GBA Presents: THE BARE ESSENTIALS

Discussion in 'Stocks' started by stonedinvestor, Mar 9, 2022.

  1. [​IMG]
    First Watch Restaurant Group, Inc.
    • Total revenues of $601.2 million and system-wide sales of $750.7 million

    • 31 system-wide restaurants opened in 12 states

    • Q4 2021 same-restaurant sales growth of 36.7% vs. Q4 2020 and 20.6% vs. Q4 2019

    • Q4 2021 same-restaurant traffic growth of 31.9% vs. Q4 2020 and 6.1% vs. Q4 2019
     
    #471     Mar 23, 2022
  2. Our trucking stock... I wish it had more volume. It's a sleepy little stock. I bought some yesterday.
    DSKE
    It's down today lol.
    $10.25


    Van help me out this can be sold? It almost got to $13
     
    #472     Mar 23, 2022
  3. Sell Daseke, Inc. (DSKE)-? Buy First Watch- Food A Bare Essential....
    11.44-0.27 (-2.30%)
    As of 10:00AM EDT.
     
    #473     Mar 23, 2022
  4. Clear Secure, Inc. (YOU)
    23.80+2.05 (+9.43%)
    As of 10:03AM
     
    #474     Mar 23, 2022

  5. I haven't looked at my etrade account since tech fell apart... DSKE is in there kind of cool we can be in a Bear market and be down 20% and actually be up in this name!
     
    #475     Mar 23, 2022
  6. vanzandt

    vanzandt

    It's dropping like a rock Stoney!
    Is there a bottom on this thing?

    $14.23 to $12.63
    Both it and WOR are down 11.5%
    But at least VZ readers top-ticked WOR for a handsome gain.
    :rolleyes:

    NKE >>> (+.4%) on a red tape. Amazing! :thumbsup:
    Ditto CAT... up .3% on a red tape. :thumbsup:
    ULTA>>>> $389 :thumbsup:
     
    #476     Mar 23, 2022
  7. Any ideas Van? Good action on NKE we could get back in.
    Consumer discretionary is getting trashed and NKE is flat.<-----

    NIKE, Inc. (NKE)- Am I growth or value?
    NYSE - Nasdaq
    133.21+0.12 (+0.09%)
    As of 10:08AM EDT.
     
    #477     Mar 23, 2022
  8. [​IMG]
    DoubleVerify Reports Fourth Quarter and Full Year 2021 Financial Results
    March 8, 2022<------
    In this article:

    Achieved Record Fourth Quarter and Full-Year 2021 Revenue and Net Cash from Operating Activities

    Increased Full Year 2021 Revenue by 36% Year-over Year to $332.7 Million, driven by Growth in Programmatic, Social, CTV and International Revenue

    Achieved Full Year 2021 Net Income of $29.3 Million and Adjusted EBITDA of $109.7 Million, representing a 33% Adjusted EBITDA margin

    Completed the acquisition of OpenSlate, the Leading Independent Pre-Campaign Contextual Targeting Platform for social video and CTV, in the Fourth Quarter of 2021

    Earned MRC Accreditation for Programmatic Targeting Services

    NEW YORK, March 08, 2022--(BUSINESS WIRE)--DoubleVerify ("DV") (NYSE: DV), a leading software platform for digital media measurement, data and analytics, today announced financial results for the fourth quarter and full year ended December 31, 2021.

    "2021 was a year of exceptionally strong execution and performance," said Mark Zagorski, CEO of DoubleVerify. "In our inaugural year as a public company, we measured 4.5 trillion media transactions, grew revenue 36% to more than $330 million, achieved nearly 70% international revenue growth, generated $83 million of net cash from operating activities, completed two acquisitions and launched Authentic Attention, an innovative, identifier-independent performance solution that drives better outcomes for advertisers. Today, we are the only independent, unbiased, third-party platform verifying media quality at scale, across all digital channels and devices. We are still early in our growth trajectory, which is driven by our ongoing product leadership, channel and geographic expansion, new client wins and strategic acquisitions, and we remain optimistic about our growth prospects for 2022 and beyond."

    Fourth Quarter 2021 Financial Highlights:
    (All comparisons are to the fourth quarter of 2020)

    • Total revenue of $105.5 million, an increase of 34%.

    • Advertiser Programmatic revenue of $54.1 million, an increase of 35%.

    • Advertiser Direct revenue of $42.3 million, an increase of 28%.
      • Media Transactions Measured ("MTM") for Social increased by 39% and for CTV increased by 43%.

      • International revenue increased by 61%, with APAC revenue growth of 77% and EMEA revenue growth of 54%.
    • Supply-Side revenue of $9.2 million, an increase of 64%.

    • Net income of $28.3 million, an increase of 248%.

    • Adjusted EBITDA of $40.4 million, an increase of 46%, representing a 38% adjusted EBITDA margin.
    Full Year 2021 Financial Highlights:
    (All comparisons are to full year 2020)

    • Total revenue of $332.7 million, an increase of 36%.

    • Media Transactions Measured (MTM) were 4.5 trillion, an increase of 41%.

    • Advertiser Programmatic revenue of $167.8 million, an increase of 45%.

    • Advertiser Direct revenue of $135.5 million, an increase of 27%.
      • Social revenue increased by 47% and represented 33% of Direct Revenue.

      • Media Transactions Measured for CTV increased by 57%.

      • International revenue increased by 69% with APAC revenue growth of 84% and EMEA revenue growth of 61%.
    • Supply-Side revenue of $29.4 million, an increase of 38%.

    • Net income of $29.3 million, an increase of 43%.

    • Adjusted EBITDA of $109.7 million, an increase of 50%, representing a 33% adjusted EBITDA margin.
    Fourth Quarter and Recent Business Highlights:

    • Grew premium-priced Authentic Brand Suitability (ABS) revenues by approximately 51% year-over-year in the fourth quarter driven by new upsells to existing clients as well as by sales to new clients.

    • Earned Media Rating Council (MRC) accreditation for DV’s pre-bid data based on property-level Brand Safety, Contextual and Viewability data and Fraud/IVT data. DV is the only provider currently accredited for predictive viewability targeting as well as property-level ad verification, inclusive of brand suitability and contextual targeting within programmatic media campaigns.

    • Drove global market share growth through new product upsells and logo wins including Merck, Keurig Dr. Pepper, Universal Parks, American Family Insurance, Bell Canada and Airtel India.

    • Launched Fully On-Screen pre-bid targeting to complement its post-bid measurement capabilities, empowering programmatic advertisers to address CTV viewability challenges across the media transaction. DV Fully On-Screen pre-bid segments are available on Amobee, MediaMath and Xandr, with more media-buying platform integrations forthcoming.

    • Announced a preferred partnership with Comscore to develop a best-in-class, integrated media quality verification and audience measurement solution to allow advertisers to seamlessly measure the impact of their full media plan.

    • Discovered and exposed ViperBot, a new global fraud scheme spoofing up to 85 million ad requests per day and affecting CTV and mobile, two of the industry’s most in-demand channels.

    • Uncovered and neutralized ParrotTerra, a CTV fraud scheme where fraudsters set up counterfeit SSAI servers to generate fake CTV inventory across countless apps, IPs and devices.
    Strategic Initiatives:

    • Acquired OpenSlate, the leading independent pre-activation and content classification platform for social video and CTV, on November 22, 2021, for $147.4 million, in a cash and stock transaction.
    "We achieved stronger than anticipated results in the fourth quarter and drove full year revenue growth of 36% and adjusted EBITDA margin of 33%, driven by product successes in fast-growth sectors such as Programmatic, Social and CTV," said Nicola Allais, CFO of DoubleVerify. "We are guiding to 30% revenue growth and 30% adjusted EBITDA margins at the midpoints of our 2022 guidance ranges, which demonstrates our track record of driving a distinct and sustainable combination of high revenue growth and profitability, even at a larger operational scale."

    Man that seems like a good report!
     
    #478     Mar 23, 2022
  9. janes

    janes

    i've still got a portion of my xair. waiting for the fda approval that was a sure thing months ago. all signs seem to be that nothing has changed, things looking good, fda is just super backlogged, and the insider buy seems to support that. but who knows. a good buy-in price if one thinks fda is still a go and that the stock will jump on approval. definitely not a good swing trading stock anymore--people have gotten grumpy with the delay and moved on
     
    #479     Mar 23, 2022
    vanzandt likes this.
  10. DoubleVerify price target lowered to $40 from $44 at Canaccord 03/09 DV Canaccord analyst Michael Graham lowered the firm's price target on DoubleVerify to $40 from $44 and keeps a Buy rating on the shares. The analyst continues to see its "Rule of 60" financial profile, product leadership, and scale as key pillars of a steady long-term growth roadmap, and the stock should emerge as a high-quality growth leader once inflation and global unrest fears subside and provide a more constructive foundation for tech stocks.
     
    #480     Mar 23, 2022