NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Today

NL

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 57 minutes ago

Re: latest stalwart Screen

curious - how do you know for sure that isn't a Ponzi?

Well, that's a very interesting question.

Because he has real auditors? Not some guy in a 1-room shop in a part of New Jersey not associated with finance?

Or, [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 4 hours ago

Re: latest stalwart Screen

FWIW, I found 2008 very instructive as to the helpfulness of TA.

Who went broke/incinerated their investors capital? Why, it was the 'value' investors that rode LEH, Bear, ML, FNM, FRE all the way down and some into BK, rode GE all the way [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 4 hours ago

Re: latest stalwart Screen

Hi DTB, thanks for the reply,


I don't know, is there really proof for this?


There are multiple academic studies showing that stocks act differently around $100. You can find them if you look.

Obviously, there [more]

Sat Jan 24

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:03 AM

Re: Hanging With ULTA - handling high PE stocks

I think you're dead on with the loyalty program being the key, as those folks are 80% of sales.

I look at the Salon business as a massive opportunity for them. Right now about ~6% because its not well run as you said, but to me this is an [more]

Fri Jan 23

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:40 PM

Re: Hanging With ULTA - handling high PE stocks

I sold out around 20 months ago at $90 or a bit lower. [Note to self: add another note to self.]

Basically here:
4-15-13, $86.40, 64675-5588, 32.4-30.5, 21.4-20.2, fcy-1.4%, ni=173, cf=261, cex=189


I shoulda picked it [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:52 AM

Re: latest stalwart Screen


Actually, I would put my order in at $501.27.


Royale with Cheese?

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:51 AM

Re: latest stalwart Screen

For every buyer that says GOOG would be a good deal at $500, there may be a seller with a stop loss at $500.

Well, no that's the point.

Seeing google go from $612 to $500 brings in more marginal buyers at $500. [more]

Thu Jan 22

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 6:33 PM

Re: latest stalwart Screen

One might imagine that both 500 and 1000 are even more 'powerful' round numbers. I know for sure that 100 is, people are simply not rational.

Plus, it's just easier: You're a PM, you're watching GOOG fall to get it, so where do you place [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:01 AM

Re: latest stalwart Screen

I found it interesting that GOOGL spent exactly one day last week under $500. [Goog spend under 2 days].

People love round numbers. Looks like real support there.

The fact that they have over 90% of the mobile search market is [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:43 AM

Re: latest stalwart Screen

but the fact that the site accesses Google analytics is far from a smoking gun. What web site doesn't use it?

Entirely fair!


Now if there were only a good excuse for Twitter and Facebook. Because we know how FB feels [more]

Wed Jan 21

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:20 PM

Re: latest stalwart Screen

Yet another reason to buy Google [Don't Be Evil!] and FB [likely Evil?]:



[more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:45 AM

Re: latest stalwart Screen

Disagree, fwiw.

MS got in trouble for sticking with Office & Windows for far too long. They didn't go after the Internet, Browsing, Search, Mobile until it was far too late.

GOOG is sitting on $62bn+ of cash. If they put in [more]

Tue Jan 20

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:00 PM

Re: Back to my old ways...

1/2 ain't bad today I guess...[I had bot the 3-day puts so the loss was very small.


Had a really good day today overall. Nice when some of your top picks are rallying again. [finally]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:59 PM

Re: Back to my old ways...

1/2 ain't bad today I guess...[I had bot the 3-day puts so the loss was very small.


Had a really good day today overall. Nice when some of your top picks are rallying again. [finally]

NL

Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 3:23 PM

Back to my old ways...

shorted HLF a couple of days ago, bot puts on NFLX [that's more of a punt, mini-sized.]

Felt so awkward to have no short positions on.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 1:54 PM

Re: Baupost

And went down even harder, hit 52-week low today, but bounced up 4% off that level, fwiw.


I gotta believe Seth is buying here. JMHO.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 1:52 PM

Re: Pair trade

Up 820 bps in a month. I didn't expect to be so right so fast on this, now I'm not sure how greedy to be.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:02 PM

Re: Black Swan is a Swiss Bird?

Naj:
My PSQ opus on this would not have you betting on #2 Buy Yuan.

Are you flag planting in the RMB short camp



Patiently, I wait,
Crouching like a Tiger,
Waiting for the hidden Dragon,

To [more]

Mon Jan 19

NL

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:47 PM

Re: Black Swan is a Swiss Bird?


Okay, yes, I could have said it that way. But then think of all the happy words that would have never experienced the miracle of birth.


Honestly, I was wondering if you had dropped some X or a courier from Bright Lights had sent [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:45 PM

Re: Black Swan is a Swiss Bird?

That is basically the most speculated-upon peg of the last ten years: China. I have seen Pershing-like opus presentations speculating on a China peg break for a long time. What's funny is that not all of them would have you betting on the #2 [more]

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CAPS Stats & Trivia

CAPS Player Rating 99.87
Player Rank 95 out of 75118
Score 10789.36
Score Change Today -121.78
Accuracy 77.64%
Active Picks 100
Total Picks 1369
Best Pick NFLX (+445.17)
Worst Pick TQQQ (-476.16)
Average Score per Pick 7.89
Charms Earned 14
Highest Rated Favorite ClientNine
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Boards Stats & Trivia

Big funky green star, 20000 posts Feste Award Nominee! Old School Fool CAPS All Star
Board Posts 38948
Recs Received 39082
People who have rec'd these posts 2736
Recs to Posts Ratio (last 30 days) 6.30
Threads Started 6695
Threads Started Percentage 17.19 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.29 %
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