othalan’s Activity

Thu Oct 11

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 3:18 PM

Re: Square: Why I still love the company

khlebnikov: It's *Carol* Dweck. Not Carl. Just FYI. Fabulous book/study.

Khleb, you are correct, thank you for catching that typol! The hazard of being a touch typist!

thejusticier: Very likely it is the [more]

NL

Boards Post

othalan posted to the Saul's Investing Discussions board. 2:51 PM

Square: Why I still love the company

As Square is my largest investment, I wanted to take the opportunity of these recent bad days in the market to write my thoughts on the company. Mostly good though with a few mixed feelings as no company is perfect. I won't talk about numbers as [more]

Sun Sep 23

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 2:51 AM

Re: What Can We Learn From Pivotal?

Would love to do a collective review on our journey with Pivotal.

From the start I had two concerns:

(1) Very low costumer count. 15 new customers this quarter (for 354 total) means even one additional or one fewer costumer [more]

Thu Sep 13

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 7:43 AM

Re: My initial thoughts on the PVTL CC

ethan1234: The general tone of this CC was not positive by any means. There were no congratulations on a strong quarter. Much of it was explaining “new” metrics (which makes me nervous), explaining how they were actually happy with their [more]

Sat Sep 1

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 10:58 AM

Re: My portfolio at the end of August 2018

SaulR80683:I’d like to bring up a sort of odd question here for your consideration, because I’ve been wondering about it, and it puzzles me. My question, and it’s a serious one, is how come all the smart guys, with MBA’s, who have studied [more]

Tue Aug 7

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 1:35 AM

Re: TLND Results...

ProdigalFool17: If I'm reading this right.... and I freely admit I am new to this...
1) Total Revenue Growth slowed 2pts
2) Subscription Growth slowed 4 to 10pts
3) Loss per share increased... ? Don't understand the
[more]

Thu Jun 7

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 10:32 AM

Re: Does ANET really belong in the doghouse?

Smorgasbord1, thank you for putting together these details! I believe the same as you (ANET is #3 by size in my portfolio) and am not selling, though I had not put together quite so coherent argument on my reasoning.

Mon Jun 4

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 10:08 AM

Re: NKTR down 23%

Here is a great article that discusses how the ASCO results relate to the selloff.

[more]

Thu Apr 5

NL

Boards Post

othalan posted to the Saul's Investing Discussions board. 8:37 AM

LGIH Closings March 2018

For those still invested in LGIH, the March closings have been released but seem to have been forgotten amidst the recent market volatility.

[more]

Thu Mar 22

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 1:24 AM

Re: Poll: Who Is Going To Sell

I find it amusing that this question comes up so frequently in reaction to so many different market conditions. Since I have been following this board in late 2015, I have seen some variation on this poll/question in reaction to the market going up, [more]

Wed Feb 28

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 1:23 AM

Re: LGIH Posts Fantastic Earnings

I am not optimistic about LGIH as an investment this year when I compare the future possibilities to my other investments.

2016 to 2017 provided several key opportunities for LGIH to excel and management navigated these opportunities [more]

Mon Nov 27

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 2:02 PM

Re: A Question Regarding Portfolio Growth

buyandwin: I'm curious as to what the portfolio growth numbers that are being divulged represent. Are these numbers from total investable assets or are there a part of assets not counted? For example --Someone has 50% of assets in Index [more]

Sun Nov 26

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 11:31 AM

Re: Portfolio Review 2017 (Good Month, Great Yea

EdGrey: Othalan, you mentioned MIDD as one company where you lost faith in management, but you didn't give any details. I've had my eye on it, and the CEO has an excellent reputation, so I'd be interested in your [more]

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 12:19 AM

Re: Sectors, Diversity & Risk

brittlerock: I'll keep this brief. I just read Othalan's portfolio review and he (she?) mentioned a concern about being heavily invested in the tech sector. The sense was that the lack of diversity was tantamount to increased risk. [more]

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 12:06 AM

Re: Portfolio Review 2017 (Good Month, Great Yea

HeartMD: What are your thoughts on LGIH’s ability for continued growth in 2018? The number of selling communities concerns me at this point as not being able to sustain the current growth rate. I’d love to hear what you have to say on that [more]

Sat Nov 25

NL

Boards Post

othalan posted to the Saul's Investing Discussions board. 3:19 PM

Portfolio Review 2017 (Good Month, Great Year)

I may not have time for a detailed write-up at the end of the year and I have thoughts to share so here are my results and self evaluation thoughts as of the end of November. I have written this up primarily for my own self education and provide them [more]

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 2:34 PM

Re: My portfolio at the end of Nov 2017

Saul, congratulations.

And please do not stop posting these summaries! I appreciate the humbleness and disclaimer. I also find these updates fantastic for both education and inspiration. You have a fantastic common sense way of describing [more]

Mon Oct 30

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 1:17 PM

Re: LGIH valuation

Oforfive: What to do? I think that LGIH shares have a probable floor but I think it is the $50 range, 20% downside. That is just based on where they are now (my earnings projection) and a 10.5 p/e should growth slow noticeably in coming [more]

Fri Oct 13

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 2:43 PM

Re: The dangers of “Saul-type” stock

SaulR80683: Hi Othalan, I agree entirely with your conclusion, but just keep in mind that a correction, when it comes, will be very scary, nonetheless.

To be honest, while I do find big corrections disconcerting I've never [more]

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 1:13 PM

Re: The dangers of “Saul-type” stocks

SaulR80683: The dangers of “Saul-type” stocks.

At times I wonder if "Saul-type stock" is an investing term that will outlast its creator. Quite a legacy to the world that would be!

I was musing on this topic [more]

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Two stars, 250 posts Old School Fool
Board Posts 261
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Very First Post Re: for the guys... (1/25/2005)
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