brittlerock’s Activity

Mon Nov 27

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:18 PM

Re: A Question Regarding Portfolio Growth

Well, if I throw in my house I'm up a great deal more, though my timeline has greatly lengthened. I paid $110K for my mid-century modern home in the Seattle area in 1987. It's worth well over $1.2M today.

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:07 AM

Re: A Question Regarding Portfolio Growth

I have three investment accounts: A taxable trust, a traditional IRA and a Roth IRA. I have no other investment funds whatsoever. I do have four bank accounts which are used to manage my living expenses.

This year I was subject to MRD in my [more]

Sat Nov 25

NL

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brittlerock posted to the Saul's Investing Discussions board. 10:33 PM

Sectors, Diversity & Risk

I'll keep this brief. I just read Othalan's portfolio review and he (she?) mentioned a concern about being heavily invested in the tech sector. The sense was that the lack of diversity was tantamount to increased risk. Risk is a big concern [more]

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brittlerock replied to the Saul's Investing Discussions board. 9:57 PM

Re: Portfolio Review 2017 (Good Month, Great Year)

Othalan, I too held INFN much longer than I should have (though not as long as you). I previously wrote that if I had to, I would summarise what I've learned from Saul as two maxims, the first of which is that the many manifestations of price [more]

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brittlerock replied to the Saul's Investing Discussions board. 7:19 PM

Re: My portfolio at the end of Nov 2017

Before I was finished, my cat (who likes to sleep on my keyboard) decided to publish my post while I was out of the room, sorry about that.

I wanted to take some more time to provide a voice of encouragement to those who are new here. As I [more]

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brittlerock replied to the Saul's Investing Discussions board. 1:56 PM

Re: My portfolio at the end of Nov 2017

Saul (and other readers of this board),
First of all, congratulations on outstanding performance this year to date. As you stated, this has been an extraordinary and no one should expect a repeat performance in 2018. But, that does not negate the [more]

Thu Nov 23

NL

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brittlerock replied to the Saul's Investing Discussions board. 2:03 PM

Re: ALGNing the Moat

My father was an Industrial Designer. He held several design patents. There was virtually no protective value in any of them. A slight variation in design could easily get around the patent. Besides, my father ran his own small business, he [more]

Fri Nov 17

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brittlerock replied to the Saul's Investing Discussions board. 6:31 PM

Re: SQ

I've made no significant trades in the last several months. Square has organically grown into my largest position, a scary big 20% of my holdings, knocking Shopify into second place, also a very large 18%.

I'm rather in a quandary, a [more]

Tue Nov 14

NL

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brittlerock replied to the Saul's Investing Discussions board. 10:28 PM

Re: THERF - ibalizumab delay

I have a strict rule. I won't invest in anything I can't pronounce. Ibalizumab is of the table for me.

NL

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brittlerock replied to the Saul's Investing Discussions board. 10:23 PM

Re: NVDA: GauchoChris update after Q318

I'll start out by saying I'm long NVDA.

But, I'm not nearly so sanguine about the future of the company. As usual, the future remains damnably hard to predict.

Let's start with the roadmap. I worked at a company that [more]

Wed Nov 8

NL

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brittlerock replied to the Saul's Investing Discussions board. 10:46 AM

Re: BCO - Insider Buys

Hmmm,

As I said at the outset, I don't put much weight on insider transactions.

As for the difference in the numbers, my comments were based on a note from SA. I didn't take it any further. SA isn't always reliable, but [more]

Tue Nov 7

NL

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brittlerock posted to the Saul's Investing Discussions board. 11:33 AM

BCO - Insider Buys

On Oct 27 it was reported that Doug Pertz (CEO) bought $99,840 of BCO stock while Domanico Jame (CFO) purchased $232,473.

Today, Nov 7, they have both come back for more. Pertz bought $500,503 while Jame bought $230,550.

I don't [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 11:03 AM

Re: Recession and Stock Markets

recessions usually only last a few quarters.

A key consideration. I was envisioning a rather deep and lengthy recession as I wrote my post. I should have been explicit about that. If it is a shallow recession or even if deep, [more]

Sun Nov 5

NL

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brittlerock replied to the Saul's Investing Discussions board. 9:48 PM

Re: general question/SHOP

I wrote specs for years. Others coded from my specs, so I can take a stab at your question.

SHOP has a lot of code that most clients don't ever see. They provide a lot more than tools with which to build a customer facing user [more]

Fri Nov 3

NL

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brittlerock replied to the Saul's Investing Discussions board. 7:10 PM

Re: AMZN, BABA

I'm a septuagenarian so you've not got many years on me.

My wife is Chinese. I spend a lot of time in China. My time there is not spent on business matters. I'm in people's homes mostly for social reasons. I know from my [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 6:54 PM

Re: Bert's latest take on SHOP

Bert is an insightful voice in the tech sector. However he has strict criteria about what he invests in and it's not growth per se. For the most part, he's a "value investor." My impression is that for Bert to make an investment he [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 3:27 PM

Re: Hubs, Why all those analysts are jumping!

As a former IT professional I can assure you that these vendor conferences are the norm, not the exception. Some of them are very pricey, I remember attending a conference at one time (in the 80s if I recall correctly) with entertainment by the Beach [more]

Fri Oct 27

NL

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brittlerock replied to the Saul's Investing Discussions board. 9:39 PM

Re: AMZN, BABA

True ,their customers can't afford to buy as much as Amazon's customers, but there are so many more of them.

Well, no, not really. Over 70% of the Chinese still live in or very close to poverty. Of those remaining over half [more]

NL

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brittlerock posted to the Saul's Investing Discussions board. 9:23 PM

BCO Significant Insider Stock Buy

Doug Pertz, CEO bought $99,840 in BCO stock
Domanico Ronald Jame, CFO bought $232,473 in BCO stock

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 4:44 PM

Re: How Can There Be Value in Crypto Currency

I kind of agree, and kind of disagree.

Bitcoin was the first (2009) and is the best known cryptocurrency. Shortly thereafter (2011) came Litecoin and Namecoin (Swiftcoin as well, now inactive). There are now, per [more]

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Three stars, 500 posts Top Recommended Fools
Board Posts 833
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