I was very curious to read this report.
I honestly couldn’t tell if the RMPP was well received by the market.
The answer is yes, they made an outstanding Q4.
I still hope they will release a B&W successor to the RM2 though.
Also very curious to see if remarkable... See more
reddit.comRemarkable Q4 financial report
$TTD
The Trader Desk Inc. provides a platform for digital advertising campaigns
In the past years it managed to achieve huge YoY Sales growth well above 50%
It currently settles down at 25% growth with Net marigns at 16%, checking the Rule of... See more
Here is my deep dive into Tesla's 2Q financials updated for today's announcement reflecting the impact of deliveries/production/leasing and of course storage deployments - all of which broke estimates in a positive direction.
I recommend that Tesla investors read this thread in full.... See more
Excited to share our market overview that we presented to our limited partners this week. Obviously an unusual time in the market for a bunch of different reasons and we tried to distill our current thinking into a few dozen slides.
Hopefully interesting to people thinking about what's going on in the public and private... See more
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I'm up 35% on $ATVI & Considering Selling
What are your thoughts?
My analysis (including a reverse DCF) below:🧵 https://t.co/2Tshs6eLFa