brittlerock’s Activity

Mon May 4

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 8:30 PM

Re: How to adjust GAAP EPS for share based comp

Chris,
I've been going back to older posts in order to capture some of the things I missed first time through.

If you've read a few of my posts you're undoubtedly aware that financial analysis is not one of my strengths. I base my [more]

NL

Boards Post

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

Re: How to adjust GAAP EPS for share based comp

Re-reading older posts in order to better understand things I kind of glossed over the first time through.

I had not seen your reply earlier. I'm glad that took my post as irrelevant, because it was. I regretted it shortly after posting, but [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:05 AM

Re: SKX - May 2015 Portfolio Review

Saul,
Among the "new" list you forgot to mention endorsements. This year Ringo Starr signed on and even more recently Sugar Ray Leonard. Also, still on the roster for Skechers from previous years are Mark Cuban, Joe Montana, Demi Lovato [more]

Sat May 2

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 5:47 PM

Re: The price you have to pay for terrible resul

Denny,
I consider you to be one of the sharper knives in this drawer and I agree with your basic premise. If you re-read my post you will notice I said, even in the face of a real "paper" loss, That doesn't automatically make it a [more]

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Boards Post

brittlerock replied to the Saul's Investing Discussions board. 5:22 PM

Re: The price you have to pay for terrible resul

Yeah, well I suppose you're right, maybe I overstated my case. But I was trying to make the point that "paper losses" are in fact losses. A point with which you apparently agree with.

NL

Boards Post

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

Re: The price you have to pay for terrible results

Here's the good news (from my perspective). TNF got me to trust my own judgment with stock picking. They got me to focus on the underlying business rather than the stock's market performance. As a Supernova subscriber (for 2 years) I made more good [more]

Fri May 1

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 1:28 AM

Re: How to adjust GAAP EPS for share based comp

Between Denny and Ears i have all the reasons I need to run screaming from the room when it come to financial analysis.

Try to get this - I don't give a sh*t which one of you is correct. What's important to me is will it make any difference [more]

Thu Apr 30

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:25 AM

Re: What's your take on recent sentiment?

Hex,
The bear around the corner has been in hiding now for several years. Even the CEO of TMF has had some bear sightings and has proclaimed he's making sure to keep some powder dry (cash) in order to take advantage of the soon to be calamity. [more]

Wed Apr 29

NL

Boards Post

brittlerock posted to the Saul's Investing Discussions board. 9:49 PM

1YPEG - Where does the P come from?

Saul,
A while ago you posted an EPAM example for calculating 1YPEG. I can't find the post, but it isn't important. Your example worked through how to find the earnings and calculate growth but then you calculated PE by introducing the price of [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 9:02 PM

Re: More on XPO deal

European labor standards would make it prohibitively expensive to trim that work force substantially

All depends on who they execute the trimming. If through lay-offs and early retirement, absolutely correct. However, if they sell the [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:24 AM

Re: What the XPO deal actually says:

Thank you Saul. I bought XPO after you brought to our attention here on this board. Yesterday morning, after watching the short interview for which you posted the link, I bought 700 more shares. Even though I thought the interview was pretty [more]

Tue Apr 28

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:03 PM

Re: More on XPO deal

Actually, it's both information intensive and labor intensive. So far, those trucks do not drive themselves.

As for all the horror stories of French business, chill out. Despite the difficulties, the French actually do have a vibrant [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 12:52 AM

Re: CRTO

DOH! nevermind . . .

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 12:51 AM

Re: CRTO

I've invested quite heavily in this company, though I'm still a bit foggy about what exactly they do, and how exactly they do it.

It appears that they are tied to search. Search on Google, Search on Facebook, Search on Ebay, etc. I think it [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 12:42 AM

Re: CRTO

Anirban - So at times I feel pretty stupid. You said you reposted your notes, Parts 1 - 4. How exactly do I access them? Where are they reposted?

Sorry if this is a ridiculously obvious question, I just don't know where to [more]

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Boards Post

brittlerock replied to the Saul's Investing Discussions board. 12:24 AM

Re: Interview with Brad Jacobs of XPO (only 8 min)

Thanks Saul,
Jacobs is obviously very knowledgeable and extremely well informed. I've mentioned before, in that I've always struggled with financial analysis (primarily because analysts tend to make it far more complex than it needs to be), I've [more]

Mon Apr 27

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:38 PM

Re: AIOCF

Chris,
I too like a CEO (or anyone for that matter) who does what he says he's going to do. But I really dislike blind obedience to some statement made a year ago simply because "that's what I said."

A lot can change in a young [more]

Sat Apr 25

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 1:40 PM

Re: Thank you 1YPEG!

Saul,
Just after you posted your thinking about thet 1YPEG stat I asked how you actually implement it in your decision making process.

I get it. Don't bother answering the earlier post.

Once again, I am astounded and encouraged [more]

Fri Apr 24

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:44 AM

Re: Synchronoss, a new position.

Who said anything about eating at McD's?

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 1:53 AM

Re: SKX up, still a buy, what now?

Yeah, I know, I'm not a market timer kind of investor - in fact it seems everything I buy tends to go down in the near term after I buy (bad karma? I don't know). But certain market behavior seems very predictable. The move in stock price after a [more]

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Boards Stats & Trivia

One star, 50 posts
Board Posts 233
Recs Received 728
People who have rec'd these posts 318
Recs to Posts Ratio (last 30 days) 8.20
Threads Started 23
Threads Started Percentage 9.87 %
Most Frequent Board Saul's Investing Discussions
Very First Post A SN: Phoenix 1 post. (4/1/2012)
Percentage of Posts Rec'd 65.24 %
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