nonzerosum

Tomasz Johannsen

nonzerosum’s Activity

Fri Aug 7

CAPS Outperform Pitch

nonzerosum wrote about FireEye (FEYE) . 2:27 PM

FEYE Outperform

very LT purchase (because its selling for 10x sales) but 2 things: its growing 50% and IT security is a "must have".

Caps Pick

nonzerosum made a pick in CAPS. 2:27 PM

FireEye (FEYE) will Outperform the S&P 500

Thu Aug 6

CAPS Outperform Pitch

nonzerosum wrote about TripAdvisor (TRIP) . 3:30 PM

TRIP Outperform

I do believe in the network effect of TRIP, although travel is not as sticky as google or FB, and valuation is horrible, but if they maintain growth then over 5 years it will be fine.

Caps Pick

nonzerosum made a pick in CAPS. 3:30 PM

TripAdvisor (TRIP) will Outperform the S&P 500

CAPS Outperform Pitch

nonzerosum wrote about LG Philips LCD Co., Ltd. (ADR) (LPL) . 3:27 PM

LPL Outperform

Barron's article was compelling, as is valuation. Display formats will change, but displays are not going away anytime soon, so I think they will do well.

Caps Pick

nonzerosum made a pick in CAPS. 3:27 PM

LG Philips LCD Co., Ltd. (ADR) (LPL) will Outperform the S&P 500

CAPS Stats & Trivia

CAPS Player Rating 77.21
Player Rank 17137 out of 75175
Score 367.79
Score Change Today +37.52
Accuracy 56.31%
Active Picks 42
Total Picks 221
Best Pick PEIX (+614.57)
Worst Pick BTU (-127.76)
Average Score per Pick 1.66
Charms Earned 11
Highest Rated Favorite TSIF
Go to nonzerosum’s CAPS page

Boards Stats & Trivia

One star, 50 posts Old School Fool 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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