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Prikvačeni tweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Best interview I’ve seen in a long time.
@wolfejosh &@profplum99 are absolutely brilliant!@patrick_oshag said it best, “This is who you are up against”https://twitter.com/realvision/status/1223419822068977664 …
2:06Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Ryan Henderson proslijedio/la je Tweet
Thread on
$MTCH 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...Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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!https://twitter.com/chitchatmoney/status/1224726550563586049 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
How long until company’s begin using Coronavirus Adjusted EBITDA as a metric?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$GPN is probably the longest standing fintech company. History of good acquisitions coupled with sustainable organic growth has made for great stock performancehttps://twitter.com/chitchatmoney/status/1224354054626627585 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Whether you are
$TSLA or$TSLAQ@CCM_Brett adresses some important issues. Well worth the readhttps://twitter.com/chitchatmoney/status/1223686580398960640 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Ryan Henderson proslijedio/la je Tweet
First Glance:
$EA Went through the earnings report that dropped this afternoon. Thought it was an all-around solid quarter (Disclosure: I am a shareholder)https://open.spotify.com/episode/6rqdwABaCEwqnUkp3s0c5X …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Oh sweet this will be a great way to reach the typical consumer
pic.twitter.com/pfUijw0LwP
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$TEAM 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 playhttps://twitter.com/chitchatmoney/status/1222955994499571712 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$MA 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 impressiveHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Ryan Henderson proslijedio/la je Tweet
This week on Chit Chat Money -
@profgalloway 2020 predictions breakdown - Have ETFs just become masked Mutual Funds? - Stocks for every inning 1-9 - Davos, Bezos, and Coronavirus Spotify
https://open.spotify.com/episode/1oRlEVLUPfRgOFMrVNJkHB?si=llQftdWzRUSKVkJEiGR4Mw …
Apple Podcasts
https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060?i=1000463886806 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Ryan Henderson proslijedio/la je Tweet
I’m praying this Kobe news is fake or someone has their story wrong. Jesus Christhttp://tmz.me/R5I92Xb
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Stellar business, and extremely consistent. Even with tariffs directly impacting them, they’ve still performed well.https://twitter.com/chitchatmoney/status/1221515181341040640 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Are there any difficulties transitioning to connected TV ads for current sell/demand side platforms? Would really appreciate some help on this
@AustinLieb@TMFInnovator@danielsparks@FoolMCochranePrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Ryan Henderson proslijedio/la je Tweet
This week on Chit Chat Money -
$SPOT in talks to acquire The Ringer -@JeffBezos excursions in India -$TSLA random charges - Long/Short random crap - Hot Water, FMK, & Anecdotal Evidence Spotify
https://open.spotify.com/episode/4jHWIDeJu6STet6FGjYtpR?si=8Ra9UPVoT9KEX3eukUvwnw …
Apple Podcasts
https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060?i=1000463231591 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$SMLR 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.https://twitter.com/chitchatmoney/status/1217862663016833024 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Ryan Henderson proslijedio/la je Tweet
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
https://open.spotify.com/episode/2cXeJ5M4ndXyPPIbLPtcBE?si=-EPzBa-9SxSCMISHnfrZ3A …
Apple Podcasts
https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060?i=1000462450148 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Ryan Henderson proslijedio/la je Tweet
Rubicon Project

$RUBI - Market Cap $556 Million - Q3 Revenue $37.6 Million, up 27% YoY - Operating Margin -17.8% - Stock for stock merger with$TLRA Our Fundamental Analysis: Spotify
https://open.spotify.com/episode/2RorBoyqQZgxX1RA9ZeqQ6?si=sLqrhZECQ4OV0H24rxRvNA …
Apple Podcasts
https://podcasts.apple.com/us/podcast/chit-chat-money/id1437766060?i=1000462249571 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Gave
$FSLY 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.https://twitter.com/chitchatmoney/status/1215400841907060736 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Here’s why I own each, and their performance to date
We talk growth investing and One Transaction Capital
- The state of FinTech
- YouTube and Google Cloud revenue
Spotify


