brittlerock’s Activity

Sat Oct 13

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:47 PM

Re: ALERT! Cramer on Nvidia :<(

For anyone who cares, I have medium sized position in NVSA (6.5%). I don't really follow it's ups an downs as I look at it as a long term as close to buy and hold I might get. If the stock goes down this qtr or next does not really concern [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 10:51 AM

Re: Jack’s parting letter to Sarah Friar

Nextdoor is not public (net yet anyway). I'm a subscriber. I posted briefly about my perspective of it as a user on a different thread. It's pretty much an electronic neighborhood bulletin board/blog. Maybe I have no imagination, but I'm [more]

Fri Oct 12

NL

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

Re: "Plunging" is relative

OK, maybe not super very good, but they keep a record of every Square transaction made against each CC# and link it to a customer record, so they know more than just what they gather from credit reporting agencies.

The first Square [more]

Thu Oct 11

NL

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brittlerock replied to the Saul's Investing Discussions board. 10:47 PM

Re: What to Buy Now

I came to the same conclusion without reading your round robin. As I'm already overboard with SQ, Mongo is my pick, now what to sell in order to get the cash to buy more MDB . . .

NL

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brittlerock replied to the Saul's Investing Discussions board. 10:31 PM

Re: Sarah Friar? What’s going on?

I'm a Nextdoor subscriber. It's pretty much a neighborhood bulletin board/blog. Traffic revisions, road closures, garage sales, power outages, local politics, lost dog/cat, coyote sightings, references for yard worker, painter, handyman, etc. [more]

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brittlerock replied to the Saul's Investing Discussions board. 10:01 PM

Re: A little perspective

Read in a string of posts on an SA article:

"The stock market is the only business where the customers stampede for the exits when almost everything goes on sale"

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brittlerock replied to the Saul's Investing Discussions board. 8:15 AM

Re: Toss out the Cloud Stocks?

Darnit, Tinker! My crystal ball just fogged over . . .

A while ago you posted something to the effect that asserted that the government has defined "long term" as 366 days. The holding time required for ST cap gains to become LT [more]

Wed Oct 10

NL

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brittlerock replied to the Saul's Investing Discussions board. 11:39 PM

Re: Toss out the Cloud Stocks?

Naidorf,
Yes, it usually starts around 2 and crests around 3pm..... etc.

Thank you for that post. I found it very informative.

I'm expecting the selling to continue, but have had difficulty trying to formulate a [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 12:41 PM

Re: "Plunging" is relative

Just,
Not Saul, but I've been pondering this question since Mr. Palmer got so much attention recently asserting the credit risk for SQ was substantial and exacerbated with their venture into consumer installment loans.

First, [more]

Tue Oct 9

NL

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brittlerock posted to the Saul's Investing Discussions board. 11:29 AM

SQ Market Watch Article

The following article is authored by BTIG analyst Mark Palmer. He's got a five star Tipranks rating with the position of 159 out of over 11,000 "experts". His success rate is 66% with average return of 12.3%.

The article is [more]

Mon Oct 8

NL

Boards Post

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

Re: Square Stock Is Plunging After a Steadfast B

nothing has changed about SQ other than someone's opinion that was made public

That's just not the case. Something significant has changed, SQ has gone into the consumer lending business. They did not offer this product [more]

Sat Oct 6

NL

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brittlerock replied to the Saul's Investing Discussions board. 7:39 AM

Re: OKTA (and ZS sort of)

Thanks Tinker, but what do you know about OKTA's acquisition of ScaleFT? I'd never heard of them. I don't know if it's h/w, s/w or both, but I'm guessing s/w. Their model is trust noone and nothing. Blurb on their j=home page [more]

Fri Oct 5

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:39 PM

Re: A quick note of where we are

Price anchoring is an interesting concept. Anytime you see someone post "buy on the dips" it reflects a form of price anchoring. That being said, it doesn't mean you shouldn't actually buy on the dips if it's a high confidence [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 11:31 PM

Re: Just checking: Saul vs DG

I'm not going to check your math, it's probably close enough. I'll just share a bit of my personal investing history.

Prior to following this board, my thinking was that no one (other than a few legendary full time investors) can [more]

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brittlerock replied to the Saul's Investing Discussions board. 10:42 PM

Re: OKTA (and ZS sort of)

Well, it's not just Cisco, although I wouldn't be too quick to underestimate them. But it also looks like OKTA is getting into the ZS territory if I understand what the author wrote, which I might not. There wasn't a lot there to go on, [more]

NL

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brittlerock posted to the Saul's Investing Discussions board. 9:17 PM

OKTA (and ZS sort of)

Here's an interesting short article about OKTA that just showed up on SA. There's some issues raised with respect to Zscaler as well. I haven't done any follow on research as yet, just wanted to bring it to the attention of the board in [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 11:10 AM

Re: NVDA: Training at the edge

Just location and time alone are incredibly telling for big brother.

For anyone (which is just about everyone) with a cell phone this info is already already available. So it's moot as related to autonomous vehicles. And it's [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 6:18 AM

Re: Confidence

Exactly the three companies I considered. However, not having sufficient cash to spread around and not wanting to sell anything at present, I took the cash I had to invest and bought ZS. Yeah, it's still "expensive" but for all [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 5:53 AM

Re: Alteryx - some numbers for the hesitant

... the question marks I see are about the future ... not the near future ... but a more distant future.

First of all, I don't presume to speak for Saul, so this my answer, not his. I assumed your question was open for anyone to [more]

Wed Oct 3

NL

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brittlerock replied to the Saul's Investing Discussions board. 8:37 PM

Re: NVDA: Training at the edge

I too had never considered it. But then I'm not sure "driving preferences" and similar can be considered as PI that even raises a privacy issue. It's not like revealing birthdate, mother's maiden name and social security number. [more]

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