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Sergey ✓

@SergeyCYW · joined 28 Dec 2020

I talk about growth stock investing, fundamental analysis with a long-term mindset. I provide earnings reviews and key news updates.

16 173Followers
213Following
16 981Posts total
21KViews on collected posts

Ultimi post

Global Defense Spending Is Entering a Historic Expansion Cycle as the U.S. and Europe Accelerate Rearmament Military stocks benefiting from rising defense budgets 👇 Prime Defense Contractors $LMT Lockheed Martin $NOC Northrop Grumman $GD General Dynamics $RTX RTX Corporation ht
858 views · 7 likes · 2 reposts · 0 replies Open on X →
Top U.S. Companies by Free Cash Flow: Which Businesses Generate the Most Cash? FCF is one of the most useful measures of profitability because it shows how much cash remains after funding operations and capital investment. It also determines how much flexibility a company has ht
1.7K views · 28 likes · 11 reposts · 5 replies Open on X →
@SergeyCYW Look at the list: the fastest growers all build real technology. Technology creates the wealth. The financial types just collect a toll on it, then write research notes taking credit. 6 views · 0 likes · 0 reposts · 0 replies Open on X →
@SergeyCYW $FIGR should be trading at least 5x higher than it is currently based on market peers. This means @mcagney and @MBTannenbaum should be utilizing that buyback authorization! 187 views · 0 likes · 0 reposts · 1 replies Open on X →
@SergeyCYW I like $Zeta 141 views · 0 likes · 0 reposts · 0 replies Open on X →
@SergeyCYW the other issue is this growth for $ZETA does not account for $PLTR or @OpenAi. Nonetheless, that management always sandbags the numbers 309 views · 0 likes · 0 reposts · 0 replies Open on X →
SaaS Valuations: Forward PE vs. NTM Revenue Growth Estimates On this basis, $ORCL, $APP, $ZETA, $KVYO and $GOOGL looks undervalued. $NET, $VRNS, $CRWD, $SNOW, $RBRK, $FROG and $AMPL trades at a premium. It is important to note that earlier-stage growth companies often looks h
4K views · 46 likes · 7 reposts · 4 replies Open on X →
@SergeyCYW Palantir se démarque nettement avec une croissance de chiffre d’affaires estimée à plus de 64 pour cent sur les douze prochains mois, bien au-dessus du reste du classement. Cela traduit probablement une adoption plus rapide de ses plateformes d’intelligence artificiell 139 views · 0 likes · 0 reposts · 0 replies Open on X →
Fastest-Growing SaaS Companies by Analyst-Estimated NTM Revenue Growth $PLTR Palantir | +64.3% $DOCN DigitalOcean | +41.3% $ORCL Oracle | +36.5% $APP AppLovin | +35.0% $SNOW Snowflake | +31.9% $AXON Axon | +31.1% $NET Cloudflare | +29.6% $SHOP Shopify | +29.1% $FIG Figma | https
10.8K views · 60 likes · 10 reposts · 5 replies Open on X →
My portfolio is at an ATH. Since launching on Savvy Trader 26 Oct 2023, my portfolio is up +129.7%, compared with the S&P 500’s +87.7% gain. My portfolio is up +25.35% YTD, after recovering from the peak of the SaaS apocalypse, outperforming the S&P 500’s +12.94% YTD gain. https
2.9K views · 24 likes · 1 reposts · 1 replies Open on X →

Rispetto ad account della stessa dimensione

10 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. copertura nella norma per la sua dimensione, reazione più debole della media.

Visualizzazioni mediane584questo account924mediana per 10K–100K
Copertura, %3.61%questo account3.62%mediana per 10K–100K
Interazione, %0.61%questo account1.52%mediana per 10K–100K
MetricaQuesto accountMediana per 10K–100KRapporto
Visualizzazioni mediane per post5849240.63×
Copertura (visualizzazioni ÷ follower)3.61%3.62%1.00×
Tasso di interazione0.61%1.52%0.40×

Altri account di questa fascia →   Confronta con un altro account →   Come sono costruiti questi parametri →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

2.9K28 Aug
10.8K13 Sep
139
4K
309
141
18714 Sep
6
1.7K
858

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.90%28 Aug
0.69%13 Sep
0.00%
1.42%
0.00%
0.00%
0.53%14 Sep
0.00%
2.66%
1.05%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes61.3%165 in total
Reposts11.5%31 in total
Replies5.9%16 in total
Bookmarks21.2%57 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Account simili