TMFCochrane

Matthew Cochrane

TMFCochrane’s Activity

Yesterday

Caps Pick

TMFCochrane made a pick in CAPS. 5:22 PM

Worldpay (WP) will Outperform the S&P 500

Caps Pick

TMFCochrane made a pick in CAPS. 12:49 PM

LendingTree (TREE) will Outperform the S&P 500

Caps Pick

TMFCochrane made a pick in CAPS. 12:58 AM

IAC/InterActiveCorp (IAC) will Outperform the S&P 500

Thu Aug 16

NL

Boards Post

TMFCochrane replied to the New Paradigm Investing board. 9:18 PM

Re: PAGS - The Square of Brazil

Tchalla,

Sorry I am a few days behind on this board. I am by no means an expert on PagSegura but I do loosely follow them. Just be careful, while the company is growing revenue and payment volume at crazy-fast paces, expenses are rising [more]

NL

Boards Post

TMFCochrane replied to the Saul's Investing Discussions board. 7:50 PM

Re: NVDA 2nd quarter

The revenue number for each division seems not right in your table. The total revenue for 19Q1 is 3.21B, but the sum of the 4 divisions is 2.82B.

Kevin, I don't break out or track the OEM and IP revenue numbers, just the four [more]

NL

Boards Post

TMFCochrane replied to the Saul's Investing Discussions board. 5:28 PM

Re: NVDA 2nd quarter

I think the quarter looks just fine...

“Growth across every platform – AI, Gaming, Professional Visualization, self-driving cars – drove another great quarter,” said Jensen Huang, founder and CEO of NVIDIA. “Fueling our growth is the [more]

Wed Aug 15

Premium Commons Boards Post

TMFCochrane replied to the Premium Commons boards. 10:19 PM

NL

Boards Post

TMFCochrane replied to the Saul's Investing Discussions board. 4:14 PM

Re: Capitalism without Capital

Since they quoted Microsoft, they should have looked at their costs for Windows XP and Windows 7.

Would Bill Gates not be familiar with these costs? Sure Gates' explanation might be a bit over-simplified, but I think it is [more]

Premium Commons Boards Post

TMFCochrane posted to the Premium Commons boards. 12:08 PM

Sun Aug 12

NL

Boards Post

TMFCochrane replied to the Saul's Investing Discussions board. 1:11 PM

Re: Some questions for the TTD experts

Saul,

I believe others will provide better reasons soon, but I believe it is because some of its newer revenue streams are growing so fast. I do not own TTD and do not follow it too closely, but this is how it seemed to me when I was looking [more]

Sat Aug 11

Premium Commons Boards Post

TMFCochrane replied to the Premium Commons boards. 8:11 PM

The Partnership Portfolio Boards Post

TMFCochrane posted to the The Partnership Portfolio boards. 6:20 PM

Premium Commons Boards Post

TMFCochrane posted to the Premium Commons boards. 6:20 PM

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TMFCochrane posted to the Premium Commons boards. 6:15 PM

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TMFCochrane posted to the Premium Commons boards. 6:10 PM

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TMFCochrane posted to the Premium Commons boards. 6:07 PM

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TMFCochrane posted to the Premium Commons boards. 6:04 PM

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TMFCochrane posted to the Premium Commons boards. 5:54 PM

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TMFCochrane replied to the Premium Commons boards. 5:52 PM

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TMFCochrane posted to the Premium Commons boards. 5:51 PM

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CAPS Player Rating 70.33
Player Rank 20709 out of 69795
Score 3284.57
Score Change Today -58.33
Accuracy 41.79%
Active Picks 55
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Big gold star, 5000 posts Top Recommended Fools Ticker Guide
Board Posts 5974
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