earslookin’s Activity

Wed Oct 17

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Boards Post

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

Re: My conviction levels

I often like to re-visit my conviction levels and see that my allocations are in line.

When I was younger I used to do the same.

At the time, part of me was curious whether conviction and allocation actually made a [more]

Tue Oct 16

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Boards Post

earslookin replied to the Weekly Analysis Club board. 10:06 AM

Re: Playboy Chicks crush the Index

Graham,

One of my favorite names -- my grandson is named Graham.

How many years would you give it before changing? What's your thought process?

Thanks,
Ears

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Boards Post

earslookin replied to the Weekly Analysis Club board. 9:46 AM

Re: Playboy Chicks crush the Index

IRdoc,

Thanks for your response!

10 Playboy models picked 5 stocks each. The contest ran for the full 2006 calendar year.
The average return for all 10 models was 8.6%. Half the models had gains and half had
losses. The [more]

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earslookin posted to the Saul's Investing Discussions board. 8:27 AM

OT: Playboy Chicks crush the Index

What are the benefits and pitfalls of comparing your results to an index?

On the Weekly Analysis Club board...

[more]

Mon Oct 15

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Boards Post

earslookin posted to the Weekly Analysis Club board. 10:23 PM

Playboy Chicks crush the Index

Back in 2006 TradingMarkets and Playboy sponsored a stock picking contest. The winner
was Deanna Brooks, Miss May 1998. Her portfolio was up 43% for the year vs the S&P500
up 14%. Courtney Culkin was second, up 33%. Amy Sue Cooper [more]

Sat Oct 13

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Boards Post

earslookin replied to the Saul's Investing Discussions board. 8:32 PM

Re: Cloud Index gains recognition

I’m not seeing the list of companies making up the index...

You can find them on Bessemer's site:

[more]

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earslookin posted to the Saul's Investing Discussions board. 2:52 PM

Cloud Index gains recognition

For the last five years Bessemer Venture Partners -- one of the oldest venture capital firms -- has
been informally publishing an index of Cloud stocks. Now Bessemer has partnered with NASDAQ to
make the index 'official'. The new [more]

Wed Sep 12

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Boards Post

earslookin replied to the Saul's Investing Discussions board. 3:28 PM

Re: Cloud Index at all time high

They should have put together a fund or ETF with this grouping of stocks.

Bessemer is one of the oldest VCs around. They were early backers of many of these
names. The do ok.

I like them because they don't take [more]

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earslookin posted to the Saul's Investing Discussions board. 3:02 PM

Cloud Index at all time high

An index of 50 cloud stocks reached an all time high at the end of last month.

** Up 54% since 12/29/2017.

** Up 657% (30% annualized) since 1/1/2011.

** EV/Rev(2018) multiple 11.0X. Previous high (July) was 9.2X. Early in [more]

Tue Sep 11

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Boards Post

earslookin replied to the Saul's Investing Discussions board. 9:13 PM

Re: Market Cap Thinking

For these companies which have similar sales in the last 12 months, we can see what the
market is expecting by looking at their different market caps. Then we can compare our
expectations to the Market's.


Assuming these [more]

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earslookin replied to the Saul's Investing Discussions board. 5:11 PM

Re: Market Cap Thinking

Bear,

How have you factored in investor expectations for eventual net margins in your comparisons?
Or are you thinking investors believe future margins are a constant for these businesses?

P.S., no criticism intended, just [more]

Sat Sep 8

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earslookin replied to the Saul's Investing Discussions board. 3:10 PM

Re: Update: the fragility of our overvalued stoc

Hi Saul,

Thanks for responding. I can see why the word 'speculative' set you off. You focus on business
fundamentals. Speculators bet on price swings.

Keep in mind that salesforce.com [more]

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earslookin replied to the Saul's Investing Discussions board. 10:52 AM

Re: Update: the fragility of our overvalued stoc

but calling them speculative just gives away that you don't know much, if anything, about them.

So much for the Monday Morning Rules.

Instead of the personal attack, how about asking the poster what they mean by [more]

Thu Aug 16

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earslookin replied to the Saul's Investing Discussions board. 10:29 AM

Re: Capitalism without Capital

Just look at its price-to-earnings ratio of 44, compared to the tech-heavy Nasdaq's 23.
...
If Nvidia would recognize their R&D as an asset instead of as an expense, would profits rise
sufficiently to bring the P/E down
[more]

Thu Aug 9

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Boards Post

earslookin replied to the Saul's Investing Discussions board. 9:12 AM

Re: New Relic Free Cash Flow observation - Wow!

Careful...they collect the bulk of their receivables in the first quarter, so you may be just
looking at a timing effect. I don't own them, don't follow them, but a quick look tells me what
you're looking at is just seasonal. - [more]

Mon Aug 6

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Boards Post

earslookin replied to the Stereo 8 board. 9:52 AM

Re: Personal AUM

Has anyone changed their investing philosophies as their circumstances changes, and, if so, how?

After about 30 years in, I developed a keener appreciation for randomness. Also a clearer idea of
what we'd really need [more]

Thu Aug 2

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Boards Post

earslookin posted to the Saul's Investing Discussions board. 1:04 PM

BVP Cloud Index end of July 2018

The BVP Cloud Index is a market cap weighted index that tracks the activity of the
leading public cloud companies. Inception date was January 1, 2011 -- 7 1/2 years ago.

There are currently 50 companies in the index including many of the [more]

Fri Jul 20

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Boards Post

earslookin replied to the Saul's Investing Discussions board. 10:08 AM

Re: Zuora (ZUO)

I am troubled by not being able to find an insider ownership figure...

You're not likely to find a figure from a secondary source right now because the structure at
IPO was somewhat complicated and is still in [more]

Thu Jul 19

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Boards Post

earslookin posted to the Last RoundUp board. 9:09 PM

The Anti-Portfolio

Keep this handy for next time you're ready to kick yourself...

HONORING THOSE WE MISSED
The Anti-Portfolio

Bessemer Venture Partners is perhaps the nation's oldest venture capital firm, tracing our roots
back to
[more]

Sun Jul 15

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Boards Post

earslookin posted to the Saul's Investing Discussions board. 1:58 PM

Deciphering Shopify's Price to Sales

---------------------------------------------------------------------------------------
I have no position in Shopify (SHOP) or the other stocks below.
I have no opinion whether Shopify or the other stocks below are good or bad [more]

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