Phoolio18’s Activity

Fri Oct 12

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 1:47 PM

Re: Sold SQ at open

Tinker is a day trader :)

Thu Oct 11

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 10:04 PM

Re: Orange Dope

There ya go, Dreamer.

Legalization is one of the biggest economic no brainers of all time.

AJ

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 6:57 PM

Re: What to Buy

Forgot about TWLO and TEAM. Both have dropped about 20%ish plus. Both have great CAPs, but TWLO seems extremely strong with very little mention of competition except in house efforts a la Uber. As they diversify their customer base, this risk will [more]

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Phoolio18 replied to the New Paradigm Investing board. 6:00 PM

Re: What to Buy

Have been salivating here on what to buy and when...think I wrote a post on it even.

On Square, for some reason I just really haven’t done the research. Their business is a bit more complicated than I typically want and there does seem to be [more]

Wed Oct 10

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 10:39 PM

Re: When & What to Buy

Here are some current valuations.


EV/S P/E
ANET 9.6* 32.6
AYX 17.3
MDB 15.3
NVDA 12.5 39.8
NTNX 5.3
PSTG 3.9
SHOP 14.3
TTD 13.8 65
UBNT 6.7 23.9



Valuations are TTM and [more]

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Phoolio18 replied to the New Paradigm Investing board. 9:56 PM

Re: Trump gets all the credit...

No question that unfair practices have been a problem. Among the obvious of these are state sponsorship to lower prices to make prices unfairly competitive in the other country. One might note, however, that these are also practices which are [more]

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Phoolio18 replied to the New Paradigm Investing board. 9:24 PM

Re: Quantum Computing

Tamhas,

Not sure if you read the article, but it, at least, suggests there is already a post-quantum computer cryptography tool in the works. Believe it was referred to as LWE. Current cryptography seems to rely on factorization of large [more]

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Phoolio18 replied to the New Paradigm Investing board. 9:20 PM

Re: Trump gets all the credit...

Tamas,

There are many things that are mischaracterized above in terms of what I’ve said on the subject. Ignoring those, I have a few comments.

I don’t disagree trade has to happen at an equal level in terms of total dollar amounts. [more]

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Phoolio18 replied to the New Paradigm Investing board. 9:02 PM

Re: When & What to Buy

This is exactly what we should be doing....having a watch list whilst others are depressed and not looking.......will more likely identify the best opportunity

Yep. I think we should continue to discuss these opportunities as prices [more]

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Boards Post

Phoolio18 posted to the New Paradigm Investing board. 8:16 PM

Quantum Computing

INteresting article on quantum computing of which I don’t profess to understand the entirety.

Related to investing, it again shows this tech is nowhere near commercially available and not a near term threat to NVDA owners. The computing [more]

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Phoolio18 replied to the Saul's Investing Discussions board. 7:53 PM

Re: A little perspective

However for someone (not me) who might come across these boards in Aug/Sep and lay down their hard earned, only to be down 19% in the first few months and maybe more...well that's a different story.

Nice post duncs. I just want [more]

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Phoolio18 posted to the New Paradigm Investing board. 7:40 PM

When & What to Buy

I’m stealing from others here and you know that imitation is the highest form of flattery so...

When to buy, I like Duma’s idea of waiting for a bit of an upswing. He seems to use the 200dma. Any other thoughts on that matter?

What [more]

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Phoolio18 replied to the New Paradigm Investing board. 2:42 PM

Re: Trump gets all the credit...

I realize the above is very simplified, but you can't tell me it isn't a better plan than using Twitter a lot.

Dreamer,

Interesting ideas on how to handle the trade problems. We could debate the merits of your plan, [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 10:30 AM

Re: Trump gets all the credit...

Nobody said there wouldn’t be short term pain based on tariffs. It is a question of doing what is right for the future which may not mean it is right for the near term. Other presidents have tried to deal with China using a “silent precision [more]

Tue Oct 9

NL

Boards Post

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

Re: DocuSign......a Brief Brief

I question the moat as well, but I do not question whether the service is needed. It is sorely needed. I have always hated the manual process of printing, signing, scanning and then emailing. So they are making that much easier and it is definitely [more]

Mon Oct 8

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 5:06 PM

Re: Crash Is Tech Wide

If Nasdaq falls another 5-10% it is likely our stks will fall a lot more

More than likely, yes, they will. And it sounds like you haven’t bought full positions on many of the high growth names, so you should be chomping at the bit. [more]

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Phoolio18 replied to the Premium Commons boards. 9:46 AM

Sat Oct 6

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 2:02 PM

Re: OT: Susan Collins in Support of Kavanaugh

Moreover, the sexual issues were not even the main reason why his confirmation should have been denied ... temperament, deviant views, and lying to Congress are arguably more serious issues. What are you going to do when those issues become more [more]

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Phoolio18 replied to the New Paradigm Investing board. 1:47 PM

Re: Roe v Wade

Tinker,

It is my understanding that abortion was illegal prior to Roe v. Wade. However, your description seems to contracdict this. You state the case only gave States the right to regulate abortion after the date where a baby can survive [more]

Premium Commons Boards Post

Phoolio18 replied to the Premium Commons boards. 12:18 PM

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 2046
Recs Received 3976
People who have rec'd these posts 680
Recs to Posts Ratio (last 30 days) 6.80
Threads Started 210
Threads Started Percentage 10.26 %
Most Frequent Board New Paradigm Investing
Very First Post A Options: Help Desk post. (8/23/2013)
Percentage of Posts Rec'd 57.23 %
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