GBA PRESENTS- the public games

vanzandt · Sep 26, 2024

stonedinvestor said:
So part of this Beach House renno is my wife and Big Pete opening a joint bank account.

Opening a checking account with Big Pete is like opening a Checking account with
Tony Soprano at his craziest.

I could tell you so many stories...
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lol
As a rule of thumb though, it's usually not a good idea to mix money and family like that, but I guess it depends. Sometimes something may come up, tempers flare and words get said that can go unforgiven for years.

CASY might be worth getting back in here btw, especially if it dips down below $365 on a market drop. $371 now.

stonedinvestor · Sep 26, 2024

I ASSUME EVERYONE IS BUCKLED IN BY NOW--

LETS ENJOY THIS...

BLAST OFF!!!

Biohaven Ltd. (BHVN)-:

51.50 +2.27 (+4.61%)
As of 2:31 PM EDT. Market Open.

stonedinvestor · Sep 26, 2024

VAN HIGH ANXIETY THREAD.... I COULD HELP YOU WRITE THE FIRST PAGE-- YOU KNOW THAT HAS TO BE REALLY SOLID WRITING... AND THEN YOU CAN JUST USE CLIPS THROUGHOUT OF HIGH ANXIETY...

vanzandt · Sep 26, 2024

I think some house upgraded CASY earlier in the week to $435. One of those yoyo's on one of the CNBC shows called it out the other day. Of course it dropped like $5

vanzandt · Sep 26, 2024

stonedinvestor said:
VAN HIGH ANXIETY THREAD.... I COULD HELP YOU WRITE THE FIRST PAGE-- YOU KNOW THAT HAS TO BE REALLY SOLID WRITING... AND THEN YOU CAN JUST USE CLIPS THROUGHOUT OF HIGH ANXIETY...

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I'll need your help writing something when the vet amputates my "digits."

Zwaen · Sep 26, 2024

Could be wrong here, but CARR looks a bit toppy
Carrier Global Corporation

vanzandt · Sep 26, 2024

Zwaen said:
Could be wrong here, but CARR looks a bit toppy
Carrier Global Corporation
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Industrial high debt dinosaur with all the back-orders and cramer pumps priced in.

vanzandt · Sep 26, 2024

Trane is a better run company

vanzandt · Sep 26, 2024

STONEY!!!
50% in 4 months.

vanzandt said:
$25 now.... still a good price. These are GREAT numbers.

_________________________

“We were pleased to beat on our top and bottom lines, as we delivered another quarter of strong profits and record engagement,” said Jeff Tangney, co-founder and CEO of Doximity. “We’re proud to bring AI and automation to clinical workflows, with over 580,000 unique providers using our workflow tools last quarter.”

Fiscal 2024 Fourth Quarter Financial Highlights

All comparisons, unless otherwise noted, are to the three months ended March 31, 2023.

Revenue: Revenue of $118.1 million, versus $111.0 million, an increase of 6% year-over-year. Subscription revenue of $112.7 million, versus $103.2 million, an increase of 9% year-over-year.
Net income and non-GAAP net income: Net income of $40.6 million, versus $30.7 million, representing a margin of 34.4%, versus 27.6%. Non-GAAP net income of $51.0 million, versus $42.1 million, representing a margin of 43.2%, versus 38.0%.
Adjusted EBITDA: Adjusted EBITDA of $56.4 million, versus $48.9 million, an increase of 15% year-over-year, representing adjusted EBITDA margins of 47.8%, versus 44.1%.
Diluted net income per share and non-GAAP diluted net income per share: Diluted net income per share was $0.20, versus $0.14, while non-GAAP diluted net income per share was $0.25, versus $0.20.
Operating cash flow and free cash flow: Operating cash flow of $63.9 million, versus $46.6 million, an increase of 37% year-over-year, and free cash flow of $62.3 million, versus $45.6 million, an increase of 37% year-over-year.

Fiscal Year 2024 Financial Highlights

All comparisons, unless otherwise noted, are to the fiscal year ended March 31, 2023.

Revenue: Revenue of $475.4 million, versus $419.1 million, an increase of 13% year-over-year. Subscription revenue of $450.1 million, versus $389.7 million, an increase of 15% year-over-year.
Net income and non-GAAP net income: Net income of $147.6 million, versus $112.8 million, representing a margin of 31.0%, versus 26.9%. Non-GAAP net income of $195.6 million, versus $154.9 million, representing a margin of 41.2%, versus 37.0%.
Adjusted EBITDA: Adjusted EBITDA of $230.5 million, versus $184.0 million, an increase of 25% year-over-year, representing adjusted EBITDA margins of 48.5%, versus 43.9%.
Diluted net income per share and non-GAAP diluted net income per share: Diluted net income per share was $0.72, versus $0.53, while non-GAAP diluted net income per share was $0.95, versus $0.73.
Operating cash flow and free cash flow: Operating cash flow of $184.1 million, versus $179.6 million, an increase of 3% year-over-year, and free cash flow of $178.3 million, versus $173.4 million, an increase of 3% year-over-year.

Financial Outlook

Doximity is providing guidance for its fiscal first quarter ending June 30, 2024 as follows:

Revenue between $119.5 million and $120.5 million.
Adjusted EBITDA between $55 million and $56 million.

Doximity is providing guidance for its fiscal year ending March 31, 2025 as follows:

Revenue between $506 million and $518 million.
Adjusted EBITDA between $238 million and $250 million.

Stock Repurchase Program

On May 1, 2024 the Company’s board of directors authorized a program to repurchase up to $500 million of the Company’s Class A common stock.(!!!!) The repurchase program has no expiration date and is subject to general business and market conditions and other investment opportunities, through open market purchases or privately negotiated transactions, including through Rule 10b5-1 plans. Immediately upon the repurchase of any shares of Class A common stock, such shares shall be retired by the Company and shall automatically return to the status of authorized but unissued shares of Class A common stock. All prior repurchase programs were completed as of April 2024.
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stonedinvestor · Sep 26, 2024

vanzandt said:
STONEY!!!
50% in 4 months.

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Jesus somehow I just got re directed to an old thread of yours I'm sorry I replied there.