NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Yesterday

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:09 PM

Re: The FaceBook dot com

Facebook love, ... seems very overdone at the moment in my view.


sw



Yes, but how long have you had that opinion? ;)

Wed Apr 27

NL

Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 4:38 PM

The FaceBook dot com

'Shares of Facebook (FB) are up $8.23, or almost 8%, at $117.26, after the company this afternoon reported Q1 revenue and profit that topped analysts’ expectations, and said its board voted to create a new class of shares, a “C” class, that will have [more]

Fri Apr 22

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:49 AM

Re: fka: KSU

KSU up 46% since earnings call.

Thu Apr 21

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:21 PM

Re: Sam Hinkie

Naj, imo, the biggest mistake and/or strategic inconsistency was the Okafor pick. If you are purposefully going high ceiling, how do you not draft Porzingas there? He is 7-2 with super long-arms, good athleticism, and real [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:10 PM

Re: Sam Hinkie

In failure, using process to justify your actions is great, but at some point if results don't show up process is just a pipe dream.

Correct, the results should show up in the next 3-4 years. A Sixers team at the top of the East in [more]

Wed Apr 20

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:49 PM

Re: Sam Hinkie

So, if someone hired you to manage their money in your proscribed fashion, and then 3 years later said they wanted you to short stocks and trade options for them instead, would you quit?

Would quitting depend on whether you beat or trailed [more]

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NajdorfSicilian replied to the Dropout's Den board. 5:14 PM

Re: NYC restaurant for kid foodie

Just got back in town. Well, def start with Met/Frick/Central Park/5th Avenue since it's all right there.

Dim Sum in Chinatown a must. Nothing worth seeing in little Italy.

Thu Apr 7

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:55 PM

Re: The Stock Investor

Someone help me start a portfolio for the: Lazy & Comfortable American Brand Fund. I got the 3 names at the top, give me more, feel free to use your imagination!

Let's see the results, after which I will light myself on [more]

NL

Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 4:28 PM

Sam Hinkie

if you haven't seen it yet, he has written one of the very, very best Investor Letters I have ever seen.


Lots of CM quotes for you junkies out there, and Seth also.

NL

Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 4:05 PM

FB

Just reading some research and estimates. With market moves in 2016 FB is now my #3 position.

They report in 2 weeks. Estimates are for 48-50% Rev growth YoY and 121% GAAP eps growth.

For the year, those figures are 43% and 71%. [more]

Tue Apr 5

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Boards Post

NajdorfSicilian replied to the College Hoops board. 3:52 PM

Re: Rating comparison to the Final Four, corrected

Subject: Re: Rankings, compared, to the Sweet 16 Date: 4/1/2016 3:28 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0

I don't understand why you just don't use Sagarin and [more]

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NajdorfSicilian replied to the College Hoops board. 3:50 PM

Re: Rankings, compared, to the Sweet 16

The end result of that misquotation is that I've been inflating their ratings through this entire tournament, and they're actually doing quite a bit *worse* compared to RPI and my own PT40 rating than I'd previously been saying.

I'll get
[more]

Fri Apr 1

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Boards Post

NajdorfSicilian replied to the College Hoops board. 3:29 PM

Re: Rankings, compared, to the Sweet 16

I don't understand why you just don't use Sagarin and KenPom. Sagarin is even linked _______________> right over there

Wed Mar 30

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:42 AM

Re: RH: Restoration Hardware

What am I missing?

Lack of market demand for their products.

Mon Mar 28

NL

Boards Post

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

Re: RH: Restoration Hardware

I think it's a disaster in progress, and any backward looking stats are doomed to failure. YMMV.

NL

Boards Post

NajdorfSicilian replied to the College Hoops board. 4:56 PM

Re: Whatta game

I saw it in person, definitely at least 1 uncalled foul on ND [on Hayes] but a terrific finish.

Thu Mar 24

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 3:57 PM

Re: shw and val deal

I'm just saying the share count won't reduce itself. It will cost the company money, and that is money coming from shareholders' pockets, one way or another.


I don't agree with this at all, and part of what you say is prima facie [more]

Tue Mar 22

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:34 AM

Re: shw and val deal

what value do you place on the brand names and similar intangibles in such a deal? If any.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:32 AM

Re: Pearson out (VRX)

I think the stock will rally after they file as well. Given the support of VRX by JPM and Barclays CEOs, I don't think BK is a realistic concern. If they can't pay off all their maturities, they will be rolled over, just at a higher rate. [more]

Mon Mar 21

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:31 PM

Re: Pearson out (VRX)

Well, for B+L there's no doubt they'd get more than they paid. But as you note may be hard to tell if done piecemeal.

Pearson's firing is a good first step. Getting the new CEO & filing by April 29 are the next 2 key steps.

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CAPS Stats & Trivia

CAPS Player Rating 99.87
Player Rank 101 out of 74849
Score 11371.63
Score Change Today -55.97
Accuracy 77.20%
Active Picks 68
Total Picks 1396
Best Pick NFLX (+445.18)
Worst Pick TQQQ (-365.08)
Average Score per Pick 8.15
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 39663
Recs Received 40242
People who have rec'd these posts 2741
Recs to Posts Ratio (last 30 days) 3.10
Threads Started 6808
Threads Started Percentage 17.16 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.83 %
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