Sales @ServiceNow | Founder @TruckClub | Board of Directors and Advisor @RegistixRLP | Serial Entrepreneur | Investor | Speaker | VT Alumni - #GoHokies
Washington, DC
Joined June 2008
- Tweets6K
- Following2.5K
- Followers1.2K
- Likes3.7K
Tam Ayers retweeted
Well ServiceNow… $NOW
You’d think they’d just informed everyone they’re going back to the stone age of no internet!
Down 20% after hours on the back of these earnings… TWENTY!
The valuation is rich but they’re still a company growing revenues at 21%, very harsh reaction in my opinion.
Seeing a drop like that is enough to get any shareholders heart pumping and head sweating.
Thankfully, the CEO Bill has just delivered an outstanding earnings call to reassure everyone the trajectory this company is on.
Subscription growth, FCF growth, the backlog and AI specific growth are all very good. Margins need watching, as do the performances of the acquisitions but this is nothing to be concerned about at this stage imo.
This is a growth company that will have various levels of growth over the next five years. I expect they will deliver some pleasant surprises along the way.
I continue to hold and if we’re lucky enough to see $100 again over the coming months, will add heavily again.
Tam Ayers retweeted
Hey @AmericanAir, three members of Congress will miss votes tonight because of your incompetent airline.
I have been driving to DC for the last 7 months because of this. We have been on the tarmac for over two hours and are now going back to the gate. Pathetic.
Tam Ayers retweeted
Mixing it up for Texas.
We’re bringing @truckclub AND #REGISTIX to the No. 1 Chevrolet for @ConnorZilisch .
Tam Ayers retweeted
A Trucking Golden Age?
Trucking spot rates hit the highest levels since early March 2022, before the Great Freight Recession was on anyone's mind and + $.15/mile in the past week.
The spot rate surge is happening in the background of weakening diesel prices ($-.97/gallon on wholesale) since April 8th ($.14/mile).
The drop in diesel + surging spot rates will tremendous for motor carriers that operate in the spot market, as they will experience significant increases in cash flow.
With demand expected to firm over the coming months, but little capacity coming in to relieve tight markets, trucking could be entering a Golden Age - a long sustained period of high demand, high rates, and stable costs.
Tam Ayers retweeted
Save the date - we've got more details to share soon.
JRM Fan Day presented by REGISTIX is set.
Tam Ayers retweeted
Now that anyone can build an app, everyone finally realizes that building the app wasn't the hard part.
Tam Ayers retweeted
AI will not replace people.
People who use AI will take
over those who don’t use it.
Learn to adapt, not run away.
Tam Ayers retweeted
You can now order a NEO humanoid robot.
$499/mo Subscription or $20,000 Ownership.
US Deliveries start 2026.
Big step for the US humanoid market.
Tam Ayers retweeted
Parents posting photos of their kids online, dubbed “sharenting”, is common.
But new research shows it can put children at serious risk of harassment, cyberbullying, and even identity theft later in life.
1/4
Tam Ayers retweeted
Thank you everybody for reaching out today. I’m out of the hospital and getting better already. Thankfully, CT scans for my head are clear, I just have a broken collarbone. Thankful for all the medics for quick attention and grateful it wasn’t any worse.❤️
Tam Ayers retweeted
How to learn almost anything in 5 minutes or less and remember it forever. trib.al/YQ1Aklv
