BARK ER:
Delivered fiscal second quarter 2022 revenue of $120.2 million, a 39.1% increase year-over-year, and a robust gross margin of 58.2%.
Added approximately 271,000 Active Subscriptions, bringing total to 2.1 million as of quarter-end.
Achieved a quarterly LTV-to-CAC of 4.9x, driven by record Average Order Value, strong customer retention, and continued marketing efficiency.
The Original Bark Company is changing its corporate name to BARK, Inc.; the Company expects this change to be effective on November 22, 2021.
“BARK continues to benefit from powerful secular and channel tailwinds, including growing dog ownership, increasing spending on pets, and an expanding share of pet sales occurring online. Last quarter, we delivered strong results across several key metrics, including a 39% increase in Active Subscriptions, a 34% increase in Subscription Shipments, and a record-high Average Order Value of $29.73,” said Manish Joneja, Chief Executive Officer of BARK. “Notwithstanding the challenging macro environment with increased freight costs and rising media rates, we delivered a robust gross margin of over 58%, and maintained a very healthy LTV-to-CAC of 4.9x in the quarter, underscoring our strong customer retention, continued marketing efficiency and strategic positioning as one of the largest digitally native dog brands in the world today.”
Edit: link https://www.stocktitan.net/news/BARK/bark-reports-second-quarter-fiscal-year-2022-9pet1hhwqdgd.html
$AUS Wynn Resorts, Austerlitz Acquisition terminate business combination agreement
GoogleMap is likely the default option for many individuals. However, the softwares and services provided by MapBox are used by many enterprises, without us realising it although we used these applications almost on a daily basis. A quick google search gets you the list of MapBox’s clients and many are household names.
Given the increasing competition in the autonomous driving space, one of the key challenges for autonomous driving is to have a good navigation system and MapBox seems to be having a better reputation on that front.
Other areas like AR, IoT would like require the same kind of services provided by MapBox. These give MapBox tailwind to say the least.
Valuation (private) was around $700m in 2017 and they are generating $100m revenue in 2019. Definitely not some random startups with no revenue and/ or profitable business models.
IPOE and CCIV now restricted on robinhood. SoFi responds by banning Robinhood IPO shares. /s
https://robinhood.com/us/en/support/articles/changes-due-to-recent-market-volatility/
https://play.google.com/store/apps/details?id=com.talkspace.talkspaceapp&hl=en_US&gl=US&showAllReviews=true Not the best reviews on their service/app
You're correct, Robinhood does not support units: https://robinhood.com/us/en/support/articles/investments-you-can-make-on-robinhood/
https://www.stocktitan.net/news/MVST/microvast-reports-fiscal-2021-second-quarter-awzeigui2m31.html
> We remain focused on implementing our capacity expansion plans, winning new customers with multi-year contract awards and hiring key talent. While we have faced unanticipated challenges during the first half of this year, including global disruptions caused by material shortages, international freight delays, rising commodity prices and the continued impact of the COVID-19 pandemic, we view these as temporary challenges. We continue to expand our core customer base of leading OEMs producing a wide range of commercial vehicles and look forward to reaching new milestones.”
ChargePoint sells home EV charges for $699.
$LFG Archaea Energy Inc. Announces Redemption of All Outstanding Public Warrants
My strategy is to slowly move funds out after I finish selling volatile stocks I’m not holding long term since RB will freeze your account for 2 weeks while it transfers. Once that’s done I’m requesting my long term securities to be transferred to my new bank.
https://robinhood.com/us/en/support/articles/transfer-stocks-out-of-your-robinhood-account/
They won’t share your info unless you agree to it.
“23andMe will not sell, lease, or rent your individual-level information to a third party for research purposes without your explicit consent”.
https://www.23andme.com/about/privacy/?nyh=nomo&ban=fhht
STIC Merger set:
Lets go! Above nav would be nice... As an aside, what is the final date to sell before nav drops? Is it two days before meeting?
“Tradeshift serves more than 1.5 million companies across 190 countries, according to the company’s website. It was founded by Danish entrepreneurs Christian Lanng, Mikkel Hippe Brun and Gert Sylvest, who had previously created open source e-invoicing platform EasyTrade.
Envisioned as an “open business platform,” the firm also offers blockchain-based payments where companies can use the technology to sell unpaid invoices to investors.”
More info here: https://tradeshift.com/about/
Zoom Call for AMA for the first 45 minutes (https://zoom.us/webinar/register/WN_8MQ0YI4ZSQG95ecE_4Irow)
Then please post your questions here. About to go live in 45 minutes!
That list of restricted stocks is funny. Can you imagine Clover Health putting RH under?
https://robinhood.com/us/en/support/articles/changes-due-to-recent-market-volatility/
The overreaction is crazy! First of all, they won’t share your information with anyone without your expressed consent. Testing won’t harm you in any way. It’s important testing too, like letting you know if you have cancer genes. I am a customer and I love this company!
Privacy Policies
https://www.23andme.com/about/privacy/?nyh=nomo&ban=fhht
Tried making a post in SPACs but this sub has gone to shit.
This just came out. Press conference tomorrow and Still on track for September merger
> This article doesn't even establish whether a commercial license to Mastodon (which would render the AGPL moot) had been obtained by Truth Social or not.
AFAICT no such license exists.
https://joinmastodon.org/sponsors - "Mastodon is free, open-source software. There is no advertising, monetizing, or venture capital. Your donations directly support full-time development of the project."
Looks like a pure FOSS project to me.
Robinhood can trade 30 minutes premarket starting at 9:00 am, at least according to this: https://robinhood.com/us/en/support/articles/extendedhours-trading/
So that couldn't have been RH users. But it looks like someone did meet the ask. Not sure that's a good idea on a Monday morning. But, maybe they are busy and happy to HODL.
>Voluntary Corporate Actions
>Participating in a Voluntary Corporate Action
>The issuing company performing the corporate action decides the terms of the offer, and you’ll receive offer materials and instructions via email, or through traditional mail, if you choose. The materials will outline the terms of the event and provide important information such as the expiration date.
>If you'd like to participate, simply reach out with the following information:
>The stock symbol for the offer
>The number of shares you’d like to participate with
>A member of the Robinhood team will be happy to help you process your voluntary corporate action.
I'm fairly certain redemptions are considered voluntary corporate actions. Either way this is what I would do.
https://robinhood.com/us/en/support/articles/mergers-stock-splits-and-more/ This is the support article I copied this from. The link to contact them can be found in the article where I bolded "reach out", or additionally at help>contact us.
> Why would they block Chamath specific SPACs?
You raise a very good question. Their current list of banned stocks has IPOE and IPOF but not IPOD on it. IPOE is currently listed as "Medium" volatility, with 56% initial requirement and 45% maintenance requirement, and so is IPOF.
By contrast, IPOD is listed as "High" volatility with 68% initial and 60% maintenance. And yet they blocked IPOF and IPOE instead. This seems fishy.
> Why would they prevent people with cash (not margin) buying what they want? More specifically settled cash and not new funds.
I wasn't aware of this. Do you have a link you can share with us?
> Your post smells like corporate shilling.
Expressing different opinions/interpretations than your own is not shilling. How about you look at my account history and decide whether I'm a shill before you accuse? Be better than that. Make this community better than that.
There are some nuances to that question:
https://www.schwab.com/ira/roth-ira/withdrawal-rules
Withdrawals from a Roth IRA you've had less than five years.
If you take a distribution of Roth IRA earnings before you reach age 59½ and before the account is five years old, the earnings may be subject to taxes and penalties. You may be able to avoid penalties (but not taxes) in the following situations:
Withdrawals from a Roth IRA you've had more than five years.
If you're under age 59½ and your Roth IRA has been open five years or more,1 your earnings will not be subject to taxes if you meet one of the following conditions:
According to their transparency report, 23andMe has never provided data to Government without the "explicit consent by the individual(s) specified in the request."
Overvalued but essentially it's "therapeutics" that are entirely digital (android/IOS apps) that can prescribed by physicians. Essentially pear has FDA cleared programs that physicians prescribe and then gets paid for by insurance. The main (and likely sole) use is mental health/ drug addictions. Users log in and watch lectures, do worldly tasks and what not. They are rewarded to entice consistent use. I was approached by them last year but I didn't like it enough to jump ship. The software was pure garbage at the time, but looking now it seems to have been entirely overhauled.
Here's an example https://play.google.com/store/apps/details?id=md.reset.reSETO
I imagine the MLAC merger DA with the spinoff Vision + will be announced soon. There could be a lot of potential here I think - at $9.92 and you get actual profits today not just in 2025.
After reading their app reviews I realized their market isn’t just Indonesia - but worldwide for Indonesians to watch exclusive local tv. Looks like they could make some improvements to the app also.
Disclosure - I own a very large amount of shares. This might not be for you. Downside is that there just isn’t information available due to language barrier. you could be stuck holding these share for 4 or more months until you can redeem if shares fall lower below NAV. But the lead has connections with Peter Thiel and Li which is why I bought in the first place.
I mentioned that sequencing>genotyping.
However, it’s not like 23andme needs to do any extra work to acquire customers once sequencing is feasible. They store the saliva samples in the event that sequencing is able to be utilized in a mass scale. source
In that sense, any company trying to compete is fighting an uphill battle. Customers likely won’t take or go through the effort of taking a DNA test more than once, so once cheap DNA sequencing becomes available 23andme will be able to amass samples before anyone else.
This is not true. Per the link below, 23andme won’t share your data with any public databases. They will not provide any person’s data (genetic or non-genetic) to an insurance company or employer.
https://www.23andme.com/about/privacy/?nyh=nomo&ban=fhht
Always important to track the order flow for these big purchases. You can also use tradingview.com for free (and probably others).
FYI: GLEO (similar warrant price) had a purchase of $5 million in shares on July 13. I'm parking some cash there
Contrarian view, check out the link in EyeOfAgamotto_123 post above. Even with Google as competition, these are MapBox’s clients. Not a bad competitor in my view.
One of the folks watch baseball with me tonight founded Checkfree and is a VC guy for fintech now, I'll ask him what he thinks about it. SPACS get him a little chapped, but he likes to argue. He might have some good points. They just rolled out some app for kids, literally like k-12 financial management with parental controls. LOL. In your ACORN DD it made me laugh when you referred to the 35 year old demographic as baby investors. I think somebody is [no joke] launching an app called something green just for actual kids. ;D
Edit: found it: https://play.google.com/store/apps/details?id=me.greenlight&hl=en\_US&gl=US
I can't find the post I saw on r/psth, but someone reached out to Robinhood support at one point. You'll receive the warrants as PSTH+ and you'll be able to exercise or sell them, but RH doesn't support purchasing them. You can find the warrants here: https://robinhood.com/stocks/PSTH+
Coinbase is worse. https://www.trustpilot.com/review/coinbase.com
Coinbase has 1.6/5 stars. Tons of customer service issues highlighted on reddit similar to etoro.
However etoro is still a hot target and will probably be valued more favorably than coinbase at $100b. Especially for us retail / SPAC investors.
Look for a SPAC with a trust upwards of 750m not considering what a PIPE deal could contribute
Update - He says the fees are high, withdrawing is a pain in the ass, their whole gimmick is that you can copy anyones trades. Positive note: many people he speaks with are opening with etoro.
I also took a look at their trustpilot reviews. Link below.
Fair enough, one thing I keep seeing people say they have not released Kingdom boss, what does that mean? Out of alpha? I can install it here already:
https://play.google.com/store/apps/details?id=com.playstudios.kingdomboss&hl=en\_US&gl=US
>I'm moving half my shit
Remember, each time you move stuff, its a $75 fee: https://robinhood.com/us/en/support/articles/transfer-stocks-out-of-your-robinhood-account/
You poor Robinhood traders. Those stocks you are restricted on is just the most shorted stocks. Most on that list have not increased in price or volume.
There not going to margin call brokerages who overleveraged. Or even make them close a partial position to manage risk. There just going to stop the prices from going up.
Look up any of the tickers. They are the most shorted stocks.
https://robinhood.com/us/en/support/articles/changes-due-to-recent-market-volatility/
This is bad-
https://robinhood.com/us/en/support/articles/changes-due-to-recent-market-volatility/?region=US
So many blue-chip stocks/ ETFs - AMD, SBUX, and so many SPACs like OPEN, CCIV, IPOE and so on.
I've not seen media confirmation that Fidelity restricted any securities. They did have traffic related stumbles, as did pretty much every broker. The other names mentioned, RH and IBKR, did restrict specific stocks. Today RH is still restricting a bunch.
I think it falls under security reorganization. $39
I found this fee schedule on schwab
https://www.schwab.com/public/file/P-12393615
on footnote 1
1 In addition, local broker fees, exchange fees, taxes, and other governmental fees may apply. The standard online $0 commission does not apply to large block transactions requiring special handling, restricted stock transactions, trades placed directly on a foreign exchange, transaction-fee mutual funds, futures, or fixed income investments. Options trades will be subject to the standard $.65 per-contract fee. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). Exchange process, ADR, foreign transaction fees for trades placed on the US OTC market, and Stock Borrow fees still apply. See the Charles Schwab Pricing Guide for Individual Investors for full fee and commission schedules.
​
I am guessing because you bought the unit, which is considered requiring special handling, so they charge you this foreign otc fee $50.
Here are the schwab rates. They are comparable to most of the other big brokers.
https://www.schwab.com/margin/rates
Highest rate is 8.325%, best rate is 6.575%.
However, I called and had my rate dropped to 3.6%. I would think how willing they are to negotiate rates depends on how much margin you carry.
Schwab PM begins at 7am eastern, but I do recommend them.
Their app / cloud software is good and able to facilitate fast order fills
Source: I use schwab and also this link https://www.schwab.com/public/schwab/nn/qq/about_extended_hours_trading.html
Good points. Enjoy the holidays! Hopefully in 2022 we can be the opposite of vitriolic. Here are some suggestions from the interwebs. "#2 will shock you" https://www.powerthesaurus.org/vitriolic/antonyms
Watch the investor presentation. They answer questions for a half hour from the audience and they answer them well. It gave me more confidence in the team. https://zoom.us/rec/play/vZMqcbqgpm43G9SdtgSDVqAtW9S_Jqqs1yAW_aEFyhzmViUBNFGmZrEXZuNNFj9BsDO5MA_BTlU288aV
Link to the presentation video:
Complaints about Paysafe. Not a Paypal company for sure.
Yup, stay safe. Mask very least we can do. Ditch your cloth mask for something stronger these days. Check out janitorial supplies, they have them for mennies in bulk, if it gets really bad you can your excess supply over to your local hospital and help them out. Don't get on a plane right now with out one of these, you will look awkward, but you be better off. Not a doomer, just a realist. For your flying pleasure, if you must..
So Amazon recommended I buy a SNAX The Sloth toy (their capitalization). It even comes with a red shirt that say "not today". Is Amazon trolling me? ಠ_ಠ
Robinhood charged me $75 to ACAT transfer to TDA bank in April. But TDA says they'll reimburse the transfer charge - contact support.
https://robinhood.com/us/en/support/articles/transfer-stocks-out-of-your-robinhood-account/
some of the charts i'm seeing on warrants have $.05 moving to $.05 to $5.77 ie.. GRAF/WS . is there a list of <$.5 warrants out there? I see other threads Robin Hood https://robinhood.com/collections/blank-check and also a "list of warrant" threads but i don't see any scanners searching for this?
side note: if you could get into GRAF at $10k it would be worth $1.15M
Sarah Galetti, the Creative Director of Tattooed Chef (and the daughter of Sam Galetti, the CEO) discloses in the podcast here that the company started and operated as a seafood importer for a long time until the family-owned business witch completely to plant-based foods. Upon looking at Southwind Foods / Great American Seafood Imports (the original company) homepage, I found a list of retailers these guys supply their products to under the "Where to Buy" section at the bottom. Can anyone familiar with the retail supply chain help me understand how easy it is for a seafood supplier to switch to supplying plant-based foods (a totally different food category) under their existing arrangements?
u/paxnjackson shared this Girl Gang podcast with Sarah Galletti
If TC is in Whole Foods, that’s a really bullish sign. I’m not going to be one of those “AMZN is buying out X!” people, but doing white label for Amazon Jeff is a pretty desirable relationship.
I think a lot of people might be underestimating what we’ve got.
https://www.buzzsprout.com/161393/3098533-sarah-galletti-tattooed-chef-founder?play=true
The trailing stop is a stop order where the sell price goes up if the shares keep going up, so you can profit more if the stock keeps moving favorably. Ex. Say we hit $70 tomorrow. Rather than selling right away, I could set a trailing stop order to sell only if the price drops by some amount, say $1. If price drops, the order would automatically sell my shares at ~$69. If price keeps going up, the sell limit goes up too, trailing by $1 but never going back down. So if price goes up to $80 before heading back down, the minimum I'd end up selling at would be ~$79.
It's a good way to lock in profits when you can't stare at the markets all day. Note that any temporary dips can trigger the sell order so set the trail as wide as your comfortable with.
https://robinhood.com/us/en/support/articles/trailing-stop-order/
Do you not see how every brokerage showing you get 2/3 as many shares as you actually get is a problem? They all pull the Nasdaq data
https://robinhood.com/stocks/GRAF+
But yeah Nasdaq didn’t mess up 🙄
Can't say this is 100% comprehensive, but sort by price https://robinhood.com/collections/blank-check
Not a good idea to throw money at every crap warrant though
Someone made a spreadsheet and posted it in this subreddit that seemed helpful. And there's a Robinhood collection too, actually, that someone else found https://robinhood.com/collections/blank-check good for seeing daily movements
https://www.stocktitan.net/news/GIK/lightning-e-motors-names-new-chief-revenue-0id35hi0lkzn.html
Maybe they can also hire a chief PR officer
outlook, projection *
+ Intel's probably not interested at current valuation. And when did they ever acquire a IP licensing business. https://acquiredby.co/intel-acquisitions/
Just temporary bout of risk aversion. Seen lots of great deals recently trading close to NAV. People are starting to lose interest in spacs and that looks like h1 last year. Buy the good deals and wait and you will be rewarded by year end.
For sure...
Example:
Weighted blankets are trending on Amazon?
Oh look here... introducing the AmazonBasics Weighted Blanket, 4.5*+ reviews
https://www.amazon.com/AmazonBasics-All-Season-Cotton-Weighted-Blanket/dp/B0835GPFP4
I am vividly reminded of the Cats' Kingdom which itself takes place in a very large warehouse stuffed with crazy cats. tl;dr of the book is basically your comment.
But do Netflix next...
More people have broadband so their worldwide TAM grows? If that’s the case, every company that benefits from more connected world consumers falls into that category equally (would Netflix be different than adding Reddit, Peloton, Facebook, NordVPN, etc).
I’m just saying it’s a stretch and this space ETF that I’d hoped would offer concentrated exposure to space exploration is looking more like a cash grab pegged to the market.
Bad analogy, since you can order the keys for most construction equipment right on Amazon: https://www.amazon.com/dp/B07MZRR3QG/
It’s honestly amazing more construction equipment doesn’t go missing because of this.