anthonyms’ Activity

Yesterday

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anthonyms replied to the Premium Commons boards. 10:25 PM

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anthonyms replied to the Saul's Investing Discussions board. 10:20 PM

Re: My conviction levels

Hi Bear - where would such concepts as a Moat come in? Ie not having a product that is just instantly substitutable e.g. hardware designs like Cisco vs Arista?
Or Total addressable market or market growth tail winds or monopolistic [more]

NL

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anthonyms replied to the Saul's Investing Discussions board. 10:15 PM

Re: Shopify and online orders of cannabis

Here’s a few more articles. From what I can figure out most orders are the max order you can buy - which is not high. Also don’t forget edible and drinkable formats are not yet available as they haven’t had the legalisation go ahead yet.

[more]

Wed Oct 10

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anthonyms replied to the Advanced Micro Devices board. 12:49 AM

Re: I9 Controversial BenchMarks

Special coolers under the table, testing against hamstrung AMD chips ..... I'll be interested to see what comes out on the 19th of October and what the third party reviews say about it.

But aren't 3rd parties in the pocket of [more]

Tue Oct 9

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anthonyms replied to the Premium Commons boards. 3:26 AM

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anthonyms replied to the New Paradigm Investing board. 3:07 AM

Re: Valuation and Crash

Well said Denny.

Sun Oct 7

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anthonyms replied to the New Paradigm Investing board. 10:08 PM

Re: Nutanix hit

Why should it affect Nutanix at all. They aren't the hardware supplier, they are hardware neutral and usually the client specifies the hardware selection.
A

Sat Oct 6

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anthonyms replied to the Premium Commons boards. 5:42 AM

Fri Oct 5

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

Re: The fall

Retiring in 10 months minus 4 days.
That's cool man - congratulations and good luck.
Ant

Thu Oct 4

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

Re: .movie Review: Star is Born

Was it as good at the Kris Kristofferson version?

NL

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anthonyms replied to the Saul's Investing Discussions board. 11:31 AM

Re: CLDR and HDP merging

I guess it depends on how you define competitors - as in just within Hadoop or vs the entire area it is looking to disrupt.
A

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anthonyms replied to the Saul's Investing Discussions board. 2:26 AM

Re: CLDR and HDP merging

That's cool. I was getting interested in Cloudera after their incredible comeback. I think they could be a massive force together and combines Hadoop with PAAS in an interesting tie up. Happy to consider holding through the merger.
A

Sun Sep 30

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anthonyms replied to the New Paradigm Investing board. 11:40 AM

Re: CELG - Interesting

I hold and rate them highly.
A

Fri Sep 28

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

Re: Is NTNX putting in a bottom?

Dude don’t dis my Pure man!
Ant
;-)

NL

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anthonyms replied to the Advanced Micro Devices board. 10:02 PM

Re: I want your opinion on why I'm buying mo

Try Singapore - capital gains tax free and dividend tax free.
Ant

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anthonyms replied to the Premium Commons boards. 9:59 PM

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anthonyms replied to the Saul's Investing Discussions board. 12:13 PM

Re: Highest conviction 'Saul stocks'

Guys - FWIW in case anyone out there is interested and to hold myself accountable, transparent and honest - I sold Paycom and invested 50/50 into Nutanix and Square.

HI Jackie - ZTO I would be happy buying at the price now. I'm just [more]

NL

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anthonyms replied to the Saul's Investing Discussions board. 12:08 PM

Re: CarGurus (CARG) a 2017 IPO winner

Interesting - I'm intrigued. A while back there was a presentation circulated about investment lessons looking for the next microsoft type stuff. It had tons of case studies. The main conclusion was that the next microsoft is difficult to spot. [more]

NL

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anthonyms replied to the Saul's Investing Discussions board. 4:02 AM

Re: Smackdown: MDB versus ESTC IPO docs

Nice work Greg - thanks for taking the time!
Ant

NL

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anthonyms replied to the Saul's Investing Discussions board. 1:23 AM

Re: NTNX - Q2 IDC Market Share

Yeh - it may undercount NTNX as Cisco or Dell revenues, but my biggest criticism is it doesn't count billings but revenues recognised. If VMWare is growing billings as fast as Nutanix I would be amazed.
A

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Big red star, 1000 posts
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Most Frequent Board Saul's Investing Discussions
Very First Post CREE & an Asia Pacific perspective (8/26/2010)
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