Stocks (@FinStockss) header
Stocks (@FinStockss) profile picture

Stocks

@FinStockss

Multi-bagger & Growth stories Focused | #Fintweet | Learning | Invest in a CEO/Story/Fundamentals NOT a price |

Joined February 2021
  • Tweets734
  • Following1.5K
  • Followers119
13Media
Photo by Stocks (@FinStockss)Photo by Stocks (@FinStockss)Photo by Stocks (@FinStockss)Photo by Stocks (@FinStockss)Photo by Stocks (@FinStockss)Photo by Stocks (@FinStockss)Photo by Stocks (@FinStockss)Photo by Stocks (@FinStockss)Photo by Stocks (@FinStockss)Photo by Stocks (@FinStockss)
$FSLY comparison between Apr and a “typical” month (picked Jan) and notice that we are 20 days into Apr and almost covered the Jan month’s usage. The blue lines in middle clear stand out from Jan. The boxes on the right show trend. It started with March Madness but has continued.
Image from Great Lake (@gr8lakeinvestor)
1
3
1
5
$FSLY the section in the middle is daily bandwidth plotted during the day with different color legends for months. Notice how the Mar and Apr are standing out from previous month. This has no other filter applied so shows healthy growth.
Image from Great Lake (@gr8lakeinvestor)
1
1
8
Creating thread of all Septum Substack Posts in one place as some of you asked for it. $SRAC $HAAC $SKLZ $ABNB nitter.gq/Soumyazen/status/13709…
Soumya (@soumyasen) profile pictureSoumya
@soumyasen14 Mar 2021
Analysis of Momentus Space $SRAC septum.substack.com/p/analys…
6
4
1
100
Replying to @SixSigmaCapital @jordanelist
$MELI: $80B, 70% growth, 4 billion sales,near profitable $CPNG: $70B, 100% growth, 12 billion sales, nearly profitable $PDD: $200B, 90-100% growth, 6-7billion sales, burning crazy $ $SE: $120B, 100% growth, 4.5B, burning big $ $cpng Clear value of group.also only 25% mktshare
1
3
1
12
$SKLZ Insights - One key finding from Skillz earnings call is that their LTV/CAC is underestimated. Q4 LTV/CAC is 3.8x which itself is industry best metric. But disclosed that there was an additional 102% of LTV post 3 year period that is not factored. Investment makes sense here
5
8
1
88
Given Ark has not yet started the Space ETF but already has Ark Genomics, I am planning to do an article on Space before Genomics. I am planning to publish it by next weekend. I am trying to adapt to where most value can be captured early. septum.substack.com
9
2
1
95
To me investing is hard. It is a delicate dance between risk and gain assessment, what we know and we do not know. Over time I learned to rely more on company's execution track record, what has and can been achieved vs what is possible. And knowing you can be wrong no matter what
7
5
101
Load more