2021.10.22 16:52 sludge_dawkins Oh, Hi $MARK
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2021.10.22 16:52 Mitbe222 mega absol...be online...inviting 10...2990 3042 1738
2021.10.22 16:52 colasss21 HMU for $10 Snapchat hacks or HMU if you’d rather buy the program I use to hack with. North America only.
|submitted by colasss21 to SnapHackerswoo [link] [comments]|
2021.10.22 16:52 canadian-spice canyon grizl sizing question
I'm 6'0/ 184cm tall with a 84cm inseam. According to the Canyon sizing tool I'm basically at top end of the medium size chart. I put an order in on a Medium with the thinking that I could always add a longer stem if needed; I'm just curious if other folks with similar measurements to mine ended up going with the M or the L.
submitted by canadian-spice to CanyonBikes [link] [comments]
2021.10.22 16:52 Far-Chef-982 [FREE] Freddie Gibbs x Madlib x Roc Marciano Type Beat "Survival", any kind of support is welcome ❤️🙏
|submitted by Far-Chef-982 to MusicPromotion [link] [comments]|
2021.10.22 16:52 Complex-Lab1262 If you apply ED, Is the personal statement sufficient?
2021.10.22 16:52 The_Evil_King_Bowser LYAS YOEC ILVIPG FCP YST (warning: furry art)
2021.10.22 16:52 BigDragoon My Converse have extra lace holes but I don't use them
|submitted by BigDragoon to notinteresting [link] [comments]|
2021.10.22 16:52 Glum-Cantaloupe-5698 I have no words for how perfect this is I love it so much super comfy.
2021.10.22 16:52 Leviro20 A Russian update needs to come in a larger, second weltkrieg focused update
This is my opinion, and you can disagree. I think in order for an updated Russia to work in Kaiserreich, Germany, The commune of France, and the Union of Britain need to have full reworks as well. They are just too crucial to each other diplomatically to have their own separate rework update, and I assume they will only be able to function to their greatest heights together.
Tell me what y'all think about this opinion!
submitted by Leviro20 to Kaiserreich [link] [comments]
2021.10.22 16:52 awesomekate666 im not hot but im here what u gonna do about it
2021.10.22 16:52 Gorilla_Glue907 https://youtu.be/rd2s5zCA5TY
2021.10.22 16:52 Emotional-Secret-553 Filling in dex slots when I bred this dude
|submitted by Emotional-Secret-553 to PokemonSwordAndShield [link] [comments]|
2021.10.22 16:52 svanapps r/cardano - LAZY FRIDAY? WATCH THE COMPREHENSIVE COTI INTERVIEW ABOUT COLLABORATION WITH CARDANO. PAST, PRESENT AND WHAT IS COMING!
2021.10.22 16:52 Boozer1188 Any take-home assignment ideas for junior devs?
Hello, I need some take-home assignment ideas for junior developers with 1-2 years of experience. We are hiring a few junior developers and my boss has told me to create a take-home assignment for them to see their programming abilities. This is the first time I need to create a take-home assignment and I have no idea what kind of assignment would be a good one for junior developers with 1-2 years of experience.
Do you guys have any take-home assignment examples that I could use or get ideas from?
Technologies we use are C# .NET and SQL. So the assignment should include these technologies.
submitted by Boozer1188 to cscareerquestions [link] [comments]
2021.10.22 16:52 dirtylittleincel I have a dark and lonely life ahead
2021.10.22 16:52 BardokDLost Tsukimichi -Moonlit Fantasy- || Review
2021.10.22 16:52 Zarkex01 Tried something.
|submitted by Zarkex01 to streetwearstartup [link] [comments]|
2021.10.22 16:52 Flachforelle How good is zrce beach for partying?
I am a croatian in switzerland but i cant write well in croatian but i understand it well, so you can reply in croatian :)
Me and my friends are looking for a party vacation, we re like really a talking about a idiotic vacation. Alcohol, hooking up with woman, and drugs, nothing else, like really idiotic.
Zrce is one of the most hyped places to this things, but i hear often that zrce is very very overhyped and that its a place where you have a way bigger ratio of males then woman.
So be real to me about zrce if you can :) i am just curious.
Pls dont judge us for the type of vacation that we want, were young and yeah. Just help if you can, appreciated.
Here are some questions
1 how good would you rate zrce for a party vacation? Are there better places? Anything that i should know about the party culture here?
2 is it true that you have a 80% male ratio in the summer here?
3 how is the pricing? How much do you pay for a bottle in a solid club?
4 are there better alternatives in croatia with less males and less overhypedness?
5 just tell me anything that i should know that is important please :)
Thank you very much appreciated
I thank you if u dont judge me
submitted by Flachforelle to croatia [link] [comments]
2021.10.22 16:52 KrackenWeirdoLonor Aro and autistic solidarity right here 😂
|submitted by KrackenWeirdoLonor to aromantic [link] [comments]|
2021.10.22 16:52 TongueMyFartHole Can someone follow my colleague on Instagram for me?
There is a guy at work who has become obsessed with me, and another one of my colleagues.
He is also quite into social media and he added our manager apparently, our manager said he found his Instagram hilarious and cringe and had to unfollow..
Me and my colleague, who this guy is obsessed with, are honestly just morbidly curious about the state of his Instagram posts but we don't want him to know we are checking out his profile - it would send the wrong message and he would definitely double down on his creepiness towards us.
Can anyone "follow" him on Instagram and share screenshots of his posts etc once he accepts your follow request?
submitted by TongueMyFartHole to Stalking [link] [comments]
2021.10.22 16:52 MasterContest0 FREE NBA Basketball Live Basketball FREE Live>[NBA-2021❇️⭕ Jazz vs Kings Live Stream ⭕ Spurs vs Nuggets Live Stream ⭕ Suns vs Lakers Live Stream ⭕ Utah vs Sacramento Live Stream ⭕Nuggets vs Spurs Live Stream ⭕ Lakers vs Suns Live Stream ⭕ Kings vs Jazz Live Stream ⭕ Jazz vs Kings Live Stream ⭕
|submitted by MasterContest0 to galepaheadfeed [link] [comments]|
2021.10.22 16:51 captnamurica2 Roku: The Biggest Bubble in ARK Innovation ETF?
| Roku: An ARKK Holding|
I am sure each of you know Roku. For those of you who don’t, Roku is a device that sells hardware products to help costumers stream to their favorite devices. They sell TVs, wireless speakers, and sticks/boxes. Roku currently has a massive share in the United States for streaming devices, taking up roughly 37% of the market. With that huge share of the market, Roku can now turn those devices into revenue machines with the use of advertising. Currently hardware accounts for 17% of Roku’s revenue while 83% comes from advertising/other platform profit. So of course, this is an amazing company that should be worth a lot of money for its strategic advantage. The thing is… It shouldn’t be worth $40 billion, or even near that amount.
Roku is the dominant US player
Roku is currently the leading CTV (Connected TV) company in the country, by taking a strong command on users switching to cord cutting methods. They use low margin devices to capture their audience then push them towards their high margin ad platform. Obviously, this was a great idea as they have been growing rapidly for years. But how much can this grow keep sustaining. From a device side, they are not growing well at all and are losing global market share, currently Amazon sells double the amount of devices worldwide (CTV devices) compared to Roku. In the United States they have been able to maintain their market share but not grow it as FireTV has rapidly snatched up market space, it will be interesting to see if users begin switching from Roku. This is unfortunate for them because the United States is not growing users like the rest of the world and Roku is struggling currently in building up its market share worldwide. Currently US viewing is only up 18% and I imagine that will shrink as we see Covid slowly go away. Based on their current market share trend they most likely will just increase their market share based on their growth with the US since market share hasn’t changed. Their current revenue growth looks extreme due to their transition to becoming an ad revenue-based company (which was a fantastic move) this will more than likely slow rapidly as they don’t pick up more viewers
Globally, not so much
Compared with the rest of the world South America had viewing grow by 240%, Africa grow by 149%, and Europe grow by 122%. Sadly, Roku has no more than an 8% share in those other markets.
Global Market Share by Hours Viewed
This means that Roku is rapidly missing out on these fast-growing segments. Whereas Amazon and Samsung have taken over the market share in other areas. As these countries keep growing it will keep getting harder and harder for Roku to build up a considerable market share, to capture those viewers and their important ad revenue. These growth metrics aren’t by devices sold but by viewing hours on each device and outside of North America, Roku is struggling to keep up. Roku has lost total global market share with their total viewing time market dropping from 33% in Q1 of 2020 to Q2 of 2021. And remember as an advertising company that market share is crucial to maintain and 3% means a lot. Roku is attempting to gain ground as they just released in Brazil, Germany, and other places in the past few months.
Google might be harder to get rid of than expected
Roku’s current biggest partner for their Smart TV’s is the Chinese company, TCL. TCL has become a rapidly growing company in the United States and sells great devices. If you look up Roku TV’s, you’ll see an overwhelming amount of TCL’s. Well TCL, which since 2014 has exclusively sold to Roku, is now selling Android TV’s as of late last year. The partnership will most likely last a while as TCL is now producing android powered smart phones. This puts Roku in the crossfire of possibly losing market share in TCL TV’s hence reducing its total sales of TV’s. Especially because a large reason individuals buy TCL TVs has nothing to do with Roku but because of the quality of the TV. So, although google has fallen behind with Chromecast, the android TV could cause increased competition and a direct hit at Roku TV market share. Although losing TV doesn’t affect profit that much, it does lose costumers which can lead to future lost ad revenue.
We are no longer in a pandemic
The US is factually getting out of covid, and more people are getting out. Although this might be good for devices being bought (although with the chip shortage this could change) it is horrible for ad revenue especially with new users expected to slow so much in the US.
Device by user base
Roku will most likely settle out as users lower their viewing habits, abet not as low as pre-pandemic levels but enough not to sustain the insane levels of growth priced into Roku stock. This won’t just affect Roku, but it will affect them more than other companies due to their lack of global market share. I would expect to see viewership growth to slow down over the coming years.
Chip shortages have decreased margins considerably on Roku devices as their CEO has committed to not raising prices, this makes sense because remember Roku needs to get individuals their devices to get ad revenue from them, so they are willing to take heavier losses on their players. I wouldn’t expect Roku devices to change considerably as input prices continue to increase. Gross margins turned negative for player items, and my assumption is that it has only gotten worse.
Amazon is Closing in, in the United States
Brand Share by amount of Devices owned
Amazon this year has officially sold as many devices (CTV specific) as Roku and as far as number of users… Amazon will have caught Roku by 2023 and will have over 100 million users by the beginning of 2022, rapidly catching Roku. Roku in my opinion has zero moat. Their success has really been due to the success of TCL. I personally, and I have no data to back this up, don’t know anyone who goes out to specifically buy a Roku TV, most individuals want a smart TV and TCL provides a quality TV for a cheap price. Competitors such as Amazon and Google have a moat since users of other google or amazon devices benefit from using their “home” system whereas Roku is just used as a TV servicer. Amazon will most likely not lose customers because as people integrate amazon into their home, they are much more likely to keep their FireTV. Roku has no reason really for users to stick with their product if a better one becomes available. I believe this is why FireTV will actually start eating away at Roku’s market share especially as other bigger cable servicers start offering similar services such as Comcast (who just recently launched a plan to sell CTV devices giving away peacock on those devices to pull in customers). So, although Amazon is the only competition right now, I think it will get more competitive in the future and Roku does not have much to fight against that competition.
Yeah, Roku is a bubble, a pretty big bubble.
Roku Stock Price
Roku has blown up since the beginning of 2020, going up roughly 1200% in their stock price which is intense. The reason is due to the huge gains in their high margin category of platform revenue. At current prices they would have to average 75%+ gains in net income and FCF to warrant a valuation of 40+ billion dollars. It just doesn’t make sense for them to continue to average gains like that when they just introduced their ad revenue (so obviously it would get a big initial boost), their user growth will most likely slow down, and interest rates along with tapering are set to rise. When the Fed shows any sign of pulling back M2 the market will pull back significantly because everything is in a bubble. A bubble acts as a Ponzi scheme, so right now at current valuations, investors are making money based on the fact that future individuals will keep buying, nothing to do with business fundamentals (this is pretty universal in any ARKK holding). So when the Ponzi scheme runs out of new money (M2 decreases, from tapering, or interest rates, etc.) then like most Ponzi schemes, everything immediately falls apart and it’s not pretty. Right now with a 40% increase in free cash flow over the next 10 years (which isn’t really reasonable when you account for the risk and lack of moat associated with Roku) then you get a share price of a whomping $62!!! The current share price as of this writing is $344. Of course, Roku has a nice to cash to debt ratio because it sold 4 million more share this year then it did the previous year (more than a 40% increase) since the stock price is insanely high. This was obviously a good move but it makes their balance sheet look a little less healthy. Overall I think something closer to an average of 25% is much more reasonable to Roku over the long run and that gives a share price of roughly $20. With shortages, competition, and Fed reduction money supply (or inflation just causing interest rates to increase) this will all cause devaluation of Roku over the next year or 2.
submitted by captnamurica2 to ArkInvestorsClub [link] [comments]
2021.10.22 16:51 michaelm1345 Dune in 1.43:1 was such a breathtaking experience
2021.10.22 16:51 Teddifex back 4 Blood tips for newer players.
|submitted by Teddifex to Back4Blood [link] [comments]|