GBA Presents: RADIO SAVANT-!

I don't think we can trust these weekend after market prints but FLYW up up up!

Flywire Corporation (FLYW)
NasdaqGS - NasdaqGS Real Time Price.
19.18+0.47 (+2.51%)
At close: May 20 04:00PM EDT
20.14 +0.96 (+5.01%)<------------ Has he done it again....
After hours: May 20, 07:12PM EDT

 
From The Motlky Fools
Enabling real-time analysis
(Confluent): The traditional standard for processing data is that a company sends it to a data warehouse, where it gets processed in batches daily. However, there are plenty of businesses that need to analyze their data immediately, like a bank that needs to ensure that transactions are not fraudulent. Real-time data analysis has been underserved in a market where data is growing rapidly, but Confluent is making real-time data analysis more commonplace so that businesses operate faster, more accurately, and more efficiently.


Confluent has seen stellar adoption. The company's customer count soared 62% year over year to 4,120 in Q1 2022, which helped it reach $126 million in quarterly revenue. Its remaining performance obligations -- which are contracted future revenue -- also shot 96% higher year over year to $551 million. This shows that the idea of real-time data analytics is becoming more popular, and Confluent is seeing the lion's share of this adoption.


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NASDAQ: CFLT
Confluent, Inc.
Today's Change
(2.22%) $0.41
Current Price
$18.91



Where the company shines is with Confluent Cloud. It is cloud-native and fully managed by Confluent, whereas its on-premise software is managed by the customer. Confluent Cloud revenue skyrocketed 180% year over year to $39 million, and the retention on its cloud product is much stronger than its core solution. Cloud's net retention rate was over 150% in Q1, much higher than the overall retention rate of 130%, and Cloud customers represented more than 50% of new bookings' annual contract value. Both of these platforms, however, are incredibly sticky, and the company is seeing customers use Confluent more at a much faster rate than customers are leaving.

Confluent's lowlights are its unprofitability and cash flow. In Q1, the company lost $113 million and it burned $58.4 million in free cash flow. The company has almost $2 billion in cash and securities on the balance sheet to fund these losses for a long time, but if a long-term recession were to hit the business and these losses accelerated for multiple years, Confluent could be caught between a rock and a hard place.

That being said, Confluent looks like a great company to own right now. The stock has been beaten down nearly 80% from its all-time high, and it now trades at 12 times sales -- a reasonable valuation for a company growing as rapidly as Confluent is. With digitalization trends in the business world at its back, Confluent is nicely positioned to succeed over the long term.
 
Streamlining agreement workflows
(DocuSign): Agreements are the lifeblood of every business. But the manual, paper-based processes typically used to prepare, manage, and act on agreements are time consuming, costly, and prone to human error. Fortunately, DocuSign can help.

Its platform, aptly named the Agreement Cloud, comprises a suite of software built around DocuSign eSignature, a tool that enables organizations to capture legally valid electronic signatures on virtually any device, from anywhere in the world. The Agreement Cloud also includes solutions for automated contract generation, artificial intelligence-powered risk scoring, and electronic notarization. Collectively, those products accelerate agreement workflows, helping clients work more efficiently.


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NASDAQ: DOCU
DocuSign
Today's Change
(-1.83%) -$1.43
Current Price
$76.75


DocuSign faces competition from software giant Adobe, but the breadth of the Agreement Cloud gives the company a significant edge. In fact, DocuSign holds roughly 70% market share in electronic signature software, and the company has also positioned itself as a leader in agreement analytics and contract lifecycle management. That has translated into solid financial results.

In fiscal 2022 (ended Jan. 31), DocuSign grew its customer base 31% to 1.2 million, and the average customer spent 19% more, evidencing the effectiveness of management's land-and-expand growth strategy. In turn, revenue soared 45% to $2.1 billion and free cash flow skyrocketed 107% to $445 million.

Shareholders have good reason to believe that momentum will continue. DocuSign puts its market opportunity at $50 billion, half of which is attributed to its core electronic signature product. Given its strong position in that market, DocuSign should have no problem growing its business as more organizations invest in digital transformation. And with a price-to-sales ratio of 7.3, the stock is bouncing off its cheapest valuation in three years. That's why now is a good time to buy a few shares.
 
stonedinvestor said:
Alright don't freak out... When you turn into Mayflower (they have just dredged and refilled their pond) across the road from the driveway is a dirt road... THat's my freakin road! :caution: You found me.

Mayflower Does a fab lunch! :thumbsup:

Also Shhhhhhh CT Community Table does a really good take out through their web site- you can order that and take it back to your room! Or back home.~si
More...

Nice. I’ve never been to that part of CT, except for Limerock, but my wife thought it was super pretty. You picked a good place to live.
 
SUMMER IS HERE! A day of day's TY Mother nature.

Taking that old dirty weber out... so broken down the legs.. you know what>

IT'S TIME FOR A GRILL STOCK WITH A PE--6!


Tredegar Corporation (TG) IS A BUY! @$12
NYSE - Nasdaq Real Time Price.
11.98+0.23 (+1.96%)
At close: May 20 04:00PM EDT
 
Cathie Wood says maybe one of these weeks stoney and Van should switch. With Van making the morning calls for a whole week... " It might help Van understand how difficult it is..."



image_1239809496.jpg

Sometimes I just want to strangle Van... stoney is working so hard for the children.

ARK Invest founder Cathie Wood says one of these weeks Van and stoney should Criss Cross!
 
Watching Formula 1 right now, trying a different herb more of a Sativa thing this racing.

YOUR STOCK OF THE WEEK: Reckitt Benckiser -
THERE'S A BABY FORMULA SHORTAGE AND THIS IS WHAT WE ARE GOING TO DO ABOUT IT!

Upgraded to Outperform from Sector Perform at RBC Capital 05:00 RBGLY RBC Capital analyst James Edwardes Jones upgraded Reckitt Benckiser to Outperform from Sector Perform with a price target of 7,000 GBp, up from 5,900 GBp. The analyst has increased confidence in the company's revenue growth potential saying its re-weighting of investment toward R&D and away from marketing "should work well."
 
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