XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Yesterday

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 6:26 PM

Re: VEEV - Really off to the Races

No, no objection your honor.

Tinker

Wed Nov 30

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XMFBreakerTinker posted to the Saul's Investing Discussions board. 10:12 PM

SKX CEO Buys $11 million of stock

http://finance.yahoo.com/news/skechers-usa-inc-skx-ceo-00150...

Don't know the circumstances behind it, but $11 million is a big acquisition. Much better [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 9:57 PM

Re: QCOM - NOZ

I recall when QCOM was valued at more than $300 billion, with an analyst who came out and said QCOM could be (and should be) the first trillion dollar market cap company. That was the year 2000 and QCOM had a monopoly on (As it largely still does) on [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 8:38 PM

Re: President Trump AMZN, PAYC and SHOP?

We got into a discussion about oil. My response was that although a Trump administration will almost certainly be far more open to exploration and drilling, that this won't matter much if oil prices remain low.

News today is that OPEC, [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 4:45 PM

Re: Twilio

Bear, I disagree with the author's opinion. We have had a long discussion on it on NPI board.

I own the stock again, sold out once the secondary was announced and warned on NPI to get out! When the quick secondary was announced but have [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 11:07 AM

Re: Insider purchase at ZEN

Duma, by double black diamond I assume you mean TA says "watch out below" and stay away from buying?

Tinker

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XMFBreakerTinker replied to the New Paradigm Investing board. 10:56 AM

Re: Twlo Barron's equivalent

Works fine on Mac (although there are some annoying compatibility issues with Excel when exchanging Excel spreadsheets between Windows and Mac - and there is a work around there in told) but in iOS on iPad.

I have not tried to print to PDF. [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 12:56 AM

Insider purchase at ZEN

Insider purchase at Zendesk @$22 for 10,000 shares.

Just FYI.

Tinker

NL

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XMFBreakerTinker replied to the New Paradigm Investing board. 12:06 AM

Re: MBLY and Autonomus Adoption

That is more persuasive with Delphi teaming up with MBLY and Intel. The primary problem is that INTC has a poor track record entering new markets outside of its x86 bailiwick.

It I do like that MBLY is a major player w Delphi. But from a [more]

Tue Nov 29

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XMFBreakerTinker posted to the New Paradigm Investing board. 10:09 PM

CRM

http://news.morningstar.com/articlenet/article.aspx?id=78203...

Then we have CRM, the king of cloud software, the platform of [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 10:03 PM

Re: Twlo Barron's equivalent

<<<Just to not, while "wrappers" are good software development practice, they are far from universal in the way that companies integrate external packages, nor are they a perfect panacea for switching costs. If the new API is [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 9:08 PM

Re: Twlo Barron's equivalent

<<<Sounds like a reasonable strategy if you like TWLO would be to look to get in around Jan?>>>

Might be. But I am just making one investment per month. No time or energy or desire left to "play" the market per [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 8:32 PM

Re: Twlo Barron's equivalent

The company is Bandwidth, not Broadband...aye, that is the low cost API provider that owns its own network and therefore sells "wholesale". I don't use notes. Good excuse for a teleprompter.

Tinker

NL

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

California to Regulate Cow Farts

http://www.fox5ny.com/news/220448846-story

Yep umm. Cow farts and what not to be regulated in California. Good luck convincing Wisconsin on that one.

California cities are [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 7:19 PM

Re: Twlo Barron's equivalent

I have never considered short interests in my investments. There are also articles of call buying expecting a share price rebound. Who is correct? I don't know.

There are articles wondering if TWLO is a good buy now, or if it is still [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 6:40 PM

Re: Twlo Barron's equivalent

For me, one or of the following would have to occur to switch:
a) Reliability. If Twilio becomes unreliable, I would switch immediately.
b) Cost. If I got a much better deal from another vendor with the same or better
[more]

Mon Nov 28

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XMFBreakerTinker posted to the New Paradigm Investing board. 10:27 PM

What does TWLO do?

https://www.quora.com/What-is-twilio

Here is a link that gives a good beginning text-book level information of TWLO does. If anyone is interested, I suggest spending a little time on [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 9:19 PM

Re: Note on UA

Read another article on UA. Lost the link now. IT was a negative article on Dicks, but positive on UA in that UA, like Nike, and like Skechers has been trying, are moving to direct marketing away from middle men.

Perhaps it is like how [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 9:17 PM

Re: Twlo Barron's equivalent

Once the secondary was announced I did post here that now was the time to SELL! That was near $70 a share. Now at $30 a share.

Honestly, I don't know. This is a brand new marketplace. It is an important enough and disruptive enough [more]

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Big gold star, 5000 posts Top Favorite Fools Old School Fool
Board Posts 11067
Recs Received 26405
People who have rec'd these posts 1782
Recs to Posts Ratio (last 30 days) 12.50
Threads Started 1412
Threads Started Percentage 12.76 %
Most Frequent Board New Paradigm Investing
Very First Post A RBSold: PDL BioPharma post. (1/6/2005)
Percentage of Posts Rec'd 67.82 %
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