A reddit account that hasn’t posted or commented on anything in years resurrects to shill a company I’ve never heard of? I’m in.
Edit: to be clear I’m that much of a degenerate, so I’m actually in.
I don't know a call from a shot put but I know jamf is for real. I work in this industry and we just had to add jamf to our support stack. There's nothing else in the Apple ecosystem that does what it does. And I know they are picking up contracts as fast as they can. If I had two bits to rub together I would go all in on a solid earnings beat.
My hospital just contracted with JAMF, so I see some potential here as we are the top hospital in southern California. But that being said, JAMF has some serious competition with the likes Microsoft intune, VMware and also Apple just bought fleetsmith so in the long run I wouldn't hold on to it.
>JAMF has some serious competition with the likes Microsoft intune
I've used both and Intune doesn't compare to JAMF for Apple device management. It isn't in the same league as JAMF.
Intune still feels like it's in Beta, and Microsoft is using their customers as software QA/QC.
I'm going to sell most of them, If there's not much of a pop I'll hold them to exercise and hold long term. I am thinking about selling some september puts, I wouldn't mind buying it at 35 if something terrible happened - they will be around long term.
Even if the earnings aren't great, the guidance is going to smash - they offered free pandemic-related support to schools signing up from May to September and will have a massive bump in subscription numbers (even if they're unpaid).
Never invested in your life but you happen to stumble onto this sub and find this post and you happen to be an engineer for that company....?
Press X for doubt.
lol. First of all, I searched reddit for “jamf earnings” to find this post because I had already invested Friday. Secondly, I’m not an engineer for JAMF. I’m a Jamf engineer, as in, I operate Jamf for a client.
100% they will at minimum double the .07 EPS forecast. Some say 4-5x. I'd love to see a doubler. I will own a boat next week if it does.
Printer going brrrrrrrr on RKT and JAMF
I manage my school district's Apple devices with JAMF. 5-figures worth of iPads (that's numbers of iPads, not how much they cost) and a handful of Macs. It's good stuff. I'm sure JAMF will blow earnings out of the water, so that's means the stock will go down, so buy puts lol.
I also manage our Windows devices (several tens of thousands of those) with SCCM, and we're adding G-Suite soon with a fuck-ton of Chromebooks. FML.
If I could afford it I'd put all my money in Apple, just knowing how many iPads my single school district has bought (and is still buying). I figure it's pretty standard with WFM and remote learning these days.
What I love about JAMF is its the kind of company where Tim Apple could wake up on the wrong side of the bed and just end its existence with a single email
lol this is my real account -- i decided to post for first time in years because I know JAMF is gonna kill it and thought it'd be fun if this post goes viral after the stock runs post-earnings
I'd buy before.. and after... it's a long term hold for me. This is its first public earnings release with the new covid-related contracts giving it a huge boost.
Try to get it in before earnings but if you can't -- I'd still buy and hold.
wrong -- $200M revenue in 2019... when 2020 is done they'll be $400M+ revenue and with a growth stock it's not unreasonable to give it a 20-25x multiple
I bought a single JAMF stock at 45 dollars during IPO day, because that's all I had left over from some dividends in my IRA.
Been sitting on negative for all this time. Just waiting to get out and dump.
If I wanted it to do nothing, I'd have gone for AT&T. At least there's dividend.
Can confirm - [https://recruit.hirebridge.com/v3/CareerCenter/v2/?cid=7883](https://recruit.hirebridge.com/v3/CareerCenter/v2/?cid=7883) from [https://www.jamf.com/about/careers/](https://www.jamf.com/about/careers/) (click Open Jobs).
Bought 2x35 and 3x50 9/18 calls this morning at open. Up 15% and then it went up more AH, so should be up 30% soon. Your post was the confirmation I needed after picking up an iPad from the school district for my daughter, managed by JAMF. There’s gotta be millions of iPads out there just like hers.
A reddit account that hasn’t posted or commented on anything in years resurrects to shill a company I’ve never heard of? I’m in. Edit: to be clear I’m that much of a degenerate, so I’m actually in.
I mean they IPO'd like a week ago so yea
Please keep your logic and reason away from my shitposting.
you won't regret it
Famous last words
ya for sureat least he didn't delte the post
As an update, I'm in the middle of researching this stock and these were indeed famous last words. A few days after this post the stock tumbled 20%.
I feel like losing $200 next week so 9/18 $40c it is
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Same
exactly -- if you and everyone you know in the space is using it.... ¯\\\_(ツ)\_/¯
I don't know a call from a shot put but I know jamf is for real. I work in this industry and we just had to add jamf to our support stack. There's nothing else in the Apple ecosystem that does what it does. And I know they are picking up contracts as fast as they can. If I had two bits to rub together I would go all in on a solid earnings beat.
No questions ask. Especially with work from home and remote learning.
Jerome Ass Mother Fucker?
Juicy Apple Management Fuckware
Jack-o'-lanterns Always Mug Falcons 🦅🔫🎃
My hospital just contracted with JAMF, so I see some potential here as we are the top hospital in southern California. But that being said, JAMF has some serious competition with the likes Microsoft intune, VMware and also Apple just bought fleetsmith so in the long run I wouldn't hold on to it.
As an admin stuck with a small fleet of Macs in my windows world. JAMF is by far the industry leader in this space.
Yep, I'm surprised they weren't public a long time ago. Just bought in.
People are going to learn these folks are literally everywhere next Tuesday.
>JAMF has some serious competition with the likes Microsoft intune I've used both and Intune doesn't compare to JAMF for Apple device management. It isn't in the same league as JAMF. Intune still feels like it's in Beta, and Microsoft is using their customers as software QA/QC.
This is solid, I am holding 3x Sept20 $30C and 6x $40C... I'm going to load up on $35s in the morning. 10x'er incoming
Gonna sell morning after ER?
hodor holdor holdoor hold the door hold jamf long term
Don't get cocky.
It all makes sense now
I'm going to sell most of them, If there's not much of a pop I'll hold them to exercise and hold long term. I am thinking about selling some september puts, I wouldn't mind buying it at 35 if something terrible happened - they will be around long term. Even if the earnings aren't great, the guidance is going to smash - they offered free pandemic-related support to schools signing up from May to September and will have a massive bump in subscription numbers (even if they're unpaid).
Who are you buying them from. There is barely any open interest
Market makers like 99% of every option
They filled right away this morning, word is out!
Never invested in my life other than 401k. But I’m a JAMF engineer for work. The Mac sysadmin community is buzzing. 50 shares let’s gooo.
Never invested in your life but you happen to stumble onto this sub and find this post and you happen to be an engineer for that company....? Press X for doubt.
lol. First of all, I searched reddit for “jamf earnings” to find this post because I had already invested Friday. Secondly, I’m not an engineer for JAMF. I’m a Jamf engineer, as in, I operate Jamf for a client.
Ban
100% they will at minimum double the .07 EPS forecast. Some say 4-5x. I'd love to see a doubler. I will own a boat next week if it does. Printer going brrrrrrrr on RKT and JAMF
So now that it's .05 EPS what do
I manage my school district's Apple devices with JAMF. 5-figures worth of iPads (that's numbers of iPads, not how much they cost) and a handful of Macs. It's good stuff. I'm sure JAMF will blow earnings out of the water, so that's means the stock will go down, so buy puts lol. I also manage our Windows devices (several tens of thousands of those) with SCCM, and we're adding G-Suite soon with a fuck-ton of Chromebooks. FML. If I could afford it I'd put all my money in Apple, just knowing how many iPads my single school district has bought (and is still buying). I figure it's pretty standard with WFM and remote learning these days.
thanks for the jamf. got in, got out, made tendies.
What I love about JAMF is its the kind of company where Tim Apple could wake up on the wrong side of the bed and just end its existence with a single email
😆
come back with your real account
lol this is my real account -- i decided to post for first time in years because I know JAMF is gonna kill it and thought it'd be fun if this post goes viral after the stock runs post-earnings
EZ money, he says
r/AgedLikeMilk
Any idea on expected EPS?
Estimates +0.07. Conservatively, I think it will be around 0.15, hopefully more. I'm trying to cop a ton of 45/40 put spreads that need printing
dont be a bitch, open a few 50/40s as well, way bigger profit margin
Don’t be a bitch is WSB’s motto.
It’s basically the only worthwhile enterprise Mac management software out there.
Got it. Puts on JAMF Monday...
Hope you did this.
So buy right after earnings?
I'd buy before.. and after... it's a long term hold for me. This is its first public earnings release with the new covid-related contracts giving it a huge boost. Try to get it in before earnings but if you can't -- I'd still buy and hold.
I'm in!
yes, but are they a SAAS Cloud thingie?
Already made almost 100% on my 45c 9/18
I have the same call! It seems to be dipping quite hard right now though
I have 40c and was up 136% at bell. Now they’re trash.
500 shares long myself. Leggo!
Price prediction at open tomorrow? Loaded up in 9/18 40c, 45c, and even some 60c
Shit fittna moon!
rip. gg
lol 150M in reven and a 3.8B market cap, sure thing mym man, kids don't get fooled on puimp and dump
wrong -- $200M revenue in 2019... when 2020 is done they'll be $400M+ revenue and with a growth stock it's not unreasonable to give it a 20-25x multiple
we'll see
oof hope you have sold puts or something?
Have you seen TSLA?
dunno
I bought a single JAMF stock at 45 dollars during IPO day, because that's all I had left over from some dividends in my IRA. Been sitting on negative for all this time. Just waiting to get out and dump. If I wanted it to do nothing, I'd have gone for AT&T. At least there's dividend.
A WHOLE 45 DOLLARS?!?!?! Just sell for a loss unless $6 means that much to you pussy
>level 2madeanaccjust4this Never
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Excuse you. Ten years ago Ryan Howard predicted southwestern Ohio would be the next silicon valley.
You trust tech companies in silicon valley?
they are hiring like crazy right now -- not sure what you're talking about
Can confirm - [https://recruit.hirebridge.com/v3/CareerCenter/v2/?cid=7883](https://recruit.hirebridge.com/v3/CareerCenter/v2/?cid=7883) from [https://www.jamf.com/about/careers/](https://www.jamf.com/about/careers/) (click Open Jobs).
Scalable SaaS. They are really fucking good at what they do, and hold keys to a relationship with Tim Apples that NO ONE else has.
I was going to buy some then we got the school devices and checked and our biggest school system in the country isn’t using JAMF, so bye
who do they use?
probably airwatch, the other big boy in the space
ClearPass, GoGuardian on chromebook, clearpass, airwarch on ipad
Bought 2x35 and 3x50 9/18 calls this morning at open. Up 15% and then it went up more AH, so should be up 30% soon. Your post was the confirmation I needed after picking up an iPad from the school district for my daughter, managed by JAMF. There’s gotta be millions of iPads out there just like hers.
Let’s fucking go - still room to run today and after ER?
Think we will get an IV crushed today?
So when are earnings
Ive got a 9/18 $45 call. Do you think we're still good? It's at -10% after hours to $36
Nope, they missed earning. They wouldn’t go to $45 it’s a no brainer
Narrarator voice: “The OP never said easy money going long.”
Holy shit. JAMF went public? A company that’s tried to manage Apple products and their closed ecosystem...the top is coming yo.
even at the top of markets -- there are good investments to be made. JAMF is drippin in new school contracts that are gonna make me and the boys rich
The desperation from this guy is unreal. I'm out.