XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Yesterday

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 9:24 PM

Re: international exposure

In the end we are all internationally exposed. Look SKX, SHOP, TWLO, Apple, et al. SHOP still has not penetrated the international market to any great extent, but it is part of its long-term growth plan. As for the rest of the companies, and [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 7:12 PM

Re: NTAP happy days

http://www.news.com.au/technology/microsoft-xbox-azure-servi...

Everyone was hacked here. Some inconvenience. But hack [more]

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 6:50 PM

Re: NTAP happy days

Ever hear of Azure or AWS being hacked? This despite large corporations outsourcing critical data to them.

At least I've never heard of them being successfully hacked. Perhaps I'm wrong.

Tinker

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 11:28 AM

Re: NTAP happy days

As for security issues, you will be backing up your data on the internet anyways (most likely). If you do not, then you will need to do internal backups, that increase IT expenses and points of failure.

If you are small enough, nobody will [more]

Sun Aug 28

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 2:53 AM

Re: Cloud storage & back up - CARBonite

My point is that I no longer have any need to back up business critical desktops, laptops, or servers. Also that the choice between Windows and Mac is now irrelevant in regard to operating systems.

So as it applies to either of those [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 1:09 AM

Re: Cloud storage & back up - CARBonite

If it does not play in the cloud, I don't want to invest in it.

Six months ago I had desktops and servers that needed back ups. Then the server, despite have 4 RAIDS in it kept crashing. Enough was enough. I went cloud.

With [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 1:01 AM

Re: Project Fi

Apple is already supporting wifi calls. Well from the latest wifi tech anyways. So this Google-centric tech may prove valuable for the non Apple crowd.

Myself, cannot imagine leaving Apple. 6 devices, plus 4 devices for kids.

In [more]

Tue Aug 23

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 6:05 PM

Re: When/How did SWKS fall out of favor here?

Here is the problem: Great companies and their stocks are never "cheap". The market is too smart, and we cannot outthink it.

This explains why I have never made money buying on the basis of a PE ratio.

I have made a lot [more]

Sun Aug 21

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 9:23 PM

Re: Isn't it time to sell?

There was an interesting story a few days ago, I don't know the methodology nor veracity of the report, but assuming it was accurate, the report specified that the stock market has reached new highs despite the fact that retail investors are [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 1:23 PM

Re: Isn't it time to sell?

This doesn't mean that there is a time to sell, even great companies, but not on the basis of the S&P.

Tinker

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 1:13 PM

Re: Isn't it time to sell?

We have had this discussion over and over again, periodically, since I've been on the Fool, and probably way before then.

Yes, sometimes stocks fall, and dramatically. At the beginning of this year the news was near panic, and yet now [more]

Sat Aug 20

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 10:55 PM

Re: Isn't it time to sell?

Funny how winners keep winning and so on. Stocks are cheap for a reason. You cannot outthink the market. You can only play incongrueties. The market is not perfect, the market acts as a herd, and there are times when there is Fear Uncertainty Doubt [more]

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 4:51 PM

Re: NTAP happy days

Matt, I like quite a few Cloud companies. Bought Twilio at the IPO, and I bought SHOP. I have no great insight in regard (except perhaps on Twilio I suppose) that has not been expressed here or on NPI or Rule Breakers.

I've been out of [more]

Fri Aug 19

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 11:04 PM

Re: NTAP happy days

I made a ten bagger off of NTAP in the day. But things change. The Cloud is here, the Cloud works, the Cloud is the future.

I dumped my server, and have found the freedom of the Cloud. Yeah, there are pains. It is not as fast, it spins [more]

Wed Aug 17

Rule Breakers Boards Post

XMFBreakerTinker replied to the Rule Breakers boards. 10:51 PM

NL

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XMFBreakerTinker replied to the New Paradigm Investing board. 8:04 PM

Re: Mobile Payment Systems

http://gazettereview.com/2016/06/shopify-review-ecommerce/

Speaking of mobile payment systems. SHOP has its own system that it integrates with POS brick and mortar [more]

Rule Breakers Boards Post

XMFBreakerTinker replied to the Rule Breakers boards. 6:54 AM

Tue Aug 16

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 11:31 PM

Re: Insiders Selling SHOP

http://finance.yahoo.com/news/shopify-prices-us-286-875-2334...

Looks like SHOP will receive the bulk of proceeds from the sale. $191 million or so,which [more]

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 10:24 PM

Re: AMBA - Wow, BOFI?

No, the drone was delayed to the Christmas season. It was suppose to be available earlier this year. A delay past the Christmas season would be catastrophic to the company and be utterly inept management.

So expect the drone sometime in [more]

Mon Aug 15

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Boards Post

XMFBreakerTinker posted to the New Paradigm Investing board. 8:24 PM

Insiders Selling SHOP

http://finance.yahoo.com/news/shopify-launches-offering-clas...

~10% of shares being offered to allow insiders to cash out. May be venture [more]

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Big gold star, 5000 posts Old School Fool
Board Posts 10916
Recs Received 25934
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Recs to Posts Ratio (last 30 days) 10.50
Threads Started 1386
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Very First Post A RBSold: PDL BioPharma post. (1/6/2005)
Percentage of Posts Rec'd 67.87 %
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