Frederik Gieschen
“Anybody that doesn't believe in you, either you let that bring you down, or it becomes fuel. To this day, we like to say that we believe before others understand. Because there really is something powerful, just psychologically, of believing in somebody.” @wolfejosh
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“Anybody that doesn't believe in you, either you let that bring you down, or it becomes fuel. To this day, we like to say that we believe before others understand. Because there really is something powerful, just psychologically, of believing in somebody.” @wolfejosh
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Frederik Gieschen
“We studied why firms split. Geography and sector. … Avoid silos so you don't get a coup, which is what happened Greylock, Matrix, Venrock. One partner became the dominant player and said, okay, we're shutting down that other office. Everybody here is a generalist.” @wolfejosh
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“We studied why firms split. Geography and sector. … Avoid silos so you don't get a coup, which is what happened Greylock, Matrix, Venrock. One partner became the dominant player and said, okay, we're shutting down that other office. Everybody here is a generalist.” @wolfejosh
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Special Situations 🌐 Research Newsletter (Jay)
DoJ Poised to Sue Google Over Ad Market as Soon as September
*ANTITRUST SUIT WOULD BE DOJ'S SECOND CASE AGAINST GOOGLE
*Prosecutors conduct fresh round of interviews with publishers
*Antitrust suit would be DOJ’s second case against Google $GOOG $GOOGL
https://t.co/0wFfNocaPn
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DoJ Poised to Sue Google Over Ad Market as Soon as September
*ANTITRUST SUIT WOULD BE DOJ'S SECOND CASE AGAINST GOOGLE
*Prosecutors conduct fresh round of interviews with publishers
*Antitrust suit would be DOJ’s second case against Google $GOOG $GOOGL
https://t.co/0wFfNocaPn
BREAKING:
*DOJ POISED TO SUE GOOGLE OVER AD MARKET AS SOON AS SEPTEMBER
$GOOGL - Jeremy L(W)instweet
Twitter
BREAKING:
*DOJ POISED TO SUE GOOGLE OVER AD MARKET AS SOON AS SEPTEMBER
$GOOGL
*DOJ POISED TO SUE GOOGLE OVER AD MARKET AS SOON AS SEPTEMBER
$GOOGL
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
Photo
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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