earslookin’s Activity

Fri Nov 10

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 9:52 AM

Re: WIX earnings

Bear,

Of course you invest for growth. (Not that there's anything wrong with that).

Arista and Alarm...both showed evidence very early on of operating leverage over and above
giving away more IOUs.

Wix hasn't [more]

Wed Nov 8

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 10:20 PM

Re: WIX earnings

Beware Bear.

You've got a CEO saying: We also continued to gain operating leverage in our model, driving
meaningfully increased free cash flow on a year over year basis.


The only gain in operating leverage in their [more]

Sun Nov 5

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 11:12 AM

Re: It still amazes me!

Now if you think GAAP gives investors a better idea of how the actual business did in the
quarter...


The purpose of GAAP is to encourage organizations to report their results according to a standard,
not what the business [more]

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 10:13 AM

Re: It still amazes me!

I'm agnostic as to whether stock compensation is right or wrong, or if it should be expensed
or not expensed. When analyzing a business I look at it both ways. It's hard enough to analyze
a business without painting yourself into some [more]

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 8:21 AM

Re: It still amazes me!

Saul, perhaps by shouting something you think your opinion gains more credibility? If Shopify
had to compensate their employees with cash rather than stock, "adjusted earnings" would show
a loss. You can try to disguise that however [more]

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 7:10 AM

Re: It still amazes me!

What's important to me as an analyst is determine if management (or pundits) are hyping a stock.
One way to pump your stock is to claim profits when the only path to those profits is to issue
more stock. It's a shell game that some [more]

Fri Nov 3

NL

Boards Post

earslookin posted to the Saul's Investing Discussions board. 5:40 PM

What amazes me

It amazes me that supposedly sophisticated investors...

* Confuse accrual accounting with cash accounting.

* Believe GAAP is a valuation tool.

* Back themselves into a corner with religious arguments about whether or not [more]

Thu Oct 26

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 10:33 PM

Re: Modified Buy and Hold pt 2

...because I believe Square's growth is accelerating. And I think that's an important concept to
grasp with MB&H.


If growth actually steadies this quarter, I imagine you'll be back to your dilemma about whether [more]

Sun Oct 22

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 9:46 AM

Re: Ad comparing Shopify and Amazon

Sorry MF, but this seems like a completely immoral ad to me, telling newby investors
that they should get into the market now because we are at the beginning of a new bull market,
and that therefore they should buy Shopify, because it will
[more]

Tue Sep 19

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 5:57 PM

Re: On Andrew Left, CEO of Citron

Sounds like the guy of guy where you want to believe every word he says!

Sounds like he'd fit right in:

"Monday, August 5, 2013...BERTON HOCHFELD, the former Manager of Hochfeld Capital Management, [more]

Mon Sep 4

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 9:24 AM

Re: Ports @ August 31, 2017

Hi Dan,

Chainsaws and miter saws are both saws, but they solve different problems. Same
with time-weighted and money-weighted -- both measure returns, but solve different
problems.

If you want to compare your investing [more]

Sun Sep 3

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 5:02 PM

Re: Ports @ August 31, 2017

Does that help?

Hi Saul,

The method you use is a variation of what's called "Time-Weighted Return".
It's useful for comparison to benchmarks and to give you an idea of how you're
doing versus [more]

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 1:43 PM

Re: Ports @ August 31, 2017

Just for kicks, let me try another example using this Knowledgebase method.

I start the year with $14,000. So my factor is F = 100/14000 = .0071429.

Six months later I have $21,740 and I want to see how I'm doing. So [more]

Sat Jun 3

NL

Boards Post

earslookin replied to the Real Estate Inv. Trusts: REITs board. 1:50 PM

Re: Physicians Realty Trust (DOC)

I do not know much about REITs, but need to learn and figure if and how they might fit into our portfolio.

One way to go about it...

Read this write-up by REITNUT:

[more]

Wed May 24

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 3:22 PM

Re: Interesting aspect of SHOP Share availabilit

There are a lot of reasons for a company to issue equity shares...

My cousin -- nosegrowin -- had this to say:

"Schemify has promised to be profitable by Q4. They deposit this cash while the stock is smokin,
they [more]

Mon May 15

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 9:48 PM

Re: Scamify

Hi Mike,

Let's compare Shopify:

Shopify 2012 2013 2014 2015 2016
----- ----- ----- ----- -----
Revenues $1.00 $1.00 $1.00 $1.00 $1.00
GAAP Costs $1.06 $1.08 $1.21 $1.09 $1.10

To [more]

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 5:48 PM

Re: Scamify

That marketing cost should be distributed among many years of income to the future

Should.

Ay, there's the rub!

Having invested in my share of Shopifys over the years, I've learned that these [more]

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 10:28 AM

Re: Scamify

Ant & Billy:

One thing we haven't mentioned yet is raising prices. Somewhere in one of the conference calls
I saw something about a selective price raise...I'll have to go back and see if I can find it.
Anyway, they are [more]

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 6:39 AM

Re: Scamify

Some might think that the people can be leveraged mightily in a subscription model.

Hi Mike,

Appreciate your comments. Just so I understand your viewpoint...

By definition, variable costs are costs that change in [more]

Sun May 14

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 10:40 AM

Re: Scamify

It seems to me that there's a fallacy to your analysis. Part of that GAAP costs is imaginary
costs from the sbc. In your example, they are never Adjusted results positive, but many of those
companies are. Since the adjusted results are
[more]

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