无能者

无能者

以基本面为坐标的投资

他的全部讨论

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。

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

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?

$StoneCo(STNE)$ 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. ...

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。

$Digital Turbine(APPS)$
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...

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...

$Goodrx(GDRX)$
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。。。

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

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。

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。

$Tremor International(TRMR)$ 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...

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...

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)$

$Marqeta(MQ)$
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.

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。

$Opendoor(OPEN)$ 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 ...

$Opendoor(OPEN)$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 con...

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。
...

$奇景光电(HIMX)$
Jerry Sue
And just one follow up question. I think in the prepared remarks you also mentioned only a little bit about the [Indiscernible] and also the cost, I was just wondering for I think for a lot of companies, they've been talking about, just...