brittlerock’s Activity

Thu Dec 14

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:19 AM

Re: New Full Position 3.

I'm not 100% sure, but I don't think there's any connection.

Wed Dec 13

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 4:20 PM

Re: Alteryx Press Release today

Those of us who have been around since BI (business intelligence) first became an acronym know that Southwest Airlines is a legendary pioneer in the use of BI dashboards and drill down. It should be recognized as a professional compliment and [more]

Tue Dec 12

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 9:20 PM

Re: New Full Position 3.

Thanks Saul,
I think I'm a little clearer on this . . .

I've been perusing the Alteryx website since I read your posts. Really interesting family of products. I guess they've partitioned their offering into a suite of [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 7:42 PM

Re: New Full Position 3.

er, "Alteryx" not "asteryx", oops

NL

Boards Post

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

Re: New Full Position 3.

Had to look up "cohort revenue" as I've never heard the term before. Still not very clear to me even after reading an explanation. One thing that struck me was that one needs two years of monthly data in order to collect sufficient data [more]

Sat Dec 9

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 6:27 PM

Re: TomG's second stock, Varonis Systems fir

Kingran,
I don't disagree with you. Yes, I've more than heard of iTAR (not FedRamp, a quick look on Wikipedia shows it didn't come into play until 2010, the year I retired). I've dealt with most of the issues you've mentioned, [more]

NL

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

Re: A first look at TomG's Appian

AJM,
Thanks for the clarification. "Big Data" was just beginning to be a subject of interest when I retired in 2010. I've obviously made no effort to try and keep up with the pace of developments in information technology. Seven [more]

Fri Dec 8

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:54 PM

Re: ANET: new product

Wow, 26% in Nvidea! That takes guts. Anything over 15% with a given company makes me uncomfortable. I guess I'm saying by principle I can't muster more than 15% confidence level in any single company. I've had a couple of issues that grew [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:48 PM

Re: NVDA brings AI to the PC

I saw that earlier. Kind of blown away by the specs, but as a consumer you need pretty deep pockets to pop three grand for a video card. I'm sure they'll sell, but I don't think folks will be lining up for it.

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:46 PM

Re: New position: NV5 Global (NVEE)

TracyK,
A long time ago (late 60s, early 70s) I knew a guy who was a free-lance engineering project manager. He's travel around the world and manage a bridge project in one country, maybe a dam project somewhere else and so forth. I knew him [more]

NL

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brittlerock replied to the Saul's Investing Discussions board. 2:32 PM

Re: New position: NV5 Global (NVEE)

You're thinking like the Chinese . . .

It's hard to understand why so many think it's more profitable to blow up other countries than it is to keep our own country's machinery in top form with the newest technology.

Thu Dec 7

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 4:06 PM

Re: Possible fraud causing Bitcoin rise

Ed,
I won't belabor this. I don't care what happens with the price of Bitcoin. As far as I'm concerned, it's just another currency - or gold, or gems, or antiques, or paintings, or old instruments, or what have you. There's no [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 3:57 PM

Re: Time to focus again

Hard to glean much from this Gartner report. In most cases Splunk only had 2 or 3 reviewers. Varonis had 30+. Both samples are very small.

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:20 PM

Re: Time to focus again

I was in IDXX for a while (I think I came across it in Hidden Gems? Not sure). They are a provider of animal healthcare products and services, primarily for the pet market, but they also address some farm animal needs.

I think it's a [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:14 PM

Re: Time to focus again

My word! I've never looked at the "Top Recommended Fools" before. To mys surprise I'm at number 6. I had no idea my posts were receiving so much traffic. Thank you everyone who even took the time to read my posts let alone [more]

Wed Dec 6

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 9:29 PM

Re: Square's coming 4th quarter announcement

Then there's this:
It is clear to anyone who has studied the financial crisis of 2008 that the private sector’s drive for short-term profit was behind it. More than 84 percent of the sub-prime mortgages in 2006 were issued by private [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 9:26 PM

Re: Square's coming 4th quarter announcement

I'm going to also assume that Bank ABC has used traditional income verification methods [W-2, tax returns] to show that we're actually employed. And we put 20% down so we have skin in the game as per normal.

Therein lies the [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:08 PM

Re: Apple Pay Cash

I have a rental unit. My tenant wanted to pay rent via Venmo. I told him I didn't want to register my sensitive account information with yet another vendor and yet another database. At this point, I don't trust the security of any platform [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 1:52 PM

Re: Square's coming 4th quarter announcement

Ears,
Thanks so much for explaining your issues with Saul's post. I very much appreciate the effort and explanation. I also have a new respect for the depth of investment study and analysis you attend to. I'm impressed. Absolutely you are [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 12:00 PM

Re: Possible fraud causing Bitcoin rise

So Tether is untethered . . .

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Three stars, 500 posts Top Recommended Fools
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