FourthStooge’s Activity

Fri Dec 29

Rule Breakers Boards Post

FourthStooge replied to the Rule Breakers boards. 12:12 PM

Mon Dec 18

Rule Breakers Boards Post

FourthStooge replied to the Rule Breakers boards. 11:47 AM

Fri Dec 15

Stock Advisor Boards Post

FourthStooge replied to the Stock Advisor boards. 4:46 PM

Stock Advisor Boards Post

FourthStooge replied to the Stock Advisor boards. 12:08 PM

Thu Nov 9

Stock Advisor Boards Post

FourthStooge replied to the Stock Advisor boards. 5:46 PM

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 11:07 AM

Re: UBNT ER

It looks like leaps ($40 & $50) are mis-priced. When the stock was way down, they fell quite a lot and did not come back up with the stock price.

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 10:57 AM

Re: Hubs, Why all those analysts are jumping!

Run rate would be 97.7 X 4 = $390.8M. Not TTM.

Or the subscription revenue -> 93.2 X 4 = $372.7 million.

:)

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 10:42 AM

Re: Hubs, Why all those analysts are jumping!

$380M is their run rate

I thought this may be the case. But TTM revenues is $345 million. Perhaps this is their way of saying next quarter is going to bring in about $111 million, which would get us to the $380 million TTM and would [more]

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 2:27 AM

Re: Hubs, Why all those analysts are jumping!

They used to have just Marketing customers, and it was either in the March or June quarter that they added an entire new line...

They used marketing customers and total customers. Looks like they are now only reporting total
[more]

Tue Nov 7

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 6:23 PM

Re: Hubs, Why all those analysts are jumping!

I'm looking at the Additional Recent Business Highlights from the earnings release, trying to get a feel for the business:

Grew total customers to 37,450 at September 30, 2017, up 47% from September 30, 2016.
Total average
[more]

Sun Nov 5

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 8:58 AM

Re: Bert's latest take on SHOP

The SHOP/SQ model can do it faster cheaper and more profitably. Because they know their merchants in a way unobtainable to other lenders. This disruption has gone mostly unnoticed. Eventually it may lead not to just faster loans but cheaper ones [more]

Tue Oct 31

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 4:23 PM

Re: Bear's Shopify SepQ Review

Doesn’t trading in US stocks costs a lot of money.

I live in Germany and use Interactive Brokers. Transactions of up to 500 shares (for most equities) cost $1. Not only is it inexpensive, but it's downright cheap!

How [more]

Mon Oct 30

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 5:10 PM

Re: UBNT Proxy filed

Well, stock is down 5% so maybe the takeaways are more numerous than that.

Dammit! It lost all the gains it had made since Thursday!

NL

Boards Post

FourthStooge posted to the Saul's Investing Discussions board. 11:21 AM

Square News

Some interesting news that makes it easier for larger businesses to use Square technologies.

“We built Square Register based on years of insight from working with sellers about what they need on their countertop as their business grows,” [more]

Sun Oct 29

Rule Breakers Boards Post

FourthStooge replied to the Rule Breakers boards. 7:05 PM

Thu Oct 26

Rule Breakers Boards Post

FourthStooge replied to the Rule Breakers boards. 5:18 PM

Stock Advisor Boards Post

FourthStooge replied to the Stock Advisor boards. 4:39 PM

Thu Oct 19

Rule Breakers Boards Post

FourthStooge replied to the Rule Breakers boards. 5:21 PM

Sat Oct 14

Rule Breakers Boards Post

FourthStooge replied to the Rule Breakers boards. 2:48 AM

Thu Oct 12

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 6:40 AM

Re: Citron legal disclaimer

Hi Tinker,

I'll gamble here and say that I speak for all of us on this board and tell you that we appreciate your posts that throw some more light on the challenges that a Shopify investment faces.

Sometimes, it can feel like [more]

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Score 1525.71
Score Change Today +4.60
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Boards Stats & Trivia

Three stars, 500 posts Old School Fool Ticker Guide
Board Posts 754
Recs Received 3472
People who have rec'd these posts 882
Recs to Posts Ratio (last 30 days) N/A
Threads Started 151
Threads Started Percentage 20.03 %
Most Frequent Board Saul's Investing Discussions
Very First Post The Value of Dragon9 Software (12/21/2006)
Percentage of Posts Rec'd 71.09 %
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