brittlerock’s Activity

Thu Nov 30

NL

Boards Post

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

Re: Bio Tech In a "Saul" Portfolio

I've suffered with chronic pain for about 20 years. My neurologist has prescribed virtually every pain medication available over the years, including several years of oxycodone which I stepped down to zero last spring. I was always acutely aware [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 9:25 PM

Re: On the Law of Small Numbers

For a different and sort of surrealistic take on probabilities read the play Rosencrantz and Guildenstern Are Dead by Tom Stoppard. A very entertaining tragicomedy written from the perspective of two minor characters of Shakespeare's Hamlet.

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 9:15 PM

Re: FMI- What Comes Next

Bulwnkl,
Rocky here (I couldn't resist) . . .

Thanks a ton for the recommendation. I bought Jan $50 calls and see they are just over 50% as of market close today (11/30). I just freed up some cash today after my portfolio's [more]

Wed Nov 29

NL

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brittlerock replied to the Saul's Investing Discussions board. 8:08 PM

Re: Ouch

najdor,

OK, I do hear you. I don't even disagree with you for the most part - - - But these reference

Valeant - nobody was buying that at $265 ever ever thought it could drop to $10. I won't even bring up Lehman or [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 4:41 PM

Re: New Left target

I couldn't agree more. I use Roku, but I don't think it's got any sort of moat or offers anything that can't be copied. For that matter, they already have a number of competitors with virtually indistinguishable service.

And [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 4:28 PM

Re: Ouch

OK, I too am getting hammered today just like most folks that follow this board. But here's the deal, about a week ago I crowed about being up 97% for the year. Today, after the market closed, I'm up 83% for the year.

I'd still [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:55 AM

Re: SQ: SQ and Bitcoin

Thanks Chris,
That helps. You've more or less confirmed my initial conclusion that allowing the use of an additional currency shouldn't really make much of a difference. I was unaware that what SQ had done with bitcoin didn't allow [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 11:09 AM

Re: OT: The Value of Money

Exactly - - -

And the same goes for shiny yellow metal, cut & polished semi-transparent stones, paintings, old furniture, stamps, Stradivari violins, etc., etc.

All this stuff is only as valuable as the exchange rate people [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 1:55 AM

Re: Beating the market

Wouter,
I agree with almost everything you said, but I would posit that volatility and risk are two very separate things. I would caution against conflating the two.

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 1:51 AM

Re: TomG's second stock, Varonis Systems first l

Ethan,
I have to a closer look, but from what you describe this is far more than an information security firm, or at least has the potential to be.

I spent the last several years of my career as an IT Enterprise Architect in a major [more]

Tue Nov 28

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 3:14 PM

Re: SQ: SQ and Bitcoin

So I'm confused by the whole Bitcoin/Square argument.

To be honest, I don't understand how Square intends to capitalize on allowing Bitcoin to be used as an exchange medium. How is supporting Bitcoins any different than supporting [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 3:04 PM

Re: SQ attack or just over valued opinion?

IGU,
Interesting observation. I read the report and you are correct. While the report seems to extensively employ numerical analysis based on questionable premises, I did not see any allusion to inappropriate management behavior.

Yet, I [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 2:16 PM

Re: Things You Know You Will Never Hear

A currency, fiat or commodity based is conferred upon it by people who recognize the value and are willing to accept it as a medium of exchange. You might argue that a commodity based currency has intrinsic value. I would argue that is not true. The [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 12:14 PM

Re: Portfolio best year ever

Denny,
I too feel that one of the greatest lessons I've learned from this board is to try to shed all vestiges of price anchoring. Whatever a given stock did last year, last month, even yesterday is seldom of value in making investment [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:42 AM

Re: SHOP: 2017 shopping

Duma (and Tamhas),
Thank you both for your reply. I did not think this info was of much value with respect to making an investment decision.

I still don't.

The two of you both replied, but seem to come to contrary [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 11:34 AM

Re: A first look at TomG's Appian

Tamhas,
For the record, the customization problem can be addressed by a thorough commitment to Model Based Development. Done properly...

True, MBD was not a practice when I performed my study. It took root among the folks [more]

Mon Nov 27

NL

Boards Post

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

Re: Square -What the short attack actually said!

Saul,
I've not read Parker's report. But I came to exactly the same conclusion with far less information. I think he's got a short position and wants to raise money to cover his Christmas shopping. In fact, in a separate thread I even [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:02 PM

Re: A first look at TomG's Appian

Ethan,
Essentially, Appian has a code generator tool. I have no experience with the tool and haven't the foggiest about how it works, but I have some very dated experience in the field.

Quite a number of years ago I was the manager [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:19 PM

Re: SHOP: 2017 shopping

Duma,
...just wish they would parse this out to the latter two merchant categories so we could better understand the impact of the more valuable merchants.

I guess - - - but really would having this info change your investment [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 9:59 PM

Re: Mark Palmer downgrades SQ to a sell

What a dilemma! Square had grown to a 20+% position for me - That was making me very uncomfortable. Last week a sold enough to reduce it to about 15%, I still took a big hit today, but viewed it as a temporary condition.

My problem was [more]

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