DigitalOceanHldg

A lot of incompetent in tech investors put $DOCN (-0,42 %) and the rest like $DDOG (+0,97 %)
$SNOW (-0,39 %) together.

a few important points:

• 10 pe is not 100
• being an infrastructure provider and a user are 2 different sides of the same moat

$DOCN (-0,42 %) i don’t get how it’s ignored.

170m last quarter revenue, I don’t think saas market is gonna stop.

so I assume 680m revenue ttm.

aws keeps margin 40% on clouds, but digitalocean has lower price on most computing.

let’s say 27% margin is the level they gonna keep, it’s 183 cash flow.

yes, there is a bad thing, 64m on stock based compensation, it’s a big loss.

after all, 20 fcf.

last Friday insiders bought.

on brain buy.

im adding 50% in my position.

the buggest bet for now.

getquin Daily Summary 11.07.2022

Hello getquin,

Mercedes delivers fewer cars, Twitter deal canceled and India overtakes China in population! Here's what's on your MarketNews today.

Europe🌍:

1. Mercedes delivers fewer cars.

Mercedes-Benz sales fell sharply in the second quarter due to a shortage of computer processors and the Corona closure in China. Mercedes-Benz said Monday that the Stuttgart-based automaker delivered 490,000 fewer passenger cars, or 16 percent, from April to June than in the same period last year.

Production and deliveries were slowed by a shortage of parts and transportation problems caused by the Chinese lockdown, which affected the key commercial port in Shanghai, for example. This also affected the highly profitable top models, especially at the AMG sports car division, where electronic chips were missing. China, the most important single market, recorded the biggest drop in sales, down 25% to 163,700 units. In Europe, sales were down 10% to 154,300 cars.

More on the problems here: https://bit.ly/3NZpCcq

🟥 $MBG (+0,38 %) (🔽 -2.53%)

America🌏:.

2. Twitter deal canceled.

Twitter shares fell 6% on Monday, eroding the company's market value by nearly $1.8 billion. On Friday, Musk's lawyer told Twitter's board of directors that he wanted to cancel the acquisition. Musk posted a meme on Monday mocking the failure of the deal with Twitter management.

Would you have guessed? https://cnb.cx/3IwqOCJ

🟥 $TWTR (🔽 -6.81%)

Asia🌏:

3. India will overtake China as the most populous country in 2023.

According to the university, India is expected to overtake China as the world's most populous country in 2023. According to the latest UN projections, the world population could reach about 8.5 billion in 2030 and 10.4 billion in 2100. In a statement, UN Secretary-General Antonio Guterres spoke of a "shared responsibility for our planet."

Currently, India has a population of 1.39 billion: https://cnb.cx/3AGCi4Y

Stocks of the day:

🟩 TOP $DUFN (-0,19 %) 33.25 (🔼 +6.12%)

🟥 FLOP $DOCN (-0,42 %) 39.73 (🔽 -12.71%)

🟥Most searched $AMZN (+0,36 %) , 11,51 € (🔽 -1,74%)

🟥 Most traded $TSLA (+0,12 %) , 706.60 € (🔽 -4.26%)

🟥 S&P500, 3,861.61 (🔽 -0.98%)

🟥 DAX, 12,853.64 (🔽 -1.24%)

🟥 Bitcoin 20.176,89€ , (🔽 -1.40%)

Time: 17:00 CEST

Fun Fact:

Did you know that only two printers are allowed to print money in Germany?

Where are these printers? Feel free to write it in the comments! Little hint: It's not Cochem.

getquin Daily Summary 30.06.2022

Hello getquin!

Today it's about EU support for car emissions, a new plan to make stocks, startups and co. more attractive and the extension of Disney's CEO!

Europe 🌍:

1. E.U. countries to support car emissions plan

By 2035, all new cars sold in European Union nations must be carbon emission-free, ultimately bringing an end to the era of internal combustion engines.

After Italy, home to Ferrari and Automobili Lamborghini, gave up demands for a five-year delay in the E.U.'s plan for automakers to clean up their fleet, environment ministers reached an agreement on the proposal. German compromise that would permit the use of carbon-neutral fuels beyond 2035 was "satisfactory," Italian Minister for Ecological Transition Roberto Cingolani told his counterparts on Tuesday.

More on that plan: https://wapo.st/3y0s1NY

2. Germany to make stocks, startups, IPOs and SPACs more attractive.

German finance and justice ministers on Wednesday unveiled a plan to make the country's financial markets more attractive to investors and improve access to capital for startups and high-growth companies.

The plan includes lowering the minimum capital requirements for an IPO to 1 million euros ($1.05 million) from the current 1.25 million euros and increasing the exemption amount for employee shareholdings to 5,000 euros from 1,440 euros.

Now that's interesting! https://reut.rs/3NrEzUp

America 🌎:

3. Disney board of directors approves extension of CEO Bob Chapek

Despite the company's disastrous start to 2022 under his leadership, Disney's board of directors has voted unanimously to extend current CEO Bob Chapek's contract for another three years. Disney's board of directors confirmed the outcome of its vote on June 28, fully backing Chapek despite the fact that his actions have earned the House of Mouse a bad public reputation and billions of dollars in devaluation.

Let´s see... https://bit.ly/3ucZ0xE

🟥 $DIS (-0,21 %) (🔽 -2.47%)

Earnings Call:

Constellation Brands, Inc. Class A $STZ (-0,04 %)

EPS: 🟩 $2.12 expected vs. $2.37 published; difference: 11.76

Sales: 🟩 $2.02 billion expected vs $2.10 billion published; difference: 4.24%

Stock of the Day

🟥 FLOP $DOCN (-0,42 %) , 37.58 € (🔽 -9.11%)

🟥Most searched $SHOP (+0,14 %) 29.83 (🔽 -5.24%)

🟥 Most traded $BAS (+0,92 %) , 40.61 € (🔽 -2.52%)

🟥 S&P 500, 3.752,58 (🔽 -1.73%)

🟥 DAX, 12,,673.83 (🔽 -2.53%)

🟥 Bitcoin ₿, 18,224.68 € (🔽 -5.26%)

Time: 16:45 CEST

Fun Fact:

Did you know that one-cent coins cost more to produce than the actual coin is worth? 1.65 cents costs to produce one coin.