Jimb05’s Activity

Yesterday

Recommendation

Jimb05 recommended CMFALieberman's post on the Saul's Investing Discussions board. 10:24 PM

Re: Stock and Lifestyle

Thu Oct 18

NL

Boards Post

Jimb05 posted to the Saul's Investing Discussions board. 2:15 PM

SQ

Square announces a new device, called Terminal, to replace old credit card machines.

[more]

Wed Oct 17

Recommendation

Jimb05 recommended PaulWBryant's post on the Saul's Investing Discussions board. 12:50 PM

My conviction levels
NL

Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 10:50 AM

Re: TWLO to Acquire SendGrid for $2Bn in Stock

I think what Sendgrid getting purchased for a 15 P/S multiple shows us, is a 15 P/S multiple is not outrageous or a bubble valuation for these types of companies, growing 30%+, showing an ability to generate cash.

Sendgrid is probably worth [more]

Tue Oct 16

NL

Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 11:37 AM

Re: TWLO to Acquire SendGrid for $2Bn in Stock

I like this acquisition, it looks like it is a perfect fit to add to TWLO's business. TWLO was my largest position before today's drop, but I am going to add a little here.


SendGrid is growing about 30% and cash flow positive. [more]

NL

Boards Post

Jimb05 posted to the Saul's Investing Discussions board. 10:33 AM

Bert on ANET

Bert put up an article on Arista.

https://seekingalpha.com/article/4211743-arista-networks-tim...

He thinks the growth rates will [more]

NL

Boards Post

Jimb05 replied to the New Paradigm Investing board. 12:04 AM

Re: Andres Cardenal bullish on Arista

Tinker you are correct on Anet, I ran the numbers after the last call and came to the same conclusion.

Here they are:

% revenue growth by quarter

2015 53 42 40 42
2016 35 37 33 34
2017 39 51 51 43
2018 41 [more]

Fri Oct 12

NL

Boards Post

Jimb05 replied to the New Paradigm Investing board. 1:37 PM

Re: Sold SQ at open

Have to say Tinker, your "do nothing" portfolio has more activity than most peoples do something portfolio.

Jim

Thu Oct 11

Recommendation

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

Sarah Friar? What’s going on?

Wed Oct 10

NL

Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 2:26 PM

Re: OKTA investor day

Here are the exact words from the OKTA investor day:

"Targeting > 30% sustainable growth
in each of the next 5 years"


I read that as greater than 30% each year, not a CAGR.

So I expect growth to slow [more]

NL

Boards Post

Jimb05 posted to the Saul's Investing Discussions board. 12:23 PM

OKTA investor day

Okta had an investor day yesterday. Here is the slide presentation. Toward the end of the presentation, they lay out their 5 year goals.


[more]

Tue Oct 9

NL

Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 10:36 AM

Re: Square Installments Has Been a Long Time Com

My wife and I have a business where we sell things online, going on 10 years now. As we continue to grow the business, we took a loan out with Paypal a couple years back to buy inventory before Christmas,because the terms were really good. The [more]

Sat Oct 6

Recommendation

Jimb05 recommended brittlerock's post on the Saul's Investing Discussions board. 9:58 AM

Re: Just checking: Saul vs DG

Thu Oct 4

Recommendation

Jimb05 recommended SaulR80683's post on the Saul's Investing Discussions board. 10:06 PM

OT - How I look at it.

Wed Oct 3

NL

Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 10:08 PM

Re: AYX Sell Thesis-Microsoft Entering Aggressiv

Tableau and Alteryx are clearly working together.


Alteryx has a conference, and one of the major sponsors is Tableau.

Tableau is having a conference at the end of this month, there are different levels of sponsors, but only [more]

Recommendation

Jimb05 recommended HermanPotter's post on the Saul's Investing Discussions board. 12:37 PM

ANET: Jayshree's Gem
NL

Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 11:09 AM

Re: AYX Sell Thesis-Microsoft Entering Aggressiv

Dog,


Looks like you put a lot of effort into this post so thank you.

You are getting a little heat on this post since it is your first one, and we all listen to those we believe the most. Believability is earned by being right [more]

Sun Sep 30

Recommendation

Jimb05 recommended brittlerock's post on the Saul's Investing Discussions board. 9:13 PM

Re: My portfolio at the end of Sept 2018

Sat Sep 29

Recommendation

Jimb05 recommended PaulWBryant's post on the Saul's Investing Discussions board. 9:42 AM

Bear's Portfolio through Sep 2018
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CAPS Stats & Trivia

CAPS Player Rating 75.02
Player Rank 17407 out of 69668
Score 585.23
Score Change Today +71.00
Accuracy 57.89%
Active Picks 23
Total Picks 67
Best Pick SQ (+124.31)
Worst Pick JD (-44.72)
Average Score per Pick 8.73
Charms Earned 2
Highest Rated Favorite CMFbbmaven
Go to Jimb05’s CAPS page

Boards Stats & Trivia

One star, 50 posts
Board Posts 171
Recs Received 1077
People who have rec'd these posts 309
Recs to Posts Ratio (last 30 days) 11.30
Threads Started 50
Threads Started Percentage 29.24 %
Most Frequent Board Saul's Investing Discussions
Very First Post A $: Chipotle Mexican Grill post. (8/23/2017)
Percentage of Posts Rec'd 87.13 %
Show Jimb05’s 10 Latest Posts