The $400k Investment Project

The $400k Investment Project

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The $400k Investment Project
The $400k Investment Project
After hours earnings... miss?

After hours earnings... miss?

Once again buying the dip...!

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The $400k Investment Project
Mar 04, 2024
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The $400k Investment Project
The $400k Investment Project
After hours earnings... miss?
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As I often do, I like to pick up the pieces after a good quality company “misses” earnings. That strategy has worked very well for the YouTube portfolios. In today’s case, I’m having a hard time seeing the “miss”. To me that’s an opportunity…

The company beat estimates for the quarter report - they beat estimates for next quarter revenue guidance which is constructive, but missed on some of the forward guidance for next quarter. They are being more conservative with guidance for this year (which is likely to result in future beats).

Guidance is around 25% for full year revenue growth - “slow” compared to past times but I’m not modelling off of 25% growth. They likely have a decade of higher growth ahead 40-50% in my estimation.

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