earslookin’s Activity

Thu Aug 27

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 10:03 PM

Re: A Quick Update

Hey Neil, glad to hear you are all home and getting back to normal. Stay safe.

Sat Aug 15

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 8:29 AM

Re: Analysis: XPO Logistics (XPO)

Hey Neil, here are two takeaways from Ray's post:

1. How important is management competence in your analysis process? What qualities are you looking for when you assess management? What standards are you going to require of your managers? [more]

Fri Aug 14

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 11:03 PM

Re: Analysis: XPO Logistics (XPO)

Hey Ray, great post. I had read about that in brief, but everything seemed to be about the CFO. It seems to me like the SEC would go after Jacobs if he were involved.

And if he was involved, why do XPO? He's already wealthy, and instead
[more]

Sun Aug 9

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 3:33 PM

Re: DATA Cloud Roadshow Report

Hi Neil,

I don't make buy or sell decisions based on complex models or precise calculations. But I don't use shortcuts like PE or PEG either. Although my approach will vary depending on the characteristics of the business, it does use [more]

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 12:43 AM

Re: DATA Cloud Roadshow Report

which do you consider the most important top metrics to look at?

I don't think in terms of top metrics. The process is more like hiring someone for a job. In addition, what measures to focus on depend on the characteristics of the [more]

Sat Aug 8

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 6:06 PM

Re: DATA Cloud Roadshow Report

Still, in spite of my statement above, I nevertheless have been (not too badly) solely managing my own portfolio for the past 15 years.

There you go.

You've go a lot of moxie. I hope you continue investigating Tableau. PE [more]

Fri Aug 7

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 8:43 AM

Re: DATA Cloud Roadshow Report

You get an A+ for your initiative and your breezy reporting style.

Much appreciate you sharing with us.

So where are you going next with this?

Have you tried Tableau -- I keep wanting to call it Plateau -- using the Public [more]

Fri Jul 24

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 4:43 PM

Re: INBK Q2 2015 earnings up 127% YoY

Does anyone have a recommendation as to a good way of gathering stock price information automatically from the Internet (some form of for-pay spreadsheet other than marketxls would be fine).

[more]

Tue Jul 14

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 9:38 AM

Re: Valuing DATA - R&D Assumptions

Hi Ray,

Thanks for posting that thread by Andrew, madmarv, et al. It's fun to go back and re-read their posts every so often. Both those guys were not only very knowledgeable but also very generous with sharing that knowledge.

For a [more]

Mon Jul 13

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 3:34 PM

Re: Microsoft Launches a Suite of Data Software

Here are the links to download your free copies:

https://powerbi.microsoft.com/

https://public.tableau.com/s/

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 3:31 PM

Re: Microsoft Launches a Suite of Data Software

Interesting... Does this bode as striking a serious competitive blow to DATA or does it more show that data analytics is a hot market that no one wants to miss out on and which will have many players entering each with their own strength? There is [more]

NL

Boards Post

earslookin posted to the Weekly Analysis Club board. 1:56 PM

Valuing DATA -- A conundrum

One advantage to valuing the stock instead of valuing the business is that it saves you a lot of time and effort.

That is also one of its disadvantages.

Sun Jul 12

NL

Boards Post

earslookin posted to the Weekly Analysis Club board. 8:56 AM

Valuing DATA - R&D Assumptions

One advantage to valuing the stock instead of valuing the business is that it saves you a lot of time and effort. Common measures used to value the stock -- like PE and PEG -- have hundreds of assumptions buried in them. If we were to call out each [more]

Sat Jul 11

NL

Boards Post

earslookin posted to the Weekly Analysis Club board. 5:39 PM

DATA, back to the future

An undergraduate at a prestigious university wanted to help people get direct access to their data. He wanted to get computers to think more like people. Most of all he was looking for a project that would help the world economy. So he asked his [more]

Mon Jul 6

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 8:04 AM

Re: My AYI Analysis

Hi Neil,

Nice write up, thanks for sharing.

Your observation about dependence on cyclical industries is a key for me. Right now AYI is in a fairly long-in-the-tooth up cycle -- not a great time to embrace.

I have a couple [more]

Sat Jul 4

NL

Boards Post

earslookin posted to the Weekly Analysis Club board. 10:33 AM

Acuity (AYI)

I like that it's self-funding. It has some characteristics of a strong franchise. I don't like the debt overhang.

The Board meetings must be real fun -- almost all of them are my age. They must take turns nudging each other to stay [more]

Thu Jul 2

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 5:34 PM

Re: Is it really Thursday??

Um, I think I'm going to be late again. I have lots of good excuses, though, especially if they don't have to be true.

Somewhere you mentioned you had a two year old. Enough said!

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 5:19 PM

Re: Monthly summary of my positions, end of June

OK, guys, I am game! Here are my YTD numbers, which are handily beating my annualized 2% CAGR target: My account: 2.1%

Rich,

From one curmudgeon to another, I fear you've been turned to the light side. No matter. We can fix [more]

Sat Jun 27

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 9:07 AM

Re: Analyze in 15 minutes a day

For those doing analyses or are comfortable doing them, what would you change?

I'd add 15 minutes to Day 7...

Checklist (15 minutes)

How does this business make money?

How is it financed?

[more]

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