anthonyms’ Activity

Tue Dec 12

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 7:06 PM

Re: MELI

I'm in Mauser. I think they're doing great and will succeed one way or another - following Amazon or Ali Baba or being taken out by one of them. They have home field advantage in a tough neighbourhood.
Ant

Mon Dec 11

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 10:37 PM

Re: BlueBird - and the CAR-T Bandwagon

Good call Bulwnkl. Agree.

NL

Boards Post

anthonyms posted to the New Paradigm Investing board. 1:53 AM

High-growth-the-path-to-profitability x-post

Guys

Here's the link to a x-post thread on Saul's board that might be worth us chewing on over here.

[more]

Sun Dec 10

NL

Boards Post

anthonyms posted to the Saul's Investing Discussions board. 5:32 AM

High growth & the path to profitability

Back towards the mid part of the year a lot of us were noticing that the search for growth was taking Saul and many of us towards investing in pre-profitable situations. At odds with the rules, guidelines and philosophies of the board's growth [more]

Sat Dec 9

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 10:28 AM

Re: AMS Portfolio review - Nov 2017

Hi Rajesh

Partly to re-invest elsewhere partly to liquidate some capital. I saw it as the second most at risk cyber play after Barracuda. Clearly it wasn't the best move as it went up another 10% but hey ho.

I know its rating [more]

Fri Dec 8

NL

Boards Post

anthonyms posted to the Saul's Investing Discussions board. 10:53 PM

AMS Portfolio review - Nov 2017

AMS Portfolio review - Nov 2017


Review approach

As usual I am starting with the portfolio level overview across 3 portfolios (US – growth oriented, Singapore – growth and yield oriented & HK – growth oriented). [more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 12:08 AM

Re: Chinese SHOP

Tinker - I've looked at this and whilst I prefer Ali Baba to Amazon as a go forwards investment and the China>>Asia>>Global opportunity vs US>>Europe>>Global. I actually prefer Shopify to Baozun right now. Shopify is still [more]

Thu Dec 7

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 4:20 AM

Re: Tax bill destroys tech stocks

Point being, Ant, that the maximum corporate tax rate is not the same as the effective corporate tax rate. If one country has a 35% maximum, but deductions and special treatment mean the average effective rate is more like 15% and one compares it [more]

Wed Dec 6

NL

Boards Post

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

Re: Tax bill destroys tech stocks

Hi Tamhas - the corp tax rate in the US is totally out of line and increasingly so as most developed world countries move to 20 and below. Given the weighted average of the amount and size of US companies that's a huge drag on the US and global [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 1:38 AM

Re: Nutanix story

NTNX has been outpacing the market and outpacing its primary competitor.
To say the least - By about 4x!
A

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 1:33 AM

Re: What to do about The Trade Desk?

Hi Denny - Yeh I sold my Neogen - probably too early. I can't blame you on ROST - although retail seems to be considered a beneficiary of the tax bill. Certainly restaurants and retailers like FIVE etc are gaining.

Totally agree on TTD [more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 1:26 AM

Re: Tax bill destroys tech stocks

It will be interesting to see how much the sucking back of overseas USD going forwards will affect the global economy (in terms of overseas/emerging market investment liquidity, US global financial/economic/corporate influence).

As a foreign [more]

Tue Dec 5

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 9:30 PM

Re: Apple Pay Cash

AJ thanks for posting.

This worried me enough to hold back from investing in PPAL (beyond the indirect exposure via my Internet ETF) and choosing to invest in Square instead. I see Apple Pay Cash more useful perhaps in a P2P way ie [more]

Fri Nov 24

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 8:42 AM

Thu Nov 23

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 10:12 PM

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 9:57 PM

Re: MZOR Mazor Robotics

Firstly - Happy thanks giving everyone, hope you're all enjoying chomping on your Turkey or Vege-Turkey or something delightful.

Secondly - TracyK hope your Mum's episode worked out ok and she is in good health.

Lastly - [more]

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 3:03 AM

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 2:01 AM

Re: Jeff's portfolio for heckling

Nice one Jeff - that's a good looking portfolio.

A few rather immediate and random comments...
1) If you are really driven by AI and robotic automation you could consider a couple of ETFs e.g. ROBO.
2) Hong Kong market is still [more]

Tue Nov 21

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 4:26 AM

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 1:38 AM

Re: TREE

Yeh - I sold out of LC recently banking my profit. There were company specific reasons but also some sector specific reasons. The key sector specific risks were:
- rising interest rates hurting the lower quality lending first
- entry into P2P [more]

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 2964
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Most Frequent Board Saul's Investing Discussions
Very First Post CREE & an Asia Pacific perspective (8/26/2010)
Percentage of Posts Rec'd 51.28 %
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