XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Today

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XMFBreakerTinker replied to the New Paradigm Investing board. 2:55 AM

Re: VEEV 2.0

I am jnhospital post surgery, so will be quick here. VEEN has a very large CAP (sustainable competitive advantage period). The issue with VEEV is its TAM (totaladdessable market).

I have decided to have confidence in VEEV management, that [more]

Sat Mar 25

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XMFBreakerTinker posted to the New Paradigm Investing board. 11:59 AM

AMBA Again

Boy, not getting much love for posting tech investing stuff. Should perhaps express commentary on ridiculous Obamacare fiasco, but shall refrain, instead:

[more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 1:12 AM

Re: Shopify to quadruple revenue by 2021?

Competitive advantage period. Or more accurately sustainable competitive advantage period.

In economics profits tend to zero in a truly competitive market (that is adjysted for risk and cost of capital). Companies revert to this mean level. [more]

Fri Mar 24

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 6:22 PM

Re: Shopify to quadruple revenue by 2021?

Mauser, that is why I said SHOP seems fairly valued here. From here I get around. Double to 120% increase or so in 5 years. Market beating return, but less than we like to see.

This said, that is not a prediction, just a tool to put [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 5:46 PM

Re: Shopify to quadruple revenue by 2021?

However you want to phrase it you take current revenue and multiply it by 3.05 to get the future revenue. I.e. 5 year 25% compounded growth will triple your money. Try it by hand if you want.

Tinker

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 4:10 PM

Re: Shopify to quadruple revenue by 2021?

Just for those who want to apply some pigeon math.

With stocks what you measure is compound annual growth. Mathematically how you do it is add 1 to the percentage of average growth and then ^ to the number of years of growth.

So, [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 1:08 PM

Twilio Feature

https://venturebeat.com/2017/03/23/twilios-new-feature-lets-...

Interesting new little upsell function by Twilio.

The sort of [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 2:44 AM

Re: CRISPR STocks

ISIS was on the cover of Money or Investor or some such similar high profile investment magazine....Worth magazine it was in 1996 as the next Microsoft.

They do RNAi amongst other things. Good investment, if you waited 13 to 15 [more]

Thu Mar 23

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XMFBreakerTinker posted to the New Paradigm Investing board. 11:16 PM

Zen SHOP and Adobe

https://www.thestreet.com/story/14058013/1/how-adobe-can-plu...

Here is an article discussing what is lacking [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 6:10 PM

VEEVA interview

https://www.fool.com/podcasts/industry-focus/2017-03-22-heal...

If you are interested in VEEVA this is a link to a 21 minute interview with [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 4:31 PM

Re: ARM and the data center

That is potentially disruptive stuff. No wonder INTC is tossing around $15 billion for MBLY.

MSFT is also attempting putting out a Windows version that will run natively on ARM as well. So it is a holistic long term strategy at MSFT to be [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 1:01 PM

Re: Shopify to quadruple revenue by 2021?

I try to be much more conservative than this. My recent calculations postulated a 20%, 25%, and 35% 5 year revenue growth rate. At all levels of growth rate, SHOP is still likely to appreciate from here. Most certainly not in a bubble given its [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 12:40 AM

good AMBA article- interesting anyways

https://www.fool.com/investing/2017/03/22/ambarella-results-...

Interesting article on AMBA. I would comment further, but other stuff to [more]

Wed Mar 22

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 11:50 PM

Re: Shopify vs. Magento Community Edition

Read an interesting analyst piece that specified two things about SHOP, first, Magneto has $90 billion a year in merchandise running through its sites, leaving a ton of growth for SHOP in regard.

Second, that SHOP is collecting data on its [more]

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

Re: Eye Opening

I do not know the significance of my eye opening observation. Simply was quite surprising to me to see my Verizon LTE iPhone, in the most sound proofed, storm proofed, below groundish, part of my home, demonstrate 4x the bandwidth than my 5G hz, [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 7:55 PM

Re: ESNT and VEEV

Speedy,

A few weeks ago I started a few threads raving about VEEV. Not sure how the search function works, but if you know how to use it you should be able to find the threads. Also check on the New Paradigm board.

Tinker

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XMFBreakerTinker replied to the New Paradigm Investing board. 1:14 AM

Re: Eye Opening

Like OMG again.

Power finally back on. Could finally leave my hounds and moved to my home theatre w nice glass of Cabernet Sauvignon.

WiFi in home theatre varies between 6 mb/s to TO in excess of 20 mb/sec. All perfectly fine for [more]

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

Eye Opening

Had a big storm here. Power outage everywhere. I needed to get stuff done, but my dogs were going crazy because of the storm. So yes, I could have drove into the office (as the power was on there), but no dogs allowed - the Snoopy Come Home [more]

Tue Mar 21

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 11:57 PM

Re: Shopify vs. Magento Community Edition

Like I have said before, if $29 per month, or even $99 per month is an expense you even think about, then you are not really in business. Then put it into perspective the cost of hosting, and that reduces the price premium. Then take into account the [more]

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