Gclever88’s Activity

Today

NL

Boards Post

Gclever88 replied to the Saul's Investing Discussions board. 1:24 PM

Re: My history with New Relic, a new position, again

Wow Saul, I owned New Relic and was debating whether to sell it to buy Ayx and Zscaler. And reevaluated New Relic this weekend by reading the past discussions on these boards, plus some Seeking Alpha articles and read that Cisco and Amazon have free [more]

Thu Jul 12

Caps Pick

Gclever88 made a pick in CAPS. 8:45 PM

MongoDB (MDB) will Outperform the S&P 500

Caps Pick

Gclever88 made a pick in CAPS. 8:45 PM

Twilio (TWLO) will Outperform the S&P 500

Tue Jun 12

NL

Boards Post

Gclever88 replied to the Saul's Investing Discussions board. 12:03 AM

Re: Roku Compelling Opportunity

Well Roku gets paid when you order a subscription just like Apple does when you buy an app in its App Store.

It also has the Roku channel where it has content from third parties that share advertising revenue.

This year this [more]

Mon Jun 11

NL

Boards Post

Gclever88 posted to the Saul's Investing Discussions board. 9:00 PM

Roku Compelling Opportunity

I love my Roku. As a Comcast subscriber I was able to take back my set top boxes and simply use the Comcast app on the Roku player to stream all my channels over the cloud.

More 4k Tv's have licensed Roku operating system and the future [more]

NL

Boards Post

Gclever88 posted to the Saul's Investing Discussions board. 5:51 AM

Nice Article on Cloud Stocks

Cloud stocks are being taken out at very high premiums and this article mentions stocks discussed on this board. Great read.
[more]

Mon Jun 4

Rule Breakers Boards Post

Gclever88 replied to the Rule Breakers boards. 11:23 PM

Fri Jun 1

NL

Boards Post

Gclever88 replied to the Saul's Investing Discussions board. 3:07 PM

Re: TTD - bought back in

U might get your chance to buy TTD Andrew Left has a hit piece on TTD.

Sun May 27

NL

Boards Post

Gclever88 replied to the Saul's Investing Discussions board. 7:06 AM

Re: Long PSTG Investor Presentation slide deck

In reading about how this partnership started it was Nvidia who invited vendors to see how well they worked with its Volta chip. And it was Pure Storage who had the best solution to harness its power.

So it is reasonable to conclude that [more]

Fri May 25

Stock Advisor Boards Post

Gclever88 replied to the Stock Advisor boards. 5:34 PM

Stock Advisor Boards Post

Gclever88 posted to the Stock Advisor boards. 5:24 PM

Rule Breakers Boards Post

Gclever88 replied to the Rule Breakers boards. 5:19 PM

NL

Boards Post

Gclever88 replied to the Saul's Investing Discussions board. 11:50 AM

Re: New Citron position on Roku (mentions TTD)

I think many people here are looking to Roku as a hardware play. Not so.

It is a operating system that is getting adopted by 4K manufacturers.

Roku is compelling because they are neutral and better partners than going with Amazon [more]

NL

Boards Post

Gclever88 posted to the Saul's Investing Discussions board. 10:44 AM

Roku Left’s Compelling Case

Please read the note on Roku. Very interesting opportunity. Bought some shares for today to go along with my TTD.

[more]

Thu Apr 26

Rule Breakers Boards Post

Gclever88 replied to the Rule Breakers boards. 4:28 PM

Sat Apr 7

NL

Boards Post

Gclever88 posted to the Saul's Investing Discussions board. 10:31 PM

AI Documentary

Elon Musk posted today to watch this documentary about how AI is changing the way business is done. Some of us are fans of Nvda and Amazon in the past. Great watch.
[more]

Sat Mar 31

NL

Boards Post

Gclever88 replied to the Saul's Investing Discussions board. 6:30 AM

Re: My portfolio at the end of Mar 2018

Saul, I too would like to thank you for your mentoring of me through these boards. I discovered you back in 2013 when you would post on the Tesla boards during its ascension.

I would of never had the confidence to invest in companies like [more]

Thu Mar 29

NL

Boards Post

Gclever88 posted to the Saul's Investing Discussions board. 6:27 AM

New Acronym

Wnsss
Let’s hope it’s as successful as the fang acronym.

https://www.google.com/amp/s/www.marketwatch.com/amp/story/g...

Sun Mar 4

NL

Boards Post

Gclever88 replied to the Saul's Investing Discussions board. 11:35 PM

Re: Poll: Your Favorite Cloud Play?

Yeah, I was narrowing the choices of companies that I haven't bought but since they are part of Saul's portfolio I wanted to see what others thought are their favorites. Decisions decisions.

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CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 67615 out of 69785
Score -1835.10
Score Change Today -20.23
Accuracy 27.71%
Active Picks 33
Total Picks 86
Best Pick ISRG (+197.20)
Worst Pick OVAS (-117.01)
Average Score per Pick -21.34
Charms Earned 2
Highest Rated Favorite TMFPencils
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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 333
Recs Received 446
People who have rec'd these posts 235
Recs to Posts Ratio (last 30 days) N/A
Threads Started 162
Threads Started Percentage 48.65 %
Most Frequent Board Saul's Investing Discussions
Very First Post A $: Tesla post. (6/2/2013)
Percentage of Posts Rec'd 43.84 %
Show Gclever88’s 10 Latest Posts