buynholdisdead’s Activity

Today

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 57 minutes ago

Re: Zuora (ZUO)

Strelna,
When picking up the best companies, why would you invest in Zuo when you could pick Smar? Smar is growing Revenues last quarter at 63% and it has a GM ratio of 90%. I think you have a better chance of Smar becoming [more]

Mon Jul 16

Premium Commons Boards Post

buynholdisdead replied to the Premium Commons boards. 9:23 PM

Sat Jul 14

Premium Commons Boards Post

buynholdisdead replied to the Premium Commons boards. 7:58 PM

Premium Commons Boards Post

buynholdisdead replied to the Premium Commons boards. 7:54 PM

Premium Commons Boards Post

buynholdisdead replied to the Premium Commons boards. 7:52 PM

Premium Commons Boards Post

buynholdisdead posted to the Premium Commons boards. 1:59 PM

Fri Jul 13

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 8:33 PM

Re: The importance of board etiquette

IR,

I'm not sure how many other companies still have reasonable 1YPEGs and durable growth rates (maybe LGIH). It seems the ones that consistently grow (ALGN, ABMD) get priced incredibly high these days such that the P/E outweighs the [more]

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 7:21 PM

Re: The importance of board etiquette

Green,

again, either he has adapted, or there is a terminology question here

That is the greatest thing Saul has taught everyone on this board. Anyone that wants to follow him by having a checklist is going to be frustrated [more]

Thu Jul 12

NL

Boards Post

buynholdisdead replied to the Retirement Investing board. 10:18 PM

Re: General observations of this board

He also added that the farther from Texas they were, the better they got.

Well all the ones that went to Montana were really good lol.

Andy
Just look at Lonesome Dove

Wed Jul 11

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 9:25 AM

Re: Shopify's cash flow

Shopify Plus revenue grew in dollars by 103% yoy last quarter, not 22%.

Thanks Saul, I misstated that. I should have said it was 22% of MRR going up from 17% of MRR. So as a percentage of MRR it is growing.

Andy

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 2:33 AM

Re: Shopify's cash flow

Thanks Nilvest,

BTW - merchant solutions revenue scale with customer's business.. so if the customers on SHOP platform grow, merchant solutions grow.. and thats better than just fixed recurring subscription revenue! Ofcourse with [more]

Tue Jul 10

NL

Boards Post

buynholdisdead replied to the Retirement Investing board. 9:32 PM

Re: Ten Downsides of Early Retirement

As for Swedish go no-go areas, that horse hockey has been thoroughly debunked.

I have been watching Vikings and there is places I wouldn't go.

Andy

NL

Boards Post

buynholdisdead replied to the Retirement Investing board. 9:30 PM

Re: Ten Downsides of Early Retirement

One-fourth of American respondents are either "very" or "somewhat" satisfied with "the availability of affordable healthcare in the nation," (6% very satisfied and 19% somewhat satisfied). This level of satisfaction [more]

NL

Boards Post

buynholdisdead replied to the Retirement Investing board. 9:24 PM

Re: Ten Downsides of Early Retirement

T

Andy: Now if you want to be realistic you would allow Medicare to negotiate with the healthcare companies for the cost of healthcare."

Why would that be realistic?

Why wouldn't it be realistic? Every [more]

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 8:09 PM

Re: Shopify's cash flow

Hi Ears,


What does this mean? If you think about SaaS firms and their major
sources of cash, it's typically a three legged stool. The first leg
is depreciation, usually the smallest leg for these firms. The other
[more]

NL

Boards Post

buynholdisdead replied to the Retirement Investing board. 5:56 PM

Re: Ten Downsides of Early Retirement

T

Sweden: Violence and no-go zones, and the whole system of welfare is getting very shaky.....

My mother's relatives in Sweden constantly complained about the worse than HMO type service they got


Some [more]

NL

Boards Post

buynholdisdead replied to the Retirement Investing board. 9:44 AM

Re: Ten Downsides of Early Retirement

Didn't work out so weel for the Soviet Union. Or Cuba. Or Venezuela.

Worked well for Canada, England, France, Spain, Norway, Denmark, Sweden, etc.


Andy

Mon Jul 9

Premium Commons Boards Post

buynholdisdead replied to the Premium Commons boards. 4:02 PM

NL

Boards Post

buynholdisdead posted to the Saul's Investing Discussions board. 9:33 AM

When they say the market is going down

If you are going to do better than most, it won't be by continually anticipating a market crash. That has invariably been an exit ramp onto a dead end street. Tuning out noise and consistently following investment rules and hard data is far [more]

Sat Jul 7

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 12:56 AM

Re: Shopify's cash flow

Hi Ears,
That is interesting. Maybe it is because they are a Canadian company and they are recognizing it as Revenue right away? I think the only way to know for sure is to ask the company.

[more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 61934 out of 69785
Score -957.63
Score Change Today -24.17
Accuracy 31.58%
Active Picks 33
Total Picks 38
Best Pick AMZN (+306.68)
Worst Pick ALLT (-171.14)
Average Score per Pick -25.20
Charms Earned 7
Highest Rated Favorite XMFYoung
Go to buynholdisdead’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Top Recommended Fools Global Fool
Board Posts 5202
Recs Received 11094
People who have rec'd these posts 1346
Recs to Posts Ratio (last 30 days) 21.80
Threads Started 601
Threads Started Percentage 11.55 %
Most Frequent Board Saul's Investing Discussions
Very First Post Investing in Foreign Stocks (6/24/2009)
Percentage of Posts Rec'd 57.54 %
Show buynholdisdead’s 10 Latest Posts