Offshore
Photo
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
tweet
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
tweet
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
tweet
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
tweet
Offshore
Photo
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
tweet
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
tweet
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
tweet
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
tweet
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
tweet
$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
tweet
Offshore
Video
Morning Brew ☕️
when is it my turn to be "excited to announce" something??
(ft. @pashagrozdov) https://t.co/dKaRSQ0c2i
tweet
when is it my turn to be "excited to announce" something??
(ft. @pashagrozdov) https://t.co/dKaRSQ0c2i
tweet
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
tweet
$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
tweet
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.
tweet
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.
tweet
Offshore
Photo
Morning Brew ☕️
When you randomly open your untouched Venmo account and see you were gifted $15 https://t.co/n8jiWocO8t
tweet
When you randomly open your untouched Venmo account and see you were gifted $15 https://t.co/n8jiWocO8t
tweet
Offshore
Photo
Tren Griffin
Was this software the first application bundle offered by Microsoft? https://t.co/r3adaRfLRv
tweet
Was this software the first application bundle offered by Microsoft? https://t.co/r3adaRfLRv
tweet