Really Unsarcastic Daniel
Crussian17
$twtr obviously going to be bad today & as part of that im going to take big losses but now sentiment in mid 50s is extremely negative so thought id
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Thoughts on social media/metrics:$pins reports monthly active users (MAU’s)- user logged on once in a month$snap reports daily active users (DAU’s)- user logged on once a day $twtr reports monetizable
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$work thread: doing research as its a big option play tues. fell hard last q:A) it ran over 30% into the print & reported after $zm with unrealistic expectationsB) pulled
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Thoughts on best values (based on current estimates). If estimates low which i think they are for $roku & estc then is even better:1) $roku: 9x 21 revs growing mid
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1) $rokuThis q predicted to grow 25%, next q 30%. I cant imagine a world where they dont destroy earnings. Roku’s last q’s rev growth:Q3 19: 50%Q4 19: 52%Q1 20:
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