anthonyms’ Activity

Thu Jul 12

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 3:34 AM

Re: Dreamer Port update

Dreamer - remind us what tier 1 and 2 meant? Conviction? Size of allocation?
Ant
ps I would have had Shopify and Nutanix in tier 1 and IQ and BZUN in tier 2 if they were the definitions (assuming 1 is higher than 2).
I'm also stalking [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 3:16 AM

Re: PSTG Introduces Pure Storage Orchestrator CtSaaS

I think this is material and exciting. They seem to be operating on another level vs other storage players that may have flash but seem to be thinking about their business in spinning disk way and totally asleep at the wheel (kind of like IBM I [more]

NL

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anthonyms replied to the Saul's Investing Discussions board. 3:10 AM

Re: Why I pay little attention to EV/S evaluatio

If you go to the store to buy a pair of pants then you look at the price. What is that pair worth? If the price tag says $30 then you might think it's worth it. Is it worth $300 or $500? Personally, I have paid $300 for a pair of pants but I [more]

Wed Jul 11

NL

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anthonyms replied to the Saul's Investing Discussions board. 3:05 AM

Re: Google launches a retail ad tool with Shopif

I think this is major news and the market hasn't shown any appreciation of this potential.

I also love how they are finding a way to work with all the top players without upsetting each other - Google (ad tech), Apple (VR), Amazon (AWS [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 3:00 AM

Re: Searching for a #2 and #3 stock

Volfan - I'd consider upgrading Shopify to #2/3 on sheer conviction and potential.

Wix is missing - another high quality stock, as is Talend. I could make the case for Micron also I guess and right now AMD has enormous potential given [more]

NL

Boards Post

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

Re: Zscaler - where are the security giants?

I notice Zscaler hasn't pulled back but Carbon Black has of late in case that is of any interest in the category (I don't hold either but am interested in Zscaler).
[more]

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anthonyms replied to the Saul's Investing Discussions board. 1:31 AM

Re: Grassroots Research in China!

Oh - sorry one additional note I took that I forgot to mention. I know AO Smith got kicked around on this board a while back and was referred to for its potential in India. Well the serviced apartment I stayed in in Xiamen had a Hitachi/Panasonic [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 1:08 AM

Re: Pivotal: the answer to the puzzle?

You do realize that Pivotal was really an inside “hobby” for DELL until around 2015, and at that point Pivotal had no need of any new sales force and resale VARs because EMC and VMWare and Dell’s already existed?

Tinker - that [more]

Tue Jul 10

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 2:12 AM

Re: Grassroots Research in China!

Ok just back from my latest trip to China so given the recent interest in sharing experiences and reflections here are mine:-

Background:-
I've been in Asia for ~10 years and visited China about 30-40 times. I've been to China 3x [more]

Tue Jul 3

NL

Boards Post

anthonyms posted to the Cree Inc. board. 4:39 AM

LED lighting for farming MJ

Anyone know if Cree is bothering to look at using its red LED lighting for growing Marijuana in those indoor glasshouses? Could be a massive industry growth over the next few years. Or are they just going to stick with their home depot contract and [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 2:28 AM

Re: Nutanix deep dive

Hi Greg

Nice write up. One or two points you might want to add to this going forwards are:

1) How Nutanix is tracking in its conversion in its business model from: Hardware, to Software to Subscription solutions. In particular next [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 2:22 AM

Re: A Screen Shot

Up 1.61% today
Not bad for all my buying at the top.


As they say - "Buy hi!"

Only managed +1.12% today and it doesn't even begin to redeem the 10% drop in the last 2 weeks but will take it any how. This week [more]

Mon Jul 2

NL

Boards Post

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

Re: Nutanix deep dive

Any idea if Nutanix has any influence on storeage / backup providers and if so who they would recommend to their coustomers?

In all of their communications they have stressed being agnostic about hardware/service providers and [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 11:30 PM

Re: BVP Cloud Index end of June 2018

Merging the argument of growth versus efficient, I looked at BVP and saw EVBG

It does look interesting - they have just beaten with their Q1 numbers and raised guidance.

About the company: Emergency and Crisis management- [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 12:02 AM

Re: I present TWOU for your evaluation

Nice one MS - fwiw, TWOU has been on my watch list for 6-9 months as well.
A

Sun Jul 1

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 11:46 PM

Re: BOX

I hold but TMF prefers DropBox.

Wed Jun 13

NL

Boards Post

anthonyms posted to the Saul's Investing Discussions board. 3:59 AM

Nutanix - cross post

There were 2 Nutanix investor conferences yesterday (Stifel and Nasdaq events) and the SP did rather well.

You can find the audio replays here
[more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 12:51 AM

Re: NTNX

Listening to the 2 presentations, there were a couple of takeaways...

1) Stifel:-
Nutanix doesn't operate on AWS (I didn't know that) although they have a bridging capability (Calm)
Nutanix has concentrated on moving from [more]

NL

Boards Post

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

Re: TracyK's portfolio performance through May 2

Hi Tracy - interesting you sold OLED, why was that? Too hard to follow the head fakes on projected growth vs Apple intentions etc?
Thanks
Ant
ps nice job on the port.

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 12:03 AM

Re: EMC Analogous to PURE

Just round out the trip from EMC to Pure, here's the latest article on Pure Storage - also from Forbes...
[more]

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 3360
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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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