Marsupilami

Wrong about everything. Trying to be less wrong as time goes by.

[Marsupilami @unmodelededge]

I don’t think people understand there’s 100% correlation with what happens to a company’s earnings over several years and what happens to the stock.
Peter Lynch

[Marsupilami @unmodelededge]

@StockMarketNerd @konia_x Gold 😅

[Marsupilami @unmodelededge]

@TR_LA2 @drowsyinvestor Broken stock? Your funny

[Marsupilami @unmodelededge]

@Anipddu @EricJhonsa But see RBRK pretty different than for example CRWD. Long way from a mature margin profile - much better risk/reward imo.

[Marsupilami @unmodelededge]

@Anipddu @EricJhonsa Dont think it’s about them missing… market is pricing rapid + durable acceleration at this point. Think it might be enough if that doesn’t materialize as significantly as hoped for. They will compound for many years but needs hypergrowth at these multiples to make good returns

[Marsupilami @unmodelededge]

@EricJhonsa Not saying there are no altruistic reasons at all but think from their perspective it’s just a logical way of solving a few different issues at once…

[Marsupilami @unmodelededge]

@EricJhonsa Yep. It’s a given that there will be a major incident at some point. What’s a better hedge than to basically pass on the responsibility - already plenty official voices that push back and warn the labs to not slow down. Plus other beneficial outcomes by communicating that way.

[Marsupilami @unmodelededge]

@convequity @antpalkin Yep, definitely bs.

[Marsupilami @unmodelededge]

They didn’t blow it out of the park as much as the headline numbers make it seem. With SaaS its always a bit problematic if there is a slight underlying deceleration because i gets extrapolated into the future. Other companies were showing clear acceleration - Rubrik still slightly decelerating. Market punished it.

[Marsupilami @unmodelededge]

@EricJhonsa How do you see $BE with the discussions about scandium supply?

[Marsupilami @unmodelededge]

@FedexSTi @Thedrivenman @mindsetmachine Have a different experience. But probably fits for the majority

[Marsupilami @unmodelededge]

@SergeyCYW PS 😉

[Marsupilami @unmodelededge]

@JonahLupton @kapitonov_ivan I actually enjoy their calls. Its just the typical eastern/Russian unenthusiastic vibe - I find it hilarious because I know many from the west won’t get it 😅. No show, no fanfares but executing. I like them.

[Marsupilami @unmodelededge]

@drowsyinvestor Maybe no need to post it as a in your public ceo account but nothing crazy in it

[Marsupilami @unmodelededge]

@drowsyinvestor You just didn’t get it 😁 no worries, it’s just hindu philosophy

[Marsupilami @unmodelededge]

@EricJhonsa @investordilla What are your concerns as a long term investment? I actually think it’s the most compelling company in the neo cloud universe… general concerns about pricing, margins etc. when supply/demand imbalance resolves or anything else?

[Marsupilami @unmodelededge]

@EricJhonsa Hi Eric, what are your thoughts on $psix results?

[Marsupilami @unmodelededge]

@drowsyinvestor Any idea why that didn’t happen?

[Marsupilami @unmodelededge]

@galacticbarrier Thank you 🙏

[Marsupilami @unmodelededge]

@EricJhonsa Ya, if net $NET is not seeing an inflection point with accelerating growth into the 30s soon, I don’t see how the market will not reprice the stock drastically… currently trading solely on narrative.