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Charlie Zvibleman
@
CharlieZvible
New York, NY
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Hedge Funds last 10 years. Looking to build businesses next 10. Angel investing at Fab 5 Ventures
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698
Tweetovi
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976
Pratim
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525
Osobe koje vas prate
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Charlie Zvibleman
@CharlieZvible
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20 h |
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4.0, UES, have Billions characters to pitch 😉
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Charlie Zvibleman
@CharlieZvible
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20 h |
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Build audience. Charge podcast for submission. Typical lead gen
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Charlie Zvibleman
@CharlieZvible
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2. velj |
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True. Think we were $60 Lyft/43 uber and ripping after Lyft q2, then uber chunked q2, first q out of gate (after saying eats could be > rideshare) and arguably guiding down GB, tanking sector as people lost faith. +AB5 +Lockup. Weight as you wish, but I’d prefer beatable bar 🙏
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Charlie Zvibleman
@CharlieZvible
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2. velj |
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Got any other stocks that have missed bookings the first quarter out of the gate?
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Charlie Zvibleman
@CharlieZvible
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2. velj |
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?? Of course. They missed on the most important metric (bookings). Beat literally everything else
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Charlie Zvibleman
@CharlieZvible
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1. velj |
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He definitely sounded good on gmv.
But Venmo debit cards 😴
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Charlie Zvibleman
@CharlieZvible
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1. velj |
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🤫
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Charlie Zvibleman
@CharlieZvible
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1. velj |
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Thought gaap and non gaap were pretty close for FB (?) which helped the broader argument to use non gaap for higher growth names that are scaling into their cost structure
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Charlie Zvibleman
@CharlieZvible
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1. velj |
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That could be a good paid class for buyside.
Cohort economics from cc data and what’s a statistically significant near term signal
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Charlie Zvibleman
@CharlieZvible
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1. velj |
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Decent for public company but we work with what we’re given in the public markets 😭
You should get your hands on some credit card data
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Charlie Zvibleman
@CharlieZvible
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1. velj |
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Any e-commerce businesses/stocks you like @d_mccar ? Have you looked at cvna?
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Charlie Zvibleman
@CharlieZvible
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1. velj |
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15x Ltm Ebitda for brand growing 200% is crazy cheap unless you’re leaving out some details. Send them my way!
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Charlie Zvibleman
@CharlieZvible
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1. velj |
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Ads are part of take rate.
Can Amzn have the lowest prices when take rate (base+fba+ads)=45%?
Depends on fba savings to seller. Shift to one-day risky in that if customer doesn’t value it, risk low cost status?
Ie could chwy fulfilment strategy enable them to win low cost
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Charlie Zvibleman
@CharlieZvible
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1. velj |
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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.
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Charlie Zvibleman
@CharlieZvible
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31. sij |
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Can’t imagine it’s a good sign their ceo didn’t want to stick around
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Charlie Zvibleman
@CharlieZvible
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31. sij |
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$Uber 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 pic.twitter.com/TplKgMToeI
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Charlie Zvibleman
@CharlieZvible
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31. sij |
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Amortizing those ships over 30 years 😎
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Charlie Zvibleman
@CharlieZvible
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31. sij |
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Wasn’t this the whole intent? Grub doing it to highlight what postmates / DoorDash are getting away with and drive a crackdown ..?
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Charlie Zvibleman
@CharlieZvible
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31. sij |
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I am confused why they aren’t taking advantage of their lower transaction costs (ach) to make acquisitions.
Couldn’t Pypl double sq/stripe/etc margins ? Shift to PayPal as funding source (100bps vs 200)
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Charlie Zvibleman
@CharlieZvible
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31. sij |
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PYPL metrics continue to be solid. Offline to online transition could 10x their business. Margins should trend from 23% to 30%. Just waiting on some innovation... pic.twitter.com/mjNcrxCMEL
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