@spenserskates You all should keep this on your radar! Analytics is changing!
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Steven Garboden
4.1K posts
Steven Garboden
@Gar_Bonzo
Athlete of life
San Francisco Entrou em Temmuz 2010
2.1K Seguindo185 Seguidores
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Al has collapsed the time it takes to ship a feature. Now it's all about shipping the right thing. It's just as hard as it ever was.
As coding gets automated, agentic analytics becomes the bottleneck. Teams that win will build within context rich environments that capture user behavior and customer feedback, making that data accessible to both builders and agents.
Today @Amplitude_HQ is launching our Al Analytics Platform with Agents and MCP. Autonomous analytics that helps builders and coding agents ship products that their customers actually want.
Just as our partner @claudeai has reinvented software, Amplitude is reinventing analytics for the Al age.
We have achieved 76% accuracy for complex production grade queries and agentic usage has grown 10x in 3 months.
Don't just build fast, build what's right.
Try it for free, today.
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The Fed’s Easing Paradox
Long end yields are rising even with greater expectations of easing. These moves higher in the rates that matter suggest the Fed's ability to pump the economy and markets may be limited ahead.
bobeunlimited.substack.com/p/the-feds-eas…
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@shantaram83 What does it need to do revenue wise to do that you think next qtr or two?
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@GlobalCollapse @alc2022 What kind of revenue growth would be needed for this?
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@espn please fix your espn+ feed. Losing a subscriber for this experience.
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@compoundcashuk Makes sense. Haley term Amit seems more so talking about eying assets
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@Gar_Bonzo To be honest, i see them acquiring other businesses that have existing customer bases they want. But longer term, i would imagine they'll get bought out.
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$ZOMD good volume this early in the day. Hopefully a sign of more to come.
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@SashoMacKenzie when is the garmin r10 going to be supported? Surprised it’s not already.
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100-baggers are found at the intersection of opportunity, execution, patience, and luck
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@jpmontero88 What is your updated valuation thought based on recent earnings?
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I’ll be reinvesting the funds into $ZOMD.V / $ZMDTF, increasing my exposure to 10% of my combined portfolio.
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$PLUR.V $PLCKF
Financials finally dropped, almost at the last minute, and… I’m out.
Too many red flags 🚩 for me.
Just one example:
In the Feb’25 presentation, they said revenue for the first 10 months of 2024 had already exceeded FY’23 figures, which were then stated as C$70.4M.
🚨 Well… not only did they miss that number, but they also restated FY’23 revenue down to C$59.4M, a C$11M revision. And even then, they didn’t reach that.
✅ On a positive note, Professional Services continued to grow with a strong Q4, generating C$8.7M in revenue for the year, with C$5.4M coming just from Q4.
❌ But… profitability still seems out of reach.
🤷🏻♂️ 2025 could be their year… or maybe 2026…
📉 Or maybe we’ll just keep hearing:
“Revenue for the year ended December 31, NNNN, is lower than the comparative period as a result of the timing of a few large orders and lower volume from the Integra acquisition (“INC”), partially offset by growth in professional services…”
The thing is, with all these red flags and this management, I’m just not willing to wait.
Juan Pablo Montero@jpmontero88
$PLUR.V $PLCKF @plurilock What I’m expecting: ✅ Revenue growth of 80%–100% YoY ✅ Gross margin between 16%–22% In absolute terms, this would mean: ➡️ Revenues of C$40M~C$45M (with C$32M already accounted for as of October) ➡️ Gross profit of C$6M~C$9M (vs C$0.9M in Q4’23 and C$5.5M across Q1–Q3 2024) If they hit these numbers, EBITDA break-even becomes a reality.🔥
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@gillani_rahil How does last earnings play into your valuation throught?
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Zoomd Technologies ($ZOMD.V $ZMDTF): The Best Kept Secret in Digital Advertising?
Why This Under-the-Radar Growth Machine Deserves a $1.80/share or $175M CAD Valuation—And Why I’m Betting Big on It
Link in the bio🙏
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@Gar_Bonzo Thks! 😃 What to say... preliminary results were really amazing, with Revenues booming by +106% Y/Y and Adj EBITDA +310%... I'm just writing a post about it!
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🔔🔔 $ZOMD $ZMDTF numbers are out and... 🤯🤯
Tournaround keeps accelerating:
Revenue -> CAD16,7M (+135% Y/Y & +20% Q/Q) 🔥
Gross % -> 39% (0-20bps & +120bps) 🔥
Adj. EBITDA -> CAD3,9M (+572% & +27% )🔥
*Revenues in line with my estimation, gross margin ahead and EBITDA a bit bellow (but I was being very bullish actually)
I have yet to dig deeper into the financials and listen to the conference call, but what I see looks very promising....
Juan Pablo Montero@jpmontero88
Tomorrow we will have $ZOMD $ZMDTF Q3'24 Earnings Call 🔥🔥. ➡️ What a volatile day we had today, daily range between CAD0.57 and CAD0.72 (26% in one session 🤯). 🐂 I'm very optimistic that the trend change will continue to gain traction. 🔮 My estimates: Revenue -> Between CAD16M and CAD20M (up from CAD14M last quarter). Gross % -> Between 35% and 38% (in line or declining from 38%). Adj. EBITDA -> Between CAD4.5M and CAD5M (up from CAD3M). Since the turnaround is progressing rapidly, I am adjusting my valuation each quarter by annualizing last quarter's adjusted EBITDA: 🎯Q2'24 Adjusted EBITDA -> CAD3M x 4 = CAD12M Diluted shares outstanding -> 103M EV/EBITDA -> x15 - x20 (fair for such rapid growth and margin expansion) INTRINSIC -> CAD1.73 - CAD2.33 Trades at CAD0.61.... 🎯 3Q'24 estimate If they hit my 3Q estimate and do the same valuation, the intrinsic price would rise to CAD2.6 - CAD3.9. 🤷🏻♂️I don't know if these numbers are 100% accurate, but it's not that hard to understand their current undervaluation if the turnaround continues at this pace. Not financial advice :)
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@WolfOfOakville What do you feel #zmdft could get to with good organic growth in those metics? Think it could be > 2?
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#2025WolfPicks
$HASH.V $ZOMD.V $SBBC.V $DRX.TO
Longshots: $MTLC.C $ROOF.V
Read all about em:
wolfofoakville.com/p/2025-wolf-pi…
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This afternoon, there was an attempted robbery in Union Square involving San Francisco 49ers wide receiver Ricky Pearsall and he was shot.
SFPD was on scene immediately and an arrest of the shooter was made.
My thoughts are with Ricky and his family at this time.
We will provide more updates, including on his condition, as I receive them.
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@chasingscratch0 @TheCarlWeathers How is this possible. A legend was lost, but so grateful for the joy of this interviewing. Unforgettable character. Very sad day.
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So the rumor is that Pebble Beach is going to raise their green fee to $1000 in 2025.
Would you pay that?
My likely really unpopular take: It’s worth it
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