Cedric Ho

8y full time investing | Tweeting about quality hypergrowth companies.

[Cedric Ho @CompoundingCed]

PORTFOLIO ALLOCATION is easy to understand, HARD to get right.

Even top investors like Warren Buffet, Seth Klarman & Howard Marks have different views.

You want a LARGE allocation to your WINNERS, SMALL one to your LOSERS.

How?

[Cedric Ho @CompoundingCed]

@samuelluckhurst he just played us to get a higher contract and here you are still touting him as a transfer...good thing I've unfollowed you most places. Missed out X

[Cedric Ho @CompoundingCed]

@PeterGuozz Trying to understand your assumptions. Why do you assume 60% of flights each generate revenue of $105k?

[Cedric Ho @CompoundingCed]

@Brian_Stoffel_ @polemicuss On the call they said the average number of planes available was 10 (out of 18). Would that not explain why market share didn't expand?

[Cedric Ho @CompoundingCed]

@polemicuss @antuani1907_fb For some reason, I'm unable to access https://t.co/Bvj7LGFltm. Do they have quarterly numbers for past few years? Would be interesting to see how sequential growth for 2024 Q3 was different from past 2 years.

[Jonah Lupton @JonahLupton]

I've partnered with @CelsiusOfficial @TrendSpider and @theTIKR to do a year end giveaway to THREE of my Twitter friends/followers.

In order to qualify you have to retweet this post and be following all three of those accounts above plus @JonahLupton (me)

We're using https://t.co/Ayz6Z5pmIC to select the THREE winners which is why you have to follow these rules.

Here's what the THREE winners will get:
- 12 months of @TrendSpider Elite
- 3 cases of $CELH @CelsiusOfficial (you choose the flavors)
- 6 months of @theTIKR Pro
- 6 months to any of my investment services on Substack, Seeking Alpha or Stocktwits

We're planning to pick the winners on Friday morning, we will DM you directly (because we'll need your contact info) but I'll also post the winners publicly.

I partnered with @TrendSpider and @theTIKR because they are awesome services and I use them every single day.

I think everyone knows I'm obsessed with @CelsiusOfficial and have been for ~4 years so I'm glad I can give away some free cases.

PS: I'm not getting anything out of this; this is not a paid promo and I'm not even posting my referral links.

[Cedric Ho @CompoundingCed]

@sprucepointcap This is your thesis for a short on $ELF? 😂😂😂

[Cedric Ho @CompoundingCed]

@JonahLupton Where do you see a $610m upper range? They said "at least $580m" Q4 revenues, which is pretty far from estimates.

[Cedric Ho @CompoundingCed]

@JonahLupton New to VWAP. Why would trading above the VWAP indicate little resistance? Won't there be some selling pressure from those who bought at the Aug and Oct highs? And why would there be resistance after $315+?

[Cedric Ho @CompoundingCed]

@JonahLupton @btran247 Didn't make the connection the first time round. Got it, thanks!

[Cedric Ho @CompoundingCed]

@JonahLupton @btran247 Yep I get that. Is there a reason why are you choosing $IWM $QQQ $RSP over $ARKK?

[Cedric Ho @CompoundingCed]

@JonahLupton @btran247 what's your thinking behind choosing the 3 over $ARKK?

[Cedric Ho @CompoundingCed]

@JonahLupton @parpabla why does the meeting time make a difference?

[Cedric Ho @CompoundingCed]

@ILoveEditorX1 I loved your scroll snap video on YT. I'm having the same scrolling up issues that some others have faced in your youtube comments. I don't have coding background and have struggled with this for a few days. I was wondering if you'd be able to help?

[Cedric Ho @CompoundingCed]

@JonahLupton @K9isadog Couldn't find an "About" page for your Stocktwits room. By investment models do you mean valuation models? Do you discuss your investment style and share analysis of companies?

[Cedric Ho @CompoundingCed]

@JonahLupton The decline started right after Q1 results were released. Q1 results were great so I wasn't sure why.

I didn't like Q2 results. They gave a weak guide (7% growth QoQ) which shows sharp deceleration in the business.

[Cedric Ho @CompoundingCed]

@JonahLupton What's your plan for getting back in?

[Cedric Ho @CompoundingCed]

@chin_investor @SteadyCompound @heymaxkoh @eugeneng @FromValue Congrats Chin!

[Cedric Ho @CompoundingCed]

@BoonTeeEng They have a $15b cash position. Should be enough for working capital. Can't imagine their business to have high capex needs?