Phoolio18’s Activity

Tue Jul 17

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 7:43 PM

Re: comments on the yield curve

Either the iBankers are completely misjudging the markets, or simply not all boats are riding as high as other boats, but there seem to be few sinking at the moment

It seems clear “not all boats are riding as high as other boats.” [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 8:50 AM

Re: Valuation & TA

Thanks, Denny.

The Kauffman talk was extraordinarily interesting. Maybe a bit esoteric in terms of valuation and TA, but I can see connections. SaaS can be considered an adjacent possible created by the context of today’s economic soup. We [more]

Mon Jul 16

NL

Boards Post

Phoolio18 posted to the New Paradigm Investing board. 8:01 PM

Valuation & TA

There has been a lot of discussion revolving around valuation lately. Saul ignores it. I really cannot, though if I have high conviction, I'm willing to pay a higher price. How much higher is the subjective part of the equation.

I may [more]

Fri Jul 13

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 2:59 PM

Re: NATO and President Trump


You do realize that the one and only time that Article 5 of the agreement, the one about mutual support, has been invoked is in response to 9/11. I.e., in terms of actual action, them helping us is the only thing that has ever happened.
[more]

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Boards Post

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

Re: NATO and President Trump

From the article you posted, Tamhas.

While it has boosted defense spending the past two years, Germany, like about half the other NATO members, does not plan to reach 2 percent by 2024.

Sounds like it is time to [more]

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 12:47 PM

Re: The importance of board etiquette

I would also add that there is no reason to mention if you have taken a position or sold something recently. There is no need to mention what percentage you are up so far this year.

That is, unless those tidbits are part of a larger analysis [more]

Thu Jul 5

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 12:53 PM

Re: germans now for reducing their car tariffs

A clear continuation of Obama’s policies :)

Sun Jul 1

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 1:37 PM

Re: “Week” of Focus NY Primary and N

What you feel is a misrepresentation of facts may not be the case. That is my point, you aren’t the police who decide what is and is not correct. Sure you may point out a single instance where a poster may not have used facts or point to a different [more]

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 11:56 AM

Re: A uniting principle

Duma,

What is the Retirementdough method/philosophy?
Maybe this is for the NPI board or feel free to email me directly.

Thanks,
A.J.

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 11:43 AM

Re: “Week” of Focus NY Primary and N

And the “strong man” argument is really just a straw man.

Do you really think that socialism is the answer? Do you really think that America needs to be more socialistic? You constantly harp on the reasons why so many socialistic attempts [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 10:05 AM

Re: Mongo Update

More important are their cash and profit generating activities and Atlas is at the core of that effort.

One customer at the MongoDB World event spoke to this. They claimed it was a no brainer after analyzing whether to support/host [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 10:00 AM

Re: TTD - new features & AI

Thanks Dreamer.

You heard right. He moved to Asia. Green already said he’d be spending the majority of his time there, but I’d never heard that he moved there.

Interesting thought on TTD being a hedge against the potential of trade [more]

Sat Jun 30

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 9:08 PM

Re: Spotify (SPOT) - Any thoughts?

I think you hit the nail on the head which is also the reason I won’t really look much further into Spotify. I don’t see any differentiable qualities. And they are up against stiff competition.

AJ

Thu Jun 28

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 8:21 PM

Re: Orange Crush...

As for the theft of IP, yes, it's a bad thing from out [sic] perspective. In fact the big aerospace company I used to work for got barred from bidding on certain DoD contracts for 24 months (if I recall) because they got caught stealing IP [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 6:46 PM

Re: Orange Crush...

What I mean is, why is China eventually being the biggest economy such a threat to US?

That is what I did not want to get into in my original post. Could have been worded better, but here is what I said...

but I [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 12:55 PM

Re: Orange Crush...

I don’t doubt that global trade is good for our economy and don’t doubt that when these trade deals were arranged, they made good sense to get the world economy kick started.

Essentially they were bad deals that made sense AT THE TIME THEY [more]

Wed Jun 27

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 12:30 PM

Re: Comments on the economy

Thanks, Denny.

I don't know enough about TREE to make any sort of informed decision on the company. But the prospect of low supply in terms of new housing and a big drop in the number of candidates that can benefit from refinancing, [more]

NL

Boards Post

Phoolio18 replied to the New Paradigm Investing board. 8:40 AM

Re: Comments on the economy

Dennny,

Interesting dichotomy taking place between what some home builders are saying versus what is taking place with TREE the stock. Is the stock being hammered on FUD or is the company stating they are seeing a crunch in lending [more]

NL

Boards Post

Phoolio18 replied to the Atheist Fools board. 7:58 AM

Re: Tax on churches

Interesting DB2. If one wants a great laugh, look up John Oliver on taxing churches. He begins a real church - Our Lady of Perpetual Exemptions. It is quite funny.

A.J.

Tue Jun 26

NL

Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 7:22 PM

Re: TTD - new features & AI

Thanks for posting that Dreamer.

I like your analogies to Pivotal and Alteryx. If the claims TTD is making about these new products turn out to be correct (and I tend to believe Green against my skeptical nature), there are many things to [more]

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1905
Recs Received 3587
People who have rec'd these posts 642
Recs to Posts Ratio (last 30 days) 7.90
Threads Started 197
Threads Started Percentage 10.34 %
Most Frequent Board Saul's Investing Discussions
Very First Post A Options: Help Desk post. (8/23/2013)
Percentage of Posts Rec'd 56.27 %
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