Phoolio18’s Activity

Wed Dec 13

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 4:51 PM

Re: The Trade Desk 101

What is the FFAE board please?

Thanks,
AJ

Mon Dec 11

NL

Boards Post

Phoolio18 replied to the Macro Economic Trends and Risks board. 7:16 PM

Re: OT: The only reason I can think of...

I don't like to see negative connotations associated with a political movement using the Evangelical label that originated with decent, kind, generous, honorable people like mainline protestant Evangelicals who do everything they can to [more]

Sun Dec 10

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 8:27 PM

Re: Nutanix story

Despite 45 posts so far in this thread, I haven't seen anyone address:

- rapidly slowing growth - last 5 quarters:
90.1%
77.4%
67.2%
61.7%
46.2%

Worsening Gross margin - 61.9% Oct17 vs 65.4% Oct16 (or
[more]

Sat Dec 9

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 2:45 PM

Re: Time to focus again

Thanks Matt.

TTD doesn't give guidance on EPS, just on Adj EBITDA. Trying to correlate this to net income and EPS difficult. A reason the stock could be taking a hit is looking at past leverage associated with the company's forecast. [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 12:37 PM

Re: No, Seldom Wrong

As to Maineleft...economic stratification? You may want to ask Denny what happens when that sentiment is put into practice. You get further and more extreme economic strategification, with those who are on the bottom end of it, getting even less [more]

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 11:02 AM

Re: Time to focus again

Here are a few more reasons I stuck with TTD after last earnings.

Brands are struggling with their programmatic ad spend. As a result, the ad agencies they employ are also struggling. Revenues, earnings and customer retention rates have [more]

Fri Dec 8

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 9:45 AM

Re: Chinese SHOP

Baozun is really still China only and has some pathetic growth rate of 25% - so not even growing at Ali Baba or JD levels.

You summed up my review of Baozun in a nice little single sentence package.

A.J.

Thu Dec 7

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 9:01 AM

Re: Bitcoin crosses $15,000

Just for fun let's call a pizza $20. So each bitcoin was worth $0.002.

Those same 10,000 coins today would be worth $140,000,000.
That's a 7,000,000 bagger!!!

There was a story about a sailor who ate a tulip bulb during [more]

Wed Dec 6

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 6:08 PM

Re: AIEQ: Watson based AI portfolio manager ETF

Just wait for the AI Funds software to start communicating with each other.

Do you think they would develop a Motley Fool to discuss ideas?

Tue Dec 5

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 11:33 PM

Re: Apple Pay Cash

Matt,

I don't disagree with your thesis. It would be different if Apple held a large market share in mobile phones, but it is around 15%.

Most people I know own an iPhone, but that means zilch compared to the market. Without [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 10:58 PM

Re: Tax Bill

What if everyone just kept 100% of their earnings and paid 35% sales tax on everything purchased? That probably wouldn't have enough double taxing involved so it wouldn't work I guess.

Someone just talked about cutting government [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 8:51 PM

Re: What to do about The Trade Desk?

(other than creating a huge buying opportunity when stocks that were called expensive at that time, were actually quite cheap, but now these "expensive" stocks are not as cheap, for most, but are for some - but not nearly as widespread [more]

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 8:43 PM

Re: Nutanix story

Sounds like we are on the same page, Duma.

To take the biological analogy a bit further, these companies simply seem to be true competitors feasting on the same bounty. It is just the bounty is large enough and growing to where they can both [more]

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 7:21 PM

Re: Nutanix story

even if they live a commensal relationship

Not trying to be smart here, but just looking for clarification. Commensal would assume that one of the companies is feeding off of the other (generally larger) where the larger is [more]

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 7:14 PM

Re: What to do about The Trade Desk?

I see the fundamentals as intact and a bright future but in a very unsettled stock market at the moment. The big boys are rotating out of high tech into value plays. The rotation could turn into a correction...

After reviewing the [more]

Stock Advisor Boards Post

Phoolio18 replied to the Stock Advisor boards. 6:52 PM

NL

Boards Post

Phoolio18 posted to the Saul's Investing Discussions board. 6:48 PM

Apple Pay Cash

I don't know how much revenue Square derives from its P2P payment service or Paypal from Venmo. I've never used them before myself.

I did just upgrade to iOS 11.2 which offers Apple Pay Cash.

It is a slick as a baby [more]

Mon Dec 4

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 6:27 PM

Re: There goes the wealth effect!

The cash position in my portfolio has been increasing nicely as of late :)

AJ

Sat Dec 2

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 1:29 PM

Re: Scientific Consensus

If I'm not mistaken, the article Tinker posted and the article Tamhas posted are in direct odds with one another. In fact, I believe they are both pointing to the same "clusters" to confirm their research. Each one is just using [more]

Fri Dec 1

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 1:52 PM

Re: from Saul's board

that hubristic binge of posting about gains over there coincided almost exactly with the top. So it's worth watching for if it happens again.We may have found the best sentiment indicator yet.

Interesting note, but I would tend [more]

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1467
Recs Received 2668
People who have rec'd these posts 550
Recs to Posts Ratio (last 30 days) 7.10
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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