James

Market fanatic, quality investor, occasional writer of investment related research.

[James @qualitycompound]

Potentially a watch out for May 6th $Axon earnings. Do tariffs and memory squeeze GM?

Does a big enough top line / bookings beat ease market concerns even if profits come in light regarding the below. (Morgan Stanley tech conf 3March)

[James @qualitycompound]

@drowsyinvestor @ballerdk22 I’m based in the UK so maybe some bias from our overburdened legal system here. I would imagine the sheer number of cases would face a bottle neck at the justice end of the process?

[James @qualitycompound]

@drowsyinvestor @ballerdk22 I struggle to see how axon workforce takes off… without notable capital investment in downstream processing.

What is going to happen to all of the leads / cases from thousands of walmarts?

Or are we relying on prevention only? In which case any Chinese body cam would suffice.

[James @qualitycompound]

@MrShitbagger I am not sure Mr SB would approve of CEO haircut

[James @qualitycompound]

@TheTipasa Is there a plan to scale up these therapies to the mass market? Or will Car-T remain for the few

[James @qualitycompound]

@MonkEchevarria @wisemancap Did you avoid Amazon in the early days for this reason too?

[Stock Market Nerd @StockMarketNerd]

Wells Fargo... I was not familiar with your game.

Measuring Chipotle Burrito bowl weight by store at 75 locations.

You crazy people. Respect.

Thanks for sharing @HeroDividend

[James @qualitycompound]

@valuedrift So the S&P trades on a FCF yield of 3% - otherwise written as 33x multiple. Not sure why you would give a FCF valuation multiple for Axon below that of the S&P.

[James @qualitycompound]

@JG_Edwards I wonder if there has been some sell side research discussing the Anduril helmet release. Overall competitive backdrop could be more threatening in the coming years.

[James @qualitycompound]

@martinthebrave Why not go for Sharplink instead Martin? Much closer to ethereum NAV I believe

[James @qualitycompound]

@FirmReturns Nice work on Latham. I am yet to read in full but will give it some time on my train from Paris to London this afternoon! Keep up the good work

[James @qualitycompound]

Long term chart looks good, with 19% rev growth last quarter and double digits set for FY25. Buybacks started.

[James @qualitycompound]

Got to love the detail to explain ‘we’ve faced headwinds’ in the $M3 investor presentation.

[James @qualitycompound]

Shot with the $Axon Taser, captured with $Axon body and prosecuted with $Axon evidence.

Good to see the ecosystem at play helping get justice and save lives!

https://t.co/kq5nc6TNwQ

[James @qualitycompound]

@DadInvest @Mogul614 If she uses $MANH we can talk

[James @qualitycompound]

Yoga mom confidence index -20% $Lulu

[James @qualitycompound]

@long_equity I have been interested in CCCS since Polen capital bought and wrote on it a couple of years ago. Always seemed like a good company just not grown into its valuation yet.

[Herb Greenberg @herbgreenberg]

Then, where's the money coming from? Plus - more on $OKLO and the latest nuclear reaction. https://t.co/QO7gg2hyHp

[James @qualitycompound]

@TheRonnieVShow Quite misleading as growth is more like 30% ex Ambry (still enough for a rocket emoji) & They own 20% of personalis…

[James @qualitycompound]

@thesamball $Axon !! I would avoid Nike as I think the overall model is broken. More headwinds than just the tariffs.