creelon’s Activity

Mon Dec 11

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 9:39 AM

Re: Time to focus again

Hello Denny,

I noticed some other crafts in the water. How many does it take before we have a
regatta?

Best regards,

Mike

Sat Dec 9

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 9:48 AM

Re: Time to focus again

Hello Denny,

Sounds like I won't have much company at The Trade Desk. ;)

I see it much as you do and have been in TTD for a little over 3 months. I view TTD as an application of modern technology to improve the efficacy [more]

Fri Dec 1

Rule Breakers Boards Post

creelon replied to the Rule Breakers boards. 10:49 AM

Thu Nov 30

Rule Breakers Boards Post

creelon replied to the Rule Breakers boards. 12:54 PM

Wed Nov 29

Rule Breakers Boards Post

creelon replied to the Rule Breakers boards. 12:50 PM

Sat Nov 11

NL

Boards Post

creelon replied to the New Paradigm Investing board. 3:55 PM

Re: TTD

Hello Duma,

Yes that is correct.....they do work with larger brands. I suppose I should have said that the majority of their revenue comes from agencies.....a point that has previously been one of their defining differences with other [more]

NL

Boards Post

creelon replied to the New Paradigm Investing board. 3:35 PM

Re: TTD

[more]

NL

Boards Post

creelon replied to the New Paradigm Investing board. 2:31 PM

Re: TTD

How about the creative "genius" in the early advertising for Toyota's entry into the US auto
market--"from those wonderful folks who gave us Pearl Harbor" ???

Thu Nov 9

Rule Breakers Boards Post

creelon replied to the Rule Breakers boards. 6:34 PM

Rule Breakers Boards Post

creelon replied to the Rule Breakers boards. 6:32 PM

Rule Breakers Boards Post

creelon replied to the Rule Breakers boards. 10:12 AM

Tue Nov 7

Rule Breakers Boards Post

creelon replied to the Rule Breakers boards. 7:08 PM

Thu Oct 26

Rule Breakers Boards Post

creelon replied to the Rule Breakers boards. 11:34 AM

Mon Oct 23

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 8:19 PM

Re: Infrastructure

Hello Duma,

On the last conference call they indicated that most of their cash is received in Q3 of the calendar year, as institutions like to have the contracts end with the school year. Customers pay annually in advance and INST expects [more]

Thu Oct 12

Rule Breakers Boards Post

creelon replied to the Rule Breakers boards. 5:49 PM

NL

Boards Post

creelon replied to the New Paradigm Investing board. 3:39 PM

Re: IS this a SHOP site?

Hello Tinker,

It is as simple as a qualitative re-evaluation to put SHOP's current and future potential into more realistic perspective, and nothing to do with SHOP not being a great product.

Thanks again for bringing a [more]

Tue Oct 10

NL

Boards Post

creelon replied to the New Paradigm Investing board. 3:47 PM

Re: Shopify Concern in a Nut Shell

Hello Denny,

We will see someday what the real churn rate is. At this time, SHOP is developing the best platform they can for e-commerce. Marketing expenses can come down a lot and r & d can come down a lot as a % of revenues. E-commerce [more]

NL

Boards Post

creelon replied to the New Paradigm Investing board. 1:47 PM

Re: Shopify Concern in a Nut Shell

Hello Denny,

...they have to continually replenish customers — about 40 per cent of their customers each and every year,”

I am very skeptical of the "each and every year" part. The author's premise is that as [more]

NL

Boards Post

creelon replied to the New Paradigm Investing board. 12:20 PM

Re: How much is oberlo.ca worth?

Hello Tinker,

But then again, SHOP gets that fee, don't they? Gross Merchandise Value, SHOP takes a cut off many of these sales, the bulk of which are probably drop shipper merchants. And the bulk of these drop shipper merchants [more]

Sat Sep 30

NL

Boards Post

creelon replied to the New Paradigm Investing board. 7:41 PM

Re: Trade Desk

Hello,

One thing to like about TTD is that each oft last 3 quarters they have beat analyst earnings estimates by a wide and rapidly increasing margin. So obviously the analysts don't get TTD, consistently underestimating it by an ever [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 332
Recs Received 1072
People who have rec'd these posts 379
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Threads Started 11
Threads Started Percentage 3.31 %
Most Frequent Board Saul's Investing Discussions
Very First Post Re: Green traffic light conversion (3/22/2002)
Percentage of Posts Rec'd 67.47 %
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