educatedidiot’s Activity

Thu May 18

NL

Boards Post

educatedidiot replied to the Deranged Monkey Criticism board. 9:39 AM

Re: Spinoffs

Spinoff tracker: http://www.rocketfinancial.com/spinoffs/

Thu Mar 9

NL

Boards Post

educatedidiot replied to the Saul's Investing Discussions board. 4:07 PM

Re: YELP opportunity

Great observation, PaulWBryant. Yelp's steady improvement quarter after quarter in both revenues and EBITDA is definitely impressive. Sure the growth has slowed, but even last quarter it was still 27% year over year AND they managed to double [more]

Tue Feb 28

NL

Boards Post

educatedidiot replied to the Deranged Monkey Criticism board. 2:38 PM

Re: Dazzle (PCLN)

Booking.com must be one of the greatest businesses of all-time. A $7.8 billion business that's still growing organically at 25%: [more]

Wed Feb 22

NL

Boards Post

educatedidiot replied to the Deranged Monkey Criticism board. 10:38 AM

Re: Observations from Vulcan value 13F

Not sure about the thesis motivating it, but I thought it was interesting that Klarman also bought all the drug distributors in Q4 too:
[more]

Tue Feb 14

NL

Boards Post

educatedidiot replied to the Deranged Monkey Criticism board. 11:45 AM

Re: FKA: KIRK & NGVC

Regarding NGVC, it's always a bit alarming when you see unit growth accelerating and revenue growth decelerating, both at the same time:
[more]

Mon Feb 13

NL

Boards Post

educatedidiot replied to the Saul's Investing Discussions board. 1:25 PM

Re: UBNT Thoughts

While the margin reduction was likely a disappointment, on its own it does not seem meaningful enough to have sparked a sell-off. As you can see from the financials, the EBIT margin was still 33% -- which is pretty much inline with where they've [more]

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