Jamie Profile Banner
Jamie Profile
Jamie

@torovictorioso

Followers
1,272
Following
737
Media
1,259
Statuses
23,627

Multiple S curves will make the roaring 20s an amazing opportunity. $SQ and $TSLA lover, Fintech Specialist.

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Joined November 2020
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@torovictorioso
Jamie
3 years
Put 50% of your portfolio in $TSLA $SQ $SNAP $PLTR $TWTR $SHOP then go more aggressive on the other 50%: crypto, mid caps, etc. You can thank me later, and a pint of guinness.
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@torovictorioso
Jamie
2 years
@SamTwits @elonmusk I am interested to know if this is still true. It looked like he has been short in the past (which is evil BTW). The richest man in the world (at the time) shorting a clean energy company is straight from a dr evil movie.
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@torovictorioso
Jamie
3 months
Deflation, consumer buyers strike is working. A lot of inflation was price gouging by greedy corporations.
@carlquintanilla
Carl Quintanilla
3 months
This week. 🇺🇸 #CPI #DoveBait 🕊️
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@torovictorioso
Jamie
7 months
The $SQ pitch. Key points ▪︎ A dramatic change in mission and management style including passion and focus ▪︎ The idea of 0 to 1 and being a market leader ▪︎ Daily engagement of consumer apps changes the business model ▪︎ A single unified platform ▪︎ Urgency around
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@torovictorioso
Jamie
4 years
@StockMarketNerd $GME isn't a fundamentals trade, it was a strategy trade. 140% short is impossible to cover so engineering a squeeze is clever. Usually it's the hedge funds that do engineered trades but this time they are the victims. So in a way your thinking is boomer like to the teenagers.
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@torovictorioso
Jamie
5 months
$SQ Going Deep.👀 Overview Block is attacking on multiple fronts in 2024, cost savings (headcount reduction), dramatically improving the culture, dramatically increasing product velocity and general throughput, filling product gaps, a huge AI push, and finally releasing the
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@torovictorioso
Jamie
4 months
$SQ bitcoin mining We plan to offer both a standalone mining chip as well as a full mining system of our own design. 🫡👍🥰🤗🙏🎊😁 There aren't enough emojis to express my thoughts on the statement above. tbd is going all in and selling its new chip anywhere and everywhere it
@jack
jack
4 months
we’re building a mining rig
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@torovictorioso
Jamie
2 months
Growth Profit Growth and Operating Income Growth vs the Stock Price $SQ
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@torovictorioso
Jamie
3 years
$SNAP, just getting started!
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@torovictorioso
Jamie
5 months
I finally broke the 1000 followers today. 🥳 🥂 🙏 🫡
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@torovictorioso
Jamie
4 months
$SQ This solves a big issue we saw in August 2023. Square 24-hour outage. Now, all hardware can operate in offline mode. Square Brings Offline Payments to All Hardware Devices, Around the Globe
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@torovictorioso
Jamie
8 months
Thanks @CathieDWood for following me. 🙏 🫡 I hope you'll stick around for at least a few days as I'll be posting my $SQ deep dive latter today and would love comments from you and your team.
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@torovictorioso
Jamie
8 months
This could be the most important chart to watch for the Q4 numbers for $SQ! 'Net Cash From Operations' for a software company is similar to Free Cash Flow. The yellow bars are the Trailing Twelve Month numbers and the blue line is the current quarter annualized (x4). From Q3,
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@torovictorioso
Jamie
6 months
The $SQ fanboys today
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@torovictorioso
Jamie
5 months
Yesterday was the highest weekly close for $SQ in the last 18 months. I believe a fast move to the $95-105 range is next. Can this happen before Q1 earnings? I believe so!
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@torovictorioso
Jamie
6 months
Up a cool half million US$ today. Thanks $SQ
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@torovictorioso
Jamie
10 months
What is Operating Leverage? What would happen if $SQ grew Gross Profit by 30%/Year and Operating Expenses by only 10%/Year 🤔 In 2029 we get to $20B in Operating Income. Add a 30x multiple and it's $600B. This is like getting 68% return for 6 years.
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@torovictorioso
Jamie
1 year
It should be noted that $NU has been able to grow fast by entering new markets (countries). $SQ CashApp is on the cusp of international expansion, so expect the growth to steepen.
@Futurenvesting
Tannor Manson
1 year
$SOFI vs $NU vs $SQ (banking divisions only) 🧵 Which one of these companies is growing the largest and fastest user base?
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@torovictorioso
Jamie
10 months
$SQ at 6 year low. Q3 2017 Gross Profit: $218,616 Q2 2023 Gross Profit: $1.87B That's 8.5× the Gross revenue of 2017
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@torovictorioso
Jamie
10 months
I don't think folks completely understand this- $SQ @jack "We’ve been quiet lately because we’ve been focused." This is what I've been calling the 75 yard throw. Folks think $SOFI is great for dozens of 2 yard throws (I do to) but missed that Cashpp has a super play in motion.
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@torovictorioso
Jamie
6 months
I'm a huge fan of the $SQ community on FinX. I love you all! 🥰❤️ I will be extending my posts going forward to go deeper into other Fintech companies. This will be part of my $SQ research (the competition) but also to better help the community understand more companies. $SOFI
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@torovictorioso
Jamie
2 months
I've been waiting for this for about a year. $SQ Square can now do weighed goods. Square for grocery stores is here.
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@torovictorioso
Jamie
5 months
👇
@TrendSpider
TrendSpider
5 months
$SQ One of the hotter weekly setups heading into April 🔥
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@torovictorioso
Jamie
1 month
I'm probably one of the biggest $SQ bulls out there with well over half of my wealth in Block. A lot of folks are super excited about the recent mining news but I have assigned zero value to mining even though I'm crazy bullish on $SQ. The reason is the "build it and they will
@sp3cul8r
Sp3cul8r
1 month
Block $SQ = underrated 1) Great base; recent nice entry 2) Room to $85, top of base 3) #Bitcoin play w/ Dorsey & Proto Team $CORZ creating a 3nm chip/miners, taking some of Bitmain's 60% market share of mining machines 4) Cash App- 57 million users 5) Small biz ramping w/ Trump?
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@torovictorioso
Jamie
6 months
$SQ According to TipRanks’ Website Traffic tool, total visits to grew by 25.8% year-over-year in Q4. The company’s website traffic jumped to 170.49 million from 135.57 million in the year-ago quarter.
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@torovictorioso
Jamie
3 months
Folks may think this is a crazy scenario but if it plays out then $SQ investors will be very pleased. Gross Profit Growth - 2024: 22% 2025-2030: 35% Opex Growth - 2024:0% 2025-2030: 15% I am using a 40x multiple for the valuation. $SQ stock price in 2030 will be $2,107/share
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@torovictorioso
Jamie
22 days
👇 Powell has balls of steel not cutting today. Although, there is always the chance of a special meeting and emergency cut.
@truflation
Truflation
22 days
Today's CPI Data by Truflation. 🇺🇸 1.51% 🇬🇧 2.26% Join us:
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@torovictorioso
Jamie
4 months
This is my highest weekly impression ever. Folks are keen for fintech content this earnings season, particularly $SQ, I suspect. 🫡🙏
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@torovictorioso
Jamie
9 months
I bought $PYPL today at $57.48. Just 100 shares. A first-time PayPal owner. I still much prefer $SQ.
@Micro2Macr0
Micro2Macr0
9 months
Josh Brown, from @CNBC , is pushing PayPal $PYPL on the channel right now. People shouldn't wait to get allocated to this one. It's still DOWN over 81% from it's all time high almost 3 years ago!!!!!!!
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@torovictorioso
Jamie
1 month
Anyone who doesn't buy $SQ at these prices in a fool. Please bookmark this post and repost every 6 months with your comments. Negative or positive posts, but I'm not putting my neck out because I believe this is the perfect time to buy Block.
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@torovictorioso
Jamie
6 months
Did I nail it or what! $SQ
@torovictorioso
Jamie
6 months
$SQ is likely to post good results next week. IMO ... Gross profit growth will grow faster than 19%. Amrita will forecast an increase in profitability for 2024 Jack may even talk more about products, efficiency, and general cultural improvements. I just don't see how they
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@torovictorioso
Jamie
8 months
The setup for the 75-yard throw has been time-consuming, but it's in the air. In the meantime, thanks @jack & team for completing many 2-yard throws. These are super important! Pink card, Zine, overdraft, Square Seller Product releases. 2024 = huge crazy product releases $SQ
@CashApp
Cash App
8 months
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@torovictorioso
Jamie
6 months
If anyone is wondering, yes I'm waiting for $SQ results before I start putting out a bunch of Fintech deep posts.
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@torovictorioso
Jamie
7 months
I've done almost 16K posts since I joined TwitterX. Of my original content (excluding reposting others' content), I suspect over 95% of my posts have been about $SQ. I therefore assume that almost everyone following me is interested in $SQ. My actual goal is to have the purest
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@torovictorioso
Jamie
6 months
What $SQ has been building is even cooler than the platform they're building it on. TBD is almost finished building a very cool set of products.
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@nachunja
Cute Baby
6 months
$SQ is the one and only public company that has been building on #Bitcoin $MSTR started this year. More public companies will follow $SQ will have a massive lead. Remember when Wall Street called bitcoin a distraction for Block?
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@torovictorioso
Jamie
4 months
ABSOLUTELY HUGE NEWS IMO. 👇 to find out why! I often talk about $SQ products that I'd like to see and I have said multiple times that Block is likely working on as many products that I'm not aware of as the ones that I am (the $SQ team is much smarter than me). Selling $BTC to
@jack
jack
4 months
square sellers: auto-convert a percent of your daily sales to bitcoin:
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@torovictorioso
Jamie
6 months
👇 Absolutely everyone is sleeping on $SQ Well, there are a few of us that get it!
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@torovictorioso
Jamie
8 months
"Cash Shopping is a new team with a focus on building core e-commerce shopping functionality (navigation, search, filtering, offer feeds, storefronts, product pages, etc.) that helps users discover new offers from merchants and buy the products they want on Cash App." $SQ This
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@torovictorioso
Jamie
4 months
I put US$16K into the $SQ dip today.
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@torovictorioso
Jamie
10 months
$SQ is trading a a significant discount to a combined $SOFI $TOST $AFRM $BILL (the 4). $SQ spends 50% more on Product Development than the 4. $SQ has a lower Gross Profit Growth than the 4 but is much more profitable then the 4.
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@torovictorioso
Jamie
10 months
$SQ is at an absolute all time low valuation. Priced at 3.4x Gross Profit. Gross Profit Growth is at pandemic lows. At pandemic lows the valuation was 10.7x. Operating Cashflow & EBITDA has bottomed & is now trending up. These need to be well above $400M/Quarter going forward.
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@torovictorioso
Jamie
8 months
$SQ Square has a comprehensive backend with microservices, APIs, and SDKs for 3rd party developers to build apps. The Sell Anything Anywhere is released in its first interation, so the backend is looking great (I'm not sure about booking a table at a restaurant, so that may be a
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@torovictorioso
Jamie
7 months
To answer the question of why did $SQ buy @tidal ? They bought it for the Artists, $SQ is building an artist platform. Remember Cash App was a money burner for years with just P2P until it monetized (their were many haters then laughing at Cash App). Tidal isn't trying to
@amitisinvesting
amit
7 months
@rizzo_pippo @torovictorioso Nah tell me why jack spent $300m on tidal tho
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@torovictorioso
Jamie
4 months
$SQ Cash App introduced Savings Yield early/mid Q1, but only if you Direct Deposit your paycheck (Inflows). As I said last month, @jack has the luxury of picking low hanging fruit while we wait the last few months until the cool products launch.
@Couch_Investor
Couch Investor🛋️
4 months
$SQ Cash App inflows were $71 billion, up 17% YoY and 12% QoQ Damn
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@torovictorioso
Jamie
5 months
I added another 100 shares of $SQ today. Q1 earnings will be great, IMO. I'm buying shares, not calls, because I only buy calls on big drawdowns. FYI: I didn't pull the trigger on buying $TSLA leaps today. I want to see some signs that the drop has ended first. Maybe early
@torovictorioso
Jamie
5 months
I just bought 100 shares of $SQ. Yes, it's super small, but I will try and add another 100 later today.
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@torovictorioso
Jamie
2 months
What is FUD? 🤔 Hindenburg was looking for prey that fit their FED disruption narrative. According to the report instant deposit from Cash App was going to be crushed 🤔 See the graphic below of what actually happened (⬆️ 15% YoY). $SQ
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@torovictorioso
Jamie
2 months
The next $20 on $SQ is almost 100% likely to the upside. The risk/reward here is bonkers! Go long today and hold at lease through Q2 earnings but ideally through Q1 2025 earnings.
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@torovictorioso
Jamie
7 months
The war has officially started! $SQ is the last man joining the fight. Wait until all the new Cash App products emerge and the new rewards program. Will rewards be unified across Square, Afterpay, and Cash App 🤔
@PhilipErik125
Philip Eriksson
7 months
$SQ is now offering 4.5% interest on savings for those using direct deposit. For those without direct deposit, earn 1.5%. Cash App is beginning to become a real banking option with this feature!! Slightly closing the gap with $SOFI. No interest savings was certainly a pitfall
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@torovictorioso
Jamie
8 months
My portfolio allocation. For well over 18 months my portfolio was 50% $TSLA Since May this has changed dramatically 😮🫣 $SQ
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@torovictorioso
Jamie
9 months
Great consolidation week for $SQ so far. The $70 mark is certainly a barrier, but once cracked 🚀
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@torovictorioso
Jamie
4 months
Can @Jack power $SQ to $1T 🤔 Block has expertise in software, hardware, decentralized, open source, chip design, banking, payments, music. • Building an SMB resource planning business (similar to ERP) • Building a selling platform for businesses, same as $SHOP • Build a
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@torovictorioso
Jamie
10 months
$SQ ▪︎ $BTC on balance sheet ▪︎ $BTC Exchange ▪︎ $BTC Cold storage wallet ▪︎ $BTC Mining ASIC 🤔🫡
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@torovictorioso
Jamie
2 months
Credit losses have never concerned me regarding $SOFI. My concerns: ⭐️Galileo is overhyped ⭐️ $SOFI lacks innovation (its business model is low hanging fruit). ⭐️Its balance sheet is stretched, meaning loan growth flatterns What I'm really talking about above is growth
@DataDInvesting
Data Driven Investing
2 months
$SoFi lends to very high quality borrowers, which should keep them from large losses even in times of financial trouble. Weighted average FICO score on their unsecured personal loans has mostly hovered between 745-750 since they came public. These are high-earning borrowers. Per
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@torovictorioso
Jamie
6 months
$SQ the champion of Fintech at the start of day.
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@torovictorioso
Jamie
26 days
Why is the new Cash App 100% guaranteed to succeed 🤔 ⭐️ An easy win is having the Afterpay functionality on Cash App and then shutting down the Afterpay US App. There are a few million users of Afterpay who don't use Cash App, and soon they will. These Afterpay users new to
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@torovictorioso
Jamie
7 months
If you haven't read the $SQ deep dive yet then 👇post. Based on the $SQ pitch below, let's try and value this opportunity 🤔 By the end of 2024 Operating Costs should be 6% lower than Q3 2023, However for the sake of this forecast I assume the 6% cut happened instantly at the
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@torovictorioso
Jamie
7 months
The $SQ pitch. Key points ▪︎ A dramatic change in mission and management style including passion and focus ▪︎ The idea of 0 to 1 and being a market leader ▪︎ Daily engagement of consumer apps changes the business model ▪︎ A single unified platform ▪︎ Urgency around
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@torovictorioso
Jamie
8 months
Is $SQ telling us that September Cash App Pay Volumes are 10x that of the January Numbers?
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@torovictorioso
Jamie
6 months
Is this the week that resistance is broken on $80 for $SQ. I think so. This could be a melt up week.
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@torovictorioso
Jamie
1 year
$SQ 3 month high.
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@MrsVipPat
RP Trader
1 year
$SQ 69
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@torovictorioso
Jamie
8 months
I'm hoping to buy around $25K worth of $SQ on the open, maybe a little more. The last time I bought was when $SQ was under $40, and I have had a maximum limit since May of under $65. However, there has been much 'good news' recently from Block & from the FED that made me
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@torovictorioso
Jamie
7 months
I'm super bullish on $SQ Cash App 💰as a global banking disrupter. However, let's talk about Square Seller. 🏷 Square Seller is a global business bank. It's continuously adding banking products and increasing leading. But what about 'Ecosystem of Ecosystems' 🤔 Clearly, Square
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@torovictorioso
Jamie
10 months
I said last month that $SQ will never need to raise capital again. Now, @jack has announced a $1B buyback. Let's check the most recent cast situation at Block. Q3 2023 Net Cash is now at a record high
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@torovictorioso
Jamie
10 months
$SQ won't need to raise capital ever again. It has net cash and it's FCF positive. Much more important it is finally about to focus on operating leverage. Let's see if there is progress in 2023 Q3.
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@torovictorioso
Jamie
6 months
$SQ is likely to post good results next week. IMO ... Gross profit growth will grow faster than 19%. Amrita will forecast an increase in profitability for 2024 Jack may even talk more about products, efficiency, and general cultural improvements. I just don't see how they
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@torovictorioso
Jamie
1 month
At $61.90, I let you all know that the next $20 on $SQ was 100% going to be to the upside. Yes, I said 100% !! OK, I said almost 😁
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@torovictorioso
Jamie
2 months
The next $20 on $SQ is almost 100% likely to the upside. The risk/reward here is bonkers! Go long today and hold at lease through Q2 earnings but ideally through Q1 2025 earnings.
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@torovictorioso
Jamie
4 months
I'm a $SOFI watcher, not hater, and it is too cheap at these levels, but so is $PYPL $SQ $AFRM $HOOD. A couple of $SOFI points: ▪︎ It was mispriced at $25, as were the other fintechs at their highs. ▪︎ It historically used its balance sheet to grow aggressively and can no
@DataDInvesting
Data Driven Investing
4 months
Remember that $SOFI is a company, not just a stock. This is how that company has performed relative to its stock price in the past 3 years. All the fundamentals were sequentially down from Q4, but that is to be expected because SoFi did everything they could to be absolutely
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@torovictorioso
Jamie
9 months
Everyone is sleeping on this. When will they wake up ... or has it already started 🤔 Let's look at $SQ. Valuation and profits asumme a 10% cost cut day 1 and gross profit growing at 20% and costs at 10%.
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@sachinvats
Sachin Sharma
9 months
Fintech is decimated beyond what was called for after the bubble and eventually, people will realize and come back to it Just ask simple question, is use of Fintech companies increasing or decreasing in your life and who are these companies that are FCF +ve now
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@torovictorioso
Jamie
8 months
$SQ mat be up 90%+ from the lows 6 weeks ago, but we're well still in earth's atmosphere. Just wait until we break orbit! 🚀 🚀
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@torovictorioso
Jamie
5 months
I believe it was my post from early today that enabled the big push in $SQ today 😁
@torovictorioso
Jamie
5 months
$SQ consolidating over $80 for 3 days and now 3 weeks since it first crossed $80. The best chart in years for $SQ and check out the fundamentals in my deep dive below👇
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@torovictorioso
Jamie
2 months
Are we close to a cash commerce go-live? 🤔 Thanks for the update, Toby, and I appreciate your hard work over the last year!! Note: Cash Commerce isn't a single thing, so expect various products to roll out over time. $SQ has said BNPL inside Cash App is the first cab off the
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@torovictorioso
Jamie
9 months
Hurry up folks, these pink cards go fast.
@CashApp
Cash App
9 months
The Pink Card is back. Order our restocked Pink Card and unlock the option to turn your Cash App Keyboard from green to pink. Order the Pink Card in the app before it’s too late. Prepaid debit cards issued by Sutton Bank.
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@torovictorioso
Jamie
4 months
$SQ 😯 wow, really 👀 Cash App Pay also continued to grow, with volume up more than 40% on a quarter-over-quarter basis. 40% growth from December to March! 🥰🤗😁
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@torovictorioso
Jamie
14 days
Cash App Pay did $1B in comparison. Once Cash Commerce launches, Cash App Pay will catch up to Shop Pay fairly quickly. $SQ Cash App Pay was up 7x YOY in Q2.
@jevgenijs
Jevgenijs Kazanins
14 days
Shopify $SHOP earnings call: "In Q2, Shopify Payments' penetration was 61%; and Shop Pay facilitated $16 billion in GMV, up 45% from last year."
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@torovictorioso
Jamie
2 years
$TSLA NOW ▪︎ Elon stops selling ▪︎ Elon stops political tweets ▪︎ EV Demand ⏫️ ▪︎ Megapack ramping SOON ▪︎ Prices ⏫️ ▪︎ Investor Day FURTHER OUT ▪︎ 4680 ramp ▪︎ Megapack $ meaningful ▪︎ cyber ramping 2024 ▪︎ Semi vol prod ▪︎ Cyber vol prod ▪︎ FSD
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@torovictorioso
Jamie
2 months
I want to simplify my thesis on $SQ. Why did $MSFT make a comeback? 🤔 It had all the pieces it needed in 2013 and then just executed. Pieces included the types of businesses it had (cloud, software) and the innovative culture and existing talent. Block is in the exact same
@torovictorioso
Jamie
2 months
$SQ has huge network effects, bigger than anyone! ▪︎ P2P (Cash, Stocks, $BTC, gift cards) ▪︎ Cash App families (teens) ▪︎ Cash App Pay ▪︎ Cross-platform Cash App > Square ▪︎ Afterpay > Cash App Is Square B2B incoming? Cash App > Square is a great new addition and
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@torovictorioso
Jamie
1 year
Today's dip is a reaction to goodness knows what, the next push up for $SQ should see a breach of $70. But it's irrelevant. We are weeks away from earnings. That's the next catalyst.
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@torovictorioso
Jamie
10 months
$SQ first ever global product launch is incoming. 6 Continents! 🫡🤗 Bitkey
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@torovictorioso
Jamie
9 months
Holly 💩 These are aggressive words from Jack. Super bullish for $SQ Must read! 👇
@requestmethod
Jason
9 months
Full text from Jack Dorsey to Block employees via Insider: I want us to build a culture of excellence. Excellence in service to our customers, excellence in our craft, excellence in our respective disciplines, and excellence to each other. We want to help everyone achieve
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@torovictorioso
Jamie
27 days
Q1 annualized PE for $SQ using a 20% tax rate over operating income is 28x. Operating Income Margin of 17% (half that of $Fi and 1/4 of $MSFT) means that operating leverage potential huge. ⭐️ AI reducing expenses +12K headcount cap. ⭐️ 75-yard throws coming to an end ⭐️ New
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@torovictorioso
Jamie
1 year
$SQ growth for Q4 40% ✋🛑 No, inflated by Afterpay acquisition. It was only 21% However excluding Afterpay, Jan + Feb has accelerated to 25%🤗 Also remember that this will like accelerate further as Cash App grows past 50% weighting. Square mid market is also growing faster.
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@torovictorioso
Jamie
6 months
$SQ A small partnership. Glad to see management negotiating these.
@ZapriteApp
Zaprite (₿/⚡)
6 months
Announcing our new @Square integration Zaprite users can now connect their Square merchant accounts and activate additional payment methods on their Checkouts … ✅ Credit Card ✅ ACH ✅ Cash App Pay ✅ Google Pay ✅ Apple Pay 1/4
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@torovictorioso
Jamie
4 months
I called for a trough in gross profit growth in Q1 and then accelerating growth. Let me re-post that tweet. $SQ
@jevgenijs
Jevgenijs Kazanins
4 months
Block $SQ Q1 2024 Shareholder Letter 👇🏻
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@torovictorioso
Jamie
4 months
I said this last week. $SQ will add another $1B to its buyback program. The stock is ridiculously cheap, and they may be able to generate $2B+/year soon in Free Cash Flow.
@value_edge7
The Value Edge
4 months
$SQ Block $1.5b senior note offering “Block intends to use the net proceeds from this offering for general corporate purposes, which may include the repayment of debt under its existing notes, potential acquisitions and strategic transactions, capital expenditures, investments
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@torovictorioso
Jamie
29 days
At peak AI valuation 🤔 How about buying $5B of $SQ stock!
@ronjonbSaaS
FinXKing
29 days
$TSLA I would support this.
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@torovictorioso
Jamie
4 months
I'm not sure folks realize the significance of this 👇 "Over time, we expect to grow upmarket with families and can do so by offering an increasingly robust set of oversight controls to promote safety. In the first quarter, we redesigned the interface for Families so
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@torovictorioso
Jamie
7 months
If you haven't read the $SQ deep dive yet, then 👇post. Can $SQ reaccelerate growth 🤔 Let's go through the catalysts: ▪︎ Connecting the ecosystems. The penny dropped in 2021, and this work is almost ready for release. The new Cashapp OS is part of this. ▪︎ Square Seller,
@torovictorioso
Jamie
7 months
The $SQ pitch. Key points ▪︎ A dramatic change in mission and management style including passion and focus ▪︎ The idea of 0 to 1 and being a market leader ▪︎ Daily engagement of consumer apps changes the business model ▪︎ A single unified platform ▪︎ Urgency around
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@torovictorioso
Jamie
1 year
$SQ Excluding bitcoin revenue and our BNPL platform, Cash App revenue was $892 million in the fourth quarter of 2022, up 51% year over year. This is still a difficult comp because 2021 Q4 had Govt stimulus $. Cash App may be able to grow 60% in 2023
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@torovictorioso
Jamie
3 months
In true @jack form, we get action over talk. And I'm not F***ing kidding. I had to rewind the Q1 call a few times to confirm Jack mumbling 'Kiosk'. So a mumble to product launch in 3 months, not too shabby. $SQ
@torovictorioso
Jamie
3 months
$SQ Square Kiosk Kit for $498
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@torovictorioso
Jamie
9 months
Why $SQ 🚀 1. It's 'musical chairs' like. Market sells thinking they can quickly get a chair when the music stops. Causes a ridiculous valuation, then panic buying. 2. The focus on profitability on Q3 earnings (layoffs) 3. 10-Year bond⏬️ 4. Stock buybacks 5. Decent 3Q results
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@torovictorioso
Jamie
4 months
$PYPL Adjusted Operating Income PayPal has an extremely profitable business.
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@torovictorioso
Jamie
1 month
Cash App Global Expansion 🤔 1️⃣ @jack said 'Cash App' won't be expanding overseas for the time being. 2️⃣ Nick Molnar said the Afterpay US App will be shut down by the end of 2024. 3️⃣ Nick Molnar recently hinted that Afterpay (ex US) would have a lot of new features. No timeline
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@torovictorioso
Jamie
2 months
What is going on? Are these fellas FEDS. It certainly looks Soros organized to me. Please leave comments below if you know WTF is going on here!!
@WallStreetSilv
Wall Street Silver
2 months
I thought it was illegal to have people in the back of a truck like that. Yet when the police escorted “Patriot Front” in Nashville, they allowed the Feds to do it. Hmm … I wonder why?
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@torovictorioso
Jamie
7 months
$SQ is moving towards a more unified technology stack and culture. I'm no expert on how this should be done and who runs what parts, as long as technical debt and duplication are eliminated. In addition, it's critical, IMO, that the consumer side of Block is brought together. A
@torovictorioso
Jamie
7 months
The $SQ pitch. Key points ▪︎ A dramatic change in mission and management style including passion and focus ▪︎ The idea of 0 to 1 and being a market leader ▪︎ Daily engagement of consumer apps changes the business model ▪︎ A single unified platform ▪︎ Urgency around
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@torovictorioso
Jamie
8 months
$SQ have outperformed $PYPL in the last month, so is it time to buy $PYPL🤔 Not so fast! Yes, $SQ (purple) is now above $PYPL but that has happened historically to. However because $SQ grows faster than $PYPL the Gross Profit gap closes every quarter. $SQ is a better buy!
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@torovictorioso
Jamie
2 months
It is cheap, but $SQ is actually cheaper. Forget TTM numbers and compare the 2 using the forward numbers. Similar PE but much high growth at $SQ.
@nataninvesting
Natan
2 months
$PYPL is actually trading at 14X PE and company is expected to grow EPS DOUBLE-DIGIT for the next 3 years (wasn't the company dead?) Are you buying $PYPL?
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@torovictorioso
Jamie
8 months
ARK is buying $SQ 🫡 Many folks scratching their heads, trimming $HOOD $COIN then buying $SQ the next day. Cathie gets it!
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@torovictorioso
Jamie
10 months
ARK trimmed $BTC yesterday and bought a little more $SQ. I personally believe $SQ will outperform $BTC through year end, at which time ARK may reverse this trade.
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@torovictorioso
Jamie
5 months
Super busy in Bangkok, but things are starting to settle down, and today I will start working on my $SQ Pitch update.
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@torovictorioso
Jamie
3 years
@10BaggerDan My picks: 📺 $FUBO 💳 $SQ 🛒 $SHOP 🚘 $TSLA 🎮 $U 💽 $PLTR 📢 $MGNI Note: no position in $FUBO $U
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@torovictorioso
Jamie
3 months
$SQ Square Kiosk Kit for $498
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@torovictorioso
Jamie
4 months
One bad day on the market, and folks are gloomy. This happens to all stocks from time to time. The results were very good, IMHO. I personally believe that $SQ will have an annualized Adjusted Operating Income of $2B soon and will maintain growth. So what is Adjusted Operating
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