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Ryan Reeves
investing_city
Top 10 sections from Roku's shareholder letter... 1/ 52 million active accounts now"To put our scale in perspective, Roku’s U.S. active account base is now more than twice the number
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Genomics Thread #6Let's talk about liquid biopsies... 1/ A liquid biopsy is usually a blood-based test that can detect cancer. How?By detecting either CTC (circulating tumor cells) or ctDNA (circulating
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1/ A man is either a librarian or a salesman. He's retiring. What are the odds that he is a librarian?A lot of people say, "The odds that he’s a
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Genomics Thread #5We've already laid the groundwork for understanding DNA, and some parts of the sequencing value chain but now let's talk about genetic testing... 1/ You can think of
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Genomics Thread #3Let's move onto some companies!Up first is Pacific BioSciences... 1/ When talking about genomics, the first company that comes to mind for people is likely Illumina. They really
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Following up on how GoodRx fits into this ecosystem...continued [THREAD] https://twitter.com/investing_city/status/1349548469044670465 1/ If you haven't already read through the prescription drug value chain, I'll give a super brief
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Took the afternoon to understand the prescription drug market a little better. Here are some ramblings on the value chain...[THREAD] 1/ It starts with the manufacturer of the drug.
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Part 3 of "10k in 10 tweets" Had never heard of this company but it was mentioned a few times when I put the original question out. Let's look at
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Finally got around to reading the Airbnb prospectus. Will try to highlight some things that haven't already been discussed at length.1. Nights booked within 50 miles pretty much grew right
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1/I'm not sure about this http://C3.ai one. Just because it got the "AI" ticker doesn't mean it should be up 124%!The last 4 quarters (in mils):$41.0$41.6$40.5$41.3Pretty much 0 sequential growth
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Software terms are confusing right?!I'll try my best to explain these concepts:- Bookings- Billings- Revenue- ARR- DBNER- DBGRR- DBNRR- Deferred Revenue- RPO[THREAD] 1/ Bookings This is usually synonymous with total
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1/8Took on two interns this summer.They just finished 15 weeks of work so I thought I'd share the experience.There's some good stuff in here! Phase 1 - Training (2
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