GauchoChris’ Activity

Tue Nov 21

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 1:07 AM

Re: Google and Nvidia

Lower price per hour for time on Nvidia GPUs should drive more usage which is good for NVDA because it will create more demand for NVDA GPUs without NVDA needing to discount their price (i.e. Google is the one getting a lower margin).

Fri Nov 17

NL

Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 9:04 AM

ANET: Eating CSCO's lunch

[more]

Wed Nov 15

NL

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GauchoChris replied to the Saul's Investing Discussions board. 9:13 PM

Re: My first post on cryptocurrencies

Cowboy,

That was a very interesting post. It was also insightful. Thanks for sharing.

Chris

P.S. congrats on your very first post on the Fool and on Saul’s board!

Tue Nov 14

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 10:22 PM

Re: NVDA: GauchoChris update after Q318

I believe you know better than that. Your short puts have already expired and you have that money. Your risk runs from now, not from back when you originally took the position. If you have the equivalent of a 20.1% position now, your risk is that [more]

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 9:01 AM

Re: NVDA: GauchoChris update after Q318

AJM,

I may be right or I may be wrong on this point. But it doesn’t matter for my investment. It matters how useful the applications that use NVDA’s GPUs will be. The chips will have specific tasks such as taking in data and making [more]

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:18 AM

Re: NVDA: GauchoChris update after Q318

AJM,

Computation complexity of the brain won't happen in our lifetimes if ever.

This has nothing to do with NVDA's future success. Even so, you are making an assertion that will probably turn out to be false in a few [more]

Mon Nov 13

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 10:41 PM

Re: NKTR: clinical update presentation

This is because your other stocks are also going up like mad :)

Haha. It is true that my other stocks are going up, but since I bought NKTR, NKTR has gone up more (percentage-wise) than all the others. I bought NKTR at $18.97, $20.35, [more]

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 10:37 PM

Re: NKTR: clinical update presentation

Hi Chris, what caused you to investigate NKTR?

A friend owns it and he told me about that company and what they are doing. I then did my own research. Actually, he told me about several other companies too but I only bought [more]

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GauchoChris posted to the Saul's Investing Discussions board. 10:29 PM

NVDA: GauchoChris update after Q318

NVDA reported Q3 2018 results on November 9th. We got a quantitative update on the financials and a qualitative during the conference call. I found the call very informative and extremely interesting. I must say that I am very pleased with the [more]

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 9:02 AM

Re: NKTR: clinical update presentation

Nektar Therapeutics: Encouraging Data Revealed At SITC $NKTR http://www.seekingalpha.com/article/4124012

A good SA article that summarizes NKTR clinical results.

Wed Nov 8

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 9:20 AM

Re: NKTR: Q3 transcript and highlights

after being up more than 10% yesteday, it looks like NKTR will be up another 10% today...

NL

Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 9:13 AM

NKTR: Q3 transcript and highlights

This transcript is worth a read. CEO updates on the pipeline:

[more]

Tue Nov 7

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 10:25 PM

Re: Hubs, Why all those analysts are jumping!

First, the number of customers is up 79%, not 47% (37,450/21,658 - 1). There are some other numbers that don’t add up. Specifically, the average recurring revenue per customer doesn’t add up. They used marketing customers and total [more]

NL

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GauchoChris replied to the Saul's Investing Discussions board. 11:46 AM

Re: NKTR: new clinical and preclinical data

Price up 10% just because they will present trial data on a meeting? I don't get it. I never doubt that their pipeline is very promising. But it is uncommon, at least for me, that the stock up so much before releasing trial data. Chris, do [more]

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GauchoChris posted to the Saul's Investing Discussions board. 10:08 AM

NKTR: new clinical and preclinical data

I bought NKTR around the time when I sold my KITE shares after the GILD acquisition was announced. I bought NKTR because of its I-O pipeline. I saw its immunology and pain programs as gravy. Today, NKTR is announcing new data for several of its [more]

NL

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GauchoChris posted to the Saul's Investing Discussions board. 7:36 AM

LGIH 2017 guidance raised

Lipar concluded, “Based on our solid results during the first nine months of the year, we are well positioned to end the year very strong and are therefore raising our guidance. For the full year 2017, we now anticipate to close more than 5,400 [more]

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GauchoChris replied to the Saul's Investing Discussions board. 7:26 AM

Re: Recession and Stock Markets

How about the non-pretenders on the platform? They will probably survive, but their revenues will be impacted by a recession. Uh-oh, also not good for SHOP as an ever increasing portion of revenue comes from a percentage of sales by hosted [more]

Sun Nov 5

NL

Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 11:30 AM

LGIH 2017 model update (Oct 2017)

Here’s the update from last month:

JAN 172 result in
FEB 224 result in
MAR 365 result in
APR 365 result in
MAY 523 result in (452 was forecast so +71)
JUN 623 result in (457 was forecast so +166)
JUL 591 result in
[more]

Sat Nov 4

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 2:24 PM

Re: LGIH and tax plan

The plan would cap the mortgage interest deduction at $500,000, down from $1 million.

My accountant recently told me that maximum is currently $1.1M.

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Boards Stats & Trivia

Big red star, 1000 posts Top Recommended Fools Old School Fool Global Fool
Board Posts 1814
Recs Received 9278
People who have rec'd these posts 1145
Recs to Posts Ratio (last 30 days) 21.70
Threads Started 553
Threads Started Percentage 30.49 %
Most Frequent Board Saul's Investing Discussions
Very First Post A HG: How to Build Your Portfolio post. (2/24/2006)
Percentage of Posts Rec'd 74.15 %
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