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RT @krishnanrohit: I think about this chart at least once every few weeks

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Att bränna koraner med hänvisning till yttrandefriheten är vuxenvärldens motsvarighet till ”luften är fri”-leken.

Peloton $PTON.

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RT @ObrenovicZeljko: 1/13 Thread: Two lessons from $KAMBI (I have no position). Regardless of how this situation pans out in the end (I hop….

RT @CaitlinPacific: The UC did NOT compare the SAT's of low income students to those of wealthy students. Many myths exploded within. h….

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$ISRG management reiterated their intentions for spending and increasing the value customers. This is such a great mindset. A truly Non-Zero Sum and relentless customer focus. Don’t focus on the short term. Don’t expect leverage gains on a Q to Q basis. Expect long-term focus!

22) Disclosure: No position at the time of writing, but I'm following the stock closely and looking forward to the Q2 conference call.

21) The stock trades at EV/LTM Revenue of 20x and 16x, & 10x my 2021 and 2022 predictions respectively. I expect break-even in 2023-2024, but will be hard to achieve without Gross Margins >30% and >100.000 buyers.

20) Another thing to keep in mind is that in 2020, 10% of their revenue came from one buyer, namely ClearMask. I expect this account to drop off gradually, but significantly, in the coming 12-18 months.

19) In the last two years, XMTR has had some impairments related to prior acquisitions made in Europe, where synergies did not play out as they had hoped. This is clearly alarming - but not catastrophic - given their expressed vision to expand globally.

18) Some quick financials from their S-1:.- 6.1x LTV/CAC (in the US).- 5000+ Sellers .- 24.000 Active Buyers Q1 2021 .- $8.600 ARPU .- 76% Revenue Growth in FY 2020.

17) .- In 2020, they launched quick payouts through Xometry Advance Card (upfront payment) and FastPay (fee-based payment within 3 business days after completion).

16) Xometry's goal is to build on this platform, adding services and becoming the main enterprise solution for their sellers. This work has already begun:.- Leveraged Contracts launched in 2019 providing sellers with discounted purchasing of tools through "Xometry Supplies".

15) The market is made up of roughly 500.000 manufacturers with less than 20 employees, and the company values this opportunity at $260 billion. The platform supports 6 different production processes, including CNC Machining, 3D Printing, and Injection Molding.

14) As their models process more and more orders, this pricing and matching model will become more accurate, and their gross margins will improve accordingly.

13) Xometry is actually assuming pricing risk, taking that away from the sellers. If they quoted a buyer $150 per part, but the seller will need $152 per part, they are in the red on that order. The latest figure I could find was a positive take-rate on >90% of orders.