anthonyms’ Activity

Yesterday

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 6:20 PM

Re: Would you do what they do?

Touche.

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 7:26 AM

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 12:01 AM

Fri Mar 27

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 3:58 PM

Re: swks

SWKS is one stock I really like but I cannot treat as a LTBH / buy and forget type investment. Whilst I completely agree with Chris on the current valuation front with his post ( [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 3:38 PM

Re: GPRO and Damodaran's analysis

True cautiousone. Another fact I did learn about GPRO is that their broadcast content channel is really sticky - it has something like 25mins of average viewing time per user visit. That definitely gives it a plus on the engagement front.
Ant

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 9:20 AM

Re: GPRO and Damodaran's analysis

As a final addendum to my above post and this thread, I did learn one thing more about GoPro which sounded way cool of not enough to shift my investing mentality. Apparently if you put 2 GoPro's back to front you get your 360 degree perspective. Even [more]

Tue Mar 24

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 9:32 AM

Re: GPRO and Damodaran's analysis

3 thoughts on this one guys...

1) I am currently diving in Layang Layang off Borneo Malaysia in a real pro resort. Apart from me - absolutely everyone has a GoPro camera

2) Go Pro are not on my list. I cannot see the repeat business [more]

Thu Mar 19

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 10:48 PM

Re: Arcam AB (AMAVF) getting whacked

Yep - strong dollar is hurting business and business valuations hard. I have seen messages in the last month from finance functions that I have not seen in 20 years in the work place.
A

Mon Mar 16

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 9:02 AM

Re: Geographic diversification via ETFs

Saul - right now Emerging markets are one of the most undervalued equity sectors. You don't necessarily need to go for China and by avoiding Russia and LatAm you cut out the majority of the devaluation/ expropriation risk territories. India and South [more]

Sat Mar 14

NL

Boards Post

anthonyms replied to the Deranged Monkey Criticism board. 9:39 PM

Re: My Theme-based Motley Investment Philosophy

Yep Fanuc is on my Robotics theme investment list and is a very successful player.
a

Thu Mar 12

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 8:34 PM

Wed Mar 11

NL

Boards Post

anthonyms replied to the 3D Printing board. 8:15 PM

Re: Hybrid printers

Yeh I think that Mitsubishi or some Japanese company was introducing the hybrid device to US this year.
Ant

Mon Mar 9

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 7:46 PM

Re: Chinese Search Engines

Here's Qihu's results - they look pretty good. Results and guidance beat the street...

[more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 9:53 AM

Re: Tinker and Denny - Mobleye

I'm in but this is a very very expensive stock. Reflecting on it now I regret my entry point. The multiple is insane and I cannot see how this market can support it. It can't capture a Ford or GM portion of the value chain but it is priced as though [more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 9:52 AM

Re: Who Will/Is Making Money in AI and IOT

Yes - we have, thanks in part to Pipilongstocking who tracks this one.
Ant

Fri Mar 6

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 7:59 PM

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 11:15 AM

Re: AIOCF reports Q4

Well I added some AIOCF today as well as some Sierra Wireless. Both averaging up for me but the asymmetry of the current price post earnings reports make for a really nice addition.
Ant

NL

Boards Post

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

Re: One Stock Selection for next 12 months

LinkedIn has a good chance.

Over 12 months I would like say Sierra Wireless due to M2M/IoT as well as chip sector consolidation or Fortinet one of the fastest growing and cheapest valued stocks in the red hot cyber security space. But I will [more]

Thu Mar 5

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 6:14 PM

Re: AIOCF reports Q4

AMBA has 2 risks - they are over exposed to GoPro as 1 single customer and as a result they are over-exposed to the personal sports wearable market. AIOCF customer of AMBA or not are fully diversified away from any one major customer and are strong [more]

Wed Mar 4

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 6:34 PM

Re: AIOCF reports Q4

I'm tempted even though I have a full position and am still up on my original entry position after this drop. These results looked pretty strong to me.
It is also a good hedge in many way vs AMBA if you hold that. It doesn't have a single [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75176
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to anthonyms’ CAPS page

Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1186
Recs Received 1328
People who have rec'd these posts 404
Recs to Posts Ratio (last 30 days) 3.50
Threads Started 103
Threads Started Percentage 8.68 %
Most Frequent Board New Paradigm Investing
Very First Post CREE & an Asia Pacific perspective (8/26/2010)
Percentage of Posts Rec'd 45.36 %
Show anthonyms’ 10 Latest Posts