XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Today

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XMFBreakerTinker replied to the New Paradigm Investing board. 1:41 AM

Re: Wolf of Wall Street - Profundity

Beeping eh! Blimey. $79 millions. Serious case of weaping here as I was into it in its early days but never bothered to dig further.

Tinker

Yesterday

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XMFBreakerTinker replied to the Bicycling Fools board. 9:00 PM

Re: New anti-bonking pill ...

<<<My wife and I bought a Peloton cycle for Christmas last year. It's expensive, but we are loving it.>>>

Peloton is actually a venture capital unicorn. Meaning that it is now valued at over $1 billion in regard to how [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 8:52 PM

Re: Wolf of Wall Street - Profundity

I suspect the hookers bought and held Microsoft.

Tinker

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XMFBreakerTinker posted to the New Paradigm Investing board. 8:29 PM

Wolf of Wall Street - Profundity

I am watching Wolf of Wall Street and near the opening a man calls in and is talked into buying 2000 shares of Microsoft in 1987. The head broker tells the new broker, it is not our job to make our investors money, except on paper. Let Microsoft [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 5:37 PM

ADD lesson for iPad and MacBook

Having now dropped the iPad as laptop replacement (albeit, they still serve great purposes, but not to replace laptop), I have now set up my MacBook to deal with ADD issues. I have been happily focusing and working for hours at a time (enjoying it) [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 5:17 PM

Re: new from Clayton Christensen

CREE is the poster boy for not investing in "vision" but real world actual facts.

The biggest investment for CREE, despite lighting that did somewhat turn out, is that they were going to disrupt the world of power converters and [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 2:35 PM

Re: new from Clayton Christensen

Yes CREE is disruptive in the lighting market, without question. But CREE's CAP is low, the business reverts to the mean except at the high end because Taiwan keeps improving its sapphire based lighting products vs. CREE's SiC based products. [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 2:02 PM

Re: new from Clayton Christensen

Not sure what he is adding to our understanding of the disruption process.

Disruptive technologies are almost always (as it is rare to find something out of the blue that is just outright and straight-forward better) instead there are [more]

Sat May 27

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XMFBreakerTinker replied to the New Paradigm Investing board. 9:37 PM

Re: more on VEEV

Cash flow per year? Just joking of course. What really matters is ongoing TAM as long as market has confidence that spigot can be turned on in spades in future.

Tinker

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XMFBreakerTinker replied to the New Paradigm Investing board. 5:06 PM

Re: TTD is ridiculously cheap.

Thanks Duma, thorough vetting of possible issues. Given discussion on the RB board for TTD, I think we can now explain the relatively low valuation for TTD, and that is the market has some serious concerns with its CAP.

Netflix, as example, [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 4:48 PM

Re: Talk About Media Bias

My response was not actually to Tamhas, it was to anyone else who may deign to read.

I really don't care if you agree with me or not. Heck, if agreeing with me was a requirement I'd never get a date.

This is not my board, so [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 2:29 PM

Re: Talk About Media Bias

Yes Goofy, more false straw man as Obama filled the world with. With Obama you were either for war or for peace, etc nothing in between.

Not a single person here states government does not play an important role.

Yet here you are, [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 2:26 PM

Re: Talk About Media Bias

Tamhas, Obama enacted policies that J. Carter enacted and that most of Europe enacted and has lead to eurosclerosis as it came to be called on the cover of Time.

SonObana does the same - shock! Anemic growth.

Of course the rich [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 2:12 PM

Re: AAPL's New AI CHip

That article increased my confidence in Nvidia the AI company. No question AI like autonomous driving will be the new wealth producing centers of the next decade for tech. Nvidia remains the clear leader.

What Apple will probably do is [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 1:51 PM

Interesting thread on Amazon and eCommerce

http://boards.fool.com/ot-my-online-business-experience-3272...

A link from Saul's board. The thread is not complete yet (I hope) but [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 1:12 PM

Re: Talk About Media Bias

<<<It seems to me that the problem was that most of the growth and benefit went to the extremely rich, not to the middle class, and we would have had a lot more overall growth had it gone to the middle class ... but that is hardly due to [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 12:52 PM

Re: AAPL's New AI CHip

https://devblogs.nvidia.com/parallelforall/jetson-tx2-delive...

Of course Nvidia 's autonomous driving tech is another edge product, [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 9:37 AM

Re: AAPL's New AI CHip

NVDA has both cloud and edge chips, and in fact incorporated TPUs in its latest chip.

Nvdas edge chips are about the size and weight of a postcard and run on ARM. Which is why SoftBank invested $4 billion in NVDA last week and is rumored to [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 9:26 AM

Re: TSLA ROof Explained

Emergency client issue woke me up, dealt with, going back to sleep. But browsing before I do.

The cost parity with tile has been extensively debated. I will need to find that debate. It is not as straight forward as Musk lays out nor [more]

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XMFBreakerTinker replied to the Rule Breakers boards. 1:59 AM

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Big gold star, 5000 posts Top Favorite Fools Old School Fool
Board Posts 11950
Recs Received 27925
People who have rec'd these posts 1868
Recs to Posts Ratio (last 30 days) 12.50
Threads Started 1566
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Most Frequent Board New Paradigm Investing
Very First Post A RBSold: PDL BioPharma post. (1/6/2005)
Percentage of Posts Rec'd 67.14 %
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