Jimb05’s Activity

Sun Jul 15

NL

Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 3:19 PM

Re: Pivotal: A Discussion with Steppenwulf

I saw this statement on twitter today from @msuster:

"From (my) vantage point of being able to see hundreds of companies, good and bad I have some advice for founders - get to know and love "gross margin". Revenue doesn't [more]

Recommendation

Jimb05 recommended XMFBreakerTinker's post on the New Paradigm Investing board. 12:13 AM

ANET and AMZN

Sat Jul 14

NL

Boards Post

Jimb05 replied to the New Paradigm Investing board. 11:04 AM

Re: P/S Portfolios Update

Hey Duma-

Thanks for the response. I don't have a suggestion that doesn't take a lot of time regarding P/S portfolios.

I agree with everything you said in your post.

I try to constantly remind myself that I am NOT [more]

Fri Jul 13

NL

Boards Post

Jimb05 replied to the New Paradigm Investing board. 11:11 PM

Re: P/S Portfolios Update

Duma-

1) I noticed the P/S>14 includes NKTR. NKTR is clearly different than the rest (a pass or fail kind of stock).

2) I also noticed SQ is in the <10, when it should be above 14 (using adjusted revenue because of the pass [more]

Recommendation

Jimb05 recommended MONYMAN3's post on the Saul's Investing Discussions board. 7:10 PM

Re: AWS targets Cisco,ANET

Recommendation

Jimb05 recommended Phoolio18's post on the Saul's Investing Discussions board. 1:45 PM

Re: The importance of board etiquette

Recommendation

Jimb05 recommended ethan1234's post on the Saul's Investing Discussions board. 1:44 PM

The importance of board etiquette

Thu Jul 12

NL

Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 3:20 PM

Re: podcasts, anyone?

I listen to many podcast, and in addition to those already mentioned, I like:

The Tim Ferriss Show

Invest like the Best (I think this was mentioned already but wasn't sure)

Capital Allocators (some I like, others like [more]

Recommendation

Jimb05 recommended SaulR80683's post on the Saul's Investing Discussions board. 10:30 AM

How I pick a company to invest in

Wed Jul 11

Sun Jul 8

NL

Boards Post

Jimb05 replied to the Saul's Investing Discussions board. 9:47 PM

Re: Project for the Board - PVTL revenue model

I am thinking about PVTL much more simply than most on this board. I'm not worried about what a customer is, if 50,000 is the right level, if the customers they currently have are to big, modeling revenues, etc.

A dollar of revenue from [more]

Sat Jul 7

Recommendation

Jimb05 recommended mauser96's post on the New Paradigm Investing board. 5:25 PM

Re: Who is a Still in TSLA?

Recommendation

Jimb05 recommended DreamerDad's post on the New Paradigm Investing board. 1:42 PM

Is Dreamer a lefty or GOPer?

Recommendation

Jimb05 recommended DreamerDad's post on the New Paradigm Investing board. 1:33 PM

Re: Cryptocurrencies

Tue Jul 3

Recommendation

Jimb05 recommended SaulR80683's post on the Saul's Investing Discussions board. 10:19 PM

A STRONG SUGGESTION AND REQUEST

Mon Jul 2

Recommendation

Jimb05 recommended PaulWBryant's post on the Saul's Investing Discussions board. 4:02 PM

Valuation

Sat Jun 30

Recommendation

Jimb05 recommended PaulWBryant's post on the Saul's Investing Discussions board. 1:14 AM

Bear's Portfolio through June 2018

Fri Jun 29

Recommendation

Jimb05 recommended SteppenWulf's post on the Saul's Investing Discussions board. 11:49 AM

MongoDB World 2018

Wed Jun 27

Recommendation

Jimb05 recommended PaulWBryant's post on the Saul's Investing Discussions board. 1:25 PM

Re: Taking advantage
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CAPS Stats & Trivia

CAPS Player Rating 76.47
Player Rank 16421 out of 69785
Score 619.85
Score Change Today +29.62
Accuracy 60.38%
Active Picks 21
Total Picks 62
Best Pick SQ (+99.60)
Worst Pick NKTR (-53.70)
Average Score per Pick 10.00
Charms Earned 1
Highest Rated Favorite CMFbbmaven
Go to Jimb05’s CAPS page

Boards Stats & Trivia

One star, 50 posts
Board Posts 127
Recs Received 714
People who have rec'd these posts 247
Recs to Posts Ratio (last 30 days) N/A
Threads Started 37
Threads Started Percentage 29.13 %
Most Frequent Board Saul's Investing Discussions
Very First Post A $: Chipotle Mexican Grill post. (8/23/2017)
Percentage of Posts Rec'd 83.46 %
Show Jimb05’s 10 Latest Posts