short take on 4 companies

after today’s SaaS afterhours earnings smorgasbord… (and earlier disappointment with LSPD, great take from Ethan earlier)

… DDOG accelerating and up +8% ah
… CFLT accelerating and up +9% ah
… BILL accelerating and up +11% ah
… NET with a typical Q (tho swung non-GAAP positive which was surprise), flat ah

  • muji

MELI, Mercado Libre, has been mentioned on this board a few times. They also had a good quarter of growth:

Net Revenues of $1.9 billion, up 72.9% year-over-year on an FX neutral basis
$20.9 billion Total Payment Volume, up 59.0% year-over-year on an FX neutral basis
$7.3 billion Gross Merchandise Volume, up 29.7% year-over-year on an FX neutral basis
Net income before income tax expense was $126.1 million, a 139.5% increase from … the third quarter of 2020…

While I enjoy the exposure to South America, I like less that they ONLY expose to South America and have revealed no plans for global domination :slight_smile: They continue doing very well in a difficult geography.


With a 6% beat next quarter, I see a 74% yoy increase and not a 90%.(309,52 - 177,53 / 177,53).

Still an amazing quarter and guidance