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26
immagine del profilo
Code & Capital
@Codeandcapital
1Settimana·

Quarterly Results: Oct. 26–30, 2016

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2 Commenti
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OberstvonGatow@OberstvonGatow
1Settimana
I'm really excited about * $KO * 🤩
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Code & Capital
@Codeandcapital
6Mes·

Quarterly figures 27.04-01.05.26

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2 Commenti
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TradingHase@TradingHase
6Mes
Lemonade will be interesting and may already point the way forward.
Mercedes could hurt...
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Code & Capital
@Codeandcapital
9Mes·

Quarterly figures 02.02-06.02.26

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4 Commenti
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Clemens S.@XClemensx
9Mes
In the current situation, the figures are still exciting. Let's see where the journey takes us.
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Brian
@Aktienhauptmeister
9Mes·

Next week will be really interesting

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19 Commenti
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Sebbster@Sebbster
9Mes
Irish. Things could really go up. There must be a reason why they pushed the numbers forward. I think I'll go long
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Chris
@Multibagger
11Mes·

Short? My current favorites!

I am often asked what I should do if my high-risk portfolio strategy with small caps no longer works out in order to still generate above-average returns. I always answer that the advantage of my strategy is that I can play risk in both directions. So today I would like to share with you my current favorites for a short entry, which I will add to my portfolio depending on how the market develops. I know that some of you are big fans of some of these stocks and I would like to emphasize that this is not a qualitative selection for the next few years.


And if you are a buy & hold shareholder and have no interest in short stocks, just keep scrolling.

So here are my favorites as of today:


$APP (+12,74%) MM5Y1H

$VRT (+4,29%) MJ8K89

$RBLX (+5,49%) MK8AJ0

$CVNA (+3,14%) MJ95TP

$NTNX (+0,38%) JU9USB

$CDNS (+4,01%) MK9MQR

And for the more cautious, more general view a put on the

Nasdaq100 e.g. $UQ0WAZ.

In terms of leverage and maturity, these are not hara-kiri instruments, but in my opinion a broadly diversified way to hedge your portfolio.


As always, this is of course not investment advice and not an invitation to buy these bills. As always, it is your money, your opportunity and your risk.

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33 Commenti
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McZed@McZed
11Mes
I am ambivalent about this topic: Here in the forum I mostly see cases where 200k+ portfolios are "hedged" with a short of 1-2k. So in real terms you are hedging a minimal percentage of the portfolio if you don't have a 5x leverage. For me, this is a bit like gambling instead of real hedging. But of course this doesn't apply to everyone
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Aktien Stammtisch
@Aktien_Stammtisch
1Anno·

Roblox Q3’25 Earnings Highlights

$RBLX (+5,49%)


🔹 Bookings: $1.92B (Est. $1.65B) 🟢; UP +70% YoY

🔹 Revenue: $1.36B; UP +48% YoY

🔹 Avg. DAUs: 151.5M; UP +70% YoY

🔹 Hours Engaged: 39.6B; UP +91% YoY

🔹 Monthly Unique Payers (MUPs): 35.8M; UP +88% YoY


Guidance

🔹 Q4’25 Bookings: $2.00–$2.05B (Est. $1.80B) 🟢

🔹 Q4’25 Revenue: $1.35–$1.40B

🔹 Q4’25 Consolidated Net Loss: $(345)–$(375)M

🔹 FY’25 Revenue: $4.83–$4.88B

🔹 FY’25 Bookings: $6.57–$6.62B (Est. $6.16B) 🟢

🔹 FY’25 Consolidated Net Loss: $(1.10)–$(1.13)B


Other metrics:

🔹 Consolidated Net Loss: $(257)M

🔹 Adj. EBITDA: $45.7M

🔹 Operating Cash Flow: $546M; UP +121% YoY

🔹 Free Cash Flow: $443M; UP +103% YoY


CEO Commentary

🔸 “Our third-quarter results demonstrate the tremendous progress we’ve made toward our goal of capturing 10% of the global gaming market.”

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The W.
@thewolfofallstreetz
1Anno·

GROWTH TECH: Sales growth & forward P/S ratio

The price/sales ratio (P/S) relative to sales growth is a one-dimensional view, but nevertheless provides a good initial overview:


Table = sorted in descending order by market capitalization

Which companies do you see as having the greatest potential in the next 5 years?


$PLTR (+5,57%)

$NOW (+2,23%)

$SHOP (+5,49%)

$SPOT (-0,55%)

$PANW (+1,08%)

$CRWD (+0,15%)

$CSU (+0,45%)

$HOOD (+4,98%)

$RBLX (+5,49%)

$ABNB (+1,32%)

$COIN (+0,26%)

$FTNT (-2,36%)

$NET (-3,49%)

$AXON (-6,46%)

$TTD (+2,42%)

$RDDT

$DUOL

$HIMS (+9,93%)

$BMBL

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10 Commenti
immagine del profilo
Mats-Invest@Mats-Invest
1Anno
What do u mean with "potential"? Stock price increase? $DUOL !
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Aktien Stammtisch
@Aktien_Stammtisch
1Anno·

Roblox Q1'25 Earnings Highlights

$RBLX (+5,49%)


🔹 Bookings: $1.21B (est. $1.14B) 🟢 (▲ 31% YoY)

🔹 Adj EPS: -$0.40 (Est. $0.32) 🟢

🔹 Revenue: $1.04B (▲ 29% YoY)

🔹 Adj EBITDA: $58M (ex-deferral adj. of +$147M)


User & Engagement Metrics

🔹 DAUs: 97.8M (▲ 26% YoY)

🔹 Hours Engaged: 21.7B (▲ 30% YoY)

🔹 Avg Bookings per DAU (ABPDAU): $12.34 (▲ 4% YoY)

🔹 Monthly Unique Payers: 20.2M (▲ 29% YoY)

🔹 Avg Bookings per Monthly Unique Payer: $19.92


Other Key Metrics:

🔹 Free Cash Flow: $426.5M (▲ 123% YoY)

🔹 Operating Cash Flow: $443.9M (▲ 86% YoY)

🔸 Creator earnings hit a quarterly record $281.6M

🔸 Over 100 devs earned $1M+ in last 12 months

🔹 Total Cash & Investments: $4.51B

🔹 Net Liquidity: $3.50B


Q2'25 Guidance

🔹 Revenue: $1.02B–$1.045B

🔹 Bookings: $1.165B–$1.19B

🔹 Adj EBITDA: $25M–$45M

🔹 FCF: $105M–$120M

🔸 Includes $30M payout delayed from Q1

🔸 Adjusted for timing, FCF guide would be $135M–$150M (▲ 21–34% YoY)


FY25 Outlook (Updated)

🔹 Revenue: $4.29B–$4.365B

🔹 Bookings: $5.285B–$5.36B

🔹 Adj EBITDA: $205M–$265M

🔹 Free Cash Flow: $885M–$930M

🔹 CapEx: $285M

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The W.
@thewolfofallstreetz
1Anno·

Growth Tech: Who performs best at current valuation multiples?

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9 Commenti
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DBD_073@DBD_073
1Anno
I really don't understand why people are hating so much on Hims & Hers with the current growth and valuation it has while they keep performing every single time.
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The W.
@thewolfofallstreetz
1Anno·

Time to buy: My top 30 companies that I am particularly looking at in the current crash

It is now slowly becoming clear who has what it takes to make good profits in the coming years.


Here are my top 30 companies by category, which I am particularly looking at in the current crash.


Some are still overvalued, others are already very attractive at the current price level.


Tier 1 (high corporate quality and strong growth)

Airbnb $ABNB (+1,32%)

Alphabet $GOOGL (+2,52%)

Amazon $AMZN (+1,98%)

ASML $ASML (+5,23%)

Axon $AXON (-6,46%)

Cadence $CDNS (+4,01%)

Constellation Software $CSU (+0,45%)

Crowdstrike $CRWD (+0,15%)

Fair Isaac $FICO (+1,04%)

Hermes $RMS (-0,48%)

Intuit $INTU (-2,1%)

Intuitive Surgical $ISRG (-1,32%)

Mastercard $MA (+0,17%)

Meta $META (+3,1%)

Netflix $NFLX (-1,34%)

Microsoft $MSFT (+1,13%)

Palantir $PLTR (+5,57%)

Tesla $TSLA (+6,12%)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (-2,67%)

Costco $COST (-0,21%)

Ferrari $RACE (-0,8%)

Moody's $MCO (-1,09%)

MSCI $MSCI (-1,57%)

Transdigm $TDG (+1,7%)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (+9,93%)

Robinhood $HOOD (+4,98%)

Roblox $RBLX (+5,49%)

Shopify $SHOP (+5,49%)

Spotify $SPOT (-0,55%)

The Trade Desk $TTD (+2,42%)


I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.


Where are you buying?

48
32 Commenti
immagine del profilo
Charmin@Charmin
1Anno
Why is $NVDA not a candidate for high quality and growth for you, but $TSLA is?

Question for a friend. :-D
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