nonzerosum

Tomasz Johannsen

nonzerosum’s Activity

Fri Aug 1

CAPS Outperform Pitch

nonzerosum wrote about Pacific Drilling S.A. (PACD) . 1:52 PM

PACD Outperform

i like this sector - fits my defensive stance.

Caps Pick

nonzerosum made a pick in CAPS. 1:52 PM

Pacific Drilling S.A. (PACD) will Outperform the S&P 500

CAPS Outperform Pitch

nonzerosum wrote about NORTH ATLANTIC DRILLING (NADL) . 1:51 PM

NADL Outperform

the russian/ukraine news is driving them lower but this too shall pass and the business is solid with good growth

Caps Pick

nonzerosum made a pick in CAPS. 1:51 PM

NORTH ATLANTIC DRILLING (NADL) will Outperform the S&P 500

Fri Jul 18

CAPS Outperform Pitch

nonzerosum wrote about Yandex (YNDX) . 10:06 AM

YNDX Outperform

Russia isn't going away, and this is GARP with governance risk factored.

Caps Pick

nonzerosum made a pick in CAPS. 10:06 AM

Yandex (YNDX) will Outperform the S&P 500

CAPS Outperform Pitch

nonzerosum wrote about QIWI (QIWI) . 10:06 AM

QIWI Outperform

Russia isn't going away, and this is GARP with governance risk factored. QIWI's services remind me of cell phones in 3rd world countries where the uptake was bigger than 1st world because they were leapfrogging.

Caps Pick

nonzerosum made a pick in CAPS. 10:06 AM

QIWI (QIWI) will Outperform the S&P 500

CAPS Outperform Pitch

nonzerosum wrote about MAGIC SOFTWARE ENTERPRISES LTD. (MGIC) . 10:04 AM

MGIC Outperform

See Wade Michels's article on small cap dividend players. Reasonable valuation probably because of Geo risk.

Caps Pick

nonzerosum made a pick in CAPS. 10:04 AM

MAGIC SOFTWARE ENTERPRISES LTD. (MGIC) will Outperform the S&P 500

CAPS Outperform Pitch

nonzerosum wrote about Silicon Motion Technology Corp. (ADR) (SIMO) . 10:04 AM

SIMO Outperform

See Wade Michels's article on small cap dividend players. Reasonable valuation.

Caps Pick

nonzerosum made a pick in CAPS. 10:04 AM

Silicon Motion Technology Corp. (ADR) (SIMO) will Outperform the S&P 500

CAPS Outperform Pitch

nonzerosum wrote about Silicom Ltd. (SILC) . 10:04 AM

SILC Outperform

See Wade Michels's articles. Reasonable valuation probably because of Geo risk.

Caps Pick

nonzerosum made a pick in CAPS. 10:04 AM

Silicom Ltd. (SILC) will Outperform the S&P 500

Mon Jul 14

CAPS Underperform Pitch

nonzerosum wrote about LinkedIn (LNKD) . 1:00 PM

LNKD Underperform

Granted, LNKD has network effects that most MBAs can identify, but how compelling is that for advertisers, recruiters? A must have? Does it justify more than 10X sales? perhaps. it is clear that TMF loves this stock and it does have some revenue [more]

Caps Pick

nonzerosum made a pick in CAPS. 1:00 PM

LinkedIn (LNKD) will Underperform the S&P 500

Fri Jul 11

CAPS Underperform Pitch

nonzerosum wrote about Yelp (YELP) . 3:13 PM

YELP Underperform

This is another of today's fad stocks, selling at 16X sales with a mediocre product and no moat.

Caps Pick

nonzerosum made a pick in CAPS. 3:13 PM

Yelp (YELP) will Underperform the S&P 500

Thu Jul 10

CAPS Outperform Pitch

nonzerosum wrote about Short Russell 2000 ProShares (RWM) . 4:35 PM

RWM Outperform

A basic short position to smooth the volatility of the OGIB portfolio.

Caps Pick

nonzerosum made a pick in CAPS. 4:35 PM

Short Russell 2000 ProShares (RWM) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 91.41
Player Rank 6443 out of 75034
Score 903.00
Score Change Today -4.76
Accuracy 58.06%
Active Picks 34
Total Picks 201
Best Pick PEIX (+614.57)
Worst Pick HSOL (-123.47)
Average Score per Pick 4.49
Charms Earned 11
Highest Rated Favorite chk999
Go to nonzerosum’s CAPS page

Boards Stats & Trivia

One star, 50 posts Old School Fool CAPS All Star Global Fool
Board Posts 129
Recs Received 142
People who have rec'd these posts 106
Recs to Posts Ratio (last 30 days) N/A
Threads Started 63
Threads Started Percentage 48.84 %
Most Frequent Board Messed-Up Expectations Portfolio
Very First Post A HG Watercooler post. (7/27/2006)
Percentage of Posts Rec'd 40.31 %
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