Jump to content


Recommended Posts

up 5% today, forming another base, took a small spread position at 3180 on the drop 30-July, closed for 244 points today. other positions held. Would have bought more on that drop but no funds :(

Share this post

Link to post

I think it was an earnings beat. WIll have to come abck with more info, (unless anyone else can kindly summarize?)


Share this post

Link to post

trading update - "earnings" beat  , amazing chart technical at the time

Capture tw.PNG

Share this post

Link to post

yes, that would have been worth buying into, ahead of results.

Seen similar with BT today, when you get a few profit warnings in a row the marked revises down its estimates, and eventually you get a beat/ahead of expectations ?

personally I just ignore these in my portfolio as they are medium term holding, but starting to get traction back.

Share this post

Link to post


Today we are *hopefully* seeing a trend reveral. Currently about 17% up intraday and this time the fundamentals are playing out. Today results were released and you can see the shareholder letter for 2019 Q1 here >> https://s22.q4cdn.com/826641620/files/doc_financials/2019/q1/Q1-2019-Shareholder-Letter.pdf

So what have we got:

mDAU (monetisable daily average users) eg, real users, not 'bots' up 11% - growing user base.

Revenue up 18%

Op Mgn 12% and operating income $94m

Total US revenue was $432M, an increase of 25%.

Total international revenue was $355M

Total advertising revenue was $679M, +18%. Y/Y growth accelerated in the US relative to Q4, with ad revenue up 26%. 


So we are finally getting traction. 


Currently looking at $30bn valuation. Some sources (not me) are saying $100bn, or three fold increase. Who knows really, but short term this looks to be finally getting noticed.


My most recent purchase was to add more  on 11 feb at $31. Not huge but increased by what cash I had available. 
Finally I almost opened a dfb today at $36 but didn't get the price I was after. Never mind.


Not much more to say here except keep an eye on the growth story. I continue to hold.



  • Like 1

Share this post

Link to post

Join the conversation

You are posting as a guest. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

You are posting as a guest. If you have an account, please sign in.
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Member Statistics

    • Total Topics
    • Total Posts
    • Total Members
    Newest Member
    Joined 05/04/20 22:10
  • Posts

    • We feel bad for the Jewish population during Hitler's time. Yet we feel socially responsible when we are treated the same today. But don't worry, more rights will be eroded soon and we will be thankful for those measures.
    • I shall continue to hold out with a small bet for a further decline till end of week. Probability wise, a drop is still of statistical significance althought this has reduced since targets were not hit on friday. I shall also open a small long hedge when market open and increase the holding of either direction depending which side the probability dip when more data presents itself.
    • Welcome to Communist Britain