$Duolingo(DUOL.US)$
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...

$Palo Alto Networks(PANW.US)$
The financial results were beating in terms of both sales and EPS, but it is conceivable that the stock price fell due to weak billing guidance.
The reason can be inferred from the content of the conference call and the CEO's statement as follows.
・Until now, there has been a trend where clients prefer long-term contracts rather than being slightly discounted rather than short-term contracts of 1 year
・Due to recent upward pressure on interest rates, clients have been pressured to cut costs, and they have come to prefer steady short-term contracts over advantageous long-term contracts
・Since this trend is thought to continue for a while in the current market where interest rates are long and are thought to continue high, billing guidance was lowered
I'm long $Palo Alto Networks(PANW.US)$

$Shutterstock(SSTK.US)$
Growth is expected over the fourth quarter and 2024.
There is an enterprise division and an e-commerce division, and it was the first quarter where the enterprise division surpassed sales.
Regarding the production of 3D content $NVIDIA(NVDA.US)$ Partnered with
E-commerce is expected to recover over several quarters. (I don't really understand why)
The benefits of generative AI are significant, $Amazon(AMZN.US)$ A contract spanning several years has also begun.
A platform called Giphy can now be used commercially (the content is abstract and I'm not sure)
I am convinced that the company, which can use a large amount of content without copyright, is definitely in a good position in the era of Generative AI, and it is said that it will benefit over the next few quarters.
Sales were 233 meters, up 14%, and reached a record high. EBITDA is 65m and 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 🤔

Sales of $1460 million
Sales growth rate +18% yoy
Operating margin 29%
The surgical growth rate is +22%, and benign diseases in general surgery and gynecology are strong
331 systems were introduced, up from 279 in Q2 last year
・Future growth points
Adoption of lung cancer surgery has increased
Increased initial adoption of lung biopsies using the Ion endoluminal system (something like a soft, thin bronchoscope)
Clinical research is increasing
Well honestly, the content hasn't changed much from recent conference calls 😅
However, sales have been steadily increasing by double digits, and the operating profit margin is over 20%, so the horizons are pretty high.
Lung cancer has the highest mortality rate of Japanese people, and if diagnostic treatment for suspected metastasis is included, the number of surgeries is high, so I'm expecting quite a bit 👍
Stock prices have dropped since the announcement, but since I'm thinking about the long term, I'm going to buy things here and there while watching my funds
$Intuitive Surgical(ISRG.US)$