SaaS Stock Investor @SaasStocks
Europe-based Entrepreneur & Tech investor - Only invest in SaaS you would use yourself Germany Joined October 2021-
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$DUOL 2024 consensus earnings expectations as of January 2023 were $1.04. It traded for 76x 2024 earnings at that time. The stock is setting new ATHs at $250. But? Earnings estimates have soared to $3.44 for 2024. Stock tripled... estimates more than tripled... & so the 2024…
$PYPL PayPal's FCF print still shocks me from Q1. $1.8 billion is the third most ever. It did include a .1b one-time benefit. Looking at their FCF #'s, this is actually the MOST FCF ever in a quarter when excluding one-time benefits. Guiding for $5b. They'll smash that.
Here's $AXON's tl;dr earnings: 1⃣ Software solutions are EXPLODING 2⃣ Pipeline (contracted revenue) is strong 3⃣ Stock-Based Comp is really high In a nutshell, that's everything. I'm very happy
$AXON GOD DAMN TASERS What an absolute juggernaut this company is turning out to be. 580x bagger at $24B Mkt Cap with little to no penetration outside the US + Europe.
Phenomenal $HIMS Q1 2024 results!! Showing monster operating leverage and should give investors confidence they can hit their long-term 20-30% adj EBITDA targets. They are projecting to hit their 2025 targets a full year early. The team delivers, again.🎯 - Revenue $278.2mm,…
$RKLB to the moon 🚀 • EPS ($0.09) vs Est. ($0.10) • Sales $93M vs Est. $95M • Closed Q1 2024 with $1B+ backlog
Congratulations Andrew 👏. Onwards & Upwards 🚀 $HIMS
Congratulations Andrew 👏. Onwards & Upwards 🚀 $HIMS
Why don't I care about $PLTR's price action after hours? The only metric that matters is the commercial count -- which we just saw grow 69% YoY to 262 customers 🤩
$HIMS Q1 EPS $0.05 vs $0.01 Est Revenue $278.2M vs $270.44M Est GUIDANCE: Q2 2024 revenue $292-292M vs $288M Est Adjusted EBITDA $30M - $35M, reflecting an Adjusted EBITDA margin of 10% to 12%. FY2024 revenue $1.2-1.23B vs $1.19B Est Adjusted EBITDA $120M - $135M, reflecting an…
Snapshot of a rock-solid $PLTR Quarter:
The longer I invest the more I realize 50% of investing is taking a Buffett or Munger quote out of context to justify something you are doing that they would never do. 😄
$SOFI CEO Anthony Noto buys the dip.
These brainwashed kids will be merciless genocidal soldiers in just 10 years. They will burn your house, rape your kids, and cut off your ears for fun. And note, that this genocidal educational program is 100% females-run, hallo #FeministischeAußenpolitik.
@FRHoffmann1 It remains the number one issue: Defense companies have zero know how in scaling and automation of production, and they will not invest into it without political pressure, because they want to protect their margins. They want to keep the companies out of defense that have the…
$MSFT is named a leader in Cloud AI Developer Services by Gartner.
I hope such a thoughtful and strong response will bring back all $Hims stakeholders together. I'm a fan of your company and your leadership, you're making the world a better place by making healthcare accessible and cheaper. Can't wait for the call tomorrow.
I hope such a thoughtful and strong response will bring back all $Hims stakeholders together. I'm a fan of your company and your leadership, you're making the world a better place by making healthcare accessible and cheaper. Can't wait for the call tomorrow.
$SQ posted a 1Q beat and offered a FY outlook raise. We note strength in Cash App GP (+25% Y/Y) driven by cash card and borrow, while BNPL was highlighted as the primary new product for ‘24. Further, higher levels of investment in 2H with targeted marketing in lifecycle…
F%CK!! We need to give Ukraine all M113 APC we still have in Europe (it should be 1000+). They are not useful for offensive operations, but they would move Ukrainian troops safely and quickly in or out!
F%CK!! We need to give Ukraine all M113 APC we still have in Europe (it should be 1000+). They are not useful for offensive operations, but they would move Ukrainian troops safely and quickly in or out!
Which country currently presents the best investment opportunities?
Sam Altman on what you need to do to survive in the age of artificial intelligence. "You are about to enter the greatest golden age of human possibility..." To thrive in that world, the skills that matter most are: - Deep familiarity with the tools - Staying abreast of changes…
StockOpine @Stock_Opine
6K Followers 3K Following Long-term stock investing | Fundamental analysis | Earnings Reviews | Not an investment advice
Lerthyhou @lerthyhou48870
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Wendy @Sheshou276497
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Ace @yeung0s667qa89
1 Followers 92 Following Join Prof. Andreas' crypto group for AI data analysis, risk management, and daily profits ($500-$5,000). Exclusive to US & Canada. https://t.co/DG99TNLlwW
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64 Followers 5K Following
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112 Followers 3K Following
CelesteGiles @6t342LMImFykAG
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Sosetear @sosetear25096
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Seatisers @seatisers10177
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Suzanna Shultis @ShulSuzan
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Tismimp @tismimp40153
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Rosalee Nieto @NietoRosal49283
108 Followers 5K Following
WTI Realist (Profitee.. @WTIBull
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Hunter 🌆 @rhunterh
16K Followers 2K Following Talking REITs for @armadaetfs, Listed real asset situations and other investment truths at Lewis Enterprises / @DailyGalbraith
Lionel Hutz @LionelHutz_Esq
5K Followers 825 Following I watched Matlock in a bar last night. The sound wasn’t on, but I caught the gist of it. Legal special situations research @ValoremResearch.
Sleepysol @Sleepysolcap
1K Followers 252 Following Trying not to sleepwalk my ways through the market. Representative of Winkerpack https://t.co/bzumSLxdca
StockOpine @Stock_Opine
6K Followers 3K Following Long-term stock investing | Fundamental analysis | Earnings Reviews | Not an investment advice
catechwilliams @catechwilliams
3K Followers 137 Following Center for Advanced Sciences. Cambridge Einstein Scholar; Ph.D. Philosophy (Oxon); Ph.D. Applied Mathematics (MIT); JD/ MBA (Stanford).
Mike @Mike10947310
3K Followers 123 Following I'd rather play suckers than beat the best—trying to find the right table https://t.co/MOU1CdjJVO
James Lucas @JamesLucasIT
364K Followers 9K Following Beauty is truth, truth beauty; that is all ye know on earth, and all ye need to know.
German Aid to Ukraine.. @deaidua
15K Followers 280 Following GAU is a private project that aims to help you to keep track of Germany's assistance to Ukraine in the Russia-Ukraine war. Enquiries 📩: DM / [email protected]
Bojan Pancevski @bopanc
40K Followers 2K Following Journalist, Author, Correspondent for the @WSJ. Private acc. Tweeting from & about Europe. Open DM. Get in touch: bojan.pancevski @ https://t.co/KDdLik8MmH
Timothy Snyder @TimothyDSnyder
560K Followers 58 Following Levin Professor of History at Yale. Author of "On Freedom," "On Tyranny," "Our Malady," "Road to Unfreedom," "Black Earth," and "Bloodlands"
ComunioneLiberazione @CLiberazione
6K Followers 101 Following Movimento cattolico fondato da don Luigi Giussani
New York Encounter @nyencounter
1K Followers 296 Following Annual three-day cultural event in NYC – education, dialogue, and friendship. Streaming and in person.
Daniel Eck 🇺🇦 @eckilepsie
6K Followers 2K Following 🇪🇺 🇩🇪 🇺🇸 🇮🇱 CDU / politisch Mitte & Opposition / Polemik / Team @mittepunkt
Brett Boettcher @brettboettcher1
109K Followers 187 Following Doctor of Physical Therapy | Left traditional healthcare to focus on disease prevention. Helping 100s of men lose the Dad Bod as an example for their family.
Ahmad Mansour 🎗️ @AhmadMansour__
113K Followers 3K Following Dr. theol. h.c.. German-arab-Israeli, psychologist, bestselling author, working against extremism. CEO @MindPrevention & Träger des Bundesverdienstkreuzes
Dmitry Kovalchuk @DmitryKovalchuk
1K Followers 696 Following Stocks, private equity, economics, and international politics. Personal views only. P.S. Don't follow my investment ideas, my investments lose money regularly.
Crypto2024 @ALLABTDOTS
3K Followers 2K Following I’m a private trader, NOT a financial advisor.Tweets are my opinion or research I’ve located. Do your own research before investing! stocks #crypto #btc
A @atradezcrypto
10K Followers 255 Following | TA | Crypto & Stocks | Alpha Trader 🎯 | Nurse Practitioner | Unfiltered |
Fin’ @Dolphins19845
762 Followers 73 Following all ideas. I’m an idiot that likes to look at charts NFA NEVER . learning and teaching to study is the best
Cantonese Cat 🐱 @cryptocantoncat
15K Followers 123 Following What are you doing following a laser-eyed cat? No paid group, no paid services I like catching some falling knives https://t.co/TBbZe5fCpK
Danny cheng @dannycheng2022
10K Followers 181 Following Tsla, pltr and nvdia investor. I use my homily charts for investing. Not financial advice. Tesla car owner, piano self learner. Don’t follow me as I’m stupid.
MarketMaestro @MarketMaestro1
12K Followers 173 Following Economist, Long-Term investor, tries to see far, technical analysis but after fundamental analysis, Clear vision, personal portfolio creation assistance
Peter Kazanjy @Kazanjy
13K Followers 1K Following Tweeting Sales & SaaS. Author @foundingsales. Founder @atriumhq, @modernsalespros (https://t.co/emGFAtnEFd), @talentbinhiring (acquired). B2B Angel.
Colby Badhwar 🇨�.. @ColbyBadhwar
23K Followers 372 Following Security columnist @InsiderEng | Defense news/analysis with an emphasis on procurement, arms sales & 🇺🇦 military aid. | RT≠endorsement. Opinions=mine.
Bret Kenwell @BretKenwell
6K Followers 2K Following Equities and options. Conservatively aggressive. @eToroUS Investment and Options Analyst Tweets/RT are not investment advice.
Dimitri Zabelin @ZabelinDimitri
7K Followers 1K Following Geopolitical Strategist and founder of Pantheon Insights. Join hundreds of other readers and subscribe➡️https://t.co/5WJplXE8qe
Jan 🏴�.. @RosaryMum
9K Followers 709 Following #SpacesHost. Join us to pray the rosary every day 10pm GMT. Co-Host podcast 🎙️ #FreeTheBishops #Nicaragua
Jack Detsch @JackDetsch
129K Followers 6K Following Bringing you stories from the Pentagon. National security reporter @foreignpolicy. Tell me something new: Signal → 510-439-7894 / email → jack.detsch (at) gmail
Nick Balch @HedgeyeSoftware
11K Followers 618 Following Software Sector @Hedgeye Not investment advice. For more information CLICK HERE: https://t.co/VAbao8XxbH
JPSartre @JPSartre_NoExit
6K Followers 286 Following I dislike everyone equally & hypocrites most | investor | Listener | Reader | Pragmatic | search for truth & possibilities | Not financial advice or marketing
Vitaly @VRVitaly
4K Followers 359 Following Discussing Finance, Stocks, Investing, Real Estate, Crypto. Anything that gets us to a better life. When Im not here, Im a Director Of Photography making films.
Carlos @Sphere_Cubed
3K Followers 967 Following Finance Junkie. Freelancer Finance. GoodPlaidUgly. Stocks, Crypto, RE. Tesla investor, MX Plaid owner. MMA. FF: https://t.co/Dcu32eW3vt GPU: https://t.co/F7XnS1SnGM
Danz @Dannytrz
2K Followers 149 Following Full time Day/Swing Options & Commons Trader📈 | Professional Travel/ Wedding Photographer | Not Investment Advice.
CHItrader @CHItraders
2K Followers 523 Following Options trader. Market-news. Nothing posted constitutes as advice. Do your own diligence.
ChaCha 𝕏 @chacha72kobe4er
9K Followers 314 Following Investing in disruptor. Tesla, Lucid, Mullen, and SoFi SoFly for life. Move out from Robinhood https://t.co/IaS885Brxw
Jase Jones @astockwatch1
2K Followers 3K Following “Decoding market whispers, inspired by Buffett & Dalio. Join for unparalleled trading insights. #StockMarketGuru”
Hardik Shah @AIStockSavvy
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LlamaIndex 🦙 @llama_index
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Daniel Invests @__govegan__
301 Followers 1K Following vegan. NET POSITIVE BITCHES in investing, just learning, don't take my advice lol. Bullish on $PLTR, $META, $PYPL, $SOFI, $CRWD, $SE, $BABA
Rouble Destroyer @RoubleDestroyer
10K Followers 7K Following Enthusiastic supporter of 🇺🇦, 🇹🇼, NATO, and close ties between all freedom-loving nations. Слава Україні 🇺🇸 🇬🇧 Please follow @RoubleToo.
Yurii Kochevenko 🇺.. @Kochevenko
47K Followers 181 Following 🇺🇦 We’re fighting For our freedom and yours/За нашу і вашу свободу/Za nasza i wasza wolność/Už jūsų ir mūsų laisvę/გისურვებთ თქვენ და ჩვენ თავისუფლებას…
@aktienmessie @Nedflanders2907 Danke, wollte ich auch anmerken. Schrecklich, dass Ned das nicht endlich kapieren will! Wenn $O noch ein paar Jahre Dividende zahlt ist der Unternehmenswert bei 0 (im besten Fall)
@Nedflanders2907 Unmöglich, wegen Dividende oder so!
Finde es toll das es jetzt illegaler ist ein Plastikstrohalm als Cannabis zu haben, währen irgendwas unter 1% des Plastik im Meer überhaupt aus Europa ist :) ourworldindata.org/ocean-plastics
How about this instead: Germany sends a shipment of Taurus missiles and 20,000 artillery shells to Ukraine every time Putin or his propaganda weasels say the word "nuclear"? They'd drop this BS overnight.
Mark Zuckerberg, known for his Climate Change activism, shows off his new $300 million mega yacht. Zuck's 287-foot mega yacht is powered by four MTU diesel engines and can reach a top speed of 24 knots. America's elites are laughing right in our faces.
$DUOL 2024 consensus earnings expectations as of January 2023 were $1.04. It traded for 76x 2024 earnings at that time. The stock is setting new ATHs at $250. But? Earnings estimates have soared to $3.44 for 2024. Stock tripled... estimates more than tripled... & so the 2024…
$PYPL PayPal's FCF print still shocks me from Q1. $1.8 billion is the third most ever. It did include a .1b one-time benefit. Looking at their FCF #'s, this is actually the MOST FCF ever in a quarter when excluding one-time benefits. Guiding for $5b. They'll smash that.
Here's $AXON's tl;dr earnings: 1⃣ Software solutions are EXPLODING 2⃣ Pipeline (contracted revenue) is strong 3⃣ Stock-Based Comp is really high In a nutshell, that's everything. I'm very happy
$AXON GOD DAMN TASERS What an absolute juggernaut this company is turning out to be. 580x bagger at $24B Mkt Cap with little to no penetration outside the US + Europe.
Phenomenal $HIMS Q1 2024 results!! Showing monster operating leverage and should give investors confidence they can hit their long-term 20-30% adj EBITDA targets. They are projecting to hit their 2025 targets a full year early. The team delivers, again.🎯 - Revenue $278.2mm,…
$RKLB to the moon 🚀 • EPS ($0.09) vs Est. ($0.10) • Sales $93M vs Est. $95M • Closed Q1 2024 with $1B+ backlog
Congratulations Andrew 👏. Onwards & Upwards 🚀 $HIMS
We’re exceeding our own high expectations at $HIMS. We announced today we’re increasing our outlook for the year, and now expect to achieve $1.2-1.23 billion in revenue and $120-135 million in Adjusted EBITDA in 2024, blowing by our previous 2025 targets. Personalized products…
Why don't I care about $PLTR's price action after hours? The only metric that matters is the commercial count -- which we just saw grow 69% YoY to 262 customers 🤩
$HIMS Q1 EPS $0.05 vs $0.01 Est Revenue $278.2M vs $270.44M Est GUIDANCE: Q2 2024 revenue $292-292M vs $288M Est Adjusted EBITDA $30M - $35M, reflecting an Adjusted EBITDA margin of 10% to 12%. FY2024 revenue $1.2-1.23B vs $1.19B Est Adjusted EBITDA $120M - $135M, reflecting an…
Snapshot of a rock-solid $PLTR Quarter:
China intends to work on finding "good ways to solve the crisis in Ukraine", - Xi Jinping As noted, the Chinese leader called the Russian Federation's full-scale invasion of Ukraine a "Ukrainian crisis" and emphasized the impact of the war on European society. "We understand…
The longer I invest the more I realize 50% of investing is taking a Buffett or Munger quote out of context to justify something you are doing that they would never do. 😄
$SOFI CEO Anthony Noto buys the dip.
Don't tell me you didn't see this coming.. @DataDInvesting @FunOfInvesting @Futurenvesting @Kross_Roads
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