TMFInnovator

Simon Erickson

TMFInnovator’s Activity

Thu Jun 14

CAPS Underperform Pitch

TMFInnovator wrote about Turtle Beach (HEAR) . 11:22 AM

HEAR Underperform

The stock has been on fire this year. But they have no cash, no assets, no insider ownership, and no institutional following. There's no recurring revenue, there's no moat, and they're saturating their core user base. And even after their [more]

Caps Pick

TMFInnovator made a pick in CAPS. 11:22 AM

Turtle Beach (HEAR) will Underperform the S&P 500

Tue Jun 12

CAPS Outperform Pitch

TMFInnovator wrote about Tesla (TSLA) . 2:24 PM

TSLA Outperform

Autonomous will change the business economics of transportation, which will look less like automakers and more like software companies. Tesla is innovating faster than any other company in the space (GM is #2), and is poised to capitalize most on the [more]

Caps Pick

TMFInnovator made a pick in CAPS. 2:24 PM

Tesla (TSLA) will Outperform the S&P 500

Thu May 31

CAPS Outperform Pitch

TMFInnovator wrote about Gilead Sciences (GILD) . 2:34 PM

GILD Outperform

They knocked it out of the park with Pharmasset for Hep C, and I think they've got another winner with Kite for CAR-T. Personalized medicines are finally beginning to scale.

Caps Pick

TMFInnovator made a pick in CAPS. 2:34 PM

Gilead Sciences (GILD) will Outperform the S&P 500

Caps Pick

TMFInnovator made a pick in CAPS. 2:29 PM

Bitcoin Investment Trust (GBTC) will Outperform the S&P 500

Rule Breakers Boards Post

TMFInnovator replied to the Rule Breakers boards. 11:34 AM

Wed May 30

Caps Pick

TMFInnovator made a pick in CAPS. 10:01 AM

The Trade Desk (TTD) will Outperform the S&P 500

Caps Pick

TMFInnovator made a pick in CAPS. 10:01 AM

Nutanix (NTNX) will Outperform the S&P 500

Thu May 24

CAPS Outperform Pitch

TMFInnovator wrote about NetEase (NTES) . 10:54 AM

NTES Outperform

Short-term earnings blip is a distraction to the company investing into developing new games. Long-term opportunity @ $228.

Caps Pick

TMFInnovator made a pick in CAPS. 10:54 AM

NetEase (NTES) will Outperform the S&P 500

Tue May 22

Rule Breakers Boards Post

TMFInnovator replied to the Rule Breakers boards. 2:14 PM

Tue May 8

CAPS Underperform Pitch

TMFInnovator wrote about Spotify Technology (SPOT) . 11:56 AM

SPOT Underperform

unscalable and overvalued. i don't see their 21% gross profit expanding, and their $27 billion market cap seems extremely generous.

Caps Pick

TMFInnovator made a pick in CAPS. 11:56 AM

Spotify Technology (SPOT) will Underperform the S&P 500

CAPS Underperform Pitch

TMFInnovator wrote about Stericycle (SRCL) . 11:42 AM

SRCL Underperform

deteriorating business and market fundamentals; overloaded with debt due to poor, value-destructive acquisitions.

Caps Pick

TMFInnovator made a pick in CAPS. 11:42 AM

Stericycle (SRCL) will Underperform the S&P 500

Tue Apr 24

Rule Breakers Boards Post

TMFInnovator replied to the Rule Breakers boards. 1:57 PM

Thu Apr 5

Supernova Boards Post

TMFInnovator replied to the Supernova boards. 1:39 PM

Wed Apr 4

Supernova Boards Post

TMFInnovator replied to the Supernova boards. 2:49 PM

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 90.81
Player Rank 6415 out of 69798
Score 1553.89
Score Change Today -30.24
Accuracy 65.58%
Active Picks 38
Total Picks 289
Best Pick NFLX (+760.19)
Worst Pick NSPH (-142.75)
Average Score per Pick 5.38
Charms Earned 11
Highest Rated Favorite TMF1000
Go to TMFInnovator’s CAPS page

Boards Stats & Trivia

Three stars, 500 posts
Board Posts 923
Recs Received 4792
People who have rec'd these posts 701
Recs to Posts Ratio (last 30 days) N/A
Threads Started 315
Threads Started Percentage 34.13 %
Most Frequent Board Motley Fool Rule Breakers
Very First Post A $: Nuance Comm. post. (4/30/2013)
Percentage of Posts Rec'd 81.58 %
Show TMFInnovator’s 10 Latest Posts