Jimb05’s Activity

Yesterday

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Boards Post

Jimb05 posted to the Saul's Investing Discussions board. 3:29 PM

Principles

I am in the middle of the book Principles by Ray Daleo. If you haven't read it yet, I highly recommend it. I am developing principles that I want to use for the companies I want to invest in.

One of the principles I have come with [more]

Wed Dec 13

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Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 2:58 PM

Re: New Full Position 3.

To expand on the adj. operating margins, which Saul has pointed out, have improved from -36% to -23% to -9% thru 9 months this year.

The first 9 months this year compared to last with rev growing 50%+:

The R&D spend has been [more]

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Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 11:16 AM

Re: The Trade Desk 101

Denny,

TTD is one of my favorite positions right now. I've added to it twice this week, as I think it is a good value at these prices for its growth and prospects.


What I like-

Huge TAM when you consider all [more]

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Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 10:51 AM

Re: A new full position 5.

Thanks for the encouragement Saul.

Jimbo

Recommendation

Jimb05 recommended captainccs's post on the Saul's Investing Discussions board. 10:07 AM

The Trade Desk 101

Tue Dec 12

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Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 7:38 PM

Re: A new full position 5.

I purchased AYX a little over a month ago after reading Berts' article, and doing some research. A lot to like from this company. Stock took a little jump on Dec. 5th when the CEO was on CNBC.

Jimbo

Mon Dec 11

Jimb05 recommended bjurasz's post on a Motley Fool Stock Advisor board. 3:26 PM

Sun Dec 10

Sat Dec 9

Recommendation

Jimb05 recommended TMFCochrane's post on the Saul's Investing Discussions board. 2:04 PM

Re: Time to focus again

Recommendation

Jimb05 recommended Phoolio18's post on the Saul's Investing Discussions board. 11:50 AM

Re: Time to focus again
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Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 10:52 AM

Re: Time to focus again

I'm with you on TTD also, I added to my position last week. This is a fast growing company, but is already very profitable. Non-gaap trailing PE of 33, Ebitda this year of $90M.


Jimbo

Fri Dec 8

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Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 2:09 PM

Re: New position: NV5 Global (NVEE)

A couple quick notes to add on NVEE:


-Obviously backlog will be a very important metric to watch, currently at $275M
-the ebitda margin should continue to improve as they grow because:
1) they said they "believe in a flat [more]

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Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 2:03 PM

Re: New position: NV5 Global (NVEE)

A couple quick notes to add on NVEE:


-Obviously backlog will be a very important metric to watch, currently at $275M
-the ebitda margin should continue to improve as they grow because:
they said they "believe in a flat [more]

Thu Dec 7

Recommendation

Jimb05 recommended PaulWBryant's post on the Saul's Investing Discussions board. 9:15 PM

New position: NV5 Global (NVEE)

Recommendation

Jimb05 recommended XMFBreakerTinker's post on the Saul's Investing Discussions board. 1:50 PM

Re: Nutanix story

Recommendation

Jimb05 recommended SaulR80683's post on the Saul's Investing Discussions board. 9:59 AM

Time to focus again

Wed Dec 6

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Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 8:46 PM

Re: Nutanix story

Hi-

Saul, you are right on, the revenue revision was because of the new accounting rules. I think some of the deferred revenue is now recognized.

Bear, I had 60.5 last quarter vs 63 for the gaap gross margin also. My numbers of [more]

Tue Dec 5

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Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 2:51 PM

Re: Technical analysis

I sold my NTNX after the last earnings. I am probably wrong, there are many smart investors on this board, and Bert, liking the company here.

My sell reasons:

-last financial model has a target operation profit of 15-18%, taxes of [more]

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Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 1:26 PM

Re: TracyK's portfolio YTD through 11/30/201

NVEE was on one of the motley fool industry focus podcasts, during the week where 3 writers picked a favorite stock on each episode.

I added a starter position in NVEE shortly after, I like the company.

Jimbo

Mon Dec 4

Recommendation

Jimb05 recommended XMFBreakerTinker's post on the Saul's Investing Discussions board. 11:21 PM

Re: Perspective and Price Anchoring
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CAPS Stats & Trivia

CAPS Player Rating 48.39
Player Rank 36470 out of 70658
Score 51.75
Score Change Today +13.28
Accuracy 47.92%
Active Picks 33
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Boards Stats & Trivia

Board Posts 38
Recs Received 113
People who have rec'd these posts 79
Recs to Posts Ratio (last 30 days) 6.10
Threads Started 10
Threads Started Percentage 26.32 %
Most Frequent Board Saul's Investing Discussions
Very First Post A SAS: Chipotle Mexican Grill post. (8/23/2017)
Percentage of Posts Rec'd 73.68 %
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