GBA Presents: RADIO SAVANT-!

Discussion in 'Stocks' started by stonedinvestor, May 13, 2022.

  1. Thought we needed some humor, people are feeling a little stressed out.
     
    #9351     Nov 8, 2022
  2. The real question is what Stoney and Van think about AFRM and UPST. DIS, I figured would pull a CMCSA.
     
    #9352     Nov 8, 2022
    vanzandt likes this.




  3. I lost track if I told you all but Ashland is sold today + $10 and FSS the other day pretty sure i posted that.. trying to stay up to date for you.
     
    #9353     Nov 8, 2022
  4. #9354     Nov 8, 2022
    TrailerParkTed likes this.
  5. In the fintech space-- I like my Flywire and MQ--in payments FOUR & TOAST

    Marqeta, Inc. (NASDAQ:MQ)
    Number of Hedge Fund Holders as of Q2, 2022: 33

    Stock Price as of October 27: $7.80

    Marqeta, Inc. (NASDAQ:MQ) is an Oakland, California-based open API card issuing platform provider. The company has over 800 employees and a presence in over 39 countries. Marqeta, Inc. (NASDAQ:MQ) services digital banking, buy now pay later (BNPL), and on-demand delivery platforms through its solutions. The company heavily relies on Block, Inc. (NYSE:SQ), as most of the business comes from the San Francisco, California-based mobile payment solutions provider. Experts believe that Marqeta, Inc. (NASDAQ:MQ) could see limited growth potential during the second half of the year as clients of fintech companies have started to take a cautious approach due to the deterioration of the macroeconomic circumstances. However, the company’s fundamentals are expected to improve during the second half of 2023 as consumer discretionary spending has started to bounce back.

    Among the hedge funds tracked by Insider Monkey, 33 funds were bullish on Marqeta, Inc. (NASDAQ:MQ) at the end of Q2 2022, with combined stakes worth $788.9 million, compared to 39 funds in the earlier quarter, holding stakes in the company valued at $958.8 million. Mick Hellman’s HMI Capital is the company's biggest stakeholder, with 28.4 million shares amounting to $231 million.

    Here is what Alger Spectra Fund had to say about Marqeta, Inc. (NASDAQ:MQ) in its Q4 2021 investor letter:

    Margeta facilitates the implementation of digital payment technologies. It is a Positive Dynamic Change beneficiary in the digital payments industry. We believe as more commerce is conducted digitally, the digitization and transformation of the payments ecosystem is needed, which Margeta seeks to address through its modern payment card issuing platform, providing infrastructure and tools for building configurable payment cards. Margeta offers issuer processor services and acts as a card program manager. Its platform creates customized payment cards that provide innovative payment experiences for their clients’ customers and end users.

    Marqeta has emerged as a card issuing platform category leader in many disruptive verticals, including on-demand delivery, alternative lending, expense management, disbursement, digital remittances, and digital banks. Margeta’s solutions are even sought out by large financial institutions to improve their existing offerings and stay competitive with technology-focused new market entrants. Margeta detracted from performance despite achieving strong revenue growth with higher gross profitability and an expanded customer base in the third quarter. We believe the expiration of a lock up period and the company facing tough comparisons resulting from COVID-19 stimulus payments having boosted consumer spending contributed to the underperformance of Marqeta shares. Additionally, the still small footprints within the Margeta revenue base of crypto, truck brokerage and business-to-business clients may take time to scale.”
     
    #9355     Nov 8, 2022


  6. I like the guy with the head injury and tattoo on his arm
     
    #9356     Nov 8, 2022
  7. You know it's funny usually I wouldn't push this

    GXO Logistics reports Q3 EPS 75c, consensus 69c 17:03 GXO Reports Q3 revenue $2.3B,…

    Becuause GXO has been such a dog but I did hear today EXPD hit it out of the park and zoomed which may have a baring here...
     
    #9357     Nov 8, 2022
  8. Here Comes DIS!!>

    Disney CFO expecting strong holiday season in Q1
     
    #9358     Nov 8, 2022
  9. Disney CEO sees positive momentum in China, Hong Kong Disneyland

    Disney says DTC operating results to improve by at least $200M in Q1
     
    #9359     Nov 8, 2022
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    #9360     Nov 8, 2022