Winlockdon’s Activity

Sun Nov 5

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 7:15 PM

Re: general question/SHOP

Herman:

Shop is providing the front end (sales), but you need to tie it into the back end (accounting) and analytics (inventory management, and marketing management. The more you help retail shops manage their inventory and logistics chain, [more]

Fri Oct 27

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 1:18 PM

Re: Different Paths

Dan:

I'm a numbers guy. A CPA that likes Excel. Would you mind sharing your template. While I am a numbers guy and like Excel, I have no idea how you built and maintain such a large template.

Mon Oct 23

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 1:40 PM

Re: Bear's Q3 earnings thoughts: Vol1

Bear:

I agree with your assessment of Netflix. I bought it 4 years ago, and its been a nice ride. Up nearly 500%. But Disney pulled their content, and total content is down nearly 50%. HBO no longer sells Game of Thrones for example to [more]

Fri Oct 20

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 2:10 PM

Re: Ad comparing Shopify and Amazon

I also agree, but understand MF is a business.

I found MF just 4 years ago, after having disappointing results investing in NL mutual funds. The results were not terrible, just average. So I decided to become a little more involved in my [more]

Thu Oct 19

Recommendation

don952taylor recommended Fuma102's post on the Saul's Investing Discussions board. 12:52 PM

KITE/GILD CAR-T approved

Mon Oct 16

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 2:12 PM

Re: 'Correction'

"The takeaway is that I do not expect the market to recover in real terms, when this is all over, for years, possibly decades. So this board is a natural. When every possible asset is overvalued, anticipated growth which might even be in excess [more]

Fri Oct 13

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 4:24 PM

Re: question about investing in a private company

Not really sure about your situation, but beware investing in private companies. I once invested and worked in a small corporation selling accounting systems. We were doing rather well, and put nearly $ 200,000 in the bank. I owned a little less than [more]

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 4:11 PM

Re: The dangers of “Saul-type” stock

And I expect my losses with all growth stocks to be much higher than the market as a whole. We go up faster than the market, we will fall farther than the market as a whole. I expect my losses will be at least 20 - 35% higher than the market. I hope [more]

Thu Oct 12

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 12:47 PM

Re: Rule Breakers take on Shopify

RB pretty much said it all.

Wed Oct 11

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 11:39 PM

Re: REMINDER: NO POLITICS

Sorry Saul:

Comment was not meant to be political. I don't think anyone, in any position should be using social media to caste stones at anyone. It usually turns out poorly. For the CEO of Shopify it would be difficult to stay silent, [more]

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 12:02 PM

Re: Tobi tweets - SHOP

I'm not sure anyone should follow the lead of POTUS when it comes to twitting.

Sun Oct 8

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 4:43 PM

Re: Nvidia pursuing Inference, not just training

You are assuming that the next delivery system with drones will look like what we have now.

What if the drones help the delivery process, and bring the package to the delivery man at a central point and he finishes the delivery. Instead of [more]

Thu Oct 5

NL

Boards Post

don952taylor posted to the Saul's Investing Discussions board. 12:53 PM

New articles Shop and Ubiquiti

Seeking Alpha had two interesting articles today

1 Ubiquiti: More Transparency Is Still Needed

The authors sent some researchers to a Ubiquiti distributor in the Ukraine and did not like what they found.

[more]

Recommendation

don952taylor recommended Oforfive's post on the Saul's Investing Discussions board. 12:25 PM

Lost in the Shop angst

Wed Oct 4

NL

Boards Post

don952taylor posted to the Saul's Investing Discussions board. 2:32 PM

Shop

I read that article also, and decided to ADD to my Shop holdings. Its now a very oversized holding, but this is the same guy that attacked Ubiquity last week, and that stock rebounded nicely.

Tue Oct 3

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 6:53 PM

Re: They think we're cowboys

I agree, I don't see bonds (except very low rated ones) that the yield is in the 3% or higher range either.

But it is besides the point. Whether its 2.5% or 4% its not much of a return for the risk you are taking. When interest rates go [more]

Mon Oct 2

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 6:31 PM

Re: They think we're cowboys

Bear:

Most people would be nuts to put all their investments in a few high growth stocks. Mainly because they either do not have the time, and/or the skills to research and evaluate those stocks. So they tend to go with large companies where [more]

Fri Sep 22

NL

Boards Post

don952taylor replied to the New Paradigm Investing board. 2:41 PM

Re: OT: Friggin Eh! Obama Care!!!

Could not agree more. Small business owners having to buy non-group policies got the short end of the stick with Obamacare. Everyone else got taken care of by the lobbyists, but we basically got stuck in the high risk pool. Anyone could buy a [more]

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 12:49 AM

Re: Some different thoughts on UBNT

I understand your pain. I on the other hand own UBNT and will keep it. The guy comes across as a jerk, and a manipulator. Politicians and stock manipulators have much in common. And the best way to counter all of them is buy stocks you believe in the [more]

Tue Sep 19

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 5:14 PM

Re: UBNT and judging arguments

Faking cash in bank is hard. I am an accountant and standard auditing procedures would be to send a request directly to the bank, signed by a company officer directing the bank to respond directly to the CPA of the cash in that bank. The CPS prepares [more]

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