Benjamin Rödig @BenjaminRodig
Joined June 2020-
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Yes it is... important announcements are coming. ;) Stay tuned.
Yes it is... important announcements are coming. ;) Stay tuned.
@saxena_puru $pypl No Active accounts2 -0.6% (2.5M) sequentially, reflecting churn of "unengaged accounts." Active account spending grew. +14% growth FY 2023 TPA active user. +15% yoy growth Total Payment volume +9% Total Rev growth YOY Quarter guidance lower to outperform and buyback 8.5%…
$TTD cited automotive & Hollywood strikes as reason for weaker guidance... interestingly enough just picked up some feedback from a CMO at a very large US Retailer who has seen evidence of this on $META $PINS: "with reduction in ad spend from big spenders such as autos and…
A thread on $PYPL's Bull Case, Prospects & Risks: 1. Introduction 1a. PayPal & Checkout Basics $PYPL grew famous for its easy-to-use online checkout button which allows for the side-stepping of manual data entry to juice shopper conversion. The button was so effective that…
Updated prices for my top 10 holdings that I would aggressively add: 1. $SNOW - $155 2. $CRWD - $132 3. $DOCN - $35 4. $GLBE - $29 5. $DDOG - $80 6. $MDB - $285 7. $U - $35 8. $NET - $56 9. $PLTR - $9.50 10. $MELI - $1050
Updated prices for my top 10 holdings that I would aggressively add: 1. $SNOW - $155 2. $CRWD - $132 3. $DOCN - $35 4. $GLBE - $29 5. $DDOG - $80 6. $MDB - $285 7. $U - $35 8. $NET - $56 9. $PLTR - $9.50 10. $MELI - $1050
Ich finde Bezeichnung "Mitten in Bankenkrise" unpassend. Es ist ein Missmanagement 3-4 Banken aus unterschiedlichsten Gründen, Versäumnisse kalifornischer Aufsicht, aber kein systemisches ("Zins") Problem. "Mitten" impliziert weitere Pleiten, das ist unseriös und Spekulation.
Great to start your day with! $CSU open.spotify.com/episode/3sMTzP…
Knowing when to sell a stock is MUCH harder than knowing when to buy Here are the 11 reasons why I'll sell a stock:
I keep 14 quotes on a piece of paper taped to my wall. These iconic quotes shape how I invest every single day. Here they are. 🧵
Just heard on CNBC- $NVDA will go up after they preannounced because $WMT did-maybe they will/ maybe they won't but c'mon- what you hear almost no one saying anymore is what stuff is actually worth- so novel I know...
$TWLO Q1 EPS $0.00 vs est. ($0.22) Revenue $875.4M vs est. $863.59M GUIDANCE: Q2 2022 EPS ($0.23)-($0.20) vs est. ($0.13) Q2 2022 revenue $912-922M vs est. $916.04M
(1/n) Started work on $PTON 2 months ago and came away impressed with the bizz. Surprised at how low expectations are at this price and wanted to put my $0.02 out there for feedback. Disclosure #1: I’m now a shareholder. Disclosure #2: this is a long-ass thread, but c’est la vie.
$SMWB A large competitor is shutting down (Alexa.com / $AMZN) and $SMWB is set to take a large portion of that business. This is a relatively low variable cost industry, so a lot of that additional revenue will fall straight to the bottom line. Very bullish.
We’re excited to share that we’ve been named to @FortuneMagazine’s Future 50 list for the first time. This global ranking is comprised of companies that have the best potential to grow significantly in the years ahead. Read more: bit.ly/3G6mmbA
“Nobody can predict interest rates, the future direction of the economy, or the stock market. Dismiss all such forecasts and concentrate on what’s actually happening to the companies in which you’ve invested.” Peter Lynch
$CDLX Cardlytics ..."Operates an advertising platform within financial institutions digital channels, which include online, mobile, email, and various real-time notifications". Move above ~$82.
Elon I found your weekend "cover up" to wear at the pool with your satin shorts. "Run like the wind or entertain like Liberace." $TSLA @elonmusk Thank you for being you Elon!

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