nevercontent’s Activity

Tue Aug 16

Recommendation

nevercontent recommended CMFCochrane's post on the Weekly Analysis Club board. 8:22 PM

Re: TubeMogul (TUBE) Report

CAPS Outperform Pitch

nevercontent wrote about TubeMogul (TUBE) . 4:24 PM

TUBE Outperform

An investment in TubeMogul is about looking past the up-front capital expenditures needed to bring on new clients, and instead focusing on the potential lifetime value of those customers in combination with the explosive growth in online video. [more]

Caps Pick

nevercontent made a pick in CAPS. 4:24 PM

TubeMogul (TUBE) will Outperform the S&P 500
NL

Boards Post

nevercontent posted to the Weekly Analysis Club board. 4:23 PM

TubeMogul (TUBE) Report

As always, there’s a ton to talk about with this company, and I feel like I’m only scratching the surface with this writeup. But it’s already grown long enough ;-)


The Business

TubeMogul (TUBE) offers an advertising [more]

Recommendation

nevercontent recommended CMFMikenpdx's post on the Weekly Analysis Club board. 3:55 PM

Re: Thoughts on PayPal's Competition

Thu Aug 4

NL

Boards Post

nevercontent posted to the BoardKeep Users Group board. 11:31 AM

Server updates today

Hey folks, I'm doing some updates on the server today, so there may be some intermittent unavailability here and there -- hopefully nothing major.

Neil

Mon Aug 1

Recommendation

nevercontent recommended CMFCochrane's post on the Weekly Analysis Club board. 11:25 PM

Thoughts on PayPal's Competition

Recommendation

nevercontent recommended CMFCochrane's post on the Weekly Analysis Club board. 11:25 PM

PayPal (PYPL) Report

Mon May 30

Recommendation

nevercontent recommended okapimoon's post on the Weekly Analysis Club board. 2:55 PM

Re: No more analysis?

Wed May 25

Recommendation

nevercontent recommended stillwater9999's post on the Weekly Analysis Club board. 4:42 PM

No more analysis?

Recommendation

nevercontent recommended pauleckler's post on the Weekly Analysis Club board. 4:42 PM

Re: No more analysis?

Recommendation

nevercontent recommended buynholdisdead's post on the Weekly Analysis Club board. 4:42 PM

Re: No more analysis?
NL

Boards Post

nevercontent replied to the Weekly Analysis Club board. 4:42 PM

Re: No more analysis?

No posts.

I've been swamped the past few months and haven't even really been paying attention to stocks. I try to glance at a couple TMF boards maybe once a week, but I haven't even gotten that far some weeks.

I [more]

Tue May 10

NL

Boards Post

nevercontent replied to the Saul's Investing Discussions board. 8:52 PM

Re: SWKS 2Q16 Earnings and Analysis

Thanks for another great analysis, Bob! I really love reading them.

One quick note: "...China will be up about 20% to 25%..." This is significant, as China represented fully 69% of Skyworks’ sales in FY15.

Remember [more]

Wed May 4

Tue May 3

NL

Boards Post

nevercontent replied to the Saul's Investing Discussions board. 10:56 PM

Re: INFN 1Q16 Earnings and Analysis

Bob, thank you for the great writeup. I always appreciate your deep dives.

Do you mind if I ask what you see as a kind of best-case scenario for the business going forward? If everything pans out, where do you see this company in 3-5 years [more]

Recommendation

nevercontent recommended TMFDatabasebob's post on the Saul's Investing Discussions board. 10:50 PM

INFN 1Q16 Earnings and Analysis

Thu Apr 21

NL

Boards Post

nevercontent replied to the Saul's Investing Discussions board. 2:04 PM

Re: Antidote to Kevin

Kevin, I'm not on the boards much anymore, but I do occasionally quickly skim over the lists of posts when I have time, and I often read yours. I hope that you'll keep posting about INFN.

I'm long INFN, but I'm more in Monkey's camp than [more]

Recommendation

nevercontent recommended CMFMonkey's post on the Saul's Investing Discussions board. 1:37 PM

Antidote to Kevin

Sun Mar 27

NL

Boards Post

nevercontent posted to the Weekly Analysis Club board. 12:14 PM

Analysis Board 2.0

It's been about a year since I embarked on the weekly analysis project on the RB boards, and throughout that time I've struggled to get a regular group of folks to participate. The upshot is that when a couple of us get busy, as has been the case for [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 85.09
Player Rank 10538 out of 70664
Score 1157.42
Score Change Today +11.70
Accuracy 55.70%
Active Picks 23
Total Picks 84
Best Pick TSLA (+629.50)
Worst Pick WPRT (-137.53)
Average Score per Pick 13.78
Charms Earned 11
Highest Rated Favorite No Favorites Selected
Go to nevercontent’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Global Fool
Board Posts 3770
Recs Received 13179
People who have rec'd these posts 1458
Recs to Posts Ratio (last 30 days) N/A
Threads Started 671
Threads Started Percentage 17.80 %
Most Frequent Board Saul's Investing Discussions
Very First Post A MDP: The MDP Way post. (11/6/2011)
Percentage of Posts Rec'd 62.44 %
Show nevercontent’s 10 Latest Posts