GauchoChris’ Activity

Today

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Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 12:02 AM

SQ: PT increased by 2 analysts

Credit Suisse's Paul Condra upgraded Square from Neutral to Outperform with a price target lifted from $44 to $81.

Morgan Stanley's James Faucette maintains an Equal-weight on Square with a price target lifted from $43 to
[more]

Yesterday

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 11:44 AM

Re: Hedge funds, Delivering Alpha: what a racket

it is a great idea for managers of these funds, heads they win, tails you lose.

Exactly! The one certainty is that the managers create alpha for themselves!

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Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 9:40 AM

Hedge funds, Delivering Alpha: what a racket

Every year there is this hedge fund conference called Delivering Alpha. I really don't get it. Hedge funds often charge a standard 2/20 for the privilege of allowing you to give them your money. 2/20 means that that every year you pay them a 2% [more]

Wed Jul 18

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 11:23 AM

Re: Another Shopify bearish article

Well, this "article" doesn't seem to be impacting the stock price. As I've said before, consumer spending in the US is very strong over last year so SHOP and SQ should post strong GMV in Q2 and Q3 (and Q4 if this trend continues). [more]

Mon Jul 16

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GauchoChris posted to the Saul's Investing Discussions board. 10:30 AM

SQ cash app downloads accelerating

It was recently reported that Square's CashApp downloads are accelerating. Here are some highlights of the recent report by one of SQ's stock analysts:

[more]

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GauchoChris replied to the Saul's Investing Discussions board. 1:44 AM

Re: Why my investing criteria have changed

You said: "can't argue with the results at the moment".

I think you meant.

"Can't argue with the results over the last 20 years".


That is quite an understatement. Average returns of 34% [more]

Thu Jul 12

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 11:04 AM

Re: Why I pay little attention to EV/S evaluatio

We may never see another bull market like this one, still going strong (I think)after all this time.

People keep talking about this "bull market" and how long it has been going. Do people not recall that the market dropped [more]

Wed Jul 11

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GauchoChris posted to the Saul's Investing Discussions board. 10:30 PM

NVDA: Magic Leap AR device to use NVDA

https://finance.yahoo.com/news/magic-leap-one-coming-summer-...

Magic Leap is said to be launch their first augmented reality headset in 2018. It was [more]

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

Re: Why I pay little attention to EV/S evaluation

Valuation matters. Of course, it does. If you go to the store to buy a pair of pants then you look at the price. What is that pair worth? If the price tag says $30 then you might think it's worth it. Is it worth $300 or $500? Personally, I have [more]

Mon Jul 9

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:11 PM

Re: PVTL and NTNX

Chris, I see where your mind is, on those pubic clouds.😀

Yeah, lots of my money is in the cloud too. Hope it keeps raining like this!

Chris

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:06 PM

Re: PVTL and NTNX

Nutanix obfuscates hardware, pivotal obfuscates operating system (layer or two above hardware) to enable micro services.

Quite different animals.


Sure different but catering to the same customers thus perhaps the same [more]

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GauchoChris posted to the Saul's Investing Discussions board. 10:57 AM

PVTL and NTNX

I am keeping my PVTL position relatively small because I own a lot of NTNX. NTNX enables global 2000 companies (primary target market) to use a hybrid pubic cloud an on-premises. PVTL enables global 2000 companies (primary target market) to move [more]

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GauchoChris posted to the Saul's Investing Discussions board. 10:48 AM

PVTL revenue

I started looking into PVTL. Here is the section in the S-1 that describes their revenue model:

We generate a substantial and increasing portion of our revenue from the sale of PCF subscriptions. We generate subscription revenue [more]

Wed Jun 20

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 11:39 AM

Re: SQ and SHOP: US retail numbers

Well, the analysts must be thinking the same. SHOP and SQ had price target increases yesterday:

[more]

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GauchoChris posted to the Saul's Investing Discussions board. 10:12 AM

Conviction is dangerous part 2

http://boards.fool.com/conviction-can-be-dangerous-32756562....

Conviction is dangerous. Here we are about year later. I posted this on [more]

Mon Jun 18

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Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 1:14 PM

SQ: Gets crypto license for NY State

https://finance.yahoo.com/news/square-obtains-ny-state-crypt...

NEW YORK (Reuters) - Square Inc (SQ.N), the payments company founded by [more]

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Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 11:44 AM

NVDA: another PT hike

https://finance.yahoo.com/m/b64b239f-2cdd-3df3-ae90-aaff66a7...

Nvidia shares will rise as the chipmaker benefits from [more]

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Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 11:22 AM

SQ and SHOP: US retail numbers

Last week the retail numbers in the US came out. They were much better than expected which means that consumers are spending lots of money. This is good for SQ and SHOP as they take a cut of GVM (gross merchandise volume). This should give SQ and [more]

Sun Jun 17

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Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 9:59 PM

What's going on with the stock market

It's really been an amazing first half of June. I can hardly believe how much my portfolio has risen. At the end of May my portfolio was up 55.8% and just 2 weeks later it's now up 76.9%! I have people asking me if I'm going to cash out. [more]

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Boards Stats & Trivia

Big red star, 1000 posts Top Recommended Fools Old School Fool Global Fool
Board Posts 2033
Recs Received 12705
People who have rec'd these posts 1293
Recs to Posts Ratio (last 30 days) 26.80
Threads Started 649
Threads Started Percentage 31.92 %
Most Frequent Board Saul's Investing Discussions
Very First Post Heavy weighting of small caps. A problem or not? (2/24/2006)
Percentage of Posts Rec'd 76.19 %
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