RaptorD2’s Activity

Fri Oct 12

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 3:35 AM

Re: My portfolio and recent decisions

Well done.

All the young people here should realize that this little dip is the best thing that could have happened for them, and the bigger the dip the better.

If you're still adding to your accounts on a regular basis, [more]

Wed Sep 26

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 6:27 AM

Re: Twilio

What TWLO does is significantly more difficult than what SHOP does.

Can't argue with that.

However, what SHOP did right is ... everything.

Many people/companies have the skill and ability to build almost any of [more]

NL

Boards Post

RaptorD2 replied to the Macro Economic Trends and Risks board. 5:40 AM

Re: EU special pay channel dodges US Sanctions

Tim, I need to ask a favor.

Please, please, please, never assume that the Orange One speaks for me. Putin, maybe, but never me.

Dan
I am not alone

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 5:33 AM

Re: Elastic (ESTC) IPO research and discussion

Someone else seeing something I've missed? Should I be ignoring the losses and focus only on the recurring revenue and number of total customers?

Nope. I think all your questions are right on target and get to the heart of the [more]

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 5:06 AM

Re: ABMD - pretty amazing survival data

What's so funny is that I knew this was going to happen and never invested in it...

It's not funny, doc. You're my go-to guy for this one. I like my gurus to have skin in the game. :) Even though it was 19% cheaper a week [more]

Mon Sep 24

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 8:51 PM

Re: Twilio

On the surface your concerns are valid but I suspect that a deeper look might change your mind.

I view TWLO as somewhat like ... are you sitting down? ... like SHOP.

SHOP took a ubiquitous goal (Retail Portal) that most would assume [more]

Thu Sep 13

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 3:40 AM

Re: PVTL ER

Since they are only counting customers with greater than $50 K in sales, maybe it takes awhile to start the customer in Pivotal labs ... --Jimbo5

That's evidently not a critical factor, or else the guidance for '19 would [more]

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 2:12 AM

Re: Afterpay Touch

Thanks for bringing up the idea, Sean.

My immediate concerns/questions:

Dilution [more]

Sun Sep 9

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 6:15 AM

Re: Morgan Housel is Great

Cheerios, I understood one of your posts once a couple years ago. It scared the hell out of me. Fortunately, your current effort has fallen in the WTF pile with the rest. Please don't waste your time or mine.

Have a good [more]

Wed Sep 5

NL

Boards Post

RaptorD2 replied to the Berkshire Hathaway board. 7:26 PM

Re: You have to decide...

and you have to decide ...

whether to learn from the examples and (especially) mistakes of others, in order to improve your own knowledge base and thus results,

--or--

to point out any potential instances of misjudgment by [more]

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 6:40 PM

Re: CMFAleeb August Portfolio Review

I'm not going to comment further about options on this board, but I wanted to make sure it's clear I'm not trying to mislead anyone with inflated return numbers

Whoa, I didn't catch that before. If you got the [more]

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 6:23 PM

Re: CMFAleeb August Portfolio Review

Hi again Aleeb,

I did not want or expect you to give so much information about your accounts. You could have just said, "Yes, options doubled my returns" and my curiosity would have been satisfied. (Not that it's your [more]

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 2:47 AM

Re: CMFAleeb August Portfolio Review

Hi Aleeb,

I don't want to beat on this discrepancy, but you evidently didn't read my post carefully. I'm saying we could trade ports and except for the bottom-line totals, I doubt you would realize the switch for [more]

Tue Sep 4

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 7:18 AM

Re: CMFAleeb August Portfolio Review

Congrats, Aleeb, well done!

Now I'm really curious. How did you goose your returns on those holdings so much?

I'm not checking up on you; I just happen to have nearly identical holdings*; and my gains last month were only [more]

Tue Aug 28

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 7:18 PM

Re: ZScaler

Bear, fwiw, I agree with your assessment. While I believe in the rule "The best time to buy a fast grower is as soon as you uncover a great one" I also believe that a little common sense (read "valuation" in this case if you so [more]

Thu Aug 2

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 5:44 AM

Re: article on whether we are in a tech mania

He's so ashamed he doesn't want anyone to know who he is.

Nice, very nice. So do we have to call you Sir Guru now, or just Guru, or can we go back to hollering,
"Wulf!"? Oh, and do we bow? Curtsy? Snort? [more]

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 5:12 AM

Re: Margins & Rule of 40 data points

Thanks, Ant.

I couldn't help but notice Qualys' stock-based compensation. In 2 of the last 4 years, it was more than
net income. Wow, that really doesn't make me want to invest in Qualys. That's outrageous unless of [more]

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 4:52 AM

Re: Invest like the best with Cathie Wood

Ilumawhat?

I've been teaching my son to invest, so when he stopped by today and asked if I got hurt in the Sh.. er,
stock storm. I was too ashamed to admit I had 6-digit losses over the last few days, but put up the
tough guy [more]

Thu Jul 26

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 4:27 AM

Re: Rising Stars Portfolio

Funny you should ask advice on this particular discussion board. Believe it or not, there is a place
with intelligent investing discussion where, should one be observant enough to learn and employ
"suggestions" and [more]

Fri Jul 13

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 9:11 PM

Re: AWS targets Cisco,ANET

...it shows you what an amazing company SHOP must be for them to leave the field to SHOP.

Bingo, agreed!

I view AMZN's 'partnership' with SHOP as the ultimate validation of SHOP's economic value
and [more]

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Big gold star, 5000 posts Top Favorite Fools Old School Fool
Board Posts 6898
Recs Received 22694
People who have rec'd these posts 3101
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Threads Started 1108
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Most Frequent Board Macro Economic Trends and Risks
Very First Post Help me kill mutual funds (6/27/2003)
Percentage of Posts Rec'd 61.84 %
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