Sanrith Descartes
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Investing General Discussion
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Blazin
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Hate how much it ran up into earnings.
WMT is tomorrow morning, 9 daily red candles for WMT going into earnings.
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Sanrith Descartes
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Sanrith Descartes
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MTTR - First move down 7%
edit: tldr version
edit 2: that lowered guidance is no bueno.
edit: tldr version
edit 2: that lowered guidance is no bueno.
Last edited:
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Blazin
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So we have good sub growth without good revenue capture. The numbers are inline but it's not a positive that they aren't doing a better job monetizing those sub numbers. That means a lot of them are low tier freemium .
This is not a company in trouble, but it is a stock that is too richly valued for it's current size and growth rate.
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Big Phoenix
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Sanrith Descartes
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So you mentioned subscribers being the key metric for long-term viability for the company... +98% is good news, yeah?
Sanrith Descartes
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Blazin
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see my edit. Good sub numbers but they are giving it away.
They need big numbers on the enterprise side, the revenue numbers show that it's too much on the pittance side. By my math they averaged $32 per sub for the QTR that is not good enough.
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Sanrith Descartes
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NVDA
It only beat handily. It didnt "crush". Probably drop 10% in today's environment on just a "double beat"
edit: raised guidance though.
It only beat handily. It didnt "crush". Probably drop 10% in today's environment on just a "double beat"
edit: raised guidance though.
Tmac
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Asset allocation. It's what separates the GOAT CEO's from the rest of the heard.
Blazin
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It sucks to shit on a company that is growing subs at 100% YoY but important to remember we aren't shitting on the company it's shitting on the stock price. My first pass at the math, I'd say the company is currently worth about $5.00-$5.75/share at this performance level.
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Sanrith Descartes
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Wingz
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Was listening to the radio today and they were talking about investing in something right now that has almost no risk..
The "I" bond:
intesrst rate 7.12% for an I bond through end of april - you just have to hold it for a year. The interest rate is tied to CPI
Apparently the amount you can buy is capped at 10,000 per person.
Looks to be essentially a guaranteed 7.12 % on your investment and you can hold it for more than a year but you have to hold it for a minimum of a year.
www.wsj.com
The "I" bond:
intesrst rate 7.12% for an I bond through end of april - you just have to hold it for a year. The interest rate is tied to CPI
Apparently the amount you can buy is capped at 10,000 per person.
Looks to be essentially a guaranteed 7.12 % on your investment and you can hold it for more than a year but you have to hold it for a minimum of a year.
Investors Flock to ‘I Savings Bonds’ for Protection Against Inflation
They have all sorts of advantages for those worried about rising prices. One caveat: There is no secondary market.
www.wsj.com
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Jysin
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Imagine the clustering of complete weirdos in that neighborhood.
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Blazin
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Pretty sure we talked about this back in early December. I helped my mom and dad put $40k in by doing for '21 and '22 . You can buy them right from treasurydirect.govWas listening to the radio today and they were talking about investing in something right now that has almost no risk..
The "I" bond:
intesrst rate 7.12% for an I bond through end of april - you just have to hold it for a year. The interest rate is tied to CPI
Apparently the amount you can buy is capped at 10,000 per person.
Looks to be essentially a guaranteed 7.12 % on your investment and you can hold it for more than a year but you have to hold it for a minimum of a year.
Investors Flock to ‘I Savings Bonds’ for Protection Against Inflation
They have all sorts of advantages for those worried about rising prices. One caveat: There is no secondary market.
Also that rate is set to adjust in April and right now it's looking likely it's going to stay quite high at least until November. Should also note you lose 3 months of interest if you sell prior to year 5
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Sanrith Descartes
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Something for everyone to keep in mind also is that MTTR is a microcap. Roughly estimating about $100m in annual revenue. In the scope of things that is really, really tiny. And they are losing 10-15 cents a share (projected) to generate that subscriber growth to grow revenue. For perspective, one of my partner's companies (the one I dont own any of, of course) does $90m with a 10-15% growth rate and runs over a 20% profit margin. It has been around for 30 years and it took over 20 years to really begin to scale up to its level of revenue and profit. It had a fuckton of quite lean years. So with MTTR its all about investing for returns long into the future. There is nothing wrong with that but investors also consider opportunity costs of letting their money sit while waiting.
I am in the exact same boat with SPIR. Luckily for me it didn't experience the same parabolic movement MTTR did so the fall, while it sucks, hasn't been quite so painful.
Sanrith Descartes
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10k is pretty standard issue price for a bond.Was listening to the radio today and they were talking about investing in something right now that has almost no risk..
The "I" bond:
intesrst rate 7.12% for an I bond through end of april - you just have to hold it for a year. The interest rate is tied to CPI
Apparently the amount you can buy is capped at 10,000 per person.
Looks to be essentially a guaranteed 7.12 % on your investment and you can hold it for more than a year but you have to hold it for a minimum of a year.
Investors Flock to ‘I Savings Bonds’ for Protection Against Inflation
They have all sorts of advantages for those worried about rising prices. One caveat: There is no secondary market.