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re: Stocks on your watch list
Posted on 8/4/20 at 7:31 pm to cgrand
Posted on 8/4/20 at 7:31 pm to cgrand
Fantastic revenue growth from SQ.
Also I know this sounds a bit ridiculous, but I’m disappointed with TWLO reporting 46% rev growth. The market agrees. Stock has appreciated 180% YTD. Seems very extended
Also I know this sounds a bit ridiculous, but I’m disappointed with TWLO reporting 46% rev growth. The market agrees. Stock has appreciated 180% YTD. Seems very extended
1
Posted on 8/4/20 at 7:39 pm to LSUtoOmaha
yes I agree with that to an extent but the price is the price and the gains are the gains. A 10% fall after earnings after a plus 100% run is fine by me (if I owned it).
TWLO owners are I expect happy overall
TWLO owners are I expect happy overall
Posted on 8/4/20 at 7:45 pm to cgrand
(no message)
This post was edited on 4/15/23 at 7:16 am
Posted on 8/4/20 at 7:47 pm to msutiger
$SQ quarterly results -
Revenue (ex-Caviar) +70%YOY
GPV (-)15%YOY
Subs. +service revenue +66%YOY
Cash App rev. +361%YOY
Cash App rev. (ex-Bitcoin) +140%YOY
Cash App Bitcoin rev. +600%YOY
Gross profit (ex-Caviar) +32%YOY
Cash App gross profit +167%YOY
Revenue (ex-Caviar) +70%YOY
GPV (-)15%YOY
Subs. +service revenue +66%YOY
Cash App rev. +361%YOY
Cash App rev. (ex-Bitcoin) +140%YOY
Cash App Bitcoin rev. +600%YOY
Gross profit (ex-Caviar) +32%YOY
Cash App gross profit +167%YOY
Posted on 8/4/20 at 8:24 pm to cgrand
This has been a great week so far for me on my longs. Glad on got into ROKU a while back. TTD is still ripping and decided to keep a hold on it. Likely see what happens with ZNGA tomorrow and make a decision. It has bumped up this week as well, ER tomorrow. Not really sure what to expect. LVGO is a beast. Need more APPL.
Posted on 8/4/20 at 10:02 pm to cgrand
NVTA is now down 10.86% after hours
Posted on 8/4/20 at 10:32 pm to Ann Arbor Tiger
Made great with Nkla over the last week.
Have it all back but $38 today. Lol couldn't get out fast enough after that shite earnings call.
Surprised the hell out of me how crappy it was.
Have it all back but $38 today. Lol couldn't get out fast enough after that shite earnings call.
Surprised the hell out of me how crappy it was.
Posted on 8/5/20 at 5:24 am to thejudge
Just reported that Tdoc and Livongo are merging. Two goliaths of the sector..
Posted on 8/5/20 at 5:41 am to Ann Arbor Tiger
quote:
NVTA is now down 10.86% after hours
I don’t get the love affair with NVTA. Fairly underwhelming price action.
Posted on 8/5/20 at 6:01 am to jangalang
Damn that’s huge news
Posted on 8/5/20 at 6:22 am to reds on reds on reds
I am reading each LVGO share will convert to 0.59 TDOC shares+ $11.33 cash. I would assume they look at the price at the time of the merger in q4?
So basically sell your lvgo now or hold and pray tdoc price goes up between now and q4
So basically sell your lvgo now or hold and pray tdoc price goes up between now and q4
This post was edited on 8/5/20 at 6:32 am
Posted on 8/5/20 at 6:29 am to jangalang
What does that mean for lvgo shares?
Posted on 8/5/20 at 6:40 am to poncho villa
I’m not sure if 0.59 + 11 dollars cash is a good deal to have Livongo
Posted on 8/5/20 at 6:44 am to jangalang
quote:
not sure if 0.59 + 11 dollars cash is a good deal to have Livongo
That's what I'm worried about
Posted on 8/5/20 at 7:01 am to jangalang
quote:
I’m not sure if 0.59 + 11 dollars cash is a good deal to have Livongo
That seems like a pretty crappy deal. Maybe I’m missing something.
Posted on 8/5/20 at 7:30 am to AA7
That's a 10% premium based on yesterday's closing for LVGO owners.
Posted on 8/5/20 at 7:33 am to AA7
Kinda sucks for people holding calls for the earnings play. The stock price will now move with TDOC, so LVGO won’t run after earnings (obviously that wasn’t a guarantee either way).
On a related note, how do options work in a merger like this?
On a related note, how do options work in a merger like this?
This post was edited on 8/5/20 at 7:35 am
Posted on 8/5/20 at 7:37 am to TheChosenOne
I think there is a settlement based on price when the merger is agreed to. So if you had a $100 2022 call option, and the stock was trading at $170 when the merger was announced, the option would be worth the $70(100)= 7,000
Posted on 8/5/20 at 7:38 am to AA7
quote:I think a lot of people expected LVGO to continue this insane growth run, with that in mind I think many will be unhappy.
That seems like a pretty crappy deal. Maybe I’m missing something.
I will say that I think its a little nuts to think LVGO would continue to increase like it has. I think more than likely it was going to form a base in this $140 price area.
More than anything I think you need to view this merger as a LONG play. Is the new company better than the two individual companies? I don't know if it is, btw.
ETA literally yesterday I posted how eventually LVGO would add PCP to its platform
essentially this deal is doing that. Selfishly I wanted LVGO to do this naturally to boost my shares but oh wellThis post was edited on 8/5/20 at 8:11 am
Posted on 8/5/20 at 8:31 am to hiltacular
I think it's smart move to maintain longterm stability and growth IMO. I also selfishly wanted them to remain a separate entity.
If and when Sharecare decides to launch an IPO, LVGO/TDOC has a better chance remaining successful. Sharecare will have actual brick-and-mortar stores which touches base with what you mentioned before about the younger generation constantly moving and having to find a new PCP wherever they go.
If and when Sharecare decides to launch an IPO, LVGO/TDOC has a better chance remaining successful. Sharecare will have actual brick-and-mortar stores which touches base with what you mentioned before about the younger generation constantly moving and having to find a new PCP wherever they go.
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