schneidersmicha

Growthacker / Data / Marketing / Trading / Providing ARK activities

[schneidersmicha @schneidersmicha]

@morganb https://t.co/lpqhBi0Gs3 might also be relevant. Their value prop is to cut out the middle man by a direct publisher-to-advertiser relationship

[schneidersmicha @schneidersmicha]

@saxena_puru Sounds like it is about time for another techno mix 🙌

[schneidersmicha @schneidersmicha]

@CanadaKaz Hi Kaz, this substitute helped me (also on shop and I am not affiliate with the merchant) https://t.co/IB4lR6538R

[schneidersmicha @schneidersmicha]

@saxena_puru hey Puru, what are your thoughts on subscriptions revenue (with $path) vs ad hoc revenue($fvrr) with re their evaluations?

Generally I agree a lot with your sentiment, however personally I would value sub. business higher then others.

[schneidersmicha @schneidersmicha]

@saxena_puru thanks puru for keeping us up to date on fed activities. appreciated 🙏🙏

[tobi lutke @tobi]

This is good, but the much more important numbers are the ones we released yesterday: https://t.co/HwLc1QOzWx ($307b of global impact!)

[Puru Saxena @saxena_puru]

$SHOP quarterly results (!!) -

Revenue +110%YOY
- Subs. rev +71%YOY
-Merchant rev +137%YOY
GMV +114%YOY
GPV +137%YOY
GPV = 46% of GMV
Adj. op. income = 21% of revenue
Adj. diluted EPS +958%YOY

Disclosure - I have a position

[schneidersmicha @schneidersmicha]

@aadhansen are the number of shares based of all funds ARK provided?

[Shopify @Shopify]

amazon: i won't make a knockoff of your product

[schneidersmicha @schneidersmicha]

@ARK positioned quite big in $U. $ARKQ is taking for the first time a position in $U total position is worth 15.7Million USD.
https://t.co/uVdkcVDT4U

[ARK Invest @ARKInvest]

#ARKDisrupt | Issue 260 is available! In this week's newsletter: Digital wallets surpassed cash, live audio feature on social media, therapies derived from the human microbiome, AeroVironment's acquisition, and more!

📰: https://t.co/wPXMIPFfL1

[schneidersmicha @schneidersmicha]

@stacyherbert what is your favorite online shop?

[Brad Freeman @StockMarketNerd]

$TDOC call notes:

Jason Gorevic confirms 79% organic revenue growth. 👀

"Expect virtual care demand to exceed pre-pandemic levels after vaccine is distributed."

"Signed over a dozen new cross-sales since the $LVGO transaction & the pipeline has doubled over the last 3 months."

[schneidersmicha @schneidersmicha]

@Dividend_Dollar Cathi bought today over 180,000,000USD 759,302 shares

[schneidersmicha @schneidersmicha]

@ARKInvest is buying the $SQ dip - buying 759,302 this is worth over 180,197,550USD

[Akasha @akasha0880]

$DKNG target remains $70. Seems to have started ascending 5th leg

[schneidersmicha @schneidersmicha]

@RajGoonda thx

[schneidersmicha @schneidersmicha]

$1833 PING AN Healthcare just entered $ARKF with market value of 6.787.510$ . $1833 is a chinese healthcare and tech company with 20.9% YoY Revenue growth and strong user retention numbers

https://t.co/40sdMq3s6W

[schneidersmicha @schneidersmicha]

@chamath github, WhatsApp, slack

[schneidersmicha @schneidersmicha]

@lennysan let's assume the relationship is toxic among the teams then there is no other solution to let them go.