Bogdan

Finance Manager at Schneider Electric

[Bogdan @bogistia]

@pradeeepk Do you have other brands data in similar graph? Like nike?

[Bogdan @bogistia]

@WTCM3 What about distribution and channel? The hardest moat to create?

[FireMeme @FireMemeNews]

Every time !!🫡
Aries Spears just flips a switch when he gets into that crowd work mode. The energy is ridiculous — he moves around the stage like he owns the whole building and somehow makes every single person feel like the bit is aimed right at them. Never rushes a line, stays locked in the whole time, and the room just stays loud from start to finish.

These are the sets that hit different when you put them back on at 2 a.m.Anybody else still replaying this one?

[Bogdan @bogistia]

@Msc9091 Той ги уби 2004

[Bogdan @bogistia]

@Aktieland The pills should be 75%+ gross margin business, at ebit level after r&d and sg&a you can have operating leverage with scale. But incremental GM contributions are very high

[Bogdan @bogistia]

@MichaelJBurry__ Servicenow can do all of that 😉$now

[Bogdan @bogistia]

$nvo does anyone havean updated weekly subscription numbers? Thanks!

[Bogdan @bogistia]

@investseekers Hey, do you have any data update of the weekly prescription 😁 thanks!

[Bogdan @bogistia]

@obsidiancap1 Guys, this is not ARR , its volume based consumption business

[Bogdan @bogistia]

@jukan05 Its not ARR, its not subscription business but volume driven token consumption (qty x price). Right now adoption and usage is booing, if roi and value creation does not fit, we will see how sticky/sustainable this is

[Bogdan @bogistia]

@investseekers Hi, any update on the weekly prescription data? Thanks!

[Bogdan @bogistia]

@MnogoZle 🙏

[Bogdan @bogistia]

@blaga001 Сериозно си поваля, сигурно месечната норма за 2 часа 🤷‍♂️

[Bogdan @bogistia]

@investseekers The 140k per week are new unique users? This is an annual run rate of 7.5m prescriptions, 10b$ incremental sales, 25% sales growth. Wow, street clearly underestimates this

[Bogdan @bogistia]

@ednonaum Ама е старата Тарга, назад е в материала

[Bogdan @bogistia]

@CesnoKazano Колата освен това е бронирана, вижте прозорецс на задната врата. Струва поне 400-500к€

[Bogdan @bogistia]

@melvinability Малък ама много прост народ

[Bogdan @bogistia]

@MnogoZle Определено, имам 3 от тях, даже като свършат си ги наливам като пътувам в чужбина. L'Immensité ( по-лекичък), Nouveau Monde ( тежичък наподобяващ номада) и Au Hasard ( по средата)