anthonyms’ Activity

Yesterday

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 7:05 PM

Mon Jun 29

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 4:47 PM

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 11:02 AM

Re: Brace Yourselves

So, don't feel sorry for the Greek people,(whose crisis is of their own making), but instead feel sorry for those European taxpayers, some of whom have already taken extreme pain to deal with the issues in their own countries.

I feel [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 9:38 AM

Re: Brace Yourselves

Is anyone actually worried about this? And if so, what are your concerns?
Yes I'm worried.
I'm worried about:
1) What this means for Greeks human beings going through this
as well as...
2) What the repercussions are for EU [more]

Sun Jun 28

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 2:33 AM

Re: A gaze in the mirrow

Nobody said it was easy.
Actually I think I remember Saul saying it was easy and Buffet too. I have seen and heard many rich and successful folks saying making money is easy. You just have to have the aptitude and the discipline.
Ant

Thu Jun 25

NL

Boards Post

anthonyms posted to the New Paradigm Investing board. 6:52 PM

ARM & IOT

Some interesting points here...
https://www.youtube.com/watch?v=iVy6uNEE6es&index=2&...
[more]

Tue Jun 23

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 7:51 PM

Re: (Shhh…) Dividend growth stocks

If you want to know more about REITs then there is a board for you:
http://boards.fool.com/real-estate-inv-trusts-reits-100061.a...
If you want to [more]

Mon Jun 22

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 7:48 PM

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 11:27 AM

Re: AMBA

Yeh but that might give you an even greater oversized position!
Nice problem to have tho!
Ant

Tue Jun 16

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 11:14 AM

Re: My last post on insider selling

Insiders sell for all sorts of reasons, buying a house, sending their kids to college, buying a Tesla, just to diversify, because they consider their stock options as pay, who knows? I suggest you should base your decisions on what the company is [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 11:10 AM

Re: Cyber Strength

Yup PH42 - I'm all in on this one and agree. I appreciate the post although the content doesn't exactly fit with the Saul investing strategy. It is still interesting and useful for like minded investors to share and validate each other in a safe [more]

Mon Jun 15

NL

Boards Post

anthonyms replied to the Falling Knives board. 9:29 PM

Re: Posco - is anyone getting interested

and why have sales and profits gone down and down over the last 3 years?

NL

Boards Post

anthonyms replied to the Falling Knives board. 9:27 PM

Re: Posco - is anyone getting interested

Yeh throw in the fact that the Korean currency is undervalued that's interesting. But why has it be going down and down for 5 years? Seems that 50 was the support back in 09.
A

NL

Boards Post

anthonyms replied to the Deranged Monkey Criticism board. 9:22 PM

Re: Poll: The next bubble?

Of the options listed I voted Bonds on the basis that there has been an immense multi-decade build up in bond prices with ever diminishing yields that:
1) Is about to face interest rate rises and an end to ZIRP
2) The Greek catastrophe is [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 8:51 PM

Re: IOS9 ad blockers bad news for CRTO

I dislike ads which is why I use Netflix. But ads are ubiquitous, you can't get past them on a DVD, they are even there when you go to a movie.
Great. Which means the final frontier is embedded product placement content within the [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 4:59 AM

Re: Payc

Their revenue model is prescription based.
err not sure what business model that is but do you mean subscription based? Or do physicians prescribe people a course of payc?
;-)
Ant

Sun Jun 14

NL

Boards Post

anthonyms posted to the Saul's Investing Discussions board. 9:59 AM

Skechers - competitor threat to watch

Not sure how many folks are watching out on the high street for Skechers' competition but walking through the Singapore retail streets and passing the still prominent prime door side shop frontage display for Skechers there was a much larger display [more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 9:48 AM

Re: Mobleye's Addressable Market

Yeh - now I'm totally sold :-)

That's higher than any of the 3DP or Cyber Security gogo stocks ever achieved.

To be honest I'm doubly concerned - 1) the multiple/ratio itself but also 2) How can the market capitalization be [more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 8:14 AM

Re: Mobleye's Addressable Market

Hi Duma - yep I agree with all of the assessment in terms of sales growth and operating metrics such as free cash flow and technology leadership. My primary concern is that paying $12bn to buy $21.5m in sales per quarter is just not worth it. On the [more]

Sat Jun 13

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 11:23 PM

Re: Mobleye's Addressable Market

Ok Duma - I'm just being realistic.
You reckon it can 4x from a 12bn market cap.

Let's look at the sector. It would fit in Auto Parts market sector. It won't manufacture cars but be a component supplier of one or a number of AD systems. [more]

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1277
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Most Frequent Board New Paradigm Investing
Very First Post CREE & an Asia Pacific perspective (8/26/2010)
Percentage of Posts Rec'd 45.97 %
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