TMFCochrane

Matthew Cochrane

TMFCochrane’s Activity

Thu Nov 7

NL

Boards Post

TMFCochrane replied to the Saul’s Investing Discussions board. 9:38 PM

Re: Square Reports 2019 Q3 Earnings

Concerned at all that they had a letter from the SEC and are not going to be reporting adjusted revenue or using it as a measure anymore?

I meant to include that in my original post, Jimbo, so I'm glad you brought it up. [more]

Wed Nov 6

NL

Boards Post

TMFCochrane posted to the Saul’s Investing Discussions board. 5:57 PM

Square Reports 2019 Q3 Earnings

TL;DR -- Another great report. Robust revenue and adj EBITDA growth, and strong evidence that innovation continues to fuel both SQ's seller ecosystem and rapidly growing Cash app ecosystem. Shares trading up about 2.5% AH.

Quick glance [more]

Mon Nov 4

NL

Boards Post

TMFCochrane posted to the Saul’s Investing Discussions board. 1:14 PM

Microsoft Launches Alteryx Competitor

Microsoft is launching what at first glance seems like a competitor to Alteryx.

Today, businesses are forced to maintain two types of analytical systems, data warehouses and data lakes. Data warehouses provide critical insights on [more]

Wed Oct 23

NL

Boards Post

TMFCochrane posted to the Saul’s Investing Discussions board. 10:30 PM

PayPal Reports 2019 Q3 Earnings

TL;DR: Another solid quarter. Revenue of $4.38B, +19%; non-GAAP EPS up 5% to $0.61 (was negatively impacted $0.15 for strategic investments -- e.g. Uber's and MercadoLibre's stock prices declined). Good guidance, in-line or above analyst [more]

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

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