1.
Ryan Reeves
@investing_city
@SecretCapital_ growth > 30%, gross margins > 50%, net cash > 0, FCF > 0
2.
Ryan Reeves
@investing_city
YouTube ads growing 50% at a $24 billion run-rate
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Ryan Reeves
@investing_city
Adobe with 26% revenue growth at $15.6 billion run-rate, 37% EBIT margins, 44% FCF margins and 89% gross margins.
Decent biz
Decent biz
Ryan Reeves
@investing_city
Top 10 sections from Roku's shareholder letter...
Ryan Reeves
@investing_city
Just recorded a podcast with @SecretCapital_ breaking down DoorDash!
The man knows his stuff!
Will try to get it out by Tuesday
The man knows his stuff!
Will try to get it out by Tuesday
Ryan Reeves
@investing_city
Took the afternoon to understand the prescription drug market a little better.
Here are some ramblings on the value chain...
[THREAD]
Here are some ramblings on the value chain...
[THREAD]
Ryan Reeves
@investing_city
Ok, I have to get in a Snowflake take, right?
Who was buying at $300?
Like $85 billion on $400 million in sales
Who was buying at $300?
Like $85 billion on $400 million in sales
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Ryan Reeves
@investing_city
Shopify Merchants Solutions revenue up 148%. A lot of that is made up of payments.
Imagine what Stripe's growth was this quarter
Imagine what Stripe's growth was this quarter
Ryan Reeves
@investing_city
Apple Valuation
1/10/2019
Price: $153.8
Enterprise Value: $645 billion
P/E: 11x
1/10/2020
Price: $310.8
Entβ¦ twitter.com/i/web/status/1β¦
1/10/2019
Price: $153.8
Enterprise Value: $645 billion
P/E: 11x
1/10/2020
Price: $310.8
Entβ¦ twitter.com/i/web/status/1β¦
Ryan Reeves
@investing_city
Here's a good business lesson to remember:
Competition is bad for margins.
[THREAD]
Competition is bad for margins.
[THREAD]
Ryan Reeves
@investing_city
New Episode
We had Zach Olson, the Director of Research at Drumhill Capital on to talk about:
- his 5-prongedβ¦ twitter.com/i/web/status/1β¦
We had Zach Olson, the Director of Research at Drumhill Capital on to talk about:
- his 5-prongedβ¦ twitter.com/i/web/status/1β¦
...but wait! There's more!
1.
fakhright
@fakhright
astaghfirullah peng.krim guaaaaaaaa..............a *salto sambil solat*
