cautiousone100’s Activity

Yesterday

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 1:48 PM

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 1:24 PM

Re: GPRO and Damodaran's analysis

I am passing on GPRO due to too many competitors, smartphones becoming more action/waterproof, Apple's announcement and Google's DropCam acquisition and GoogleGlass software knowledge (why couldn't they take those two pieces of knowledge and develop [more]

Fri Mar 20

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 4:06 PM

Thu Mar 19

Rule Breakers Boards Post

cautiousone100 replied to the Rule Breakers boards. 2:13 PM

Mon Mar 16

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 12:59 PM

Fri Mar 13

Rule Breakers Boards Post

cautiousone100 posted to the Rule Breakers boards. 10:58 PM

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Boards Post

cautiousone100 replied to the Value Hounds board. 2:16 PM

Re: Ignite doesn't

Fluff,
So, true. I'm glad my days of being overly optimistic and betting bigger are long over. I've pretty much given up on turnarounds now - especially after Coach. It can just take wayyyy to long. The sunk cost of watching my investment [more]

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 2:05 PM

Rule Breakers Boards Post

cautiousone100 replied to the Rule Breakers boards. 1:49 PM

Thu Mar 12

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Boards Post

cautiousone100 replied to the Value Hounds board. 3:58 PM

Re: Ignite doesn't

I took a superdink in IRG on the grounds that IRG would convert underperforming MacGrills into Brick Houses. There were only a small number of conversions and, obviously, it wasn't a viable plan. This couple hundred dollar loss saved me from ever [more]

Rule Breakers Boards Post

cautiousone100 replied to the Rule Breakers boards. 3:53 PM

Wed Mar 11

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 6:52 PM

Re: Rubicon Project RUBI

As an aside, I often have a problem with TMFSA picks wherein the majority reason for investing is management, talent or culture (TCS comes to mind). Acquisitions (pre-ipo and post-ipo), competition (public and private) and growth strategy take a lot [more]

Tue Mar 10

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Boards Post

cautiousone100 posted to the Saul's Investing Discussions board. 6:49 PM

Rubicon Project RUBI

+ Top-knotch ad tech senior management team has been-there-done-that; ad tech start-up, IPO, M&A, and exits to big tech. Well-rounded tech knowledge: video, search, buy-side and sell-side, exchange, large-scale publishers, programmatic and brand [more]

Sun Mar 8

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 8:07 PM

Re: CRTO Q4 and FY 2014 Analysis

No problem. I'll get organized and post in a new thread.

NL

Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 4:25 PM

Re: CRTO Q4 and FY 2014 Analysis

In the buy side networks, Criteo is number 4 in the US

Just to clarify, this is desktop only.

Also, I think it's important to understand that Criteo and Google Ad Network can run in the same ad space when the site [more]

Mon Mar 2

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 6:59 PM

Sat Feb 28

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 2:48 PM

Re: Something cool about Avigilon

Yes, Avigilon. I guess YouTube remembered that I was watching clips from Avigilon so they must have placed the sponsored Ad withinn the clip for the commercial. Very cool. It says to me that Avigilon is definitely trying to get the word out for [more]

Fri Feb 27

NL

Boards Post

cautiousone100 replied to the Last RoundUp board. 1:16 PM

Re: some notes on Verisign

The question I would have in the back of my mind would be, "What impact will Google, who recently got into the registry business, have on Verisign's .com/.net business." G just bought the .app business yesterday for $25mil. Verisign had/has [more]

Thu Feb 26

Stock Advisor Boards Post

cautiousone100 posted to the Stock Advisor boards. 1:39 PM

Tue Feb 24

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 1:21 PM

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2011
Recs Received 2483
People who have rec'd these posts 772
Recs to Posts Ratio (last 30 days) 3.70
Threads Started 328
Threads Started Percentage 16.31 %
Most Frequent Board Emerging Retail and Apparel
Very First Post Today's conference call (2/12/2002)
Percentage of Posts Rec'd 52.56 %
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