Phoolio18’s Activity

Wed Nov 29

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 4:02 PM

Re: TLND's Venture Capital Sales

Essentially the company is pulling in profit for themselves at the expense of their predilute investors.

Would you mind explaining this further?
The company will not see any cash from the sale and no dilution will occur. So [more]

Tue Nov 28

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 3:14 PM

Re: Another OMG with Nvidia

How many of Saul's apostles will do the same?

Not this one, I can assure you. I've always hated when people blame TMF for offering picks, choosing them and then complaining when they go down. The Motley Fool is not [more]

Mon Nov 27

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 10:21 AM

Re: A Question Regarding Portfolio Growth

I’m surprised there are some who are looking at individuals portions of an entire portfolio and commenting on those gains versus the entirety. Why would someone care if one portion is up 100% when the overall may be much less than that. Sure it has [more]

Sun Nov 26

Stock Advisor Boards Post

Phoolio18 replied to the Stock Advisor boards. 4:21 PM

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 3:59 PM

Re: TLND's Venture Capital Sales

Thought I'd take a shot at answering Tinker's questions/framework:

How is Talend doing in comparison to its competition and peers? Better, worse, the same.

Much, much better it appears. The market is said to be [more]

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 2:10 PM

Re: TLND's Venture Capital Sales

I think that one thing the last sale tells us is the stock price at which, the venture capital folks were willing to divest......there wouldn't be any reason they won't repeat this as the stock rises to and above the last price high. [more]

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 1:28 PM

Re: TLND's Venture Capital Sales

This is a tough one for me which could be reason enough to stay away. But I'd like to try to consider it further still.

We know this doesn't change the fundamentals of the company. But when you think about this from a supply and [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 12:43 PM

Re: OT - High School Football

Metric Football

Ha! Never heard soccer called that before. I like it!

Take care,
A.J.

Sat Nov 25

NL

Boards Post

Phoolio18 posted to the New Paradigm Investing board. 10:32 PM

OT - Mike Leach on Marriage

Some may find this funny (don't worry...it isn't vulgar).

http://www.espn.com/video/clip?id=21516592

I have had too much time on my hands today so thanks for putting [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 9:40 PM

Re: OT - High School Football

This has nothing to do with non-athletes and their performance and socialism.

I didn't intend this at all. However, I think I can clearly say this thread has made people who frequent this board agree with one another where they [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 8:52 PM

Re: SHOP

I've held SHOP since my original purchases and also ANET throughout, though I've added to ANET a bit more regularly. Both are a sizeable amount of the portfolio.

I think I have much more faith in SHOP's ability to scale [more]

Stock Advisor Boards Post

Phoolio18 replied to the Stock Advisor boards. 8:16 PM

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Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 8:05 PM

Re: My portfolio at the end of Nov 2017

Sorry. Looks like Saul posted before I did as I was writing my thoughts. Though it does appear we have the same opinion. Bottom line is, I'll have to take a closer look at Talend again.

Thanks all,
A.J.

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 7:57 PM

Re: My portfolio at the end of Nov 2017

Here's the case for Talend from the MF article posted:

When private equity investors are involved, secondary offerings aren't as big a cause for concern. Although the big blocks of shares cause temporary selling pressure, the [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 5:19 PM

Re: OT - High School Football

That is not what I am saying. What I am saying is that football players are in an activity that is exclusive and restricted to them, that provides them benefit off and on the field, that also leads to these players doing what they need to do to [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 5:09 PM

Re: OT - High School Football

And it is simply not fair that some people get an advantage because they play football and therefore graduate at much higher rates.

Tinker - These kids aren't graduating because they play football. They are graduating because [more]

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Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 4:35 PM

Re: My portfolio at the end of Nov 2017

That is what I think as well. I said so at the NPI board but no one paid any attention to me. :(

My bandwidth is admittedly somewhat limited.

I think the confusion comes from the registering of the shares. If I'm [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 4:03 PM

Re: OT - High School Football

You can have the last word, Tamhas.

Nope. I lied.

I'm just going to copy something from my original post. It is tough to find other programs doing this well in areas rampant with gangs, poverty and drugs.

It [more]

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Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 3:43 PM

Re: My portfolio at the end of Nov 2017

That recent drop was the unloading of 2 million shares and there is another 8 million yet to go.

Based upon some recent discussions here, it was my understanding the company is not benefitting from the sale of the shares and no [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 3:38 PM

Re: OT - High School Football

You can have the last word, Tamhas.

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Big red star, 1000 posts
Board Posts 1467
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Recs to Posts Ratio (last 30 days) 7.20
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Most Frequent Board Saul's Investing Discussions
Very First Post A Options: Help Desk post. (8/23/2013)
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