$Duolingo (DUOL.US)$
They get most customers through word of mouth.
The growth of family plan contributed a lot.
There was a extraordinary growth in 2023.
They expect booking growth rate will step down from q1 to q4 in 2024, q4 will be the biggest quarter in terms of booking.
booking growth will be down q1 to q2 because of strong growth in the last year.
Due to the seasonality, adjusted EBITDA will be the lowest in q2 and the highest in q4. In the long-term, target margi...

$InMode (INMD.US)$
Because of high interest rate, consumers hesitate to spend money on aethetic surgery.
Therefore, they started private financial services in US and another country, which is baked into guidance.
The demand will not come back until second quarter, so guidance is conservative.
They don't buy back their stock because M&A is more precious for investors in long-term.
They will continue expenditure to marketing and research, but they will not low...

$Palo Alto Networks (PANW.US)$
Although the financial results beat revenue and eps, the stock price dropped due to weak billing guidance.
The reason is inferred from the contents of the conference call and the CEO's statements as follows.
- Clients used to prefer longer-term contracts over 1-year and short-term contracts, rather than slightly discounted ones.
Due to the recent pressure of rising interest rates, clients are forced to cut costs and now prefer short-term contracts over advantageous long-term contracts.
This trend is expected to continue for a while in the current market where interest rates are expected to remain long and high, so the billing guidance has been lowered.
I'm long $Palo Alto Networks (PANW.US)$

$Shutterstock (SSTK.US)$
Expected growth over Q4 and 2024.
There are enterprise and E-commerce divisions, with the enterprise division surpassing sales for the first time in a quarter.
Regarding the production of 3D content. $NVIDIA (NVDA.US)$ And partnership with them.
E-commerce is expected to recover over the next four quarters. (Reason is not clear)
The benefits of Generative AI are significant, $Amazon (AMZN.US)$ and started a contract that will last for several years.
Enabled commercial use of a platform called Giphy (The content is abstract and not clear)
The company that can use a large number of copyright-free contents is confident that it is in a good position in the era of Generative AI, and expects to benefit over the next several quarters.
Revenue reached a record high with 233 million and 14% growth. Adjusted EBITDA was 65 million, EBITDA/revenue...

$InMode (INMD.US)$
Israeli cosmetic plastic surgery device development company. Stock prices have recently plummeted due to the downward revision in 2023Q3 and the dispute in Israel.
The details of the financial results were poor, and there was not much growth in both sales and EPS from the same period last year.
The company emphasized seasonality (travel and sunshine are strong in summer and all cosmetic surgeries are refrained from), and hospitals refrained from making new purchases due to rising interest rates.
At the conference call, the effects of GLP-1 receptor agonists on weight loss were mentioned by two analysts, and CMO maintained a fairly bullish stance.
The outlook for 2023Q4 and 2024 is uncertain.
The gross margin ratio is over 80, and the operating margin also exceeds 20.
There is plenty of cash, and it is said that M&A is being considered rather than BuyBuck.
I'm long INMD

I didn't know it at all, but I'm responsible for selling digital content $Shutterstock (SSTK.US)$ Isn't it going to benefit quite a bit from the generative AI boom??
Financial results were announced yesterday, and in addition to double-digit growth in sales and profits, $Amazon (AMZN.US)$ It was announced that a partnership has been formed with On top of that, the current PER is only a little over 10, the total market value is around 1.3 billion dollars, and the dividend is close to 3%, so that alone makes me want to buy it 😂

$Advanced Micro Devices (AMD.US)$
I don't think the financial results are that good, but I wonder why they are rising... 😅
surely $NVIDIA (NVDA.US)$ I think AMD is the only one that can compete against it 🤔

Revenue of 1.46 billion dollars
Revenue growth rate of +18% yoy
Operating margin of 29%
Surgical growth rate is +22%, with solid performance in general surgery and gynecological benign diseases
331 systems have been introduced, an increase from 279 systems in Q2 of last year.
- Future Growth Points
Increase in the adoption of lung cancer surgery
Increase in initial adoption of lung biopsy using the Ion endoluminal system, which is like a soft and thin bronchoscope
Clinical research is increasing
Well, to be honest, the content of recent conference calls hasn't changed much 😅
But the revenue is steadily increasing by double digits, and the operating margin is also over 20%, which is quite impressive.
Lung cancer has the highest mortality rate among Japanese people, and considering the inclusion of diagnostic treatment for suspected metastasis, we have high expectations as the number of surgeries is also high. 👍
Although the stock price has dropped after the announcement, I will keep an eye on the funds and gradually make purchases while thinking long-term.
$Intuitive Surgical (ISRG.US)$