Jake Allen @jakeallen3
Middle Tennessee Re/Max Realtor * Allen Team (top 0.10% all-time sales) * tweet about stocks Nashville, TN Joined September 2014-
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Jake Allen retweeted
Delivery Hero at nearly 1/10th the IPO price, but the revenue grew by around 10 times. Sales of 12 Billion Euros and growing. Glovo, Foodpanda, PedidosYa, Tabalat. Significant discount to Uber, Doordash, Grab.
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I’d assume these tarriffs can be avoided by using $LFCR (US CDMO / injectable drug manufacturer) - anyone know?
$LFMD monthly download rate vs revenue growth Does anyone have experience using downloads in their models? The way this looks is that we’ve yet to even see the recent accelleration, or the lag has increased (due to insurance rebates, GLP refunds, free trials, low-priced monthly…
Jake Allen retweeted
$IREN Record Earnings and Profitability Expansion to 10.9k GPUs & $200-250m AI Cloud Annualized Revenue by Dec 2025 GPU Financing & NVIDIA Preferred Partner Status Secured New Liquid-Cooled GB300 NVL72 Deployments Highlights Q4 FY25 revenue of $187.3m, net income of $176.9m,…
Jake Allen retweeted
Glass House Earnings $59.9M Revs; est. $58.1M $18.1M AEBITDA; est. $11.8M $31.9M GP; est. $27.7M 53.3% GM; est. 47.8% $8.7M NI; est. $1.4M /position $GLASF globenewswire.com/news-release/2…
If Trump reschedules cannabis, companies will be able to then deduct their 40B of expenses (50B market / 20% net margin, being very generous) against a 35% tax rate, saving 14B on taxes. If the companies re-invest 14% of this (very conservative, most reinvest so much they lose…
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