HybridOriginal

Path Independent.

[HybridOriginal @aHybridOriginal]

The name of the game in one tweet. Pinning this.

[10-K Diver @10kdiver]

A wonderful nugget of investing wisdom from Buffett and Munger's recent CNBC interview:

All businesses eventually die.

The essence of investing is to buy businesses that give us back so much in dividends before they die that we get our purchase price back, plus a decent return.

[Thomas Reiner @treiner5]

$UBER Q4 GBV guide of +19-22% and EBITDA of $1,180m to $1,240m

No signs of consumer weakness w/ all time high Oct GBV/trips; Uber has huge geographic tailwinds and perfecting consumer segmentation driving incremental spend

[HybridOriginal @aHybridOriginal]

@FusionptCapital Keep messing around and Nicky T’s burner is going to block you too

[HybridOriginal @aHybridOriginal]

@GavinSBaker @BLyons151 Joy división wants their album cover art back

[HybridOriginal @aHybridOriginal]

Issacmen*

[HybridOriginal @aHybridOriginal]

$FOUR

Issacson selling out to PE? Who can blame him I guess? Didn’t think he would. Let’s see.

[Gavin Baker @GavinSBaker]

There is literally zero chance of fraud or even anything even vaguely unethical re: Nvidia and Coreweave.

@Citrini7 is on point. Accruals, H100 pricing and logical strategy.

The conflating of Blackrock with Blackstone is my favorite part thus far of this epically silly saga.

[Farnam Street @farnamstreet]

Amateurs focus on the outcome.
Professionals focus on the process.

[HybridOriginal @aHybridOriginal]

@jclarkson203 this is fucking gold man. LOLOL

[HybridOriginal @aHybridOriginal]

@unusual_whales Nothing new.

[HybridOriginal @aHybridOriginal]

@qcapital2020 Bro. Lol

[HybridOriginal @aHybridOriginal]

@kouroshshafi Is this from needham ?

[HybridOriginal @aHybridOriginal]

@nachkari Feel you fr.

[HybridOriginal @aHybridOriginal]

@haneloog @JerryCap He has a bit of a penchant for the sensational. Fine like between charismatic and weird, I suppose.

[HybridOriginal @aHybridOriginal]

@bclund Since you like Pho. You have to get them with the consume next time.

[App Economy Insights @EconomyApp]

$ROKU Roku Q2 FY23:

• Active accounts +16% Y/Y to 73.5M.
• Streaming hours +21% Y/Y to 25.1B.
• ARPU -7% Y/Y to $40.67 TTM.
• Revenue +11% Y/Y to $847M ($72M beat).
• Operating margin -15% (-1pp Y/Y).
• EPS -$0.76 ($0.51 beat).

Q3 FY23 Revenue guidance $815M (+7% Y/Y).

[HybridOriginal @aHybridOriginal]

@averygrrl Love you ❤️

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

$ROKU there we go!

Platform Revenue
Acceleration to +11% YoY 2Q23
$743.8M vs Consensus $669.9M

Gross Profit
Acceleration to +7% YoY 2Q23
First time back to growth since 2Q22
$378.3M vs Consensus $338M

Active Accounts
Net Adds 1.9M vs. 1.8M last year!

[HybridOriginal @aHybridOriginal]

@FusionptCapital It’s Xeeting now fam

[HybridOriginal @aHybridOriginal]

@jcobbz7