无能者

无能者

以基本面为坐标的投资

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我刚刚关注了雪球组合 $港股实盘(ZH3060791)$ ,当前净值1.1480。

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如果你是炒股的,$Teladoc Health(TDOC)$ 投资日让人失望,我相信有不少炒家提前埋伏,期待好消息。如果你投资者,公平地说,管理层表现中规中矩,清晰详尽地描述了增长路径。

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$Teradata(TDC)$ better help revenue/cac>2.5,$Hims & Hers Health(HIMS)$ 差距不小。

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利率、信贷、收购协同效应,管理层都无法给出明确的交待,被杀天经地义。 不过,换个角度思考,商业模式到底有没有问题?管理层执行力到底有没有问题?

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$StoneCo(STNE)$ 牛逼还是吹得不错
Thiago Piau
Thank you, Lia. Hi, Neha, Thiago here, speaking. Regarding competition, no updates in terms of everything that we have said in the previous two quarters. But I would like to take a moment to talk briefly about medium-term. ...

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回复@无能者: 回头看$Teradata(TDC)$ $Snowflake(SNOW)$ 对于股票而言,质地比价格重要,未来比过去重要,切记切记切记!//@无能者:回复@无能者:惭愧,因为研究另外一只股票,才明白$Teradata(TDC)$$Snowflake(SNOW)$ 的差别,好比马车和汽车。tdc这钱赚得侥幸。

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$Digital Turbine(APPS)$
I now want to turn to our integration update. With the completion of the acquisitions, we've now successfully assembled the key pieces of our full stack end-to-end platform. I want to spend a minute here to highlight to investors what truly di...

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写在$迪士尼(DIS)$ 三季报之后
市场两个担心:
1、流媒体放缓。如果订阅了disney+的,都会猜到这个结果,好久没有大片,更新也慢。流媒体商业模式本质是内容驱动增长。只要dis的讲故事能力没有下降,增长迟早回来。
2、游乐园毛利率。随着reopening,恢复正常游客数量,很多固定成本会...

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$Goodrx(GDRX)$
非常好的消费者体验,医生推荐给用户,用户推荐给亲朋好友。
但是,mac增长已经依赖并购,订阅数停止增长,相比,估值还在天上。
当然,愿景牛逼。。。

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Chronic Care Enrollment、 PMPM、International Revenue 压在$Teladoc Health(TDOC)$ 头上的三座大山

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本来大家就对$Hims & Hers Health(HIMS)$ 商业模式有疑问,2022的指引又没有提高,这大概是股价下跌的原因。 to c的业务,初期可以不看利润,但一定要有病毒式营销,爆发增长。如果管理层无法给出高指引,是否说明现有品类已饱和,新品类扩张遇到障碍。 观察,不下结论。

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对ad tech整个行业还是看不懂,无法区分公司之间的竞争优势。

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$Tremor International(TRMR)$ 利润率最高?
So, regarding profitability, yes, probably we are the highest profitability margin in our industry. I think that it's come from capital power makers, of course the main one is our end-to-end platform and our end-to-end busines...

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Jason Gardner
Yes. Hi, Josh. Money 20/20 was interesting. So people who on the call who don't know what Money 20/20 is, it's a conference that is in its 11th year. It was actually canceled last year. And it's a conference we started with from the beginning. It...

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As you know 2021 was stronger than we anticipated benefiting from both stimulus and the macro COVID environment. We will be starting 2022 with a larger revenue base than we anticipated. And I would not expect growth rates in 2022 to be as high as 2021$$Marqeta(MQ)$

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$Marqeta(MQ)$
We need virtual card issuing capabilities, alongside the ability to see spend data, inject metadata into the transaction set spend controls. It was very much a powerful sort of differentiator for us versus our competitors.

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之前$Azul(AZUL)$ 跌倒13出头,不敢相信。把$Volaris航空(VLRS)$ $墨西哥中北部机场(OMAB)$ 全部换成azul。今天才看季报,是因为真的对这家公司放心。

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$Opendoor(OPEN)$ 下面这段直接打脸$Zillow(Z)$
Accelerating adoption of the Opendoor solution is clearly reflected in our 3Q21 acquisition volume of over 15,000 homes, which represents an annualized acquisition GMV of well over $20 billion. That said, we are not immune to ...

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$Opendoor(OPEN)$专门针对因为$Zillow(Z)$ 而质疑的声音
We are confident in our ability to manage to Contribution Margins of 4 to 6%1 on a sustained, annual basis, driven by our cost structure and the strength of our pricing and operational capabilities. Longer-term, we co...

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写在$Opendoor(OPEN)$ 三季报之前
1、$Zillow(Z)$ 的退出,是模式不可行,还是护城河高,让时间来说明。
2、房价涨是顺风,跌是逆风,从长期看,相抵,或者有略微的顺风。
3、新闻都是炒房失败,说opendoor的坏话也很多。分清楚其中多少是用户,多少是房地产经纪,多少是炒股的。
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