Nikhil Marathe, CFA

@nmarathe_rtc

PM @ IsenCap; ex- General Atlantic Partners, Apax Partners, Morgan Stanley

Earth

انضم في أغسطس 2011

228المنشورات 943المتابعون 562المتابَعون

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Nikhil Marathe, CFA

@nmarathe_rtc

٦ نوفمبرم

Excellent print today, checking all the right boxes. Impressive earnings call too, mgmt clearly focused on asymmetric opportunities in agentic commerce & on product velocity. They want to grow profitably & remember, this doesn't have SBC issues like the rest of the sector! $CMRC

Nikhil Marathe, CFA

@nmarathe_rtc

٣ أكتوبرم

We’ve spent a lot of time on $CMRC, seems like an excellent opportunity and quite asymmetric. Trades cheap at 1x EV/S for a 80% gross margin business with a clean“ish” balance sheet and no cash burn. aEBITDAm% is now at 8% with SBC being 8% of revs (not a big issue) (1/10)

Nikhil Marathe, CFA

@nmarathe_rtc

٦ نوفمبرم

$CMRC - solid print, meets revenue cons. / guide and beats on margins. Raises EBIT guide for CYE-Dec25. Think they can beat the raised guide on margins for CY-25 considering Q4 is typically the strongest quarter. Great execution, onwards👊

Nikhil Marathe, CFA

@nmarathe_rtc

٢١ أغسطسم

It's hard to figure if this is worse or the "bear case" he published on $HSY or then $RBLX. And, people pay for this... ¯⁠\⁠_⁠(⁠ツ⁠)⁠_⁠/⁠¯

Oh Come On!

@BluthCapital

٢١ أغسطسم

Read the bearcave case on $GOGO "Starlink’s leadership in aviation connectivity is best exemplified in the supersonic market" There is *no* supersonic market. Also, you need to fit these to the *outside* of the jet. That's the whole problem. Let's see a bb @gogoaviation

BluthCapital's tweet image. Read the bearcave case on $GOGO
"Starlink’s leadership in aviation connectivity is best exemplified in the supersonic market"

There is *no* supersonic market.

Also, you need to fit these to the *outside* of the jet. That's the whole problem.

Let's see a bb @gogoaviation

Nikhil Marathe, CFA

@nmarathe_rtc

٢١ يونيوم

Hey @vladtenev 👋, the current stablecoin issuer business model is ripe for disruption - nobody is better suited than $HOOD to disrupt this! So why doesn't $HOOD launch a stablecoin with yield sharing? You've credibly argued for it in the past - and I hope you do it soon 😊✌️

Nikhil Marathe, CFA

@nmarathe_rtc

٧ مايوم

$APP the earnings talk and bulls#*t walks. Great quarter, great call, onwards 👊

Nikhil Marathe, CFA

@nmarathe_rtc

٢٠ مارسم

$HFG.DE Capital Markets Day was so good. Dankeschön to Daniel and the IR team for putting it together so well. While all the speakers were great, I gotta say, Dominik is off the charts impressive in terms of how insightful he is!⚡ Onwards 👊@HelloFresh @ulf_huse

Nikhil Marathe, CFA

@nmarathe_rtc

٢٦ فبرايرم

Hey @AdamSingolda 👋, big fan of your passion & tracked $TBLA since listing. One of the best assets you have with many million DAUs/MAUs is Y! Fin. It is just sad to see how unbelievably bad the UX has become post integration. So so slow it's unusable now. Please please fix it :)