TomFoolNC’s Activity

Wed Oct 10

Stock Advisor Boards Post

TomFoolNC posted to the Stock Advisor boards. 10:00 AM

Fri Oct 5

Premium Commons Boards Post

TomFoolNC posted to the Premium Commons boards. 3:08 PM

NL

Boards Post

TomFoolNC replied to the New Paradigm Investing board. 9:40 AM

Re: Nutanix hit

personalu I think anyone buying Chines made networking equip is being short sited.

this is old, but I think still pertinent

[more]

NL

Boards Post

TomFoolNC replied to the New Paradigm Investing board. 9:34 AM

Re: The fall

re: diversification

its not really the # of stocks, its more important what sectors they are in

10 stocks all in the same sector is not as diversified as 3 stocks across 3 sectors, depending on how those sectors are correlated with [more]

Premium Commons Boards Post

TomFoolNC replied to the Premium Commons boards. 9:29 AM

Premium Commons Boards Post

TomFoolNC replied to the Premium Commons boards. 9:24 AM

Wed Aug 15

NL

Boards Post

TomFoolNC replied to the Saul's Investing Discussions board. 6:32 PM

Re: Capitalism without Capital

for many types of non-cloud/subscription sw, you do pay yearly maintenance fees

NL

Boards Post

TomFoolNC posted to the Saul's Investing Discussions board. 11:10 AM

Capitalism without Capital

this is the trend Saul's board members are investing in.

https://www.gatesnotes.com/Books/Capitalism-Without-Capital

Fri Jul 27

Premium Commons Boards Post

TomFoolNC replied to the Premium Commons boards. 12:19 PM

Rule Breakers Boards Post

TomFoolNC replied to the Rule Breakers boards. 11:54 AM

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]

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Board Posts 2945
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