billyfreezr’s Activity

Sun Dec 3

NL

Boards Post

billyfreezr replied to the Saul's Investing Discussions board. 3:51 AM

Re: NKTR: Q3 transcript and highlights

Chris, you first brought NKTR to the board back in September. I know it was your smallest position but congratulations on the amazing 140% return in 3 months!

Finally got around to doing some reading myself, then I take a look the the stock [more]

Sat Dec 2

Recommendation

billyfreezr recommended dumaflotchie's post on the Saul's Investing Discussions board. 9:53 AM

Re: correction

Tue Nov 28

NL

Boards Post

billyfreezr replied to the Saul's Investing Discussions board. 2:53 AM

Re: A Question Regarding Portfolio Growth

This year my port is up 31% only Vs if I had invested in the SPY, 8.63%. This includes the currency change of -6.38% from my port and -7.94% for an SPY port. Everything is invested in stocks. I've ditched a lot of the laggards this year though [more]

Sat Nov 18

NL

Boards Post

billyfreezr replied to the Saul's Investing Discussions board. 4:12 AM

Re: Tesla Semi & new Roadster

IGU, I have no idea too. Care to help educate us and take us through your model? Enlighten us rather than state someone is posting gibberish.

I'm genuinely interested and want to see both sides. I'm long Musk but only have a small [more]

Thu Nov 16

NL

Boards Post

billyfreezr posted to the Saul's Investing Discussions board. 10:01 AM

Talend Announce Public Offering

2.75 million new shares. Talend will not receive any proceeds from this offering.

2.75 million represents approx a 9% dilution. Stock is down 6%.

What gives? Can someone explain the mechanics of all this?

Doesn't make [more]

Mon Nov 13

NL

Boards Post

billyfreezr replied to the Saul's Investing Discussions board. 1:19 PM

Re: ROKU

I have a Roku TV. Had it for about a year. It was the latest model then. Did a lot of research and concluded for my needs it was the best box to get.

Would I buy the stock? Big fat no.

Despite using the hardware, I never once had an [more]

Wed Nov 8

NL

Boards Post

billyfreezr replied to the Saul's Investing Discussions board. 11:26 AM

Re: BCO - Insider Buys

I think pretty much the only decent sign you can get from insider trades is when a CEO and maybe CFO buys into a rising share price. I don't know how much he earns, but spending $3.5 million this year alone to buy his own stock and [more]

Mon Nov 6

NL

Boards Post

billyfreezr replied to the Saul's Investing Discussions board. 5:15 AM

Re: Bert's latest take on SHOP

Maybe that's why they did the secondary and raised almost 1 billion dollars. Protection against the recession for themselves and potentially their customers. Or not (shrug).

Fri Nov 3

NL

Boards Post

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

Re: Arista, what happened today.


Alex Henderson - Needham & Co. LLC

Thanks. I was just hoping you could clarify your comments. So on the one hand, you're saying that the qualifications for the cloud guys has taken a little longer and is pushing business out
[more]

Thu Nov 2

Recommendation

billyfreezr recommended XMFBreakerTinker's post on the Saul's Investing Discussions board. 6:36 AM

Re: Bear's Shopify SepQ Review
NL

Boards Post

billyfreezr replied to the Saul's Investing Discussions board. 6:35 AM

Re: Bear's Shopify SepQ Review

Great points re: leverage Tinker.


Points regarding merchants:

In the CC they made a point to mention that the partner/affiliate program was in 3rd place behind advertising (2nd) and organic (1st) in bringing in new [more]

Tue Oct 31

Recommendation

billyfreezr recommended PaulWBryant's post on the Saul's Investing Discussions board. 3:04 PM

Bear's Shopify SepQ Review
NL

Boards Post

billyfreezr replied to the Saul's Investing Discussions board. 3:03 PM

Re: Bear's Shopify SepQ Review

I agree Bear. I think a negative which may have caused the drop is the increase in share count, directly causing NON-GAAP EPS to be positive, despite operating loss increasing. Maybe people don't like that?

But they're still [more]

NL

Boards Post

billyfreezr replied to the Saul's Investing Discussions board. 8:13 AM

Re: Shopify results

What never ceases to amaze me is your uncanny gift of an incredibly accurate gut feeling. Do you know why exactly you had such a certainty that they would show a profit a quarter early?

Are you from the future?

Great result. Shop [more]

Fri Oct 27

Recommendation

billyfreezr recommended PaulWBryant's post on the Saul's Investing Discussions board. 8:01 PM

Bear's Q3 earnings thoughts: Vol2

Tue Oct 24

NL

Boards Post

billyfreezr replied to the Saul's Investing Discussions board. 3:03 PM

Re: 3d Xpoint

Micron/Intel joint venture.

It's unclear really how successful or a how much a game changer it's going to be. It's expensive (obviously not reached economies of scale just yet). It's not as good as current SSDs. However, [more]

Mon Oct 16

NL

Boards Post

billyfreezr replied to the Saul's Investing Discussions board. 3:11 PM

Re: Cyber security investing? Anyone?

Where the heck are the cyber-security companies? Have they been left behind? Or is everyone trying to save money by not putting in the latest security?

Basically, what brittlerock said.

The NHS attack earlier this year worked [more]

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Boards Stats & Trivia

One star, 50 posts
Board Posts 114
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