XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Today

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 4 hours ago

Re: UBNT - a Cisco in the making?

<<<I don’t see any evidence that Ubiquiti’s business model is broken. They outsource manufacturing and distribution, to concentrate on R&D. Their internet community provides support to users, and feedback about products which helps with [more]

Yesterday

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 11:24 PM

Re: UBNT - a Cisco in the making?

Okay, I am multitasking very well.

This is an unusual issue: <<<Results in context

Before getting too excited about the year-on-year growth, it’s worth remembering that the year-ago figures were affected by counterfeiting. [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 11:06 PM

Re: UBNT - a Cisco in the making?

One last thing, this business appears to be cash flow friendly. Very little in capital expenditures, and some real and material cash flow, even as it is growing like this, and even as it is perhaps early on in its growth cycle.

Certainly [more]

Rule Breakers Boards Post

XMFBreakerTinker replied to the Rule Breakers boards. 10:55 PM

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 10:51 PM

Re: UBNT - a Cisco in the making?

https://finance.yahoo.com/news/ubiquiti-networks-debuts-edge...

I have no expertise in these things, but disruptive in a cost and ease of [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 10:36 PM

Re: UBNT - a Cisco in the making?

Reading between the lines, it sounds like to me that the product that UBNT is selling are disruptive products on the low end of the spectrum. Whereas what Cisco is selling are those for big monied, big distribution, clients.

As such it will [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 10:11 PM

Re: UBNT - a Cisco in the making?

Ed,

Very fascinating the link you gave, which I shall repost: http://www.muniwireless.com/2012/05/07/ubiquiti-versus-canop...

I [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 8:45 PM

Re: UBNT - a Cisco in the making?

I should add why no one else can do what this company is doing in a manner sufficient to create genuine competition?

I do like their margins, and margins are rising, sales are rising, all good. I like that. I just want to understand the [more]

Rule Breakers Boards Post

XMFBreakerTinker replied to the Rule Breakers boards. 8:35 PM

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 8:31 PM

Re: UBNT - a Cisco in the making?

Ant,

The company sounds impressive. I am interested. What I still have not heard is specifics as to how this company is radically different. I hear adjectives and buzz words but no specifics as to how this works, this crowd sourcing, or this [more]

Mon Aug 18

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 11:03 PM

Re: UBNT - a Cisco in the making?

Duma,

That is all goobly-goggly talk. It is what management consultants sell to their clients so they can "process improve". Only the very best can actually specifically state what it really means to process improve and implement [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 10:06 PM

Re: UBNT - a Cisco in the making?

Duma,

What do you mean that their customers are the one's selling the product. I have not looked in any detail as to what they do other than I get that they sell equipment for WiFi and the like. Are their customers buying their hardware and [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 9:20 PM

Re: UBNT - a Cisco in the making?

Ant,

Tell me more about this new technology build out. We of course all know about Wi-Fi. I almost spent nearly $2k to get a Microsoft Surface 3 this week because I was getting frustrated with portability issues and my iPad could not run [more]

Sun Aug 17

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 9:49 PM

Re: Crimnalizing Politics

Tamhas,

A civil law suit regarding a legitimate dispute as to the separation of powers is the court interpreting the law and clarifying each party's respective power.

A criminal indictment against a political opponent is a direct [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 8:18 PM

Re: Crimnalizing Politics

Tamhas, are you so stuck as an ideologue that you make no distinction between a civil law suit regarding a question of separation of powers and using CRIMINAL prosecutions to target political enemies.

I thought even you would understand [more]

Rule Breakers Boards Post

XMFBreakerTinker replied to the Rule Breakers boards. 12:22 PM

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 12:01 AM

Re: Crimnalizing Politics

By the way, Governor Scott Walker in Wisconsin was also criminally indicted, and reindicted, and the Democratic D.A.s in Wisconsin won't let it drop despite the matter having been dismissed, if memory serves by 2 different judges, quite [more]

Sat Aug 16

NL

Boards Post

XMFBreakerTinker posted to the New Paradigm Investing board. 11:43 PM

Crimnalizing Politics

http://news.yahoo.com/texas-gov-perry-says-indictment-abuse-...

This is Gestapo like stuff. This is a police state. Not the first time it has been [more]

Rule Breakers Boards Post

XMFBreakerTinker replied to the Rule Breakers boards. 10:52 PM

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 9:53 PM

Re: TSLA - uh oh

Duma,

I don't actually know what Tesla is worth. What I do know is that their valuation is not currently a bubble. Whether it is a good short term buy here, who knows. I am looking long term with that.

But I am so confident in Tesla [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75004
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 1
Highest Rated Favorite No Favorites Selected
Go to XMFBreakerTinker’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 9718
Recs Received 23890
People who have rec'd these posts 1607
Recs to Posts Ratio (last 30 days) 11.80
Threads Started 1178
Threads Started Percentage 12.12 %
Most Frequent Board New Paradigm Investing
Very First Post A RBSold: PDL BioPharma post. (1/6/2005)
Percentage of Posts Rec'd 68.38 %
Show XMFBreakerTinker’s 10 Latest Posts