Jackie

Swedish investor. Degenerate.

[Jackie @TollessV]

@jspujji Sales

[Jackie @TollessV]

@alex_prompter Market

[Jackie @TollessV]

@greenlist_ Take my money

[Jackie @TollessV]

@DegenTrashPanda Hello sers, I am a mummy in toilet paper.

[Jackie @TollessV]

@DegenTrashPanda 21/11 10.05 pm

[Jackie @TollessV]

@KukaiWallet @tezos "Unknown tokens" how to fix the issue @KukaiWallet ? Have tried to rescan them several times but not working...

[Jackie @TollessV]

@PsychoStock Any good research on TRMR? Looks intriguing based on the numbers. Have been long TTD since IPO.

[Jackie @TollessV]

@SVSNFT When growing up everyone wanted to become a pilot, lawyer, doctor while the only thing I ever dreamt of was Dracula. Halloween was the best time of the year 🧛‍♂️🧛‍♀️🧛 The syndicate, here I come!! @DraculaNFT

[Jackie @TollessV]

@InvesterinGurun Hear hear! Det händer mkt intressant på de olika kedjorna just nu, framförallt kopplingen mellan Nfts och spel. I tisdags släppte ex Aurory, som byggs på Solana, s 10k exklusiva nfts som kan användas in-game vid spelsläpp. 140k användare på deras hemsida vid släpp...

[Jackie @TollessV]

@AbrilQuim @AltaFoxCapital Little downside from current levels. Short-term volatility offer a good entry point.

[Jackie @TollessV]

@AbrilQuim @AltaFoxCapital That’s true. The trigger and big part of the case is acquisitions with great synergies and efficiency gains. Stand-alone w/o acquisitions , company will continue to do ok but not nearly as attractive. With draft being scaled -> gross margin will move upwards + lent up demand.

[Jackie @TollessV]

Earnings beat as usual @MaxTheComrade 👏👏 🎯🎯

[Jackie @TollessV]

Great summary by Brad on $ttd report. I recommend everyone to listen in on the calls hosted by Jeff Green.

People doubting the company’s future over n over again and complaining about valuation but this company will never be cheap friends.

Jeff is creating the playbook.

[Brad Freeman @StockMarketNerd]

$TTD earnings:

A sizable top line beat & raise as ad-spend precipitously recovers.

Margins exceeded expectations.

Far more CTV growth color vs. previous calls. 👀

UID2 & Solimar adoption continues to be overwhelmingly positive.

Great Q.

My review. 👇https://t.co/iozwSfT5cc

[Jackie @TollessV]

The market just needed some time to digest the monster report from yesterday.

The future is bright.

Business will come to TTD rather than the opposite. Dominant product. Best in class.

Expanding TAM.

[Jackie @TollessV]

@MaxTheComrade @jefftgreen Let us assume one thing for sure -> beat on estimates 🤌 let’s see if history repeat itself and we get another - 27% on the day on a smashing report. Volatility is our friend.

[Jackie @TollessV]

@bigshort95 @MaxTheComrade @jefftgreen It’s a fantastic comp but not really similiar to ttd, sorry.

[Jackie @TollessV]

@MatthewDSL @NathanPaine7 @Cryptoscarred @UMichAlum @AltaFoxCapital I agree with you and would be surprised if they don’t close 1-2 acquisitions of the mom n pop bus before end of year.

Tbh It’s the gross margin that should go up with new AI product in combination with synergies from acquisitions. This will drive margin expansion. Patience.

[Jackie @TollessV]

@NathanPaine7 @Cryptoscarred @UMichAlum @AltaFoxCapital Could be several components contributing to the lower guidance. Important to consider 1) Queensland contract delay 2) COVID lockdown 3) M&A contribution.

Volatility is your friend. No insiders selling?

[Jackie @TollessV]

$baba Great thread with sober view. I have been long baba since I spent time in Shanghai few years back as an expat.

You gotta be there, on the ground, to truly grasp its dominance and excellence. Remind me in 3 years when it’s up +100%.

[Maverick Equity Research @Maverick_Equity]

$BABA Alibaba deep dive because I like it deep, but I also like due dilligence: trading at 2018 levels when Revenues were 33bn VS now 110bn with Forward P/E 21.6x. Does Dr. Market think Revenues will be back to 33bn &/or fines will be that big ? C'mon ... .
So what's going on ?