TMFCochrane

Matthew Cochrane

TMFCochrane’s Activity

Wed Sep 11

NL

Boards Post

TMFCochrane posted to the Saul’s Investing Discussions board. 9:04 AM

The Agony of Investing

I apologize in advance, because this is probably going to be long and rambling, but I think it eventually makes its way to being on-topic. If not, then I apologize in advance for that too…

There’s a marriage book my wife and I enjoy that’s [more]

Wed Sep 4

NL

Boards Post

TMFCochrane replied to the Saul’s Investing Discussions board. 7:38 PM

Re: 5G

r, is it just a scam being promoted by a few scum analysts?

Eesh, as the author of that piece I hope I'm not a "scum analyst." Little harsh, no?

Not sure if any of those stocks are Saul's style though, [more]

Sat Aug 3

NL

Boards Post

TMFCochrane replied to the Saul’s Investing Discussions board. 10:50 AM

Re: Square Reports 2019 Q2 Earnings

Matt,

Caviar is the 2nd-largest component of SQ's subscription and services-based revenue. It also has the lowest margins, meaning that once it is sold, the margins will only go up in this category. From the conf call:

But [more]

NL

Boards Post

TMFCochrane replied to the Saul’s Investing Discussions board. 10:41 AM

Re: Square Reports 2019 Q2 Earnings

Actually it sounds like they have reduced revenue guidance to take into account that Caviar will no longer be there. Here's a Q&A paraphrased by me.

Saul, I am pretty sure that is just management acknowledging guidance will [more]

Thu Aug 1

NL

Boards Post

TMFCochrane posted to the Saul’s Investing Discussions board. 11:03 PM

Square Reports 2019 Q2 Earnings

TL;DR Square announced strong Q2 numbers:

Revenue +44% YOY, Adj. rev. +46% YOY
Subscription rev. +87% YOY
GPV = $26.8b (+25%YOY)
54% of rev. from larger sellers
Adj. EBITDA +54% YOY
Cash app rev. = $260m ($125m from [more]

Thu Jul 25

NL

Boards Post

TMFCochrane posted to the Saul’s Investing Discussions board. 1:28 PM

PayPal Reports 2019 Q2 Earnings

TL;DR: Another solid quarter, revenue came in at $4.31B, +12% YOY, non-GAAP EPS $0.86, +47% YOY. Remember, we're still lapping the sale of the credit portfolio to Synchrony Financial last year, which negatively affected revenue growth by 7% this [more]

Mon Jun 10

NL

Boards Post

TMFCochrane replied to the Saul’s Investing Discussions board. 4:28 PM

Re: My thoughts on Shopify. Again…

Forgive me, because I fear I am about to ramble.

First, let me address Saul's concerns on Shopify abandoning larger companies and primarily targeting small businesses. I don't think this is true, though small businesses certainly [more]

Sat May 25

Supernova Boards Post

TMFCochrane replied to the Supernova boards. 9:47 PM

Thu May 16

NL

Boards Post

TMFCochrane replied to the Saul’s Investing Discussions board. 9:45 PM

Re: Thoughts on StoneCo (STNE)

Hey Seanr53,

As a comparison between Stone Co and Sqaure, look at this:

Stone Co's revenue is 2% of TPV,
Squares revenue is 2.2% of TPV.

Despite Stone Co. being more labour intensive, it's costs are lower
[more]

NL

Boards Post

TMFCochrane posted to the Saul’s Investing Discussions board. 10:53 AM

Thoughts on StoneCo (STNE)

A few months ago, I became intrigued with StoneCo -- on the notion that it might be the "Square of Brazil" -- and bought a small position while I studied it. I came across several questions that I just didn't know the answer [more]

Wed May 15

Premium Commons Boards Post

TMFCochrane replied to the Premium Commons boards. 6:15 PM

Sun May 5

NL

Boards Post

TMFCochrane replied to the Fools Of The Force (Spoilers) board. 7:26 PM

Re: MouseWars - May The 4th Be With You

I was going to make a post yesterday but didn't want to ... ahem ... force it.

Matt
Long DIS

Thu May 2

The Partnership Portfolio Boards Post

TMFCochrane replied to the The Partnership Portfolio boards. 9:47 PM

The Partnership Portfolio Boards Post

TMFCochrane replied to the The Partnership Portfolio boards. 11:38 AM

Wed May 1

NL

Boards Post

TMFCochrane posted to the Saul’s Investing Discussions board. 9:52 PM

Square reports 2019 Q1 earnings

TL;DR: Square turns in excellent quarter, shares are down ~ 6% in AH trading. And that might not even be an irrational move for a market focused on the short-term. Square's steep valuation is real. But the long-term thesis is very intact [more]

Tue Apr 30

Premium Commons Boards Post

TMFCochrane posted to the Premium Commons boards. 11:26 AM

Premium Commons Boards Post

TMFCochrane replied to the Premium Commons boards. 10:31 AM

Premium Commons Boards Post

TMFCochrane posted to the Premium Commons boards. 8:44 AM

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TMFCochrane posted to the Premium Commons boards. 8:15 AM

Mon Apr 29

Premium Commons Boards Post

TMFCochrane posted to the Premium Commons boards. 9:03 PM

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