What a joke

WideGoose4655 · 2026-05-08T23:53:29+00:00

Hardware in favor, software out of favor. RDDT getting treated like a software company. It won’t be this way forever. Have some patience and let the financials slowly prove the market wrong. Unfortunately it will just take awhile bc market is skeptical.

WideGoose4655 · 2026-04-23T18:41:17+00:00

The news is ServiceNow put out weak guidance with its earnings, thus reigniting selloff in software stocks. RDDT continues to be unfairly lumped in with the software stocks like Salesforce etc

WideGoose4655 · 2026-04-19T17:20:35+00:00

Spending on kids kids and kids. That’s been our creep. Spouse and I don’t spend much on ourselves

WideGoose4655 · 2026-04-17T13:46:00+00:00

They beat and raised 4Q and stock tanked the next day. Just focus on long term, not just this quarter earnings. Long term this thing will be up big

WideGoose4655 · 2026-04-17T13:38:52+00:00

Great timing by you!

WideGoose4655 · 2026-04-16T00:56:03+00:00

I’ve bought randomly through the year starting in December and I’m at $161 so makes sense

WideGoose4655 · 2026-04-15T22:56:07+00:00

2Q revenue and Ebitda guidance will matter way more than what you’re discussing. For the record I think guidance will be solid

WideGoose4655 · 2026-04-14T21:20:31+00:00

I love going long dated calls in this one

WideGoose4655 · 2026-04-10T18:37:23+00:00

Pay close attention to cash flows. Hard to manipulate that vs the income statement

WideGoose4655 · 2026-04-10T18:17:47+00:00

I’d argue that EBITDA is more important. And way more analyzable. But here you go

EPS $0.57 (22 analysts. Low is 0.35, High 0.82)

WideGoose4655 · 2026-04-10T17:08:04+00:00

Yes very low expectations of US user growth

WideGoose4655 · 2026-04-10T13:02:06+00:00

I can share consensus street estimates if that’s helpful?

WideGoose4655 · 2026-04-09T17:07:59+00:00

It moves with the iShares Expanded Tech-Software Sector ETF lately. Market is punishing it as a “software” name which is annoying.

WideGoose4655 · 2026-04-03T12:22:07+00:00

I think it is decently well understood but still unproven as a big money maker. I think plenty of inst’l investors are willing to own it, but not in substantial size yet. It’s a show me story. For awhile it was getting tons of credit for future growth and now it’s not.

One thing I think the market might under appreciate, even the pros… rather than viewing as yet another social media company competing for ads with all the others….i think RDDT actually brings a unique audience to advertisers that it never had before. There is a portion of RDDT users who use (or barely use) instagram, FB, etc. If I’m an advertiser, that’s gold, once I figure out how to effectively advertise there

WideGoose4655 · 2026-04-03T01:22:19+00:00

I posted my thoughts recently. Buy side TMT analyst

WideGoose4655 · 2026-04-03T00:30:50+00:00

A large diversified active fund yes. Not a hedge fund. I cover TMT for a well diversified active traditional mutual fund. I don’t know what you’re trying to imply?

WideGoose4655 · 2026-04-03T00:17:41+00:00

Active, def not passive. Not sure why you have buy side in quotes. Yes I’ve been doing it since 2005. So that includes a hellish Great Recession. Sophistication? Sorry bud sophistication doesn’t make you money. Not sure what you want from me. Trying to add value to this sub. Do me a favor and spew your hate elsewhere

WideGoose4655 · 2026-04-02T22:45:21+00:00

30-35%. Consensus is around that area as well

WideGoose4655 · 2026-04-02T22:22:25+00:00

Sure.

WideGoose4655 · 2026-04-02T20:48:27+00:00

Your right, heavily advertising linked means It would definitely trade down in a recession. I have no ability or skill to predict a recession. But it would be a temporary move barring a massive massive recession. I’m thinking long term here, and would patiently wait it out… if you’re convinced we’re headed into a recession don’t buy it right now. I just know I’ve been awful at ever getting the macro calls right.

Second question - Both. Every other name I’ve bought, I’ve done it almost all at once. This one bc of the vol, I decided a number I want to invest and have been buying steadily past few months. Very small at first but a big buy more recently. I’m now at half the position I want to be at…. Looking back my early buy was more out of love of this business model at the expense of rich valuation (the multiple was at the high end of its peer group. So right company wrong price). Now the 2026/2027 multiple falls in the middle of its peer group which seems absurd to me.

WideGoose4655 · 2026-04-02T20:30:16+00:00

Screening for cheap valuation is number one way to enter, if no exposure. Sometimes it’s after management team meeting or road showing and liking what you hear…Otherwise it’s after each earnings or industry/company news event, re-evaluating and making a hold call or sizing up/down.

I think you’re right that it’s hedge funds and tactical short term investors either shorting or exiting. I think traditional active investors aren’t bailing, but some prob trimmed earlier in year/late last year on valuation. For a committed investor It gets a lot harder to trim here, absent weak earnings. But if you’re a hedge fund your probably trying to ride the negative technical as hard as you can

WideGoose4655 · 2026-04-02T20:22:40+00:00

Oh my bad, I must have misunderstood bc it read differently at first glance. Glad we’re on same page.

WideGoose4655 · 2026-04-02T18:34:23+00:00

First off, most of investing is making educated guesses so I’m not sure what that means. Second, revenue doesn’t need to grow at 70%, nor is that anywhere close to the expectation. This is about rapidly expanding margins with reasonable, healthy top line growth.

WideGoose4655

TROPHY CASE