I follow your writings and portfolio updates on the MF and on Sauls board and appreciate all your insights in investing knowledge....Thank you for putting yourself out there and sharing you investing life with the public. I'm curious what your thoughts are with Bill.com and thier recent earnings. I'm going to initiate a position early this week and faily excited on their growth prospects.
20Q2 20Q3 20Q4 21Q1 21Q2 21Q3 21Q4 22Q1
Rev 39.1 41.2 42.1 46.2 54 59.7 78.3 116.4*
RevQoQ%. 5.4 2.2 9.7 16.9 10.6 31.2 48.7*
GM%Nongaap 78 78 78. 77 77 77 80 83*
SubscriptionRev YoY% 33 32 32 43*
TransactionRev YoY% 98 112 204 319*
*Includes the Divvy and Invoice2go acquisitions*
DBNRR is 124% up from 121% in 21Q4
They are guiding revenue for 131M (high end) for 22Q2 and usually beats guidance greater that 10% meaning a projected revenue of 144.1M+, meaning a 23.8% QoQ and 167% YoY....
What did you think of DCBO earnings? I'm in at 2%. I haven't had a ton of time to review but they came in a little low (68% vs you were hoping for 75%) and the margins seem to be going the wrong way. Also, why don't they give guidance? seems quite odd for SaaS.
Good morning 🌞 Nov 4, LSPD is a 10% position in your portfolio. I am interested in reading about how you are going to address the 3rd quarter report and your conviction, if it’s changed or still intact. Wondering if this is one of those moments when an investor holds through the bumps/drops or determines it’s a fastly dynamic. I just read your post about fastly from last year, and your deliberation process regarding moving out of it and how you compared it to each one of your other positions. Excellent thinking process evidenced in that post. I only looked this morning and see LSPD is way down-around 17% pre-market. Looking forward to what you might write about LSPD and your portfolio. Best!
Thanks for your excellent information. I’m ready to learn more about investing. Found your name through Sauls and although truly a novice’s novice, enjoy reading in depth information like yours. Thanks for sharing your knowledge.
Great update. I completely agree with you on ROKU and I am curious to see the next ER. I exited all my CTV and ad-tech plays earlier this year. There is too much noise in that area. Plus, they all face difficult comps from last year. Oh, and happy Halloween.
Are you still fully off the Upstart train?
Stocknovice;
I follow your writings and portfolio updates on the MF and on Sauls board and appreciate all your insights in investing knowledge....Thank you for putting yourself out there and sharing you investing life with the public. I'm curious what your thoughts are with Bill.com and thier recent earnings. I'm going to initiate a position early this week and faily excited on their growth prospects.
20Q2 20Q3 20Q4 21Q1 21Q2 21Q3 21Q4 22Q1
Rev 39.1 41.2 42.1 46.2 54 59.7 78.3 116.4*
RevQoQ%. 5.4 2.2 9.7 16.9 10.6 31.2 48.7*
GM%Nongaap 78 78 78. 77 77 77 80 83*
SubscriptionRev YoY% 33 32 32 43*
TransactionRev YoY% 98 112 204 319*
*Includes the Divvy and Invoice2go acquisitions*
DBNRR is 124% up from 121% in 21Q4
They are guiding revenue for 131M (high end) for 22Q2 and usually beats guidance greater that 10% meaning a projected revenue of 144.1M+, meaning a 23.8% QoQ and 167% YoY....
What did you think of DCBO earnings? I'm in at 2%. I haven't had a ton of time to review but they came in a little low (68% vs you were hoping for 75%) and the margins seem to be going the wrong way. Also, why don't they give guidance? seems quite odd for SaaS.
What's your take on Upstart earnings? I thought they mostly knocked it out of the park. Market reaction seems a bit absurd.
Good morning 🌞 Nov 4, LSPD is a 10% position in your portfolio. I am interested in reading about how you are going to address the 3rd quarter report and your conviction, if it’s changed or still intact. Wondering if this is one of those moments when an investor holds through the bumps/drops or determines it’s a fastly dynamic. I just read your post about fastly from last year, and your deliberation process regarding moving out of it and how you compared it to each one of your other positions. Excellent thinking process evidenced in that post. I only looked this morning and see LSPD is way down-around 17% pre-market. Looking forward to what you might write about LSPD and your portfolio. Best!
Btw:did you buy MNDY 9/20/20 or 9/20/21? Thanks!
Thanks for your excellent information. I’m ready to learn more about investing. Found your name through Sauls and although truly a novice’s novice, enjoy reading in depth information like yours. Thanks for sharing your knowledge.
Great update. I completely agree with you on ROKU and I am curious to see the next ER. I exited all my CTV and ad-tech plays earlier this year. There is too much noise in that area. Plus, they all face difficult comps from last year. Oh, and happy Halloween.