From: Paul H. Christiansen | 12/12/2022 3:54:00 PM | | | | HashiCorp - Significant institutional investor position reduction.
HashiCorp (HCP) - Institutional Investor Ownership Changes
|
| Shares Owned
|
| Date
| Institution
| Previous
| New
| % Change
| % Owned
| 12-Dec-22
| Capital Research Global Investors
| 5,205,731
| 965,185
| -81.5%
| 1.3%
| |
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From: Paul H. Christiansen | 1/12/2023 11:01:41 AM | | | | TELUS International - Interesting add-on to existing "Big Bet".
Any thoughts?
TELUS International (TIXT) - Institutional Investor Ownership Changes
| Source: UV Metrics.com
|
| Previous Position
| New Position
| Date
| Institution
| Shares
| % Owned
| Shares
| % Owned
| % Change
| 30-Dec-22
| Capital Research Global
| 8,657,334
| 12.6%
| 12,213,589
| 18.3%
| 41.1%
| |
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From: Paul H. Christiansen | 1/13/2023 4:09:56 PM | | | | C3.ai (AI)
Tiernan Ray recently wrote a report containing an interview with Tom Siebel, CEO of AI. As usual, it was an insightful research report, but I was particularly intrigued by the final quote in the article, as follows:
“I think it’s a steal, are you kidding me?” replies Siebel. “We’re a company with a third of a trillion-dollar business, addressing a six hundred-billion-dollar addressable market.
“I assure you that the other side of this recession, if we have a company growing greater than thirty percent, that’s profitable, that is a leader, if not the leader, in this sector, we are not going to be trading at a value of two” times sales, the current valuation based on enterprise value divided by next year’s sales. “So, yeah, I think the stock is a steal.”
Select the following for Quarterly Revenue data. Dropped off in 2022Q3 and 2022Q4 doesn’t look good. But, read that Siebel quote again!
AI Quarterly Revenue Chart |
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From: Paul H. Christiansen | 1/19/2023 10:10:53 AM | | | | Neonode technology enables contactless touch on any display or any surface. The light-reflective technology built into our Touch Sensor Modules can be used to create touchless fields over any surface, such as digital screens, keypads, buttons or even paper or stone. Alternatively, our sensor modules can be used to create in-air interactivity using holographic images for a real wow-factor.
With simple integration via USB or I2C transport, sensor modules can be retrofitted to almost any application such as adverting boards, elevators, self-service kiosks or integrated into new innovations. End-users can then swipe, scroll, pinch, push and sign their name without touching a thing.
neonode.com
Interesting Price / Volume Data
| Data Source - UV Metrics.com
|
| Price
| Volume
|
| Date
| Symbol
| Company
| Last
| Change
| Latest
| Average
| Change
| Col F x Col D
| 11-Jan
| NEON
| Neonode Inc
| 8.51
| 23%
| 6,152,845
| 411,076
| 1397%
| $52,360,711
| 17-Jan
| NEON
| Neonode Inc
| 10.68
| 8%
| 813,500
| 494,340
| 65%
| $8,688,180
| 18-Jan
| NEON
| Neonode Inc
| 12.90
| 21%
| 1,781,063
| 576,563
| 209%
| $22,975,713
| |
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From: Paul H. Christiansen | 1/20/2023 12:33:31 PM | | | | Baillie Gifford & Co 13G/A Filings
| Source: UV Metrics.com
| Company
| Symbol
| Date
| Previous
| New
| Change
| % Increase
| % Owned
| Shopify
| SHOP
| 19-Jan-23
| 61,386,226
| 72,447,961
| 11,061,735
| 18.0%
| 7.2%
| Roblox
| RBLX
| 20-Jan-23
| 20,906,989
| 29,442,957
| 8,535,968
| 40.8%
| 5.4%
| Affirm Holdings
| AFRM
| 20-Jan-23
| 20,510,103
| 22,703,709
| 2,193,606
| 10.7%
| 9.9%
| |
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From: Paul H. Christiansen | 1/23/2023 12:00:08 PM | | | | Ginkgo Bioworks - Interesting institutional "add-on" Big Bet
Baillie Gifford & Co 13G/A Filings
| Source: UV Metrics.com
| Company
| Symbol
| Date
| Previous
| New
| Change
| % Increase
| % Owned
| Ginkgo Bioworks
| DNA
| 20-Jan-23
| 204,376,843
| 244,176,643
| 39,799,800
| 19.5%
| 18.0%
| |
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