nonzerosum

Tomasz Johannsen

nonzerosum’s Activity

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

CAPS Underperform Pitch

nonzerosum wrote about Twitter (TWTR) . 4:33 PM

TWTR Underperform

Getting defensive after a great run and I'm entering specific short positions in addition to negative ETFs. At 22X sales this one is for twits.... part of the ADHD basket (i think they call them social media).

Caps Pick

nonzerosum made a pick in CAPS. 4:33 PM

Twitter (TWTR) will Underperform the S&P 500

CAPS Underperform Pitch

nonzerosum wrote about TripAdvisor (TRIP) . 4:31 PM

TRIP Underperform

Getting defensive after a great run and I'm entering specific short positions in addition to negative ETFs. I have used this site occasionally, but the opinions gravitate to the complaints, so its not that helpful in getting an objective ranking. [more]

Caps Pick

nonzerosum made a pick in CAPS. 4:31 PM

TripAdvisor (TRIP) will Underperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 92.56
Player Rank 5581 out of 74990
Score 877.44
Score Change Today +17.35
Accuracy 61.41%
Active Picks 33
Total Picks 199
Best Pick PEIX (+443.42)
Worst Pick HSOL (-123.47)
Average Score per Pick 4.41
Charms Earned 10
Highest Rated Favorite chk999
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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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