TomFoolNC’s Activity

Thu May 31

NL

Boards Post

TomFoolNC replied to the New Paradigm Investing board. 8:39 PM

Re: Meeker - future of internet

one interesting slide from the preso

Morgan Stanley CIO survey 1/18 vs 4/18 - a whole 3 months

% spend

network equip - 4 to 7.5%
AI - 2.5 to 5%
Hyperconverged Infra - 1.5 to 3%

I would say this fits with [more]

Wed May 2

NL

Boards Post

TomFoolNC replied to the Brookfield Asset Management board. 10:36 AM

Re: BAM's BBU has begun monetizing Graftech

bought $1.3B, sold $4.5B. Some interim investment of course. Seems like they did well with it.

Pro Boards Post

TomFoolNC posted to the Pro boards. 10:19 AM

NL

Boards Post

TomFoolNC posted to the Shorting Stocks board. 10:02 AM

cashed in PUTs on SNAP

I sold my SNAP PUTS today. I think its still way overvalued, but they were to expire in July

Interesting the IV dropped from 61% when I bought them to 50% today. Was hoping it would go up as the weakness in their business model, ability to [more]

Thu Apr 26

Tue Apr 24

Pro Boards Post

TomFoolNC replied to the Pro boards. 6:09 PM

NL

Boards Post

TomFoolNC replied to the Saul's Investing Discussions board. 8:54 AM

Re: An attempt at an economic model for SaaS com

isn't the key for the SaaS model, is how to value the subscriber of the service?

[more]

Wed Apr 18

NL

Boards Post

TomFoolNC replied to the Saul's Investing Discussions board. 5:16 PM

Re: Twilio announcements and my reflections

u aware that Amazon also has a new Contact Center offering?

https://aws.amazon.com/connect/

Tue Apr 17

NL

Boards Post

TomFoolNC replied to the New Paradigm Investing board. 12:44 PM

Re: Ariista Issues

just an excerpt from their website to give an overview. too lazy to edit out the "hype" parts

Mon Apr 16

NL

Boards Post

TomFoolNC replied to the New Paradigm Investing board. 5:26 PM

Re: Ariista Issues

SONIC is not the only non-proprietary operating system in this space.

Cumulus
https://en.wikipedia.org/wiki/Cumulus_Networks

[more]

Thu Apr 12

Stock Advisor Boards Post

TomFoolNC replied to the Stock Advisor boards. 1:50 PM

Wed Apr 11

Stock Advisor Boards Post

TomFoolNC posted to the Stock Advisor boards. 3:35 PM

Wed Apr 4

Rule Breakers Boards Post

TomFoolNC posted to the Rule Breakers boards. 5:51 PM

Mon Apr 2

Rule Breakers Boards Post

TomFoolNC replied to the Rule Breakers boards. 12:23 PM

Thu Mar 29

Stock Advisor Boards Post

TomFoolNC replied to the Stock Advisor boards. 12:04 PM

Rule Breakers Boards Post

TomFoolNC replied to the Rule Breakers boards. 10:28 AM

NL

Boards Post

TomFoolNC replied to the New Paradigm Investing board. 10:16 AM

Re: Anet

not that this is directly applicable, but during the 2000 tech bubble I invested in the equipment provides (picks and shovels) not all the .coms. But in the end it did not make a difference. When the .coms imploded they took the infrastructure demand [more]

Wed Mar 28

Stock Advisor Boards Post

TomFoolNC replied to the Stock Advisor boards. 12:47 PM

Stock Advisor Boards Post

TomFoolNC replied to the Stock Advisor boards. 12:41 PM

Rule Breakers Boards Post

TomFoolNC replied to the Rule Breakers boards. 12:35 PM

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Big red star, 1000 posts Old School Fool Ticker Guide
Board Posts 2935
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