nilvest’s Activity

Sat Jun 20

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 10:01 AM

Re: AMBA

Citron used to do a better job than this.

The whole argument is based on the fact that the valuation has gone up (in percentage) so much more than ever Uber... And that's it!!

While I believe Uber is much bigger play.. It has [more]

Mon Jun 8

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 11:03 AM

Re: LUK

kudos for going throuh this arduous task..
LUK and entire energy industry is interesting.. although some of the recent values have disappered.

Thu May 28

NL

Boards Post

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

Re: 6 month record vs S&P

Hear... Hear!

SKX has been my biggest holding and done extremely well.. And adding to SWKS, SYNA and AMBA is healing.

I was also lucky to be in CTRP and Catamaran both of which for other reasons jumped up a lot this year (Catamaran [more]

Wed May 27

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 1:49 AM

Re: Infinera - A new position

I agree.. This is a boom and bust market..

The thing is, if you catch the boom, it's fantastic..

Although I am fully not convinced that Infinera represents the best of opportunity currently.. I am willing to give it benefit of [more]

Tue May 26

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 11:21 AM

Re: Infinera - A new position

Thanks Saul.

I reviewed this yesterday and started liking the financials..

I haven't pulled trigger yet because sock price is stuck for a nothin.. One of the rule I try to follow (not always, not always successfully) is somewhat [more]

Sun May 24

NL

Boards Post

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

Re: TRUE?

Thanks Saul.. excellent points.

Rule Breakers Boards Post

nilvest replied to the Rule Breakers boards. 2:41 AM

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 12:44 AM

Re: the cost of not sharing data

The U.S. is likely to see massive shift in Internet service..
Currently there is oligopoly among proviers - Comcast and it cohorts in cable, AT&T and party with DSL and Verizon with its FiOS - all have friendly competition.

With [more]

Sat May 23

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 8:53 PM

Re: TRUE?

"I actually view that as a positive. It means the dealers are seriously worried about them"

I agree.. we have seen this happening with Tesla as well.
But it seems that stock price reacted to this news.. which is why I wanted [more]

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 6:26 PM

Re: TRUE?

Sorry, I don't post much, so didn't realize the spreadsheet wouldn't post well.

Also, I admit that I haven't studied the company or management to good extent.. Sales lead generation for cars is very competitive business with many entrenched [more]

NL

Boards Post

nilvest posted to the Saul's Investing Discussions board. 6:18 PM

TRUE?

I have been looking at RB recommendation True Car (TRUE).
Assuming you know about the company - if not, here is IR page
http://ir.true.com/index.cfm

Concept seems quite useful for car buys [more]

Sun May 3

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 8:43 PM

Re: SWKS - May 2015 Portfolio Review

I am in semi space and I have to admit, I don't try to invest in this space. Over the years, I have seen quite a few companies doing very well but for every one of them doing well, there are many more that gets struck in cyclality of the business and [more]

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One star, 50 posts Old School Fool
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