2021.09.16 18:23 Illustrious_Ad_5761 m4t hmu on snap luca_rocks
2021.09.16 18:23 spacebizzle Software Bubble - Historically high valuations/price to sales
We know software/newer tech sort of follows the Amazon playbook of growth at all costs without showing profits till later, so we can start by valuing it at price to sales. Salesforce was always sort of a wall street hype stock, when they hit a $100B market cap around 06/2018, they had $11B in annual Rev and $3.6B per quarter for a 8 price to sales. In fact in all their years public they never really broke through a 11 p/s ratio and to their credit, like ADBE, AMZN and other successful companies they actually grew into their valuations.
SNOW is almost at $100B with $270 mil per quarter. Price to sales is around 100. See the problem?
BILL - $28B market - 110 p/s
DDOG - $44B market - 55 p/s
ZS - $37B - 60 p/s
OKTA - $39B - 33 p/s
CRWD, COUP, SHOP, MDB, DOCU, DOCS, NET, MNDY, TEAM, U, etc
There are plenty more.. Zoom peaked in Oct of 2020 at a ~70 p/s and has been on a downslide since then.
I think we’re a quarter of two away from a major crash in software. The pump can’t go on forever.
Buyer beware, if you’re short, hang in there!
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2021.09.16 18:23 Galahad789 sent this guy my record to clean and got this today.. wtf?
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2021.09.16 18:23 Nan-the-pepper-man Apple soda is the best soda.
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2021.09.16 18:23 brasscassette I’m short, I want to kick this thing’s ass
There’s a few things we know that help, so I’m doing fucking all of them. Heres the plan:
2021.09.16 18:23 missbloomsexeducator How can our friends do better?
Hey hey! I am a fellow sufferer writing an article for DIEM about how friends can be better allies for us living with invisible conditions. If anybody is interested in contributing I would love to hear 1) how have your friends made you feel alone/unheard and not understood when your condition is acting up 2) what could/have your friends done to make you feel comfortable/safe living or hanging out with your condition? Feel free to email me at [firstname.lastname@example.org](mailto:email@example.com) or reply below. Also, please let me know if you would like to remain anonymous or how I should refer to you in the article.
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2021.09.16 18:23 vrstudioofficial Next level
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2021.09.16 18:23 MrKerryMD Tri-State Trails on Twitter
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2021.09.16 18:23 shadiakiki1986 A rare humpback whale ‘megapod’ was spotted snacking off the Australian coast - popsci.com
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2021.09.16 18:23 PK_Varia 530e Bluetooth connection not working
The connected devices page has somehow deleted all of my family’s phones and upon retrying to connect them neither the phone nor the car see each other. Also two entirely unrelated devices which no one in my family recognizes have appeared under the remembered devices.
submitted by PK_Varia to BmwTech [link] [comments]
2021.09.16 18:23 GeorgeWNorris What I Saw At The 1987 Oklahoma Walk Through Practice
Confidence was high in the Nebraska camp and the fanbase in the week before the game. Nebraska starting quarterback Steve Taylor boldly predicted: “The flat-out truth is, Oklahoma can’t play with us. They are not good enough. Let me tell you, it might not even be close.” Other Huskers players, including split end Rod Smith, made similar overly confident predictions.
I was so excited about this matchup that I attended the Oklahoma walk through practice on the Friday afternoon before the game. The first thing I noticed was how relaxed and confident the Sooners were. They were exercising on the field and throwing footballs around like they were on some vacation and didn’t have a care in the world.
Things got real interesting when Switzer and Holieway entered the field on a golf cart since they were on crutches. Both of them were sitting next to a beautiful young woman on the golf cart. Switzer, Hollieway and their lady friends were all smiles and laughing. They looked very confident and like the players, were on some kind of holiday. It was unnerving.
Meanwhile, I spotted Rod Smith on the sidelines observing the Sooners. The vibe I got was that Smith was very nervous. That vibe carried over to me and I left the stadium very concerned about Saturday’s game...https://dennispcrawford.medium.com/what-i-saw-at-the-1987-oklahoma-walk-through-practice-b42eae184302
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2021.09.16 18:23 IllOffice6 I only Want Rats!! Don;t Judge Me!!!
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2021.09.16 18:23 Willaur What’s going on now.?
2021.09.16 18:23 MasterKLC Oldest trick in the book
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2021.09.16 18:23 Sock756 North Florida, 3.5mm, seems very tired. I need help with ID! I just can't figure it out.
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2021.09.16 18:23 navisainiop QuickBooks Online 2021 & 2020 Start to Finish
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2021.09.16 18:23 Blood-n-Cheese Mourning Patrol by Greg Opalinski
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2021.09.16 18:23 GoldenSenator Absolutely massive mail day
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2021.09.16 18:23 Im-a-ape r/apesforshiba
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2021.09.16 18:23 joeybmx1 Live Action Anime-Inspired series
2021.09.16 18:23 growlymcgee I'm making a homemade chicken burger in 10-20mins - any cool ideas, toppings, sauces or sides you can recommend?
2021.09.16 18:23 bollockstoyou32 PARAM-NESIA - Forsaken (Official Drum Playthrough) Melodic Death Metal
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2021.09.16 18:23 zaloni Aleix is a nutter - rode to the airport - 200km
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2021.09.16 18:23 kobony Original Art Oil Painting,40W x 20H x 4D cm,Seung Yeon Jeong Pop Art,Modern,Fine ArtFood. Delicious,Watermelon,Family,Seungyeonjeong,Salmon,Love,Food,Buffet,Eating,Pizza,Together,Ungsoon
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2021.09.16 18:23 CodeNoo_b Single User Mode
Last night my mac started acting up(late 2011 MBP) It's gone into kernel panic and it's in a loop of restating.
When I try enter into single user mode to find the problem it loads in, flashes some information in the terminal then goes back to kernel panic constantly restarting and loading the apple logo before starting all over again.
Never had a problem with loading into single user mode until now?
Has anyone got any suggestions or tips to get use of Single User mode?
submitted by CodeNoo_b to applehelp [link] [comments]