GBA Presents: RADIO SAVANT-!

Van- I think we stick it out here-

DigitalOcean acquired Cloudways to capture a greater number of small business customers willing to pay more for managed cloud services. One pillar of DigitalOcean's growth strategy is to grow its relationships with existing customers. The acquisition of Cloudways fits in perfectly.

How big is the opportunity in managed cloud services? Here's an illustration. On Cloudways, a virtual server hosted on DigitalOcean using premium processors with 2 cores, 4GB of memory, 80GB of storage, and 4TBs of bandwidth is priced at $50 per month. That same virtual server bought through DigitalOcean directly, without any of the features Cloudways provides, is priced at $28. That's a markup of nearly 80%.

Customers pay that markup because the higher price is worth paying. Those customers want a simpler cloud experience, and they're more than willing to pay for it.

Managed databases are another good example. DigitalOcean has offered managed database products for a few years. Instead of a customer spinning up a virtual server, installing database software and any dependencies, and then handling the management and administration of a complex piece of mission-critical software, DigitalOcean's managed database offerings remove much of that burden.


The markup here is also significant. A managed database from DigitalOcean running on the same virtual server as in the previous example, except with about half as much storage, is priced at $60 per month. That's an even bigger markup than a Cloudways server. Databases are such a critical component of any infrastructure that small businesses are happy to pay a premium to make sure they remain operational and performant.

Making the cloud easy
DigitalOcean's mission is to make cloud computing simple. The company has come this far by focusing on simple, competitive pricing, extreme ease-of-use, and solid support and resources. The next phase of the company's growth will feature a heavier mix of high-value managed services.

Managed services are exactly what many small businesses want. DigitalOcean CEO Yancey Spruill outlined a pattern he sees with new DigitalOcean customers during the third-quarter earnings call. They find the company through its content and tutorials, create an account, but then leave after a few months. A common reason is that those customers were looking for more help.

Providing that help is how Digital Ocean will differentiate itself from a host of other cloud computing providers, and it's how the company will improve its profitability as it shoots for $1 billion of annual revenue by 2024.
I sold the $30 calls for $3.40 (next weeks). If it goes up, well I made 11%. If it drops again I'm protected down to $26.10. Ideally it will close at $29.99 next week.
 
I sold the $30 calls for $3.40 (next weeks). If it goes up, well I made 11%. If it drops again I'm protected down to $26.10. Ideally it will close at $29.99 next week.


Oh this is so confusing. It's going to go up about $6 until the 15th.

What happens then.
 
Van I made it a gummy! And I told you it dropped at the open I got in when it was already up 19% it wasn't even a good trade for me I posted it !!! You skipped that one!!!! I didn't say i grabbed it at open but many Children did! I took you al the way through this trade I gave it out 1 of two gummies you complain give to many.... This is really highly unfair.
It's not "unfair". There is zero difference between that post and the one you gave for... say MVST this morning pre-market. You didn't even say "gummy" fwiw.
The readers can't read your mind Stoney. You highlight 10 stocks every morning.
No where in either of those posts did you say "buy it".
Now quit doing the wizard of oz thing.
 
Oh this is so confusing. It's going to go up about $6 until the 15th.

What happens then.
It's not confusing. Every 100 shares you own, you can sell one contract and collect the premium. I sold the $30 for $3.40.
Whoever bought that contract has the right to buy the stock from me at $30 anytime between now and 11/18. They paid $3.40 for that privilege. It was around $32.80 when I sold it. During lunch. So I didn't miss the high by much. Not a lot of premium really, like $0.60, but I think it'll pullback. Maybe not. If not, its basically a $29.50---> $33.40 trade.
I almost sold the $30's against the position yesterday (instead), but when I saw they were going for $1 when this thing was $29, I figured it would go up today. That's why I refrained from telling you to close it yesterday.
 
Jim is a weird bird. He half wayed it he didn't really endorse the rally he said if we get more god news on inflation this can continue.. not a full throttled endorsement.

Most of these TV heads are like this they don't shot straight.
 
Its a good stock though.
Notice I didn't yell at you when it went down.
(plus it got the rare gba 2 thumbsup, we both liked it lol)
It was a good find, I liked the report or I would have dumped it Weds on that drop.
Hell at least they make money, and the downside guidance was small, it worked out, using their current margins, to less than a penny a share. These algos... they have a tendency to over-react. That said though, everything went down that day.
 
Jim is a weird bird. He half wayed it he didn't really endorse the rally he said if we get more god news on inflation this can continue.. not a full throttled endorsement.

Most of these TV heads are like this they don't shot straight.
Last week he said "dump the cloud".... now he's going on about it. :rolleyes:
 
It's not "unfair". There is zero difference between that post and the one you gave for... say MVST this morning pre-market. You didn't even say "gummy" fwiw.
The readers can't read your mind Stoney. You highlight 10 stocks every morning.
No where in either of those posts did you say "buy it".
Now quit doing the wizard of oz thing.




Is in Unfair my readers mad a ton of money off me today!! and I myself did pretty prety godmy feond It
Van TA says $42- $46






Van you are not being clear at all tonight. I am a lay person with options. I am telling you I think a fair price would be say $42 <---- So is there a special play for me?

Don't take this personally. But I kind of do alot for you... I have really taken you under my wing I give you al my best ideas and when you can't handle the SHEER number of great ideas I give you fewer but stilLL greaT ideas. I DO THIS FREELY AND WITH GOOD CHEER.

and you get mad when I brag so I even curtailed that.. but you haven't even noticed! WHAT THE HELL WHY DO I CHANGE!

I though those few days off was going to clEar your mind.--

It's called WOWSA GBA NAILED A ONE DAY RETURN THAT IT OUT OF THIS WORLD AND From my point of view a $3 stk is perfect because I can buy alot of it. CELEBRATE! I AM-
NICE RED TONIGHT. I deserve it.

NO ONE ELSE IS DOING THIS: DAY AFTER DAY/ UP MARKET DOWN MARKET; I'M NOT GOING TO GO BACK AND LIST THEM ALL- IT'S NOT A WAY I WANT TO BE ANYMORE- BUT ONE AFTER THE OTHER!!! YOU TOO... MR HOME DEPOT!

NOW JIMMY IS SAYING SELL BAD QUALITY CLOUD STOCKS.>
 
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