🚀📈 Alexandre

Equity Research Analyst / Asset Management / Entrepreneurship

[🔴 Ipek Ozkardeskaya @IpekOzkardeskay]

LOOOOLL

[🚀📈 Alexandre @_AlexandreBohn]

@JohnStCapital Don’t you think that the $5tn shift from offline to online is a bit exagerated when the global e-commerce volume is only $6,8tn ? Are online groceries not accounted in e-commerce ?

[Eugene Ng @EugeneNg]

Docusign $DOCU 2Q22 Earnings

- Rev $512m +50% ↗️
- Gross Profit $398m +58% ↗️ margin 78% +425bps ✅
- NG EBIT $100m +196% 🚀 margin 19% +962bps ✅
- NG Net Income $98m +182% 🚀 margin 19% +898bps ✅
- OCF $178m +50% ↗️ margin 35% +19bps➡️
- FCF $162m +62% ↗️ margin 32% +244bps✅

[Loopsider @Loopsidernews]

Il se trompe de bus -une bénévole lui prête de l'argent pour un taxi- et remporte une médaille d'or aux JO.
Vous vouliez une belle histoire ? La voici.

[Louis Harreau @LouisHarreau]

Happy Whatever-it-takes day to those who observe! 🇪🇺🐝

[Chris Fralic @chrisfralic]

This should be an NFT

[🚀📈 Alexandre @_AlexandreBohn]

@SleepwellCap @griezzman23 $VIV is currently trading with a holdco discount of more than 30% + they will pay a dividend in the meantime

[🚀📈 Alexandre @_AlexandreBohn]

@eugeneng Alcon, a Novartis Spin-off is the leader on that segment. you can check this out ;)

[🚀📈 Alexandre @_AlexandreBohn]

@aadhansen @MrBuyside @TwitterSpaces @joinClubhouse The risk is they loose their focus and go in all directions without any ROI

[🚀📈 Alexandre @_AlexandreBohn]

@MrBuyside @aadhansen @TwitterSpaces @joinClubhouse What about live show or live discussions between music artists/creators and their community ? I think $SPOT has something to play here. Even if there is more scale to it for social media cie.

[🚀📈 Alexandre @_AlexandreBohn]

@eugeneng Don't forget the stimulus effect in march ;) nice pop

[🚀📈 Alexandre @_AlexandreBohn]

@StockMarketNerd $OKTA's acquisition of AUTH0 is like going into a merger btw n°1 of Identity Access Management for internal purpose and the n°1 of Customer Identity Access Mgmt so the external part. Why doing it now ? To accelerate CIAM division they just launched 2 years ago

[🚀📈 Alexandre @_AlexandreBohn]

@ProtagorasTO Maybe they are not yet good with social. But they're is a deep and strong social environment around Spotify when you look at what happens every year with Spotify Wrapped. I love the fact they're creating a whole eco-system around voice & music.

[🚀📈 Alexandre @_AlexandreBohn]

@Picolinie Very good points in deed but I guess it’s important not to underestimate the capacity of a cie to add new revenue streams and diversify. What’s your take on this ?

[Grégoire Favet @GregoireFavet]

!!! Incroyable !!!

[John Authers @johnauthers]

If you're an investor and can't recognize the difference between "reflation" and "inflation," you could be in for a long, hard year, says @biancoresearch https://t.co/50pLhotQDF via @bopinion

[🚀📈 Alexandre @_AlexandreBohn]

@GetBenchmarkCo 🇫🇷
🎵 Vivendi which owns UMG
💄 L’Oréal
⚡️Schneider Electric a specialist in the energy management béni firing from the Eu Green Deal
💻Teleperformance in the client experience outsourcing
🇳🇱
ASML tech leader for semis
Adyen, a leading Online Payment Service Provider
Prosus

[Jon Erlichman @JonErlichman]

On this day in 2008: SpaceX wins a key $1.6 billion contract with NASA.

“I couldn’t even hold the phone. I just blurted out...I love you guys.”

~ Elon Musk

[fabienne billat @fadouce]

On aurait dû commencer par là, il y a 10 ans.
On a beau parler des enjeux #tech, nos politiques ont un niveau très bas et sans doute aussi dans la majorité de l’Europe😠
Ceux qui ns dirigent n’ont pas le niveau de compréhension &formation.
Rt @chanperco
https://t.co/f99gJWxeRK

[🚀📈 Alexandre @_AlexandreBohn]

@Stonksgoup3 @jsimons813 Just to clarify, mid market is not platform/marketplace. My bad. But Adyen is also targeting mid market companies but they don’t target SMB.

[🚀📈 Alexandre @_AlexandreBohn]

@Stonksgoup3 @jsimons813 They do compete on the same targets. While Adyen is more focus on big enterprise at first, Stripe and Adyen really compete on Platform/Marketplace aka « Mid-Market ».
Check Adyen for Platforms it’s the same as Stripe Connect wich is behind Shopify Pay apparently