MJ

Investing Enthusiast | Long term Investor | Posting my research & thoughts on companies I own/follow

[MJ @FinanceMj]

@EdgeCGroup I wouldn't say price is leading the story it's fundamentals has clearly gotten worse therefore sentiment and price have also gotten worse

[MJ @FinanceMj]

@SoDakZak So it drip feeds the matched money into your account? Seems unnecessary. Hoping they branch out of the US at some point so I can use it

[MJ @FinanceMj]

@daniel_dblv Unfortunately $AXON doesn’t really show how much of the bookings growth is from longer contract durations vs customers spending more.

The 126% NRR does give me confidence that a part of it is genuine customer expansion though, customers are clearly increasing their spend YoY

[MJ @FinanceMj]

An $AXON number that deserves more attention is contracted bookings, it reached $15.1B up 41% YoY.

Axon generated $3.2B TTM.

The pipeline shows no signs of slowing:
- International bookings up 3x YoY
- Enterprise bookings up 3x YoY
- AI Era revenue up 700%
- NRR at 126%

Thread

[MJ @FinanceMj]

@Ashton_1nvests Good luck mate

[MJ @FinanceMj]

@_MarketBehavior I was re reading $DUOL q2 earnings call. They were experimenting with making lessons shorter but more frequent than daily to align more with social media use as people's attention spans have shortened. It will be interesting to see how it goes

[MJ @FinanceMj]

A reminder that $SOFI are presenting at the Goldman Sachs Conference today at 1.50pm EST

[MJ @FinanceMj]

@thejefflutz I never actually thought that airlines could be affected but that is a real potential case. It could at least drive down prices of flights hopefully

[MJ @FinanceMj]

@ModernDayInves Great Post, I feel this way too. Good to hear there are others out there

[MJ @FinanceMj]

- International is growing faster than US and the deals tend to be larger.
- Enterprise's time is now, they have lots of pilots that are turning into deployments, body cameras and dethrone been quite popular.
- NRR of 126% means that their clients are buying more products YoY

[MJ @FinanceMj]

@omgsidewalks Literally yes. Started in a very good company 1.5 months ago, I was expecting it to really help my motivation but it hasn't so far

[MJ @FinanceMj]

@Dboybruh @SoFi That's really interesting on the good will. I was wondering would it be super simple stuff that it's only capable of doing but this is outside the box which is great to see

[MJ @FinanceMj]

@BramVGenechten More buyers in the ecosystem > more sellers > more items to be sold/bought > more credit to be offered to credit worthy buyers/sellers. Excited for $MELI

[MJ @FinanceMj]

@Solsk Great write up, I'm also in similar position have just started consistently posting about some companies.

And also agree, their products are way too overpriced and competitors have better ones for cheaper

[MJ @FinanceMj]

@TheGNPE Sounds like something @axon_enterprise could help with

[MJ @FinanceMj]

One of the most interesting $LMND metrics isn't revenue growth.

It's headcount efficiency.

$LMND had 50 people in its finance function in 2022.

It still has 50 today.

Meanwhile the business has grown 3x.

This is just 1 example of how AI is benefitting $LMND

[MJ @FinanceMj]

@AsymmetryInvest Awesome timing. Got to keep holding those shares, it will pay off in the end

[MJ @FinanceMj]

@davistrazza As someone who works within a global payments company I agree, the complexity of the infrastructure is one thing. But the compliance and the regulation alone would be extremely difficult to build. Breaches in these can cost a lot. But I have no doubt they can bring parts in house

[MJ @FinanceMj]

@Ironic_Ape @jrouldz Genuinely intruiged are you saying you think the biggest redistribution of wealth comes from technology? If so how?

[MJ @FinanceMj]

$AXON has come so far from just been the Tasers and camera company it was then. It now has Dedrone, Carbonell, AI Era Plan, Evidence. Com and many other products. They can now cross sell their ecosystem to all their customers as each product adds another key layer of safety

[MJ @FinanceMj]

$AXON is firing on all cylinders in recent years. If we look at their International Bookings it was $27M in 2016. In 2025 they exceed $1B in International bookings. They stated that $1B of bookings would be disappointing going forward.

The reasons for this huge growth is below