James Wang
With Dutch lithography, Japanese photoresists, and Shenzhen assembly 🙄 https://t.co/REoNPrS4oh
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With Dutch lithography, Japanese photoresists, and Shenzhen assembly 🙄 https://t.co/REoNPrS4oh
The future of the microchip industry is going to be Made in America. - President Bidentweet
Twitter
The future of the microchip industry is going to be Made in America.
Offshore
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Paul Graham
We've reached peak crypto hype when even weight machines use pictures of Brian Armstrong in their instructions. I like Brian a lot, but this is verging on a cult of personality. https://t.co/hEouh1MSOS
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We've reached peak crypto hype when even weight machines use pictures of Brian Armstrong in their instructions. I like Brian a lot, but this is verging on a cult of personality. https://t.co/hEouh1MSOS
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Special Situations 🌐 Research Newsletter (Jay)
Expected $RBLX; videogames = pandemic beneficiaries:
-DROPS 10% ON 2Q BOOKINGS MISS
-Roblox GAAP EPS of -$0.30 misses by $0.05, bookings of $639.9M beats by $13.68M
-Bookings of $639.9M (-3.8% Y/Y) beats by $13.68M
Rev of $591.2M+30% Y/Y
-Bookings per DAU was $12.25, down 21% Y/Y
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Expected $RBLX; videogames = pandemic beneficiaries:
-DROPS 10% ON 2Q BOOKINGS MISS
-Roblox GAAP EPS of -$0.30 misses by $0.05, bookings of $639.9M beats by $13.68M
-Bookings of $639.9M (-3.8% Y/Y) beats by $13.68M
Rev of $591.2M+30% Y/Y
-Bookings per DAU was $12.25, down 21% Y/Y
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Offshore
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Taylor Pearson
The Toyota Production System was implemented by Toyota in the 1960s but it wasn't really until the 1970s that it started getting traction.
What happened in the 1970s that spurred Toyota to the largest car manufacturer in the world?
Oil Crisis + Stagflation https://t.co/xJjyjdLd5n
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The Toyota Production System was implemented by Toyota in the 1960s but it wasn't really until the 1970s that it started getting traction.
What happened in the 1970s that spurred Toyota to the largest car manufacturer in the world?
Oil Crisis + Stagflation https://t.co/xJjyjdLd5n
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Special Situations 🌐 Research Newsletter (Jay)
Trade Desk $TTD reported revenue for the 2Q22 that beat the average analyst estimate
-Sees revenue at least $385mn, estimate $382.1mn
-Sees adjusted Ebitda about $140mn, estimate $134.2mn
-Shares Jump 9% After 2Q Revenue Beats Estimate
-3Q Loss Per Share vs EPS 10c
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Trade Desk $TTD reported revenue for the 2Q22 that beat the average analyst estimate
-Sees revenue at least $385mn, estimate $382.1mn
-Sees adjusted Ebitda about $140mn, estimate $134.2mn
-Shares Jump 9% After 2Q Revenue Beats Estimate
-3Q Loss Per Share vs EPS 10c
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
$WMT trying to get streaming on board to compete with $AMZN prime. Walmart subscription service costs $12.95/month. Speaking with $DIS $CMCSA and others...
https://t.co/ZNzAv27JYO
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$WMT trying to get streaming on board to compete with $AMZN prime. Walmart subscription service costs $12.95/month. Speaking with $DIS $CMCSA and others...
https://t.co/ZNzAv27JYO
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Offshore
Video
Morning Brew ☕️
when is it my turn to be "excited to announce" something??
(ft. @pashagrozdov) https://t.co/dKaRSQ0c2i
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when is it my turn to be "excited to announce" something??
(ft. @pashagrozdov) https://t.co/dKaRSQ0c2i
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Special Situations 🌐 Research Newsletter (Jay)
$SG Sweetgreen Plunges 21% After Cutting Annual Revenue Forecast
-Overvalued salad cos don't do well in a recession
-Sees rev $480mn-$500mn, saw $515mn to $535mn, est $529.8mn
-Sees same store sales growth +13% to +19%, saw +20% to +26
-Loss per share 36c, estimate loss/shr 30c
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$SG Sweetgreen Plunges 21% After Cutting Annual Revenue Forecast
-Overvalued salad cos don't do well in a recession
-Sees rev $480mn-$500mn, saw $515mn to $535mn, est $529.8mn
-Sees same store sales growth +13% to +19%, saw +20% to +26
-Loss per share 36c, estimate loss/shr 30c
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Special Situations 🌐 Research Newsletter (Jay)
Nextdoor $KIND told shareholders that its advertisers are tightening budgets, “a reflection of rising macro uncertainty, inflation & labor shortages,” according to its SH letter. Real estate, retail and fast-food are among the sectors pulling back advertising spending, it added.
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Nextdoor $KIND told shareholders that its advertisers are tightening budgets, “a reflection of rising macro uncertainty, inflation & labor shortages,” according to its SH letter. Real estate, retail and fast-food are among the sectors pulling back advertising spending, it added.
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Offshore
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Morning Brew ☕️
When you randomly open your untouched Venmo account and see you were gifted $15 https://t.co/n8jiWocO8t
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When you randomly open your untouched Venmo account and see you were gifted $15 https://t.co/n8jiWocO8t
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