#Revenue

article7

article7news

So the editor in chief of @indexhu - Hungary's largest independent news site was fired yesterday. 1/ Another murky tale of pro-Orbán interference whose disguise as a business decision fools

Caitlin Bolnick

caitlinbolnick1

Okay, so what exactly is the difference between net dollar retention and gross dollar retention and how the heck are they related? Yep, you guessed it. Thread below... 1/

Dan Corder On Your Radio

DanCorderOnAir

A thread on the history of how the SABC was reformed in 1994, and why its current model is so difficult (some would say fundamentally impossible) to make work:/1 The

Jason ✨BeKind✨ Lemkin ⚫️

jasonlk

Both Shopify and Zoom have rocketed to $100B+ market caps this yearZoom has perhaps gotten more attention, but Shopify has undergone at least as much change, and has exploded to

Ian Bezek

irbezek

Some thoughts on $SQ and its dramatic overvaluation. 1/ Square is around 60% payments revenue today. Post-IPO Square's payments business has struggled, generating weak margins and losing many key customers.

Michael Leachman

leachma2

There are a lot of big problems with the Senate Republicans’ newly unveiled #COVIDRelief package. Among the biggest: it has *no new fiscal aid* for states & cities, whose revenues

logan bartlett

loganbartlett

I’ve struggled to make sense of the public market trading for software companies beyond just the Fed’s money printer go brrrrrr.So I‘ve been spending time with a bunch of smart

Tim Bousquet

Tim_Bousquet

The Saltwire layoffs are depressing for a lot of reasons — and foremost for the personal loss of income and career for 109 people. I don't know what else to

Francis Investing Analyst

InvestiAnalyst

$APPS - 25% My Full Earnings Call Takeaways + Analysts notes1/ Basic Info - Rev of $89M vs Exp $75M Exp. (16% beat)- 146% Growth YoY (58% organic growth

Big Boward Woward

studio_daddy

I got on twitter months ago confused about why online journalism was failing in a time when everyone was online. I was told it’s because ad money was being pulled,

Screening Stocks Enjoy 'My StressBusters'

Coolfundoo

NEGATIVE WORKING CAPITAL MAGICAL BUSINESSESIst Update - 09May2020-ive Working Capital usually BAD Sign. These Stocks are EXCEPTION. Reason in Thread.#NegativeWorkingCapital #WorkingCapital #Mulford #FreeCashProfile #Stocks #IndianstocksQns/

parachichi

colourmequeerke

Been thinking about SGR and BRT and how it all should've been considered as a restructuring of the transport sector instead of separate projects.(I doubt these ideas are new nor

Nick Haschka

NickHaschka

Going to do a little SMB acquisition deal analysis in public. Based on searcher exchange ... Would love other thoughts... Searcher: I came across a nice landscaping business, had

Cory Doctorow #BLM

doctorow

Gig economy delivery apps claim that they're operating "two-sided markets," connecting delivery people with restaurants. Actually, they're useless, overcapitalized, predatory, money-haemorrhaging parasites.1/ They raise ti

WikiJewSoc🕎🌹

JewSoc

What does "pro-business" mean?We've watched our high streets fall into ruin. Shops closing down and not replaced, Tescos and Sainsburys moving in, hoovering up any smaller competition, pawn shops and

New Oberpfalz Brewing

NewOberpfalz

We have seen our business go up and down by one hundred and thirty percentage points in 14 days. Peaks and valleys, a roller coaster of excellent beer and delicious

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