Ryan Henderson

@CCM_Ryan

Amateur Investor. Co-host of the Chit Chat Money Podcast. Co-founder of

Vrijeme pridruživanja: prosinac 2019.

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  1. Prikvačeni tweet
    11. pro 2019.

    My current holdings: 38% 16.8% 15.8% 15.5% 13.9% ⬇️Here’s why I own each, and their performance to date

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  2. prije 8 sati

    Best interview I’ve seen in a long time. & are absolutely brilliant! said it best, “This is who you are up against”

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  3. proslijedio/la je Tweet
    5. velj

    Thread on earnings (no position): - Sales up 20% to $547 million (EV/sales is about 11) - Tinder subs of 5.9 million, up 36% YoY - FCF of $620 million for FY 2019, up 8% (giving them an EV/FCF of about 37) cont...

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  4. 4. velj

    Loved the discussion with Trevor. He definitely introduced some points about investing globally that I hadn’t considered. Very appreciative of his time and insights!

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  5. 3. velj

    How long until company’s begin using Coronavirus Adjusted EBITDA as a metric?

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  6. 3. velj

    is probably the longest standing fintech company. History of good acquisitions coupled with sustainable organic growth has made for great stock performance

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  7. 1. velj

    Whether you are or adresses some important issues. Well worth the read

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  8. proslijedio/la je Tweet
    31. sij

    First Glance: Went through the earnings report that dropped this afternoon. Thought it was an all-around solid quarter (Disclosure: I am a shareholder)

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  9. 30. sij

    Oh sweet this will be a great way to reach the typical consumer😒

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  10. 30. sij

    management started the company with credit card debt instead of outside funding. So huge inside ownership for the co-founders. Seems like a sustainable business that could be a great long-term play

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  11. 29. sij

    earnings are mind blowing. Here’s some Q4 numbers - Net Revenue of $4.4B, up 16% YoY - Operating Income $2.4B, up 94% - Net Income $2.1B, up 134% - Gross Dollar Volume up 12% - Operating expenses decreased 22% No position, but they are so impressive

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  12. proslijedio/la je Tweet
    28. sij

    This week on Chit Chat Money - 2020 predictions breakdown - Have ETFs just become masked Mutual Funds? - Stocks for every inning 1-9 - Davos, Bezos, and Coronavirus Spotify➡️ Apple Podcasts➡️

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  13. proslijedio/la je Tweet
    26. sij

    I’m praying this Kobe news is fake or someone has their story wrong. Jesus Christ

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  14. 26. sij

    Stellar business, and extremely consistent. Even with tariffs directly impacting them, they’ve still performed well.

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  15. 23. sij

    Are there any difficulties transitioning to connected TV ads for current sell/demand side platforms? Would really appreciate some help on this

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  16. 23. sij

    Looking to take a larger position in , but I have some questions regarding CTV. Does anybody know if the nature of CTV ads is any different than mobile and desktop? Is it traditional auction style? If so, who are the demand side platforms besides ?

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  17. proslijedio/la je Tweet
    21. sij

    This week on Chit Chat Money - in talks to acquire The Ringer - excursions in India - random charges - Long/Short random crap - Hot Water, FMK, & Anecdotal Evidence Spotify➡️ Apple Podcasts➡️

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  18. 16. sij

    is really intriguing. Numbers were phenomenal. Only concern here is that their top 3 customers make up 75% of the overall top line. Would want to see that go down, but likely found a starter position here.

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  19. proslijedio/la je Tweet
    14. sij

    This week on Chit Chat Money - Casper’s Sleepy Start😴 - Visa gets Plaid - Last week’s Twitter rants - Worst S-1 Ever Draft📉 - Hot Water, FMK, & Anecdotal Evidence Spotify➡️ Apple Podcasts➡️

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  20. proslijedio/la je Tweet
    12. sij

    Rubicon Project💻📈 - Market Cap $556 Million - Q3 Revenue $37.6 Million, up 27% YoY - Operating Margin -17.8% - Stock for stock merger with Our Fundamental Analysis: Spotify➡️ Apple Podcasts➡️

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  21. 9. sij

    Gave a 5.9 out of 10. Felt a little out of my circle of competence. Financials looked solid, but Edge Cloud Computing isn’t a super easy concept to grasp.

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