SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Longer term short term day trades.

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Steve Felix2/29/2024 7:30:41 PM
   of 1914
 
Cash $2514. Loss on SEDG shares yesterday $2161. Only because my default is LIFO.

Now 450
02/29/2024 09:33:54 Sold 47 SEDG @ 68.3401 3,211.94
02/29/2024 09:37:01 Sold 50 SEDG @ 69 3,449.96

New
02/29/2024 10:26:30 Bought 48 NNBR @ 4.67 -224.16
02/29/2024 10:26:30 Bought 52 NNBR @ 4.67 -242.84

New
02/29/2024 10:30:50 Bought 200 CCO @ 1.6998 -339.96

New
02/29/2024 10:45:02 Bought 150 EU @ 3.88 -582.00

Now 1615
02/29/2024 10:47:53 Bought 100 TBLA @ 4.35 -435.00

Now 3546
02/29/2024 11:15:28 Bought 100 SPRY @ 8.55 -855.00
02/29/2024 13:05:42 Bought 100 SPRY @ 8.26 -826.00

New again.
02/29/2024 12:29:59 Bought 100 WVE @ 4.9 -490.00
02/29/2024 12:30:00 Bought 50 WVE @ 4.9 -245.00
02/29/2024 14:02:08 Bought 100 WVE @ 4.83 -483.00
02/29/2024 14:15:19 Bought 150 WVE @ 4.81 -721.50

TBLA:

Q4 2023 Revenue +13%, Gross profit +4%, and ex-TAC Gross Profit +6% inline with guidance midpoint
(including small impact from changes to Microsoft's ad platform)
Q4 2023 strong Net income, and Adj. EBITDA beat above high end of guidance range
2024 Financials - step function top line growth and massive Adj. EBITDA/margin growth

2024 step function growth / record year: ~$2B in Revenue (+33% YoY), ~$545M Gross profit (+28%
YoY), ~$670M ex-TAC Gross Profit (+25% YoY), $200M+ Adj. EBITDA (2x+ YoY), $100M+ Free Cash Flow
(~2x YoY) at guidance midpoints
Reiterating 2024 Adj. EBITDA $200M+ (30% margin) and $100M+ Free Cash Flow
Announcing new $100M buyback authorization (represents ~6% of current market cap)

This quashed a good move, but I'm betting it recovers and moves up:

Taboola.com Filed For Mixed Shelf Of Up To $300M; In Addition, Selling Shareholders Are Offering Up To 93.74M Ordinary Shares
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext