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Daniel
DPogrebinsky
1) Bitcoin: Been thinking bout it some more. When the whole $gme craziness was happening & RH stopped letting ppl trade, all the bitcoin pumpers kept getting on tv saying
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Been doing a lot of thinking & honestly think $rkt could potentially be lining up for a mini $gme type moment:1) $rkt tried to go public at 150M shares @
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Overall thoughts on $amzn:1) while aws growth missed little this q the backlog up to 50B (up 68%) implies acceleration2) e-commerce internationally beat big & could be getting more entrenched
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Some $trit thoughts:1) def some red flags here however at this valuation vs the 65% rev growth rate and solid profitability i think its already more than reflected in the
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Been seeing lot of bullishness on $ozon. Not negative on it but not very high on it either. Honestly wouldnt surprise me to see it drop further & hit ipo
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$gogo why I’m long:$gogo sold it’s CA biz for $400M in cash plus 17M/yr rev guarantee. Before sale company had 117M cash and 1.126B debt paying 120M a year in
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Thought the $trit call went very well and was very insightful. They’re having a lot of success with the platform and onboarding lenders and traders. With rhodium explained that customers
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been looking in detail into $fubo & their financials & unless im a complete idiot being an investor in this stock at these levels is madness. Dont want to appear
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$rkt thread:I am completely blown away by this company. 9 months into the yr they made $6B in net income off of $11B in rev. Guidance for next q about
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