Paul Cerro's avatar
$18.4m follower assets
SBC is a scam to adj. EBITDA and you're getting diluted
Stock-based compensation (SBC_ has gotten out of control with some companies that utilize the line item top boost adj. EBITDA for profitability but can also dilute you.

Prime example is $TWTR. Market Cap >1.5x since IPO while price only up ~2% in the same time

The link below shows this weeks "Chart of the Week" for the following names


The numbers are quite shocking. If you're interested in receiving content like this, hit the subscribe button (it's free!).

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Alberto Wallis's avatar
$8.7m follower assets
Upcoming Earnings Calendar! (March 14th - 18th)
Earnings season is slowing down, but there are still several very interesting companies reporting next week.

  • $DLO - This company is really interesting. Growing quickly and profitably (28% net profit margin last quarter) while solving a real pain-point for companies.
  • $GTLB - Don't know much about this company, but I've seen a lot of people commenting on it lately so I'll keep an eye out.
  • $S - Extremely expensive cybersecurity stock.
  • $FDX - Not interested in investing in the business, but very interested in their outlook for the supply chain and the impact of higher energy costs.
  • $LEN - Homebuilder. Let's see what their comments are on the supply chain + demand for housing in the US.

What company are you interested in?

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

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