| 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%
| |
| | Investing in Exponential Growth | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| 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
| |
| | Investing in Exponential Growth | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| 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%
| |
| | Investing in Exponential Growth | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| From: Paul H. Christiansen | 2/17/2023 2:06:10 PM | | | | | | Confluent (CFLT) . . . A very compelling growth story.
2023-01-23 – 2022Q4 Earnings Call Transcript – Remarks by CEO Edward Kreps
Exiting 2023 less than one year from now, we will be a market leader in a deeply strategic space, operating a profitable business and driving sustained high growth in a very large market. This market leadership is driven by our platform differentiation and the significant TCO advantages we deliver to our customers. To better illustrate that, let me share our customer story.
Wix is the leading website development platform in the world, which in turn serves around 1 billion unique visitors each month. Data streaming is at the heart of many of the digital experiences their clients create, from online bookings to e-commerce to personalized content, and Wix's data streaming journey, like so many others, began with open source Kafka. They quickly discovered, however, that the open source approach required heavy DevOps resourcing and resulted in challenges with scale, time to market, reliability and latency.
Ultimately, they (Wix) chose Confluent Cloud to mitigate risk, reduce costs and increase productivity. That migration quickly resulted in a 90% ROI. This is just one of many examples that shows the strength in the underlying demand for our data streaming platform. This is because Confluent serves operational workloads that are directly responsible for driving the core operations of our customers, making this a key element of their digital strategy going forward. In fact, IDC predicts that by 2025, event streaming technologies will be used by 90% of the Global 1000 to deliver real-time intelligence to improve outcomes such as customer experience. And in a separate study, IDC found that of the companies that are currently using streaming data, over 80% have plans to invest in new streaming capabilities in the next 12 months to 18 months.
Today, our product is the category leader in data streaming platform technology bar none. The key focus for us is ensuring we continue to stay ahead as this category grows and evolves. One critical element of these investments that I want to discuss today is stream processing, that is technology to enable our customers to build applications on top of the real time data streams that Confluent provides. A simple way to understand the importance of stream processing is by analogy to the world of data at rest in traditional databases.
A database solves two problems. It acts as a store of data, and it executes queries that process the data. This combination of data and processing is what makes databases so easy and ubiquitous. A similar combination of capabilities is needed as we move from data at rest to data in motion. In the world of data in motion, data isn't just stored. It's a continual stream that updates as the world changes.
Select here for CFLT's Up-to-date Revenue Growth Chart |
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