lack of confidence That comes from childhood. Across the board. He should be paying for shrink . Or maybe he has tried that already.

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julian sonego
julian sonego@jsonego·
@jack_kelly_313 G6 2005 NBA Finals. Chauncey was all business leading the team after the heartbreak of the G5 loss at home, winning on the road to force a G7. If Larry Brown kept Chauncey on the floor in G5, we could have won that and gone back to back.
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Pistons Jack
Pistons Jack@pistons_jack·
⏪ 2003 ECSF G6 | After suffering an ankle sprain in G1, Billups was called out by Greg Anthony at h/t of G6 for his poor play. Billups showed up in the 2nd half, scoring 22 of his 28 points including a trio of dagger threes to ice the series. Lmk your fav Billups moment ⬇️⬇️
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julian sonego
julian sonego@jsonego·
@jack_kelly_313 Well done. Big fan of your work which I look forward to each day. From another Melbourne based Piston fan - counting down the days to the season tip off.
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Pistons Jack
Pistons Jack@pistons_jack·
Man, 1000 followers may not seem like a lot to most. But, to think 10 months ago I was so crippled by anxiety, with such low confidence, I was blocking everyone in fear judgement — 1000 followers is everything. I’ve met so many great people on this app, who inspire me everyday!
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Chris Weston
Chris Weston@ChrisWeston_PS·
Expanded the Weston clan, with a little lass..number 3, not exactly sure what I’ve signed up for but it’s started well...
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NBA Australia
NBA Australia@NBA_AU·
Another big night for @Patty_Mills off the bench in a @spurs win! 💪 📊 13 points | 3 boards | 2 assists | 3 steals
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julian sonego
julian sonego@jsonego·
@BobTreemore Interesting research Bob. Thanks. Good validation - raises the probability. AU is a big Zwift market so would make sense Peloton get in here before they establish too large of a beachhead.
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Bob Treemore
Bob Treemore@BobTreemore·
Just adding to this "PTON in Australia" item which appears fairly solid. I investigated Australia Trade Marks. PTON did a flurry of requests in July 2019, March 2020 and November 2020. You can see below that some, but not all, have moved through complete approval.
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julian sonego@jsonego

@ocshree Possible confirmation bias but strong indication PTON is coming to Australia with Sydney getting the first stores. eftm.com/2021/02/exclus…

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julian sonego
julian sonego@jsonego·
@ocshree Hopefully it plays out. Thanks for all your research. I did some back of envelope and looks like PTON added 350k free subs this qtr. A record. Big increase on last qtr at 60k. Healthy top of funnel should feed into Paid Digital and Connected Fitness adoption in coming qtrs.
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OCShree
OCShree@ocshree·
@jsonego Wow, thanks for the tip. They just posted some international tax positions. This was unexpected.
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OCShree
OCShree@ocshree·
$PTON beat and raised guidance on Every Single Metric. Revenue: Q2 $1.0648B and full year raise to $4.075B or better. CF members and Digi members up 128% and 472%! Earnings of $63.6M NI Deposits/Def Revs increased another $90M and Cash increased $250M Healthy!
OCShree@ocshree

$PTON Earnings on Thursday There are 22 analysts with a PT of $33 to $190. Analysts estimating Q2 rev of $1.028B up 120% vs $466M last year and full year est of $3.93B Company guidance was $1.0B (vs $758M in Q1) and full year of $3.9B. Must beat and raise to support valuation.

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OCShree
OCShree@ocshree·
Questions I would have liked to hear: 1. International expansion 2. Apparel sales 3. Partnerships and plans to leverage Beyoncé and Shonda 4. Plans for $2.1B cash! Best quote: “We will not always fly our bikes over”. 😂 If you are a long term investor, this is a great Q. BTD!
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julian sonego
julian sonego@jsonego·
@Mayuresh500 @ocshree Connected Fitness adds the last 5 qtrs : 240k 210k 170k 150k 50k What will those numbers look like once tread is available (bigger mkt than bikes) and the new production facility comes online? Could they add 500k CF subs in a qtr in 2021?
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Mayuresh Masurekar 💎
Mayuresh Masurekar 💎@Mayuresh500·
@ocshree I am a little worried. Rev good (not great) but may be because of supply limitations. EPS better than consensus but lower than whisper. Worst, CF subs at 1.33, same as guidance. Long term still great, but pandemic premium may be subsiding
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OCShree
OCShree@ocshree·
$PTON with a beat and raise. Revs: Q1 $757.9 vs $725M guid/$728M Consen Raise full year from $3.65B to $3.9B “or better” Q1 adj EBITDA $118.9 vs $85M Guid Raise full year from $237M at mid to OVER $300M Customer Deposits/Def Rev: $521.2M vs $363.6 Churn still low: 0.65%/mo
OCShree@ocshree

$PTON reports Q1 Thurs. Guidance is $725M rev, $85M adj EBITDA and 1.325M CF subs. Reported their Q4 on 9/11(10 wks into curr qtr) so likely no big surprises. Aggressive GS raised to $829M rev and 276K net adds vs. guidance of 230K. Consen is $728M (10 lazy analysts) per Zacks.

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julian sonego
julian sonego@jsonego·
@leifthunder Hey Leif, love what you’re building. Any thoughts on expansion into AU and APAC? Would be interested to connect with you to discuss.
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Keşfet

@ringer @dannychau @pistons_jack @Pistons__Talk @NBATV @laurenjbara @channingfrye @seancarlson