Main Street Data's Posts

Main Street Data

$5.2MFollowers

@mainstreetfd1d

Battle for Burger Margins

$MCD profitability reigns supreme

Main Street Data

$5.2MFollowers

@mainstreetfd2d

$NVDA margins over the past ten years

Consistently high operating margins are often indicative of a big moat!

mainstreetdata.com/NVDA

Main Street Financial Data

Main Street Data | Nvidia

Fundamental data, KPIs, income and expense segmentation.

Main Street Data

$5.2MFollowers

@mainstreetfd5d

$PYPL income statement in a chart (annual, TTM)

mainstreetdata.com/PYPL

Main Street Financial Data

Main Street Data | PayPal

Fundamental data, KPIs, income and expense segmentation.

Main Street Data

$5.2MFollowers

@mainstreetfdSeptember 17

$SOFI OpEx breakdown as % of revenue

Seem like pretty solid trends!

mainstreetdata.com/SOFI

Main Street Financial Data

Main Street Data | SoFi

Fundamental data, KPIs, income and expense segmentation.

Main Street Data

$5.2MFollowers

@mainstreetfdSeptember 9

One of My Favorite Charts

$ZS shows impressively consistent growth vs. $S $PANW $FTNT $CRWD

Who else deserves a look in the cybersecurity race?

Benjamin Tan

@consumeowntechSeptember 13

$ESTC may be a dark horse in this race with their low cost platform approach that combines with search and observability….

Add a comment…

Main Street Data

$5.2MFollowers

@mainstreetfdSeptember 8

Super Micro Computer Sustains a Super 218% Rally $SMCI

$SMCI had a remarkable rise in 2023.

Hitting the "Enterprise, Cloud, AI, Metaverse, and 5G Telco/Edge IT Infrastructure" buzzwords helps.

Main Street Data

$5.2MFollowers

@mainstreetfdSeptember 6

AirBnB and Blackstone to Join S&P500

Surprised to see $BX and $ABNB revenue neck and neck as they join $SPY and their stocks soar.

Main Street Data

$5.2MFollowers

@mainstreetfdSeptember 5

Still think $HIMS could be attractive here

mainstreetdata.com/HIMS

Main Street Financial Data

Main Street Data | Hims and Hers Health

Fundamental data, KPIs, income and expense segmentation.

Neil

@couch_investorSeptember 8

Under $7, very much so

Add a comment…

Main Street Data

$5.2MFollowers

@mainstreetfdSeptember 5

Still think $HIMS could be attractive here

mainstreetdata.com/HIMS

Main Street Financial Data

Main Street Data | Hims and Hers Health

Fundamental data, KPIs, income and expense segmentation.

Main Street Data

$5.2MFollowers

@mainstreetfdSeptember 1

$SHOP SBC

Anyone else worried by Shopify's share-based comp trend? (below is annual TTM)

mainstreetdata.com/SHOP

Main Street Financial Data

Main Street Data | Shopify

Fundamental data, KPIs, income and expense segmentation.

Ben

@rpinvestmentsSeptember 1

And I thought $ZM was bad. That looks worse

+ 2 comments