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

โพสต์ล่าสุด

Sergey ✓@SergeyCYW14 Sep

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 →

Sergey ✓@SergeyCYW14 Sep

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 →

Sergey ✓@SergeyCYW14 Sep

@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 →

Sergey ✓@SergeyCYW14 Sep

@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 →

Sergey ✓@SergeyCYW13 Sep

@SergeyCYW I like $Zeta 141 views · 0 likes · 0 reposts · 0 replies Open on X →

Sergey ✓@SergeyCYW13 Sep

@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 →

Sergey ✓@SergeyCYW13 Sep

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 →

Sergey ✓@SergeyCYW13 Sep

@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 →

Sergey ✓@SergeyCYW13 Sep

10.8K views · 60 likes · 10 reposts · 5 replies Open on X →

Sergey ✓@SergeyCYW28 Aug

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 →

เทียบกับบัญชีขนาดเดียวกัน

10 โพสต์จาก 90 วันที่ผ่านมา เทียบกับช่วง 10K–100K ผู้ติดตาม การเข้าถึงปกติสำหรับขนาดนี้ แต่การตอบสนองอ่อนกว่าส่วนใหญ่.

ยอดดูมัธยฐาน584บัญชีนี้924ค่ามัธยฐานของ 10K–100K

การเข้าถึง, %3.61%บัญชีนี้3.62%ค่ามัธยฐานของ 10K–100K

การมีส่วนร่วม, %0.61%บัญชีนี้1.52%ค่ามัธยฐานของ 10K–100K

ตัวชี้วัด	บัญชีนี้	ค่ามัธยฐานของ 10K–100K	อัตราส่วน
ยอดดูมัธยฐานต่อโพสต์	584	924	0.63×
การเข้าถึง (ยอดดู ÷ ผู้ติดตาม)	3.61%	3.62%	1.00×
อัตราการมีส่วนร่วม	0.61%	1.52%	0.40×

บัญชีอื่นในช่วงนี้ → เปรียบเทียบกับบัญชีอื่น → ค่าอ้างอิงเหล่านี้คำนวณอย่างไร →

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

309

141

18714 Sep

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%

0.53%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.

โพสต์ล่าสุด

เทียบกับบัญชีขนาดเดียวกัน

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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