BC TRADING
Saved by @Alex1Powell

"Pets are family". Been tracking 13 stocks but only own $CHWY. I will add BarkBox, $STIC when it lists. The company has a valuation of $1.6B with $350M in revenue, profitable
Others: #PetsAreFamily
$CHD
$CHWY
$ELAN
$FRPT
$HSKA
$IDXX
$PAWZ
$PETQ
$PETS
$SPB
$TRUP
$TSCO
$ZTS

 BarkBox is a monthly subscription box filled with dog toys and treats. Co. has 1 million + subscribers to its monthly box. Its sells its products on $TGT and $AMZN as well.
Founded in Dec 2011, by Matt Meeker, Carly Strife, Henrik Werdelin in New York.
One month your dog might receive a collection of treats and toys. BarkBox might send him on a journey through Chewrassic Bark. Each box contains two innovative toys, two bags of all-natural treats, a chew, and a specially curated item from the month's themed collection.
Every toy is designed by in-house industrial designers, made for the way dogs play and approved by the company's own test dogs. You can choose a one-month subscription ($29), six months ($25/box), or 12 months ($22/box).
BarkBox is very allergy friendly. Every BarkBox is free from corn, wheat, and soy, which greatly reduces the risk for triggering allergies and food sensitivities.
You can reorder certain items or purchase items from other collections online.

There is a money-back guarantee
Moats: 1 Million subscribers, 95% retention, + Smart use of AI / ML The team developed a ML algorithm that can predict 60-65% of future product scores of any toy they make. They are crediting the tool with selling out collections and driving substantial revenue growth.
They use an atomic design approach. Created a massive data set of 100s of toy attributes (size, color, materials, construction, expression) from the company’s 4,000 toys. Attributes are linked to a product score determined by how well the toy sold, how it was rated by customers
Despite the pandemic, during the first and second quarter of this year retail store sales were nearly double what they were a year ago and its Halloween 2020 Tails of the Boneyard collection at Target is performing 2x better than last year's collection.
The company’s 400-person team have grown the company to $375 million in annual revenue and recently closed its most profitable quarter in the company's history.
Revenue growth:
2016: $100M
2017: $150M, 350K subscribers
2019: $250M + profit, 500K subs
2020: $350M + 1M subs
Total funding $81.7M, 17 investors

Convertible debt: Jan 9th, 2012, $25K
Seed: Jul 9th, 2012, $1.7M valuation $6M
Series A: April 9 2013, $5M – valuation $20M
Series B: July 11th, 2014, $15M, valuation $80M
Series C: May 17, 2016, $60M – valuation $200M
Investors: August Capital
RRE Ventures
Resolute Ventures
Slow Ventures
Vast Ventures
Columbia Partners
Daher Capital
BDMI
Founded in Dec 2011, by Matt Meeker (founder of Meetup) , Carly Strife, Henrik Werdelin in New York.
Competition: Petco's PupBox,
Bullymake,
RescueBox for dogs, and
Chewy Goodybox.

Cat Lady Box and KitNipBox for Cats.

Fresh food delivery services like The Farmer's Dog, Nom Nom, PetPlate, Ollie, and Spot & Tango.
Risks:
1. Small revenue, slower growth compared to big eCommerce players such as $SHOP and $ETSY
2. Toys and treats for dogs is a small market compared to health & food
3. There are 100's of subscription box competitors - what if the pet gets "bored" - but 95% retention
Verdict. I have known of the CEO (Manish Joneja) from my days at $AMZN and know him to be a strong operator, just like Sumit Singh from $AMZN
I am going to take a small lot (< 1% of portfolio) but this wont be my top pick for 2021
Consumers Affairs has 4.5/5 from 288 ratings.
MySubscriptionAddiction has 112 rating 3.7/5

https://t.co/ej4LS9usNg
The company https://t.co/EmOwgqGcWd has multiple "brands" for BarkBox, Chewy toys, treats, etc. so they can branch into "omni channel" via partnerships with $TGT or online partnerships at the https://t.co/uOm4Roy7Ge BARK store
You can read more :
https://t.co/9aE5GE5cJZ

https://t.co/BqYwhSAdXu

https://t.co/T5Wl3OOeRd

https://t.co/YiV3qIAmp7

https://t.co/ZavtMQZNpW
https://t.co/NSnE8vysWf

https://t.co/61RZzDBZkL

https://t.co/hwSXES3X5P

https://t.co/CuVYcDe9f6
Total funding $81.7M, 17 investors

Convertible debt: Jan 9th, 2012, $25K

Seed: Jul 9th, 2012, $1.7M valuation $6M

Series A: April 9 2013, $5M – valuation $20M

Series B: July 11th, 2014, $15M, valuation $80M

Series C: May 17, 2016, $60M – valuation $200M
Update: Revenues of ~$365M and GM ~60% for fiscal year ending March 31, 2021. Net revenue CAGR FY2020-FY2023 of over 40%
Transaction values BARK at an EV of approximately $1.6 billion and is expected to provide up to $454 million of gross cash proceeds
Investor Presentation: https://t.co/yK2nE8P6v6

More from Trading

SPACVet
SPACVet
@SpacVet
My number 1 stock pick for 2021 is: Pine Island Acquisition Corp.

$PIPP

Let me break down why I think this will be THE SPAC of 2021. 👇

TL:DR – the management team is loaded with President Biden’s closest friends and advisors. No other SPAC has this level of access.

$PIPP company overview:

-focused on defense, government service & aerospace
-perfect focus when you consider who is on their Management Team


$PIPP Management

-here's where it gets EXCITING
-founded by John Thain (ex Merrill Lynch CEO and Uber director)
-then STACKED with veteran Government and Administration key figures


$PIPP Insane Management Connections

-the list of PIPP "DC Partners" includes:

-- President Biden's pick for Secretary of State (Tony Blinken)
-- President Biden's pick for Secretary of Defense (Gen. Lloyd Austin).


$PIPP - The Joe Biden Connection

- Tony Blinken and President Biden are close allies.
- Blinken has been an advisor to Biden for decades
- Blinken set to be appointed Sec. of State
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Aditya Todmal
Aditya Todmal
@AdityaTodmal
12 TRADING SETUPS used by professional traders:🧵

Collaborated with @niki_poojary

Here's what you'll learn in this thread:

1. Capture Overnight Theta Decay
2. Trading Opening Range Breakouts
3. Reversal Trading Setups
4. Selling strangles and straddles in Bank Nifty
6. NR4 + IB
7. NR 21-Vwap Strategy

Let's dive in ↓

1/ STBT option Selling (Positional Setup):

The setup uses price action to sell options for overnight theta decay.

Check Bank Nifty at 3:15 everyday.

Sell directional credit spreads with capped


@jigspatel1988 2/ Selling Strangles in Bank Nifty based on Open Interest Data

Don't trade till 9:45 Am.

Identify the highest OI on puts and calls.

Check combined premium and put a stop on individual


@jigspatel1988 3/ Open Drive (Intraday)

This is an opening range breakout setup with a few conditions.

To be used when the market opens above yesterday's day high

or Below yesterday's day's
OPTIONSLEARNINGS , TRADING , ALL
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10-K Diver
10-K Diver
@10kdiver
1/

Get a cup of coffee.

In this thread, I'll help you understand Geometric Expectations.


2/

Imagine we have an investment opportunity.

If the investment goes well, we get to double our money.

But if it goes badly, we'll end up losing three fourths of it.

There's a 50/50 chance of either outcome.

The question: is this a good bet or not?

3/

A simple way to approach this question is to calculate the bet's "expectation".

For every $1 we bet, there are 2 possibilities:

1. The lucky case, where we double our money and end up with $2, and

2. The unlucky case, where we lose (3/4)'th to end up with just $0.25.

4/

Each of these outcomes is equally likely.

So, on *average*, every $1 we put in turns into ($2 + $0.25)/2 = $1.125.

This is a *positive* 12.5% return.

Such bets are called *positive expectation* bets. On average, we expect to *make* (rather than *lose*) money on them.

5/

Suppose we could take many turns betting at these odds.

In any one turn, we could of course lose money.

But because our bet has positive expectation, *over time* we expect to make money.
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Trader knight
Trader knight
@Traderknight007
How position sizing can affect your trading performance-

Assuming that you are trading a Trend-following system with Big RR and low win-rate.

For example, assume that you risk one percent per trade on a 100,000 account
and you have 20 straight losses.

That one percent is of your remaining equity and at the end of 20 losses, you would be down to 81,790.60.

Now if you got a 30R winner and you are risking one percent of your balance of 81,790.60, your new equity would be 106,327.9,


You’ve had 20 losses and one winner though you are still up 10Rplus your equity is up by 6.3R percent.

Now, let’s say you risk five percent per trade on your balance. At the end of 20 straight losses, you would be down to 35,772.89 or down 64 percent.


If you risk five percent on this amount and get a 30R winner, you would be up to 89,621.48. You are up 10R, but because of your position sizing, your equity is still down over 10 percent.

#positionsizing
#Trading
#nifty50

This is why position sizing is the most important factor in trading if you get it right and you have an edge, you will do good.

Thanks for reading till here.
@AnandableAnand @jitendrajain @quatltd @sohamtweet
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Sohaib Albadawee
Sohaib Albadawee
@albadawee
Everyone should own a digital asset that earns $2,000 per month.

Here are 10 dead-simple ways you can make your First $1 online (from people who actually did it):

🐦 Analyze viral Tweets

1. Get Twemex (free chrome extension)
2. Find influencers with viral tweets
3. Identify why they went viral
4. Put your analysis on a document.
5. Upload it to Gumroad
6. Sell it

H/t @BrianFOConnor

🔢 Extract data from yellow pages into excel

1. Find a B2B/B2C niche that needs offline data
2. Choose a digital platform (Excel, Airtable ..)
3. Move the data to the digital platform
4. Hire someone on Fiverr to do it
4. Sell it on gumroad

H/t @SachinRamje

🎨 Design flyers and graphics

If you are good at designs:

1. Find a niche (ex: Vegan resturants)
2. Create a profile on Upwork
3. Upload a portfolio
4. Start with a low charge per hour/design
5. Steadly increase your charge

H/t @abdussalampopsy

🏋️ Become a coach

1. Decide on a target persona
2. List down your achievements
3. Update your social profiles
4. Create a calendar account
5. Create content with CTA to book a call

H/t @OllieEmberson
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Strange things are afoot at the Circle K. Let’s sort it out.

[THREAD]


1/ Two nights ago, Rupert Murdoch called on Mitch McConnell, after hours. Since then, two Fox News-related Twitter accounts have not tweeted.

2/ Trump fired Sessions on Wednesday, replacing him with human dildo/Putin collaborator Matt Whitaker. Sessions had asked to stay until Friday and was told to leave immediately. So there was clearly some urgency to install the dildo...er, puppet.

3/ The Democrats won the SHIT out of the Midterms. Come January, the House check on Trump will leave him so hobbled, he’ll be like the dude from Misery.

4/ Trump went to Paris, ostensibly for an Armistice Day centennial event. He skipped the event, and much of the dinner tonight, because of “weather,” which everyone seems to agree is a bullshit excuse.
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libertyandjusticeforall
libertyandjusticeforal...
@Mark923to25
1. #Qanon told us that Saudi Arabia is a central piece of the puzzle in taking out the Deep State...we are watching the Deep State attempt to remove Crown Prince MBS and disrupt Pres Trump's administration's ties with MBS and the "new" Saudi/US coalition. Early in his admin,


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Vikrant
Vikrant
@Trading0secrets
Trading view scanner process -

1 - open trading view in your browser and select stock scanner in left corner down side .

2 - touch the percentage% gain change ( and u can see higest gainer of today)


3. Then, start with 6% gainer to 20% gainer and look charts of everyone in daily Timeframe . (For fno selection u can choose 1% to 4% )

4. Then manually select the stocks which are going to give all time high BO or 52 high BO or already given.

5. U can also select those stocks which are going to give range breakout or already given range BO

6 . If in 15 min chart📊 any stock sustaing near BO zone or after BO then select it on your watchlist

7 . Now next day if any stock show momentum u can take trade in it with RM

This looks very easy & simple but,

U will amazed to see it's result if you follow proper risk management.

I did 4x my capital by trading in only momentum stocks.

I will keep sharing such learning thread 🧵 for you 🙏💞🙏

Keep learning / keep sharing 🙏
@AdityaTodmal
EQUITY , TRADINGTHREAD , TRADINGVIEW
Anu Satheesh \U0001f1ee\U0001f1f3
Anu Satheesh 🇮🇳...
@AnuSatheesh5
Thiruvizha Mahadeva Kshetram
#Alappuzha 
#Keralatemples 🚩

Thiruvizha Mahadeva Kshetram is located in Cherthala and it is believed that Prathishta of temple was done by Vilwamangalam Swamy. Paramashiva is Swayambhu here and is worshipped as Kalakandha which means who swallowed


Halahala visham to save the world during Samudra mathanam. 

It is a famous temple where people seek the blessings, for curing the Kaivisham. The poison given by someone to destroy a person is made to vomit here. This is removed by making them vomit the poison by a special


medicine.
The medicine for vomiting is made from a plant near temple by Palodathu family. The milk offered to Bhagwan is mixed with the extracts of the plant.

Story says that once this place was a dense forest, and a woman was looking for the presence of a tortoise in the pond


and the tip of her stick hit the bottom and it started bleeding in the pond. 
Frightened, the lady informed every one and after searching in pond people found Swayambhu Lingam inside the pond. Thus Prathishta was done here.

Om Namah Shivaye
Shambo Mahadeva
🙏🕉🙏
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Erik Torenberg
Erik Torenberg
@eriktorenberg
1/“What would need to be true for you to….X”

Why is this the most powerful question you can ask when attempting to reach an agreement with another human being or organization?

A thread, co-written by @deanmbrody:


2/ First, “X” could be lots of things. Examples: What would need to be true for you to

- “Feel it's in our best interest for me to be CMO"
- “Feel that we’re in a good place as a company”
- “Feel that we’re on the same page”
- “Feel that we both got what we wanted from this deal

3/ Normally, we aren’t that direct. Example from startup/VC land:

Founders leave VC meetings thinking that every VC will invest, but they rarely do.

Worse over, the founders don’t know what they need to do in order to be fundable.

4/ So why should you ask the magic Q?

To get clarity.

You want to know where you stand, and what it takes to get what you want in a way that also gets them what they want.

It also holds them (mentally) accountable once the thing they need becomes true.

5/ Staying in the context of soliciting investors, the question is “what would need to be true for you to want to invest (or partner with us on this journey, etc)?”

Multiple responses to this question are likely to deliver a positive result.
LIFE


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