Jack

[Jack @Jack49621870]

@elwalvador This is due to stock-based comp 1 revenue can increase exponentially and that should trickle down to higher earnings over time… but if stock-based increases exponentially as well then you make no gains

[Jack @Jack49621870]

@riyadosofian You were bullish recently, what changed your mind to make you want to exit the?

[Jack @Jack49621870]

@drakeondigital I think their agentic AI product suite is the key catalyst for this stock exploding - they were pretty quick to develop it and you see in the opex they are in growth mode to acquire share in this space. They also acquired two companies in the agentic ai space. We shall see

[Jack @Jack49621870]

@Tech_Investor20 Can’t value fintechs, insuretech and banks by FCF - too volatile inflows and outflows

[Jack @Jack49621870]

@nachunja But to engage in m&a? More of long term play - doesn’t sound like their thinking is add value in short term to make company appear PE attractive

[Jack @Jack49621870]

@DataDInvesting Do you worry about costplusdrugs changing the industry?

[Jack @Jack49621870]

@Drew58298923 @marqeta @Simonkhalaf They have said it’s the last quarter of feeling the effect of their change in accounting format due to cash app contract. Lower revenue but high gross margin

[Jack @Jack49621870]

@tyler_zon @Crussian17 The reason they don’t have as much customers as you’d like is because they are expensive. As they should be b/c they are the best at what they do and it’s a premium product. But once they get a customer they stay and happily pay even more. 131% NDR 2021, 2/2

[Jack @Jack49621870]

@tyler_zon @Crussian17 Limited tam?

[Jack @Jack49621870]

@tyler_zon @Crussian17 Data analytics is a huge tam and constantly growing each year. It applies to every industry and is used to make one’s business operate at it’s true potential. 1/2

[Jack @Jack49621870]

@investwithbtm What’s the definition of fcf that you’re using? Is it operating fcf or operating fcf - capex maybe?

[Jack @Jack49621870]

@AndrewBerkshire In trial they said he was called in to protect a brick and mortar location from damage and looting in case that happened. Also, they said Wisconsin law which is a little weird imp says he couldn’t legally putchase a rifle but is legally allowed to carry one

[Jack @Jack49621870]

@investwithbtm Hey Louis, any opinions on MTTR’s somewhat disappointing ER but stock price going crazy? Would valuation be considered a good primary reason to sell stock, like this example?

[Jack @Jack49621870]

@SimonSaysStocks I think their biggest potential right now is their NFT sports marketplace and scaling that but in general they got to improve that gross profit it’s a damn casino after all lol LTV/CAC long term will improve also with engagement I feel as well

[Jack @Jack49621870]

@SimonSaysStocks Hey Jared! I know you’re a $DKNG bull, curious what you think about this? Unit economics don’t look too great even when being generous with estimates. Wondering if this is cause for concern? Or do you think revs can outpace all these costs?

[. @WallStCynic]

The $DKNG business model is a joke. How do I know? Double its revenues and gross profit (90% US penetration), drop marketing costs to 10%(their target), keep overhead fixed, AND add back all “adjustments” (mostly SBC)…and they still would lose money!

[Jack @Jack49621870]

@BrianFeroldi Revenue retention rate declining, especially below 1

[Jack @Jack49621870]

@investwithbtm Thank you Louis! Appreciate your work all the best!

[Jack @Jack49621870]

@investwithbtm what’s your opinion on the decline in growth from $PATH?

[Jack @Jack49621870]

@NFLFantasy Brandon cooks, shenault jr or sermon for flex position?