ethan1234’s Activity

Thu Nov 30

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 4:55 PM

NTNX reports

expected loss of 26 cents, actual loss was 16 cents
expected revenue of 267 million, actual 275 million
most stuff looks like it grew about 40%
they are guiding in the 280 range for next quarter.

stock is up probably because [more]

Wed Nov 29

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Boards Post

ethan1234 replied to the New Paradigm Investing board. 12:29 PM

Re: There is Your Correction Moses!

does this count as a pullback if most of these stocks are around or above where they were 30 days ago? Stock price now Price 30 days ago SQ 38 34 NVDA 194 205 SHOP 104 105 ANET 230 198 TLND 40.5 40.5 HUBS 80 86 NTNX 32 27

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 10:26 AM

Re: TomG's second stock, Varonis Systems fir

Brittlerock. Your post is an example why I love this forum. Who knew that we would have an expert at information management and that expert would be so gracious as to give us a primer. I'm looking forward to seeing the company through your eyes [more]

Tue Nov 28

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 4:49 PM

TomG's second stock, Varonis Systems first look

Varonis Systems is the second company TomG mentioned. IPO in 2014 amid high expectations at a price of 55, over the next two years dropped to around 15 and in the last 20 months has had a meteoric rise to the low 50s. Varonis Systems at its core is a [more]

Mon Nov 27

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 3:13 PM

A first look at TomG's Appian

Appian
Appian is one of two companies (the other being Varonis) that TomG suggested might fit in with the investing style here. They IPOed in may 2017 at a price of 12 , peaked at 28 and now sit around 20 due to a secondary offering at 20.25. [more]

Wed Nov 15

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 3:36 PM

Re: NVDA: GauchoChris update after Q318

Tinker,
Google doesn't sell their tensor chips but they do let people "rent" access to them.
https://ai.google/tools/ They are building the ability to do machine learning into many of [more]

Fri Nov 3

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 11:36 PM

Re: Are we making our own luck?

Qazulight, big spender :)

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 11:15 PM

Re: It still amazes me!

RE: Putnid

[Quote]Given that SHOP is a money-losing operation, I think the SBC is overly generous. Your mileage may vary.[/quote]

Putnid, I value you what you say in your post greatly, and your posts in general. However I think SBC [more]

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 6:01 PM

Re: Are we making our own luck?

sorry that formatting was cruddy.

I didn't mean to imply we aren't buying great companies. I'm just wondering if they are getting outsized short term price appreciation because of the money from this board. My feeling is maybe [more]

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 5:59 PM

Are we making our own luck?

Hi all, I've been thinking a bit about how much money we "move" as a board and wondering if we are responsible for creating momentum for some of our smaller stocks. Full disclosure, I have no idea how much of an increase in volume the [more]

Wed Oct 25

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 12:43 AM

Re: Investing in a Vacuum

egads hydemarsh. I've been interested in investing in farmland for a long time but completely and utterly lack the background. Recently I decided I should try to find a mentor and wouldn't you know it... you made this post. Would you mind if [more]

Wed Oct 4

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 12:15 AM

Everyone is doing it

Remember a year or so ago when we were saying that when all our neighbors started buying stocks that the end was near? Well, over the last month or so everyone at work has started brokerage accounts and has begun trading stock tips. At first I [more]

Sun Oct 1

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 6:31 PM

Re: UBNT - beyond awesome new product

PIA is great. Used them for years. Well priced, well featured, good Terms and conditions, fast.

In regards to above, a simple home VPN would be great. open vpn is a pain.

Fri Sep 22

NL

Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 1:18 AM

Re: AMD and Rumors and Nvidia

I thought it was crazy also until I remembered that Jim Keller was hired by tesla in 2016. He was the chip designer responsible for the AMD K8 architecture (remember athlon 64?) which was wildly successful. He was then hired by apple to develop their [more]

Mon Sep 18

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 1:41 PM

Re: ANET and Tinker

what is this NPI board? I tried searching for it but came up empty.

thanks,
EThan

Wed Aug 16

NL

Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 4:40 PM

Re: UBNT's new product.

One other thing to mention since I just found it. They have a community section on their website. There are only 17 posts with 12, yes 12 of them being from the moderator. The most read post has 394 views (camera specs) with the other posts have [more]

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 4:35 PM

UBNT's new product.

I'm somewhat of a techie in that I follow that world pretty closely. UBNT has released a new product called frontrow (https://www.frontrow.com/) that Saul mentioned a bit earlier. Basically this is an [more]

Sun Aug 13

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 2:48 PM

Re: INBK / BOFI

Very interesting. For what it is worth I use an internet bank that isn't public, USAA. I use them for their low fee structure and convenience. I hate having to go into banks and wait in line. I never had my money their because i could get a 0.6% [more]

Tue Aug 8

NL

Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 5:57 PM

Earned Income from lending securities

Hi All,
I have a Schwab account, today they contacted me with the offer below. Basically I lend them my shares so that someone can short that stock. They pay me some interest, as low as 3% but apparently can be in the low double digits..this [more]

Thu Jul 20

NL

Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 8:35 PM

Re: Changes in my portfolio - advance notice

I couldn't agree more MC, I spent 2 months over the course of 2 years on the transplant unit at Stanford during my residency in 2007 and none of this stuff was even being discussed then. We wielded such blunt tools but it was the only thing we [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool Mission Olympia 2
Board Posts 344
Recs Received 782
People who have rec'd these posts 418
Recs to Posts Ratio (last 30 days) N/A
Threads Started 116
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Most Frequent Board Saul's Investing Discussions
Very First Post A CF: Asset Allocation post. (5/22/2007)
Percentage of Posts Rec'd 46.51 %
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