cautiousone100’s Activity

Tue Jul 12

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 2:06 PM

Re: Adidas sues Skechers

OT...Just to add a bit more interesting info. Converse originally sued 31 companies in the Chuck Taylor knock-off suit. Some designs were a real stretch, IMO - Bobs vs Chuck Taylor??? Some just voluntarily pulled their shoe off the market. New [more]

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 12:48 PM

Re: Adidas sues Skechers

In 2015 Adidas filed suit against Skechers for a Stan Smith knock-off. The judged ruled for Adidas because he could not tell the difference and, therefore, noted "consumer confusion" as an issue, which Skechers must have known considering [more]

Thu Jun 23

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Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 1:58 PM

Re: Accounting 101 - Cerner

BGM,
I don't see a typo with regards to Cerner's note on expensing costs prior to tech feasibility; they've just reworded the Fasb ruling.

Fasb 86...costs incurred internally in creating a computer software product shall [more]

Fri Jun 10

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 1:14 PM

Re: ex-Rubicon CFO now Pres and CFO JustFab

They've only been public since Apr 2014, so EVERY QUARTER means eight, 2 years worth. And, they've only recently posted a profit, a point in time that always garners fresh investors.

When they IPOed, they opened at $17.50 and closed [more]

Thu Jun 9

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Boards Post

cautiousone100 posted to the Saul's Investing Discussions board. 12:48 PM

ex-Rubicon CFO now Pres and CFO JustFab

Todd Tappin, who recently left Rubicon for a Presidency at another company, is now working for JustFab, who owns a variety of start-ups including Kate Hudson's Fabletics.

Start-ups through IPO are his forte, since the days he worked for [more]

Sat May 28

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 1:24 PM

Fri May 13

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Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 3:03 PM

Re: What retailers to bet on ?

The only pure retailer I've bought lately is LB. They are in the midst of a re-org and new initiatives are detailed in the 3/15 presentation on IR website. I'm in for the: 1) International expansion to come; they just bought back all 26 China VSBAs. [more]

Rule Breakers Boards Post

cautiousone100 replied to the Rule Breakers boards. 2:25 PM

Mon May 9

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 12:48 PM

Re: Rubicon - More thoughts

The Change acquisition gave a big boost to earnings; Change margins are much higher, but they are going to decline. Also, the trend in ad tech is transparency, another factor that will effect take rate/earnings.

With the guidance and stock [more]

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 12:15 PM

Re: Rubicon Project (RUBI) – My Quarter-E

It is a 1 to 3 year horizon, IMO.

Sun May 8

Fri May 6

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 12:14 PM

Re: Skyworks, a speculation.

FYI: Google Nest is discontinued

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2059
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Threads Started 336
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Most Frequent Board Emerging Retail and Apparel
Very First Post Today's conference call (2/12/2002)
Percentage of Posts Rec'd 53.18 %
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