anthonyms’ Activity

Yesterday

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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

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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]

Sat Feb 28

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Boards Post

anthonyms replied to the New Paradigm Investing board. 10:23 PM

Re: Chinese Search Engines

Baidu has good potential to grow and do really well but it is pretty highly valued (I think the forward rating might include some one time factors). I'm in Qihu which I think could grow faster and has a better chance of achieving a higher multiple on [more]

Fri Feb 27

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 5:50 PM

Thu Feb 26

NL

Boards Post

anthonyms replied to the The BMW Method board. 6:51 PM

Re: It's hard to be a lurker when

Jim
1)-3) If you want to continue on politics the NPI board seems to be the place for that rightly or wrongly.
4) JNJ has one of the most incredible long term track records of any listed corporation. Interesting you brought up the pharma [more]

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 6:41 PM

Wed Feb 25

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 6:28 AM

Re: GTLS - Using today's pop to get out!

Hi Ethan - I was asking what a "supernova shoot out" is. I'm not on Supernova and I'm a brit so please excuse me if I'm not getting Supernova jargon or even just every day speak.
Ant

Tue Feb 24

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 7:08 PM

Re: GTLS - Using today's pop to get out!

Sounds "cool" Ethan - is that a good thing or a bad thing?

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 6:27 PM

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 6:16 PM

Mon Feb 23

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 6:30 PM

Sun Feb 22

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 7:56 PM

Re: Mega themes investing 5/10:- Cloud/big data/

Here's a summary article highlighting some more cyber security players than I had originally identified. Some seem bigger than I imagined, some are small and fast growing and some don't seem to be going places but a useful resource none the [more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 7:40 PM

Re: The Case for UBNT

That could possible change but it would be a rather amazing cultural shift for these mammoth players.
err you do realize Ruckus is 1/3rd the size of UBNT? You maybe thinking about Aruba or Arista networks who are bigger and potentially [more]

NL

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anthonyms replied to the New Paradigm Investing board. 7:36 PM

Re: The Case for UBNT

...they are different target markets.
The article might say that but that isn't what Ruckus is thinking. They may have different business models and different value propositions and to a degree different positioning but that doesn't [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 7:31 PM

Re: XOOM - Is it disrupting or fading away?

I guess one concern with all of these intermediaries is whether a big brand could blow them all away. Whilst WU maybe the world's biggest rip off, they and these small disruptors have always been living under the shadow of the volcano of PayPal [more]

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 2:31 PM

Re: The Case for UBNT

I'm still comfortable with my holding and agree with the thesis. Having said that to a degree I have a hedge in that I also bought a stake in Ruckus and Cisco. My understanding is that UBNT is in the current stage of project loon but that does not [more]

Sat Feb 14

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 11:21 PM

Re: Unintended consequences

China is full of unintended consequences... as brilliantly managed as its economy and currency maybe right now, it has some massive issues along these lines. Not least the unintended consequences concerned with the 1 child family policy and the [more]

Thu Feb 12

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 9:46 PM

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 6:22 PM

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 7:52 AM

Re: SKX

Doesn't surprise me. SKX even where it doesn't own stores has the most prominent shop window displays in the heart of the city. When I lived in central London 6 years + back you could not walk up Oxford street without seeing their window displays - [more]

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Big red star, 1000 posts
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Very First Post CREE & an Asia Pacific perspective (8/26/2010)
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