This Russian Amazon lol, look at the Warehouse-- one lady throwing a box up a escalator...
Ideas For Now-
- Thread starter stonedinvestor
- Start date
I clicked on that to see Nasstassia throwing boxes. I didn't have the patience to find her but OMG.... look at this warehouse!
What is this from 1950?! Its laughable. Who supplies the vacuum tubes to keep things running?
Bezos would have one person in there and 15 layers of high speed (whatever) moving a gillion boxes without one square inch of waste.
Nattassia should get a broom too... and sweep that floor.
Russia is a mess.-- DOMO is not! Nice write up Seeking Alpha-
The best way to describe Domo is that the platform allows the integration of nearly every other imaginable high-profile cloud application and data source. Essentially, Domo acts as a dashboard accessible via mobile devices connecting all of a business's other data sources and SaaS subscriptions. The customizable UI can include relevant workflow from the likes of SAP SE (SAP), Oracle Inc (ORCL), Snowflake (SNOW), Slack Technologies (WORK), Box Inc (BOX), Amazon.com "AWS" (AMZN), Microsoft (MSFT), and even social media apps like Facebook (FB) and Twitter (TWTR). In all, Domo recognizes more than 1,000 pre-build API "connectors."
For us, what this means is that the company's long-term outlook becomes tied to the growth of broader themes in cloud computing and penetration of emerging SaaS solutions. Organizations utilizing various data and analytics suppliers naturally need a way to put it all together and that's where Domo makes the value proposition. Customers become tied to the ecosystem representing long-term recurring revenues that can expand as the dashboard becomes more complex per organization. Domo has a solid product and a compelling business model. We believe the company can continue to capture new enterprise-level clients which are important growth drivers.
(source: Company IR)
The Bullish Case for Domo
We're bullish on the stock with a view that the company is well positioned to outperform expectations with an upside to current growth and earnings estimates. The results this quarter suggest an approaching turning point where Domo is not only recognized as a high-quality growth stock but becomes a must-have tool in a growing number of workplaces. With the stock trading at a forward price to sales multiple of 5x, we believe the story here deserves a higher premium.
The other point here is that thus far the company's growth has been primarily focused on the U.S. which represents nearly 70% of revenues. The opportunity to expand internationally long term as the connected SaaS applications themselves gain traction in foreign markets is a white space down the line.
We rate shares of Domo as a buy with a price target of $60 for the year ahead representing 33% upside from the current level. The stock rallied by as much as 17% on the Q3 report, returning the shares to its all-time and around $45.00 which was previously reached in early 2019 and this past September. Our thinking here is that there should be some follow through higher as the long-term bullish outlook becomes clearer to investors.
The best way to describe Domo is that the platform allows the integration of nearly every other imaginable high-profile cloud application and data source. Essentially, Domo acts as a dashboard accessible via mobile devices connecting all of a business's other data sources and SaaS subscriptions. The customizable UI can include relevant workflow from the likes of SAP SE (SAP), Oracle Inc (ORCL), Snowflake (SNOW), Slack Technologies (WORK), Box Inc (BOX), Amazon.com "AWS" (AMZN), Microsoft (MSFT), and even social media apps like Facebook (FB) and Twitter (TWTR). In all, Domo recognizes more than 1,000 pre-build API "connectors."
For us, what this means is that the company's long-term outlook becomes tied to the growth of broader themes in cloud computing and penetration of emerging SaaS solutions. Organizations utilizing various data and analytics suppliers naturally need a way to put it all together and that's where Domo makes the value proposition. Customers become tied to the ecosystem representing long-term recurring revenues that can expand as the dashboard becomes more complex per organization. Domo has a solid product and a compelling business model. We believe the company can continue to capture new enterprise-level clients which are important growth drivers.
(source: Company IR)
The Bullish Case for Domo
We're bullish on the stock with a view that the company is well positioned to outperform expectations with an upside to current growth and earnings estimates. The results this quarter suggest an approaching turning point where Domo is not only recognized as a high-quality growth stock but becomes a must-have tool in a growing number of workplaces. With the stock trading at a forward price to sales multiple of 5x, we believe the story here deserves a higher premium.
The other point here is that thus far the company's growth has been primarily focused on the U.S. which represents nearly 70% of revenues. The opportunity to expand internationally long term as the connected SaaS applications themselves gain traction in foreign markets is a white space down the line.
We rate shares of Domo as a buy with a price target of $60 for the year ahead representing 33% upside from the current level. The stock rallied by as much as 17% on the Q3 report, returning the shares to its all-time and around $45.00 which was previously reached in early 2019 and this past September. Our thinking here is that there should be some follow through higher as the long-term bullish outlook becomes clearer to investors.
10 likes!
Saw Argo Blockchain on one of the Twitter posts getting assistance on mining rigs procurement, but it's listed on the LSE. https://finance.yahoo.com/quote/ARB.L/profile?p=ARB.L
There's a big shortage of mining rigs and they are selling for a premium, newer models won't ship from factory until 3-4 months from now. Even older rigs are becoming profitable again for mining due to the bitcoin price going up.
https://news.bitcoin.com/bitcoins-r...units-sold-out-miners-concerned-about-supply/
"Vincent He further concluded that people suspect “large-scale institutional buyers” are eating up all the machines. This has been a consistent trend in 2020, as news.Bitcoin.com reported on multiple mining operations like Marathon Group, Hut8, and Riot Blockchain purchasing vast quantities of ASIC miners."
In the last bitcoin bull market, NVDA did not want to publicly acknowledge the boom in their sales were due to cryptos miners as they did not want to be dependent on their business model to the cryptos sector, but now https://wccftech.com/nvidia-allegedly-sold-175-million-worth-ampere-geforce-rtx-30-gpus-to-miners/
Just a thought on another way to play bitcoin bull market that is still early (imho) is to play the chips manufacturers, they have expertise in the field and may get approached by say Fidelity (which has been mining bitcoins for many many years) to produce ASIC bitcoin miners
AMD, NVDA, perhaps even INTC
Btw, recently replaced my Intel-based laptop with a Ryzen 9 Renoir based, battery sucks b*llz but performance is great
Sndl stock is great .
IS NVDA somehow a play on Bitcoin?
Roblox Corporation (RBLX) has filed to raise $1 billion in an IPO of its Class A common stock, according to an S-1 registration statement.
The firm has created an immersive 3D digital gaming platform for consumers and developers.
RBLX has produced enviable growth in user activity, bookings and revenues, but continues to generate high operating losses.
Company & Technology
San Mateo, California-based Roblox was founded in 2004 to create a place for consumers to create, play and interact with others in an online 3D environment.
Management is headed by founder, president and CEO David Baszucki, who previously held various roles at Knowledge Revolution.
Roblox Corporation (RBLX) has filed to raise $1 billion in an IPO of its Class A common stock, according to an S-1 registration statement.
The firm has created an immersive 3D digital gaming platform for consumers and developers.
RBLX has produced enviable growth in user activity, bookings and revenues, but continues to generate high operating losses.
Company & Technology
San Mateo, California-based Roblox was founded in 2004 to create a place for consumers to create, play and interact with others in an online 3D environment.
Management is headed by founder, president and CEO David Baszucki, who previously held various roles at Knowledge Revolution.
UPSTART-
Upstart Holdings has filed proposed terms for a $252 million U.S. IPO.
The firm provides lead generation and white label software that matches lenders with consumers seeking personal loans.
Upstart Holdings (UPST) has filed to raise $252 million for itself and selling shareholders from the sale of its common stock in an IPO,
The company provides machine learning technologies to help lenders obtain the most suitable borrowers for personal loan products.
Roblox is somewhat interesting for sure but this upcoming IPO also deserves a look, it's sort of finance.... It's about loans matching people and banks with personal loans.
THIS IS CALLED UPSTART-!- Sym- UPST Got top like that!
Company & Technology
San Mateo, California-based Upstart was founded to utilize machine learning techniques to maximize the matching of lenders with consumers seeking personal loans.
Management is headed by co-founder and CEO Dave Girouard, who was previously president of Google Enterprise and a product manager at Apple.
The firm makes money by charging referral fees, platform fees and loan servicing fees.
In Q3 2020, Upstart funded only 2% of loans through its platform. The company has partnered extensively with consumer loan banks and institutional investors in loans.
Upstart has received at least $162 million from investors including Third Point Ventures, Stone Ridge Trust, Khosla Ventures, Rakuten (OTCPK:RKUNY), and First Round Capital.
Upstart provides its consumer loan underwriting and matching service via either its own website or through a white label product on the bank partner website.
Upstart Holdings has filed proposed terms for a $252 million U.S. IPO.
The firm provides lead generation and white label software that matches lenders with consumers seeking personal loans.
Upstart Holdings (UPST) has filed to raise $252 million for itself and selling shareholders from the sale of its common stock in an IPO,
The company provides machine learning technologies to help lenders obtain the most suitable borrowers for personal loan products.
Roblox is somewhat interesting for sure but this upcoming IPO also deserves a look, it's sort of finance.... It's about loans matching people and banks with personal loans.
THIS IS CALLED UPSTART-!- Sym- UPST Got top like that!
Company & Technology
San Mateo, California-based Upstart was founded to utilize machine learning techniques to maximize the matching of lenders with consumers seeking personal loans.
Management is headed by co-founder and CEO Dave Girouard, who was previously president of Google Enterprise and a product manager at Apple.
The firm makes money by charging referral fees, platform fees and loan servicing fees.
In Q3 2020, Upstart funded only 2% of loans through its platform. The company has partnered extensively with consumer loan banks and institutional investors in loans.
Upstart has received at least $162 million from investors including Third Point Ventures, Stone Ridge Trust, Khosla Ventures, Rakuten (OTCPK:RKUNY), and First Round Capital.
Upstart provides its consumer loan underwriting and matching service via either its own website or through a white label product on the bank partner website.
WTF-
SCUBA DIVING AT QUILL LAKE
After a short, simple tutorial you get your sizeable slab of land with which to create your own attempt at Disneyland.
The user interface is streamlined and has a good choice of options, but not too many as to be overwhelming. Predictably, the aim is to create a theme park that pleases your attendees as their numbers swell and, by extension, your budget.
There’s attention to detail here: you’ve got to make sure you have enough bins and other amenities to keep your guests happy and your park spick and span. If you renege on your sanitary obligations then prepare for a lot of rubbish to cover the floor. It’s not all fun and rollercoasters being a theme park designer after all.
The leaderboards common to all Roblox games encourage some light competition to keep you going. With your online rivals’ money and guest tallies constantly haunting the corner of your screen, you’ll be driven to keep you chasing the theme park of your dreams. You might not be able to create the wacky parks you can find in games like Planet Coaster, but Theme Park Tycoon is a Roblox game that’s worth your time.
If working for a pizza company was this much fun we’d dump our desktops for our nearest branch of Pizza Hut in a flash. Work at a Pizza Place is a Roblox game that invites you to join Builder Brothers’ Pizza to live out your understandable dream of a being a cashier, cook, boxer (not that kind), and delivery mule.
Playing around with the first three jobs is amusing enough, but you’ll have the most fun as a rude cashier, chuckling at the humorously-written indignance of your customers. Once you’re done annoying the pizza-loving populace you can test out the surprisingly sound driving mechanics by delivering customer’s orders to their door, a few houses down from your own property. Refuse to wear your mask and be beaten down by irate diners.
Which brings us to the other half of Work at a Pizza Place: not working at a pizza place. Like The Sims, outside of working hours you use your hard-earned wages to spruce up your house. Track down a certain portal, however, and you’re teleported to ‘Party Island’, a parallel environment where you can let your grease-stained hair down to Justin Bieber’s ‘Despacito’ and other songs. Who knew pizza workers had it so good?