GHendrix

Vader, belegger, hobby wielrenner

[GHendrix @GHendrix11]

@RichieRTrades Ebitda doesn't say a lot with a high SBC like $TTD.

[GHendrix @GHendrix11]

@jwprosje Al die moeite gedaan om 1 slagboom te besparen om uiteindelijk de hele bus aan gort te botsen + de slagboom🤣
Tevens jezelf en de passagiers En de machinist in gevaar gebracht.

[GHendrix @GHendrix11]

@iumerraja @FromValue @KreizJordy @dhaval_kotecha But in the last Q earnings slides $TTD said that ~ $250B is spend on the open web and ~$750B in other channels.

[GHendrix @GHendrix11]

@ArendJanKamp @KoertsNiels Shell heeft de buybacks gepauzeerd ivm de overname dus ook ff flink wat minder support.

[GHendrix @GHendrix11]

@FromValue That is a hugh part of the uncertainty. One Q rev+ebitda guidance and for the rest "we don't know".
Not that I care to much for one Q but at this point it would be helpful to know more than: " it's all macro headwind, don't worry about Amazon DSP and Jeff being bullish".

[GHendrix @GHendrix11]

@FromValue Can only imagine the moral at the company.. At least they settle the Publicis dispute.
Now I want to see:
- openpath + audience unlimited progress
- the JBP off take. Because a JBP is nothing special but $TTD talks like it is...
- other Open initiatives.

[GHendrix @GHendrix11]

@joecarlsonshow $NU. ARPC can continue for decades and the have a massive cost advantage.

[GHendrix @GHendrix11]

@DrewCohenMoney I'm very much looking forward. Stable coins must ultimately convert back to fiat, and who is one trusting anyway? Maybe a stablecoin is nice to wire money somewhere where is 15% inflation but what else in stablecoin will be threatening? $MA said last week it will be a tailwind.

[GHendrix @GHendrix11]

@DrewCohenMoney @ShuckParker Haha damn Australia. Raising prices with their fabulous regulations.

[GHendrix @GHendrix11]

@ArendJanKamp 500 miljoen stuks😲

[GHendrix @GHendrix11]

@Invesquotes Mgmt said they sacrifice ARR to get more freemium users. I think that is a very good strategy, not squeezing out the low end from day 1. Any thoughts on this strategy.

[GHendrix @GHendrix11]

@Invesquotes Adobe feels more and more like a all or nothing "bet".
11x FCF ex SBC is like a stranded asset but with CEO&CFO out, Canva eating low end (also acquisition channel for starters), lost design to Figma.
Low valuation should mean lower risk but Adobe doesnt feel like low risk.

[GHendrix @GHendrix11]

@Invesquotes Pfff of. Its time for me to get a beer and call it a weekend.. ;)

[GHendrix @GHendrix11]

$NU is the best buy in the market right now! At 6x 2029 EPS with tons of growth ahead it is very well priced.

[GHendrix @GHendrix11]

@Invesquotes Not cheerleading here for Adobe but come on, at 11,5x 2026 GAAP EPS it's like Philip Morris a few years ago. Priced like it is going out of business in a 10 years.
Above average margins but way cheaper than the index.

[GHendrix @GHendrix11]

@ariaradnia Now the after hours -5% will feel light.

[GHendrix @GHendrix11]

@dendolly1 Misschien wilde ze even kijken hoe het lokale verenigingsleven eruit ziet t.b.v. het integratieproces.🤔

[GHendrix @GHendrix11]

@chitchatstocks You cannot trade at a huge premium, stay mostly silent and miss consensus multiple times.