A lot of incompetent in tech investors put $DOCN (+2,59%) and the rest like $DDOG (+2,18%)
$SNOW (+2,72%) 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
DigitalOceanHldgUS25402D1028DOCNDOCN
DigitalOceanHldg
US25402D1028
DOCN
DOCN
1Anno·
$DOCN (+2,59%) 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.
1Anno·
Where is the Earnings Dude of the last weeks, when you need him. Everything you have to do yourself 🥴
Next week it pops again really, there I know at least why the depot again completely depreciated 🥴
$PYPL (+5,15%)
$PLTR (+1,09%)
$ABNB (+5,72%)
$DOCN (+2,59%)
$ZIP (-6,5%)
$UPST (+4,46%)
$TTD (+2,03%)
$JD (+5,88%)
For whom it bangs next week again?
2Anno·
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 supplies less cars
Mercedes-Benz sales fell significantly 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 (+2,33%) (🔽 -2,53%)
America🌏:
2nd 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 overtakes 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 (+0,47%) 33,25 (🔼 +6,12%)
🟥 FLOP $DOCN (+2,59%) 39,73 (🔽 -12,71%)
🟥Most searched $AMZN (+1,05%) , 11,51 € (🔽 -1,74%)
🟥 Most traded $TSLA (+6,16%) , 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 printing companies 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.
1616
2 Commenti
2Anno
Money is being squeezed in Berlin and Munich, I think I once read. In Berlin, they are at least busy spending 🤭
•
11
•Identificatore
ISIN
US25402D1028
Ticker primario
DOCN