Part 3 -- Tesla Q1 2021 10-Q -- Reading and Commentary
Our penultimate read and commentary on the Tesla 2021 10Q.
The management discussion of Financial Commentary and why we strongly disagree with managements assertion that they are a self funding business.
Ticker: TSLA
$TSLA $TSLAQ
24 Jun 2021
Confluent S1 -- Commentary With Limited Reading
Due to time constraints we had to limit to commentary instead of reading (more of a cliff notes style), focusing on highlights (or lowlights) of the S1 with appropriate passages read. It does focus heavily on downside risk, while not so much on upside potential. However we figured we'll let you all determine how much upside is there, we will just show the risks. Hope it's helpful.
Ticker CFLT
$CFLT
23 Jun 2021
Tesla Q1 2021 10-Q Part 2 Reading and Commentary
In this section we continue with the reading of the Tesla Q1 10Q finishing off the Consolidated Notes to Financial Statements Section:
Covered in this episode:
Elon is set to get paid!
Legal troubles are brewing!
Will supply chain derail their plans?
Full Disclosure: No mentions of Robotaxi
Ticker: TSLA
$TSLA $TSLAQ
22 Jun 2021
Tesla 2021 Q1 10-Q Reading with Commentary Part 1
Our first time reading and explaining a 10-Q on the program. And of course we had to choose the most controversial stock of them all...Tesla.
This one will take more than one episode to complete. So this is part 1. Listen and learn just how Tesla has structured their accounting, and find out some of the hidden drivers of future profitability along with potential risks.
Ticker: TSLA
$TSLA
$TSLAQ
17 Jun 2021
Twilio 2020 Shareholder Letter
Hear CEO Jeff Lawson's Letter to Shareholders where he gives his take on the digital transformation, IOT, and Twilio's Strategy to Continue to Win.
A must listen!
Ticker: TWLO
$TWLO
15 Jun 2021
Monday.com F-1 Prospectus Sumary
Monday.com recently went public, jumping from an IPO price of 155.00 to now well over 200.00 per share.
Hear the prospectus summary in this recording.
Ticker: MNDY
$MNDY
14 Jun 2021
Salesforce FY 2021 Shareholder Letter
Hear Marc Benioff's Shareholder Letter included in the FY 2021 Salesforce Annual Report.
Ticker: CRM
$CRM
11 Jun 2021
Amazon 2020 Letter to Shareholders
Jeff Bezos' last letter? Listen to the Amazon 2020 Letter to Shareholders
Ticker AMZN
$AMZN
10 Jun 2021
Today's 8-Ks
Top Headlines from 8K filings on 6/10/2021.
Stocks talked about: RBLX, VIRT, DFS, MELI, VELR
$RBLX $VIRT $DFS $MELI $VELR
9 Jun 2021
Marqeta -- Prospectus Summary
The Marqeta Prospectus Summary from it's IPO filing.
Ticker MQ
$MQ
9 Jun 2021
Marqeta -- Founder's Letter -- S/1
Marqeta goes public today. Listen to the founder letter here!
Ticker MQ
$MQ
7 Jun 2021
Square Q1 2021 Shareholder Letter
Hear a reading of the Square Q1 2021 Shareholder Letter. Please note this episode has some clipping issues. We apologize, we're learning on the job here. Thanks for the support.
Ticker: SQ
$SQ
4 Jun 2021
Sentinel Lab IPO Summary Prospectus
For anyone interested in Cyber Security, this is the biggest name to come public since Crowdstrike. Often compared to Crowd Strike, SentinelOne is a best of breed AI Cyber Security SaaS provider. Listen to the Summary Prospectus from their S/1 filing today!
Ticker: S (Proposed)
$S
4 Jun 2021
Docusign 6/3 Earnings Press Release
Hear the earnings press release from Docusign filed on 6/3/2021
The release can be found on the Docusign Investor Relations Website.
Ticker: DOCU
$DOCU
3 Jun 2021
Elastic Reports Strong Fourth Quarter and Fiscal 2021 Financial Results
Elastic's Q4 Earnings Press Statement.
Does not include GAAP/NON GAAP Reconciliations, Safe Harbor Statements, Conference Call Details, etc.
Neither the company nor the SEC has endorsed this recording.
Ticker: ESTC
$ESTC
3 Jun 2021
Splunk Inc. Announces Fiscal First Quarter 2022 Financial Results
A reading of the main text from the Press Release for Splunk Fiscal First Quarter 2022 Financial Results.
Reading excludes items such as the safe-harbor, GAAP Reconciliation, Conference Call Details.
Neither Splunk nor the SEC have endorsed this recording.
Ticker: SPLK
$SPLK
2 Jun 2021
Krispy Kreme IPO -- Our Purpose and Risk Overview
Pages 1-14 of the Prospectus (S/1) for Krispy Kreme (Ticker: DNUT) filed with the SEC on 6/1/2021.
Please note this reading is not endorsed by either the SEC or Krispy Kreme
2 Jun 2021
Excerpt Confluent IPO -- Founder's Letter
Confluent has filed to go public. Hear a recording of the founder's letter to prospective shareholder. Please note, neither Confluent nor the SEC has approved of, or endorses this recording. It is simply a recording of the letter being read for the benefit of those who for personal or health reasons, prefer to listen to a document being read to them, as opposed to reading it themselves.
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