Twitter | Pretraživanje | |
Charlie Zvibleman
missed Eats bookings in q2, stock tanked 🤦‍♂️ Missed eats booking in q3, stock tanked 😣 Yet still street modeling 550bps acceleration in q4??? 🤢 Where is the pilot
Reply Retweet Označi sa "sviđa mi se" More
Lloyd Walmsley 2. velj
Odgovor korisniku/ci @CharlieZvible
You can’t honestly believe Eats is why the stock was down after the last two prints. C’mon.
Reply Retweet Označi sa "sviđa mi se"
Charlie Zvibleman 2. velj
Odgovor korisniku/ci @wammertime
?? Of course. They missed on the most important metric (bookings). Beat literally everything else
Reply Retweet Označi sa "sviđa mi se"
MI Capital 1. velj
Odgovor korisniku/ci @CharlieZvible
What's this look like on a Y/Y basis?
Reply Retweet Označi sa "sviđa mi se"
Charlie Zvibleman 1. velj
Odgovor korisniku/ci @MIcapital2
62% yoy in q4 vs 73% q3. 18pt decel prior 2 quarters. It could happen. Just don’t see the logic on base case being there, esp after making this mistake prior 2 quarters. Too many people anchoring on the company’s pre-IPO model which clearly has changed.
Reply Retweet Označi sa "sviđa mi se"