TMFEBCapital

Todd Campbell

TMFEBCapital’s Activity

Fri Jun 23

CAPS Outperform Pitch Reply

TMFEBCapital commented on TMFEBCapital's pitch for PTLA. 3:54 PM

Great to hear! Congratulations! FYI, I'll be listening to the conference call over the weekend, so I'll probably have an article (or more) coming over the next week.

Thu Jun 22

CAPS Outperform Pitch

TMFEBCapital wrote about Weibo (WB) . 12:56 PM

WB Outperform

This is the 10th biggest social media company by monthly active users on the planet, and while it started off more like a Chinese version of Twitter, its now more a merger of Twitter, YouTube, and Facebook. Last quarter, the company's net revenues [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 12:56 PM

Weibo (WB) will Outperform the S&P 500

Tue Jun 20

CAPS Outperform Pitch

TMFEBCapital wrote about Teladoc (TDOC) . 3:24 PM

TDOC Outperform

Scaling quality healthcare so that patients can connect with care givers from anywhere is disruptive, and today's acquisition of Best Doctors establishes Teledoc as a leading source for specialty doctors, such as oncologists. If you believes -- as I [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 3:23 PM

Teladoc (TDOC) will Outperform the S&P 500

Mon Jun 19

CAPS Outperform Pitch

TMFEBCapital wrote about WageWorks (WAGE) . 3:17 PM

WAGE Outperform

Employer benefits can be confusing to employees, but they don't have to be. WageWorks provides consumer-directed benefit administration for employers, helping folks with things like HSAs, FSAs, commuter benefits, and COBRA. Sales and profit are [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 3:17 PM

WageWorks (WAGE) will Outperform the S&P 500

Thu Jun 15

CAPS Outperform Pitch

TMFEBCapital wrote about Baidu (BIDU) . 1:31 PM

BIDU Outperform

If you look at a 5-year revenue growth chart, BIDU won't appear impressive. But that chart doesn't tell you the whole story. The company is a dominant force in search and content in China, and its innovation is downright Google-esque enough for me to [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 1:31 PM

Baidu (BIDU) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Ubiquiti Networks (UBNT) . 1:16 PM

UBNT Outperform

Yes, the company's had some stumbles, but it's still putting up impressive growth, and the potential for more growth in serving the burgeoning IoT marketplace has me thinking that picking up shares now at a discount to where they've been in the past [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 1:16 PM

Ubiquiti Networks (UBNT) will Outperform the S&P 500

Mon Jun 12

CAPS Outperform Pitch

TMFEBCapital wrote about Universal Display (OLED) . 10:56 AM

OLED Outperform

Continuing the shopping spree from Friday: Demand for OLED screens could see a significant bump up following the release of AAPL's next iPhone, and that would be welcome news for OLED.

Caps Pick

TMFEBCapital made a pick in CAPS. 10:56 AM

Universal Display (OLED) will Outperform the S&P 500

Fri Jun 9

CAPS Outperform Pitch

TMFEBCapital wrote about Service Now (NOW) . 2:17 PM

NOW Outperform

GAAP total revenues between $1,860 and $1,880 million, UP 34% to 35% year-over-year (or non-GAAP total revenues between $1,886 and $1,906 million, representing 36% to 37% year-over-year growth adjusted for constant currency), is what I like to hear. [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 2:17 PM

Service Now (NOW) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about 3D Systems (DDD) . 2:13 PM

DDD Outperform

OK. It's shoot fish in a barrel day for me today it seems, but this is yet another idea I've had on the watch list for a while that I can buy on sale today. 3D printing is in a retrenchment phase, but its promise remains great, and this company has [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 2:13 PM

3D Systems (DDD) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Workday (WDAY) . 2:01 PM

WDAY Outperform

Speaking of do-overs, how about your chance to buy Peoplesoft again. Yes, it got acquired long ago by Oracle, but its founders are back in business again at Workday, and its human resource solutions are catching on with businesses. Sales are growing [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 2:01 PM

Workday (WDAY) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Five9 (FIVN) . 1:56 PM

FIVN Outperform

If you wished you bought Salesforce.com when it was getting started, then here's your chance for a do-over. FIVN call center software competes with CRM, but FIVN targets the small companies that can't afford CRM's suite. FIVN is carving out a niche, [more]

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CAPS Stats & Trivia

CAPS Player Rating 47.56
Player Rank 39136 out of 74629
Score -302.53
Score Change Today +140.04
Accuracy 56.52%
Active Picks 111
Total Picks 140
Best Pick MDVN.DL (+145.92)
Worst Pick OPHT (-108.49)
Average Score per Pick -2.16
Charms Earned 6
Highest Rated Favorite TMFSpiffyPop
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Boards Stats & Trivia

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Recs Received 0
People who have rec'd these posts 0
Recs to Posts Ratio (last 30 days) N/A
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