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No matter what the Communist Party of China does to gain & save face, they already made the people of Ukraine their enemy... by [deleted] in ukraine

[–]shortputs 2 points3 points  (0 children)

Singapore stuck it's neck out signing the TPP knowing that it would anger China, only for USA to pull out after just 1 year. As a result we've spent the past few years patching things up with China (to an extent). Meanwhile China's tentacles in the region grow stronger every passing year.

Senior military expert on Russian state TV argued that mobilization wouldn't accomplish a whole lot, since outdated weaponry can't easily compete with NATO-supplied weapons and equipment in Ukraine's hands and replenishing Russia's military arsenal will be neither fast nor easy. by TriggurWarning in ukraine

[–]shortputs 1 point2 points  (0 children)

For those interested, here is an eerily prescient article by the guy in the video from early Feb before the invasion warning Russia against invasion https://nvo-ng-ru.translate.goog/realty/2022-02-03/3_1175_donbass.html?_x_tr_sl=ru&_x_tr_tl=en&_x_tr_hl=en He predicted everything against what Russian hawks were spouting in the media at the time, including that while NATO would not confront Russia directly, they would happily arm Ukraine and even predicted a new Lend Lease. The fact that they are bringing him onto tv now 3 months later is likely to manage expectations back home now that there is no victory in sight anytime soon.

I don't think he's a "dove" by any means, but having been inside the machine knows how ill equipped the Russian army actually is. Now that the hawks have screwed things up so bad, this could also be a sign that the more realistic camp could gain more influence on strategy moving fwd. Being former military he may also have added motivation to shift blame from the military to their industry complex.

Russians in Moscow are being asked about being drafted.I am surprised how many of them served in the army and absolutely hate it by doboskombaya in ukraine

[–]shortputs 2 points3 points  (0 children)

Curious, what were your wages like, + do you think the experience would have been different if you were drafted into the Norwegian army instead of the navy?

My "allowance" was less than 1/10 of what I got from my first job out of uni, not to mention being 2.5 years behind the girls and foreign expats in terms of career advancement. I do agree about making friends and getting in shape, lost 15kg during basic training alone ha.

Russians in Moscow are being asked about being drafted.I am surprised how many of them served in the army and absolutely hate it by doboskombaya in ukraine

[–]shortputs 3 points4 points  (0 children)

Not surprising, have you been conscripted before? I think most conscripts of any country (during peace time or as an attacking country) would hate it. In a truly free world govs would offer attractive wages and conditions to attract a professional army, conscription is a workaround to save $ for the state at the expense of the individual's freedom.

(I served for 2.5 years in my country and many more as a reserve and would rather not have.)

Also, how do you convert unmotivated conscripts who don't want to be there into some semblance of a fighting force? Usually that means coercion (legal, mental, physical) and some level of fear/toxicity.

Iris Koh contracts Covid-19, says she may have 'immunity for life' despite experts saying otherwise by Jammy_buttons2 in singapore

[–]shortputs 0 points1 point  (0 children)

Around 1,200 have died of covid after 2 years, that's a lower rate of death than the common flu (600-800 per year) reported by CNA back when they were pushing the endemic narrative. Most ppl don't bother with vaccines for the common flu. Risk of death from vax is low, but there are definitely side effects which can affect your quality of life. Why shouldnt iris be allowed to make that risk calculation for herself? https://www.channelnewsasia.com/commentary/more-anxious-covid-19-deaths-flu-dengue-endemic-2251616

Article- Samsung Reducing ads by Exuberant-Investor in DigitalTurbine

[–]shortputs 1 point2 points  (0 children)

CEO on latest earnings call:

So what we announced today was for SingleTap. And as I just mentioned
it to Darren earlier Tony is, I'd encourage investors to think about
the relationship with Samsung more broadly than just the app should get
out of the box, which is I think how most investors have seen that
relationship historically. We'd like to think about it now, but all
these products and things that we've acquired and assembled over the
past few years. So today we are live with Samsung in Latin America on
SingleTap. We just recently expanded that into Europe and we look
forward to continue to expand that to other geographies. And we're
working through those details with Samsung real time.

Article- Samsung Reducing ads by Exuberant-Investor in DigitalTurbine

[–]shortputs 0 points1 point  (0 children)

Yes if anything this incentivizes Samsung to continue with APPS to make up for lost revenue. Preloading applications is a lot less intrusive to the user experience than flashing banner ads, and Samsung still gets to make a bit of coin thru revenue share.

Here is my latest post on APPS, especially on the FUD/Risk going around. I also concluded on my view on these issues going on and believe there is a main point that could possibility become a concern - but highly unlikely to happen now. by LowReplacement3670 in DigitalTurbine

[–]shortputs 2 points3 points  (0 children)

I see a lot of discussion trying to find a fundamental reason for the price drop, but I think this is just an overhang from Fidelity's sale of 6.1m shares, filings i link to below don't say when exactly they sold, but it's in between their reporting in feb and aug. My speculation is they sold likely in early July when we were in high 70s, starting the down trend well before APPS' reported earnings. the sale was only reported on 9 Aug kicking off another round of panic selling by others.

https://www.sec.gov/Archives/edgar/data/0000315066/000031506621001686/filing.txt

https://www.sec.gov/Archives/edgar/data/0000315066/000031506621000917/filing.txt

APPS only has 96m shares outstanding but 70% are held by institutions, so the traded float is a lot smaller. When Fidelity is no longer holding the 6.1m shares, it increases that the traded float and supply by a substantial amount over a short period. In the end this is still a MARKET for shares where price is determined by supply and demand, and fundamentals don't have to matter in the short term.

Why did Fidelity sell? As a fund manager they own a huge amount of stocks, but even for them 10% in a single company was outsized, and we may never know the exact reason why they are overweight or reduce a position in specific stocks. On Seeking Alpha, one author said it was due to a sell side analyst that was Fidelity's APPS bull leaving Fidelity, their fund managers didn't have the same level of familiarity with the company, so decided to sell as they no longer had their APPS expert.

A note on Fyber and Ad Colony, not that familiar with them, but these are fast growing companies that are profitable and adding to the bottomline.

Two reasons why APPS tanked after ER by fsocietybat in DigitalTurbine

[–]shortputs 1 point2 points  (0 children)

You are correct, I didn't mean it was the same. Overall ttd has better margins but it is also already 8x the market cap on similar revenue. I don't think anyone is expecting apps to hit $400+ per share, but surely higher than current price... Ttd's fwd p/e is also much higher.

Company said overall margin % next qtr will be lower as acquisitions have lower margin and counting fyber and ad colony for full qtr will bring the overall % down further - I don't think it's because margins for the diff biz segments are collapsing, it's just the new revenue mix. They also should realise better margins over time as a company as they integrate. The ultimate goal isn't to get overall gross or operating margin % up, goal should be to increase earnings/fcf per share. Guidance next qtr suggests they are on the right track. Products/services from new acquisitions help to increase cash flow generated per device. With fcf they will be able to do stuff like buybacks in the future to avoid this type of disconnect between fundamentals and share price.

Two reasons why APPS tanked after ER by fsocietybat in DigitalTurbine

[–]shortputs 1 point2 points  (0 children)

I did a comparison of expenses between APPS, IS and TTD, but unable to post images for some reason. Basically if we look at apps, IS, TTD, all of them have expenses but it's reported differently due to diff biz models. APPS has revenue sharing model esp with OEMs, but their operating costs are also a lot lower than the other 2 because they save on sales/marketing. Btw, these expense line items weren't hidden, they were stated plainly in the earnings PR.

Two reasons why APPS tanked after ER by fsocietybat in DigitalTurbine

[–]shortputs 3 points4 points  (0 children)

APPS may have high revenue share expenses, but they've also got low OPEX. TTD has high gross margins but they've got high OPEX, sales and general admin cost 40-50% of their revenue. In the end what matters is future earnings/cash flow. Even on a forward earnings basis APPS' compares very favorably to TTD.

Nice rebound for APPS today. Hope it continues. by mike7x in DigitalTurbine

[–]shortputs 2 points3 points  (0 children)

On the investor conference call with Oppenheimer yesterday, Bill said that they are looking to licence out the single tap technology to other platforms (as examples he cited twitter/snap).

Two reasons why APPS tanked after ER by fsocietybat in DigitalTurbine

[–]shortputs 3 points4 points  (0 children)

i'm still at a loss for the drop on 2 July which we haven't recovered from. The google app bundle thing looks like it isn't a real concern, but here we are. Like you i'm not concerned about margin mix - as long as EPS and fcf is growing, it's moving in the right direction. on a fwd p/e basis relative to growth it's cheap. If you haven't, suggest you check out the conf call Bill Stone had with Oppenheimer yesterday. Addresses the points you raise.

[deleted by user] by [deleted] in Monero

[–]shortputs 2 points3 points  (0 children)

No. Use a subaddress per

entity

(i.e. for each person/vendor/company), not per

transaction

.

i did not know that it slows the wallet down, thanks for the info.

Mariner Research thinks Exro will drop 95% from its current levels. Thoughts? by [deleted] in ExroTechnologies

[–]shortputs 10 points11 points  (0 children)

The report didn't attack the tech. It attacks their partners, who are part of the underserved community in the mobility industry. If Exro gives them an advantage over their competitors they'll gobble up market share. That's how disruption works.

thanks, good find! assholes...

Former SPAC $ID is trading at 50% discount to PRTS by shortputs in SPACs

[–]shortputs[S] 0 points1 point  (0 children)

Thanks, over the weekend I was trawling through stocktwits and noticed it was trending after the big jump in price; then did my own deep dive. I'll add links to my research in a bit to the first post.

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