PaulWBryant’s Activity

Thu Nov 23

NL

Boards Post

PaulWBryant posted to the Saul's Investing Discussions board. 9:30 PM

Quick thankful post

I am thankful and grateful for:

1) The Motley Fool

2) Saul's board

3) My friendship with Saul and others I've met thanks to 1 and 2.

4) That I am lucky enough to live in a country and time like this with [more]

Tue Nov 21

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 4:53 PM

Re: WIX

These all seem reasonably good for WIX. But I also have to understand the risks as best possible. I'm not sure I do with WIX. I'm just not sure about their moat or competition. I'm a little leery about buying now since it's been [more]

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 12:20 PM

Re: Micron: What is a commodity?

Potentially the best performers will be those that provide the least commoditised and most value add product - Micron is ahead of this curve with 3D point as well as other value added tech.

Problem is, nearly half of Micron's [more]

Mon Nov 20

NL

Boards Post

PaulWBryant posted to the Saul's Investing Discussions board. 5:45 PM

Micron: What is a commodity?

I thought I would take a closer look at Micron today. Ant has brought it up a couple of times, and Putnid and others have chimed in.

This is a great thread from a couple months ago: [more]

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 11:48 AM

Re: TREE

I think TREE is one worth looking into. Only flags I see are:

- They made a recent acquisition or two, so I don't think all growth is organic.

- I would also investigate the TAM. If this is truly disrupting mortgage loans and [more]

Rule Breakers Boards Post

PaulWBryant replied to the Rule Breakers boards. 11:07 AM

Sun Nov 19

NL

Boards Post

PaulWBryant replied to the Portfolio Management board. 11:53 AM

Re: bond ladder

Very helpful thanks! Can you buy these instruments easily via scottrade or schwab? Or do you need a human broker or bank?

Sat Nov 18

NL

Boards Post

PaulWBryant replied to the Portfolio Management board. 6:42 PM

Re: bond ladder

Thanks Gene

Can you do the same thing with treasury bonds?

Also, don't they have ETFs now that mimic a bond ladder?

Thanks again,
Bear

Fri Nov 17

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 2:48 PM

Re: SPLK - Q3 Earnings Result

SBC for Splunk was 92.4M in July, not 182.4M.

Bear

NL

Boards Post

PaulWBryant posted to the Saul's Investing Discussions board. 1:57 PM

Marginal thinking

Square's PE of 185 or so got me thinking...they've only begun to show a profit. What if they had the margins of Arista? What would it look like then? Arista's net margin was 29% this last quarter.

So I asked myself, what if all [more]

Thu Nov 16

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 1:47 PM

Re: ANET -Jayshree Ullal: Queen of the wired wor

Bear-

Are you following any kind of strategy when adding to ANET or just adding when it feels right? Maybe added when it dipped a little yesterday?


Just when the spirit moves me. Ha...no, I'm no market timer and I know [more]

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 12:59 PM

Re: ANET -Jayshree Ullal: Queen of the wired wor

If she keeps selling all her shares as ANET grows from a several billion dollar company to a company worth several scores of billions, she'll have to settle for being filthy rich instead of filthy stinkin rich. Poor thing.

I say let her [more]

Rule Breakers Boards Post

PaulWBryant replied to the Rule Breakers boards. 12:58 PM

NL

Boards Post

PaulWBryant posted to the Portfolio Management board. 12:42 PM

bond ladder

My retired dad wants to take half his nest egg an invest in aggressive growth stocks (like I do) and keep the other half in riskless treasury bonds or something. I thought the best way to structure the riskless side would be a bond [more]

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 10:28 AM

Re: Talend Announce Public Offering

I assume this is a non-dilutive public offering so directors/insiders can sell their shares and diversify. Which means the price drop itself is completely illogical and an opportunity?

From my understanding, your assumption is [more]

Sun Nov 12

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 1:29 PM

Re: UBNT Q1 review

Thanks AJ. Who buys the Enterprise products?

And what are WISPs? Like AT&T, Charter, etc?

Do they have any customers on either side that account for more than 10% of total revenue?

Thanks again,
Bear

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 9:52 AM

Re: UBNT Q1 review

Wouter,

Can you briefly list the components of Enterprise revenue? Same for Service revenue? Is any of either recurring or subscription based?

Thanks, Bear

Sat Nov 11

NL

Boards Post

PaulWBryant posted to the Saul's Investing Discussions board. 11:22 AM

Bear's Q3 earnings wrap-up

I've updated the board on my thoughts on earnings 3 times already
http://boards.fool.com/bear39s-q3-earnings-thoughts-vol1-328...
[more]

Fri Nov 10

Rule Breakers Boards Post

PaulWBryant replied to the Rule Breakers boards. 3:20 PM

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 2:33 PM

Re: Why I sold TWLO

Last quarter backing Uber out of the equation for base revenues meant base revenues were growing at 65% rather than 55% and the Uber impact had hardly started and was slated to really impact Q3 onwards. Base revenues this quarter grew 43% so my [more]

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