Comparison of $SNAP, $PINS, $RBLX, and $RDDT in 4 charts. I view these cos as comparable in size and a biz model reliant on users, time spent on the platform, ads, and sometimes user subscriptions and purchases. 🧵
Market cap: RBLX>RDDT>PINS>SNAP
User Growth: RDDT>RBLX>PINS>SNAP
Revenue: SNAP>RBLX>PINS>RDDT
ADJ Ebitda: PINS>RBLX>SNAP>RDDT
Dude, they been saying this for like 5 years. How big can the house book be to make a meaningful impact on ADR. lMNd has a major retention problem. Pet is slowing down due to increasing LR and car is yet to show real potential. Telematics is good for the model but sucks as a customer.
@HOUController Thats not Houston’s future. That is the Woodlands future. You guys budget keeps going up beyond population growth. The Woodlands people want no part in your grift. Why did they even need to buy themselves out? Thats ridiculous, congrats to the Woodlands folks.
Shipping a 40 foot container cost $1,420 in 2019. Two years later it hit $10,377.
James, CEO of Zest, lived through it. He asked us to list container freight, so he could hedge the thing that nearly took him out the first time.
Big companies have had freight derivatives for decades. Now a tea company with 20 employees does too.
@ekwufinance So tired of these comments. People who may these claims dont understand how markets work. Markets are pricing the oil they see arrive at ports. So the claim of manipulation is such bs.
@zerohedge Good, why do they want more time than it takes to complete the program. I saw it when I was getting my graduate degree, they stay in the universities for up to 10 years then figure out a way to stay in the country.
@MarioNawfal Canada has been steadily American and their own citizens money for years. Rather have someone take my lunch money once that all of it consistently. Just die already Canadia
@HormuzLetter Innacurate about kpler, you have to count the ships they say are loading via sts in the Gulf of Oman. Also, satellite imagery and respective analysis is delayed, meaning as time goes by theyll add more ships. First week of data is very incomplete, less so as time goes by.