Phoolio18’s Activity

Mon Nov 13

Hidden Gems Boards Post

Phoolio18 replied to the Hidden Gems boards. 8:10 AM

Sun Nov 12

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 5:08 PM

Re: TTD

Making plenty of unwarranted assumptions, $34M (company's guidance) in Adjusted EBITDA would yield $0.48 EPS next quarter or roughly the same growth as this quarter at 46%. Based on recent history, there is a good chance they will beat. [more]

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 2:19 PM

Re: UBNT Q1 review

No support revenue? So who provides support for their equipment and software?

Nope. No support revenues to speak of. Support is handled via their on-line community. In the case of their consumer product (AmpliFi) support is handled [more]

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 2:16 PM

Re: UBNT Q1 review

Hi Bear,

The vast majority of their products are sold through distributors (over 100) in both Enterprise and SP. The consumer products are starting to sell through on-line retailers and on-shelves, but that is immaterial right now. [more]

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 12:25 PM

Re: UBNT Q1 review

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

Bear,

The short answer is virtually no revenue is recurring for either category. If [more]

Sat Nov 11

Hidden Gems Boards Post

Phoolio18 replied to the Hidden Gems boards. 2:57 PM

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 2:29 PM

Re: TTD

Where in all this new era is the sort of advertising genius that pulled off what Coke did in building a brand?

Good question, but TTD is not creating the advertising, they are figuring out the best way to deliver it (hopefully). [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 1:42 PM

Re: TTD

Tinker,

This is pure conjecture, but I believe Jeff Greene (CEO of TTD) would agree wholeheartedly with your assessment; however, he would view it as their primary opportunity. Advertising dollars currently have little visibility as to a [more]

Thu Nov 9

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 6:22 PM

Re: Ubiquiti Earnings - My take

Ubiquiti delivered absolutely a great report, and at one point was down over 10% (more than $7). I bought all I could at the lower prices.

That move paid off quickly.

I half-listened to the Q&A session. Here's a [more]

Wed Nov 8

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 9:34 PM

Re: Which politics?

And, why is this? I think it is inescapable that this is entirely because politics is considered to be an OK topic of discussion here instead of being separated to a board about politics

I like to read NPI and Saul's board [more]

Mon Nov 6

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 8:19 AM

Re: Bert's latest take on SHOP

Maybe that's why they did the secondary and raised almost 1 billion dollars .

For the record they raised, less than $600M from the secondary.

Regards,
A.J.

Sun Nov 5

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 7:39 PM

Re: ANET Dilution

Using adjusted earnings the PE is 40.8.
Though it is probably somewhere in between 41 and 50 as their legal expenses shouldn’t be taken out of adjusted earnings given they are anything but one time.

Not sure any of the above really [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 4:15 PM

Re: ANET Dilution

They probably issue options at end or start of year if that number is correct.

Assuming we are talking about fully diluted share counts the company issues in their quarterly press releases, the number is right. I'm only [more]

NL

Boards Post

Phoolio18 posted to the New Paradigm Investing board. 2:28 PM

ANET Dilution

Lots of stock based compensation (SBC) talk taking place on Saul's board lately. For me, it is a matter of dilution versus growth.

SHOP, due to SBC and new share issuance, has been a big abuser this year diluting shares by 16% (98.778M [more]

Sat Nov 4

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 9:42 PM

Re: It still amazes me!

Anybody sane agrees with me.

I wouldn't go that far. It simply depends on your perspective. Take the company's view. They may have the best idea in the world, but not enough money to fund it before "x" figures it [more]

Fri Nov 3

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 3:30 PM

Re: The Obesity Epidemic is Spreading!

It's called the The Exercise Paradox. Read this article; truly fascinating!:

I'd like to read that but the link is behind a pay wall. The intro sounding very interesting.

A.J.

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 3:11 PM

Re: It still amazes me!

I just wonder how Arista does it the way they do?

As you have pointed out, Arista is creating gobs of cash. I'm sure they just pay great talent with great salaries to keep them happy and focused. But in their early beginnings, [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 2:48 PM

Re: OT: Too much Politics

This board should just stay the way it is. I don't ever get why people can't just skip over the threads they don't want to read. I do it all the time. I don't view it as an invasion of my space. "OMG. I really just had to look at [more]

Thu Nov 2

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 9:49 PM

Re: Market Top

Next week more earnings reports, and if this week is any guide ,more falling prices on good news.

And that's generally good news in and of itself. If the economy is bad, it is one thing. But if market sentiment is toying with [more]

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 9:26 PM

Re: Arista, what happened today.

Arista dropped $17 or $18 today, I think. Then they reported after the bell, and knocked it out of the park.

I couldn't take advantage of the drop during the day, but bought in the after market lower than what it opened for the [more]

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1467
Recs Received 2669
People who have rec'd these posts 550
Recs to Posts Ratio (last 30 days) 7.20
Threads Started 162
Threads Started Percentage 11.04 %
Most Frequent Board Saul's Investing Discussions
Very First Post A Options: Help Desk post. (8/23/2013)
Percentage of Posts Rec'd 54.12 %
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