RaptorD2’s Activity

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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Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 9:00 PM

Re: The importance of board etiquette

Thanks, ethan.

I would have to agree that the board has been, at times lately, hard to navigate, especially when one is
pressed for time.

If I may, I would like to inform/remind everyone that there is another unofficial [more]

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 3:58 AM

Re: Searching for a #2 and #3 stock

Your bottom 5 won't change your day (let alone your life) if they triple in 6 months. Gotta go. :)
SHOP position is too small, especially after GOOG's nod to their skills.

Lots of companies could be your new #2. Just to be [more]

Tue Jul 10

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 6:43 AM

Re: PVTL and NTNX

Chris, I have to disagree with your reasoning--mildly, as I'm not a techie by any stretch. But I own NTNX and PVTL in the opposite relative sizes (NTNX, 7.3%, PVTL 9.8%. I would be happy to add to my PVTL shares on any dip.

My reasoning [more]

Fri Jun 29

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 2:43 AM

Re: NKTR


Very few (anyone?) are willing to post their trades in real time. I suspect there is a reason for that.


Maybe. But on the other hand none of us call ourselves "ShortShop" either.

Just [more]

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Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 2:24 AM

Re: Taking advantage

Hi there tj,

I'm not Bear, but I can't help chiming in since my philosophy is based on conviction.

how do you rank your conviction? could you not be influenced by the latest you hear and by loose [more]

Thu Jun 21

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 8:07 PM

Re: Abiomed Tour -- Full Q&A transcript

Excellent info, Brian.

BF: Well, let me ask it a different way. So to me, the hard about wrapping my head about your business right now is your evaluation is generous valuation You're trading at like 30 times sales, which implies huge [more]

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Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 5:27 AM

Re: China exposure: MU, NVDA, SWKS

Since we buy several times more goods from China than we sell to China, maybe this game won't go the full 9 innings. If it does, all economies will take a hit. On the bright side the U.S. would probably get a new CEO as a result.

Dan, [more]

Mon Jun 11

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 6:35 PM

Re: Nektar - Where I stand currently.

I hope you're right, Saul. I came to the same conclusion a short while back and reduced my full position to a rare 1% lottery ticket "just in case."

I'm used to betting against the herd, but I try not to bet with [more]

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 6:02 PM

Re: OKTA

Some small suggestions if I may ... Consider forgetting price while you find your "must-have" favorites. I think after you find a few, you would be surprised to discover that price, while important, is not the end-all and be-all for your [more]

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Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 5:32 PM

Re: TREX my ‘outside of the box’ holding

Great write-up, Ray; a model for all of us to aspire to.

Trex has been on my mind lately, because as I retired builder, I am quite familiar with their products. Just recently I have noticed several well-produced TV commercials for their [more]

Wed May 30

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 5:13 AM

Re: Libby's portfolio at the end of May 2018

Ears <no position in any stock above>

Pray tell, Why?

Dan

Sat May 26

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 2:04 AM

Re: Long PSTG Investor Presentation slide deck

They might get acquired but I hope we have an opportunity to enjoy the long runway first.

I'll second that one. A few years ago Berkshire bought 3 of my favorite companies within 18 months. There is nothing sadder to a long-term [more]

Tue May 15

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 6:59 AM

Re: Pivotal, a moderately deep dive!

Ethan,

There is another possibility that would answer your question on declining sales & marketing expense while hyper-growth in sales. It also synchs with Wulf's observations and conclusions. I suspect that customers are coming to [more]

Mon May 14

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 4:05 AM

Re: TLRA - A Pre-Saul Company with High-Upside

Hi Stephen,

Nice writeup. I find one concern that really stands out for me.

they work with 90 of COMSCORE’s top 100 publishers, and sport a 95% retention rate among buyers/sellers.

If by "work with" you [more]

Fri May 11

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 5:20 AM

Re: OT: IBD Uptrend Resumes

Hopefully a case of great minds thinking alike ... I also opened a new position in COUP. But you seem to have missed my other new company, Aspen Tech (AZPN) :)

Now if somebody would just loan me a million, I need more OKTA. AYX had better [more]

Wed May 9

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 12:31 AM

Re: Link to Shopify Unite LiveStream

Dumb question, Frank ... What does the C in CMF mean?

Dan

Fri May 4

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 8:13 AM

Re: SQ targeted by Citron

This weasel's going right down the list of my holdings. Guess I'll just have to buy more.


"What's your job, Daddy?"

"I lie, cheat, steal and tear things down."

"Cool. Can I do that [more]

Wed Apr 25

NL

Boards Post

RaptorD2 posted to the Nektar Therapeutics board. 7:04 AM

Ouch 2.0

NKTR has hit my loss limit of 15%, meaning it has to go.

MDB is right behind.

Dan :(

Mon Apr 23

NL

Boards Post

RaptorD2 replied to the Saul's Investing Discussions board. 9:40 AM

Re: My thoughts re valuation of our companies

Since my knowledge of accounting seems to be outdated, I have to sit on the sidelines on this friendly disagreement. My questions are these:

1. If SHOP isn't allowed to record all their sales, where is that cash going in the financial [more]

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Board Posts 6879
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