A UNDER HYPED stock that has gone from $30 to $115 https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer"> in 5 months

Today, with a market cap of just $4B, thing are just getting started https://abs.twimg.com/emoji/v2/... draggable="false" alt="💡" title="Elektrische Glühbirne" aria-label="Emoji: Elektrische Glühbirne">

As for $SHOP $ETSY $MELI $SE, it fully enjoys the benefits of the shift to remote “everything”

Here is a thread https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">

Fiverr ($FVRR) is the e-commerce of freelancing. It enables anyone to buy and sell services

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> Need a logo for your website? Get someone to create a masterpiece for under $ 50

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> Sell your services? Create an account, post your job and wait for clients to ping you

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔌" title="Elektrostecker" aria-label="Emoji: Elektrostecker"> Fiverr launched in 2010 and IPOed in June 2019. By Dec 2019, it had 419 employees

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧰" title="Toolbox" aria-label="Emoji: Toolbox"> Has a 4.3/5 Glassdoor score and 94% approve of the CEO

https://abs.twimg.com/emoji/v2/... draggable="false" alt="📠" title="Faxgerät" aria-label="Emoji: Faxgerät"> $FVRR aims to be a key player in the “Future of Work” where we work from anywhere, use collaboration tools and are paid for results

Fiverr is on a https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏎" title="Rennauto" aria-label="Emoji: Rennauto">, see for yourself with key insights from the Aug 5 results

https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> Strong growth: Revenue grew 82% y/y in Q2’20, totalling $47.1 million, with strong execution across product, marketing and operation during the global pandemic

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🛍" title="Einkaufstaschen" aria-label="Emoji: Einkaufstaschen"> Historical level of new buyers: Active buyers grew 28% y/y to 2.8 million, implying net adds of over 300K in Q2’20 vs Q1’20

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen"> Quarterly Adjusted EBITDA profitability for the first time in Fiverr’s history and targeting Adjusted EBITDA profitability for future quarters in & #39;20

What about GMs, OMs and EBITDA?

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⚙️" title="Zahnrad" aria-label="Emoji: Zahnrad"> Gross margins of 83.1% (increase from 79.5% in Q1) providing a Gross Profit of $39M

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein"> Operating expenses grew 32.9% YoY while revenue grew 81.8% in the same period

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen"> $127M in cash for a total of $290 current assets vs $117M in current liab.

Last earnings and guidance https://abs.twimg.com/emoji/v2/... draggable="false" alt="🎩" title="Zylinder" aria-label="Emoji: Zylinder">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💰" title="Geldsack" aria-label="Emoji: Geldsack">On August 5, the company presented its results and took home an EPS of $0.02 vs consensus of ($0.14)

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💸" title="Geld mit Flügeln" aria-label="Emoji: Geld mit Flügeln"> For Q3, $FVRR has raised its guidance and now expects revenue to grow from 72 to 76% by Q3 20202

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer"> Now the crunchy part https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer">

You understand $SHOP? Think of Fiverr as the drop shipping of services.

You invest in $SHOP? Just imagine the dollars spent by Shopify sellers to get helps through Fiverr.

Looking forward https://abs.twimg.com/emoji/v2/... draggable="false" alt="👉" title="Rückhand Zeigefinger nach rechts" aria-label="Emoji: Rückhand Zeigefinger nach rechts"> Going upmarket

Fiverr has just launched Fiverr Business: “[…] A dedicated environment for business buyers to transact and collaborate on Fiverr - marking a key investment in going upmarket”

Hope you liked this thread!

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