nilvest’s Activity

Mon Feb 1

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 10:23 PM

Re: Alphabet is serious about Google Fiber

So did I.
Thanks Kevin, our Infinera expert and sleuth.

Sat Jan 2

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 4:01 PM

Re: What was your best decision - 2015?

Great decision - paying more attention to this board

Best learning: believe in actual results (and not just my own opinion) on competitive staying power of different businesses.. Saul does this best.

Highlight - jumping in AMZN and [more]

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 12:22 PM

Re: GAAP vs. adjusted Earnings.

I have seen most companies follow one or the other model.

1. Emphasize on non-GAAP or adjusted EPS - these are growing businesses or acquisitive companies.

2. Just state GAAP results - genreally these are companies not fast growing [more]

Sat Dec 19

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 4:16 PM

Re: Synchronoss (SNCR) - A mid-quarter review.

This one continues to surprise me (and teaches me).. Thanks to Saul's sustained interest and sharing, I have started seeing SNCR much differently.. Getting more and more interesting.
Thanks Saul.

Tue Dec 1

NL

Boards Post

nilvest replied to the Saul's Investing Discussions board. 11:39 AM

Re: Diamond Hill Investment Group

Excellent analysis and post.

Btw - seems like You replaced B with M for AUM value.

A similar stock I have watched and wondered is FNGN. This is a scalable model.. but probably not as profitable.
There is another name similar [more]

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Boards Stats & Trivia

One star, 50 posts Old School Fool
Board Posts 151
Recs Received 193
People who have rec'd these posts 107
Recs to Posts Ratio (last 30 days) N/A
Threads Started 12
Threads Started Percentage 7.95 %
Most Frequent Board Saul's Investing Discussions
Very First Post A PDS: Ikanos Comm. post. (2/2/2007)
Percentage of Posts Rec'd 48.34 %
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