2021.12.07 17:45 guac-is-extra_17 Asking for a friend: how many espressos/espresso drinks do you consume daily, on average?
2021.12.07 17:45 terdferguson9 The next DOCU….the PATH to nowhere
Like many of you, I have been looking at the gain porn from some of these recent COVID stock dumps through this earnings season green with envy. I had a feeling Zoom would dump but then saw the decline into earnings and thought it was priced in already (it wasn’t) same deal with PTON. I didn’t see the DOCU dive coming but have been looking at all the companies in this weeks earnings calendar to try to find one I think is primed up for a similar nose-dive.
Alas, I believe I have found a wonderful set-up!! UiPath (PATH) releases Q3 Earnings on Wednesday AH.
UiPath (PATH) is a newly IPO’d tech company which issued shares publicly April 20th at $56/share.
It is a RPA software provider which stands for “robotics as a service”. I have used their service at my job and I’ll admit it is pretty cool. It is essentially a “macro” just like Excel, which can replicate a repetitive computer process by recording the mouse click-path or short-keys to do a simple data process. For example: if you sign in ever day to a website, export data into an Excel workbook, format and scrub it with formula’s and then sent an email with the report to a team, this could be automated with UiPath’s RPA. So they would record you doing all those steps across platforms, and then it would be able to run that process on a daily script each morning saving you the time of all that manual, repetitive steps. As a client, you pay ~$5-10k per “process” they help automate. This can usually be justified as it saves me 1 hour a day x 250 business days per year therefore its greater human time savings then the cost of the bot.
My case for why this is primed for a come to jesus moment is its current valuation. It currently generates revenues of ~$200 million/quarter, so you are looking at ~$800 million year revenues and the market cap is $26 BILLION (32.5x trailing P/S ratio, yikes!). This company has not and will not turn a profit for YEARS. Despite impressive growth over the last year, I think they are in store for a big re-rate on what they are worth on a forward looking basis.
Bullet points for my bearish read:
· Insiders all started selling following last quarter’s earnings report black-out including CEO, CFO and Directors (they are selling in the $50’s…)
· Mama Cathie Wood is the 6th largest shareholder with 24 Million shares. We know how her recent track-record has played out on some of her other high-growth, unprofitable holdings…
· Company lost $340 million in the last six months, $100 million in the last three months, although current client base is “sticky” I don’t think they will be able to out-grow more significant losses in the future.
· DOCU took a multiple hair-cut after their Q3, looks like they trade now at 14.3x EV/Revenue. PATH is currently trading at 30.2x, re-valuing at DOCU’s multiple, puts PATH at a $12 Billion valuation (50% lower than current).
TLDR: PATH has a similar set-up and valuation going into earnings as DOCU. Their current valuation is heavily influenced by high growth in the next 3-5 years. Anything less then stellar should see it trade < $40/share in my opinion. Today’s rally in my opinion was a gift for entry into puts. \Not financial advice, just my reasoning behind my position below**
Position: 20 x Dec 17 $50 Puts
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2021.12.07 17:45 brideoflinux How to recover when your Facebook account is hacked
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2021.12.07 17:45 streetpigeonmtb Love me a hardtail 🤙
2021.12.07 17:45 colormeup82 How much to pay buddy
I have real bad luck when it comes to working on cars. My brain gets it, understands what needs to be done, but I'm always having difficulties when it's time to get dirty. My long time friend is a good mechanic, who has helped me in some tough spots. He recently said he will replace a radiator for me in my 02 grand caravan. I want to fairly compensate him but he always says not to worry about it. What would a fair amount to slip his wife when he is not looking, so that I can get away with paying him? Thanks in advance
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2021.12.07 17:45 PapayaSF His story has changed
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2021.12.07 17:45 Blaabaer78 Lad mig oversætte for Liv Martine: "Nogen rejsebureauer derude som vil sponsorere?"
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2021.12.07 17:45 nothingtodo136 is it possible too still have an ed if things like this happen
for instance when im deep in my ed ill engage intensely in many behaviours & thoughts; and theres a devastating emotional impact but then depending on circumstance seemingly within days of eachother ill sometimes eat things id previously find too stressful to and eat alot/ or a normal amount. and not be too bothered or engage in compensatory behaviours. sometimes feeling full will make me cry and sometimes i dont really care. or ill know i will have eaten over maintenance consistently for a few days or kinda binged- but tell myself ill wait till i feel the need to restrict and loose it all then. literally within days of eachother.
it feels like i constantly am switching between the mindset of deep in my ed too a almost healthy 'normal' brain and eating. ( the thoughts r still there just quieter and i dont act on them as much/ dont have the energy or just dont care enough tbh. )
The normal eating with little guilt (not because it was safe foods or id compensated- just genuinley alright w eating it ) only lasts from about maybe a meal, sometimes a day or at most a week. but the thoughts are alot more present when its longer eating normally.
its like either way ill always creep back too engaging in my ed and restriction, trying too make it worse than last time. but if i really had an ed why is it sometimes so easy too flip back and forth between these eating and thought patterns. i dont choose too im sure but its so frustrating. im not ready too recover or eat/ feel normal for good- but i also feel i cant consistently restrict and its so frustrating. i cant restrict like i used too and miss how i looked. but also want to enjoy food when i am able too because the moments when i feel ok and alright r fleeting.
idk. just feel so invalid and fake and undisciplined. is this even an ed. ugh
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2021.12.07 17:45 cyanide_kuppiii Research Survey regarding PCOS
We are final year medical students doing research on The Psychological effects of PCOS medication on Women of all Age Groups.
We are looking for woman of all age groups with PCOS to participate in it
Its completely voluntary, anonymous and confidential.
The replies will be only used for research and education purposes.
Please circulate among your friends and family
Thank you in advance
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2021.12.07 17:45 edistant Work permit
First time playing, players work permits expired and it doesn't let me apply for new ones, can't find where to, on xbox version don't know if that changes anything
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2021.12.07 17:45 En3rGxXx_KubaZ Wehrmacht just being Wehrmacht
They can't help themselves even after they die.
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2021.12.07 17:45 Sean-West38 the spider !!!
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2021.12.07 17:45 Gizmoo247 Just BMW things
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2021.12.07 17:45 SeaLionFacts Nova Austral closes Skyring 3, to take USD 4.1 million hit - SeafoodSource
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2021.12.07 17:45 ultrAslan361 Race champion award
2021.12.07 17:45 Whovian- Is 2 fr frost dragon and fr neon gold rat fair for bat dragon?
2021.12.07 17:45 Thick-Look-9962 All day breakfast joint at the University of Illinois
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2021.12.07 17:45 EggMegEggMegEgg Help with rehabbing this sweet lil lady? More info in comments.
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2021.12.07 17:45 otto909 A joke toilet just for billiard balls?
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2021.12.07 17:45 FalafelFrank ULTRA COMBO
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2021.12.07 17:45 istanbulwasconstant Michael Dyrby taler ud i stort tv-interview: Jeg er en af de chefer, kvinderne taler om i TV 2-dokumentaren
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2021.12.07 17:45 Awaheya Is Covid fear out of proportion with the actual risk?
Before you answer please read some basic information I have gathered from Government websites (all data based on Ontario Canada, which is Canada's most densely populated province) pulled almost entirely from Government sources.
Ontario Total population 14.57 million
Total positive Covid Cases are currently at 1.82 million (12.5% of total population)
Total deaths 29821 (1.64% of all Covid patients) (0.2% of total population)
Average age - the study I based this on was done when total cases/deaths were lower so the variables are likely slightly different, but the study was the most recent one done I could find from a Government source.
out of 10,036 cases (at the time) 9217 were 60+, of those, 5912 were 80+ using this information we can determine about 92.8% of Covid deaths are 60+, with most of those being 80+ (64%).
I have a 0.2% chance of getting Covid, if I get Covid at my age and current good health there is a 0.2% chance it would be fatal (probably much lower because the age study did not take into consideration health and weight which we know play a big roll)
So a 0.2% chance of a 0.2% chance (likely much lower as current health and per-existing conditions were not considered)
When I compared this to average flu deaths prior to Covid per year the numbers were only slightly worse.
So personally I am vaccinated but I am also not even remotely worried in the slightest and I never was. Now with solid data I feel pretty strongly justified in that complete lack of fear. The only people I'm personally worried about are my parents and grandparents but when this started we all took immediate precautions to ensure their safety. But personally I was never really at risk was I?
But with lockdown measures, travel restrictions, vaccine mandates and now booster shots I wonder what I am missing or if maybe most people are running on emotional fear mongering as opposed to basic facts.
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2021.12.07 17:45 KiCkEd4 Some retarded shooting between me and an enemy
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2021.12.07 17:45 Mk7GTI818 [WTS] Eco-Drive Men's Analog-Digital Promaster Blue Angels Skyhawk A-T Stainless Steel Watch (Ref: JY8078-52L) 46mm $350 shipping included CONUS ONLY
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2021.12.07 17:45 CORCEL250616 ELON MUSK PRESIDENTE DO BRASIL (EDUARDO SUPLICY) | CORCEL CORTES