nilvest’s Activity

Yesterday

NL

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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]

Wed Feb 18

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 1:19 AM

Re: Year End #11: CRTO, A great new position

I bought a small position thanks to Anirban's excellent write up.
However, I suggest we stay watchful because ad tech has been very volatile and disruptive industry.
Anyone remembers high fliers like MM and YUME crashing just a few monther [more]

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