swapsan’s Activity

Fri Dec 19

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 1:46 PM

Re: Goldman Says Sell UBNT

Based on the experience with Goldman and analysts so far, this is an unequivocal sign to buy more :-)

Tue Dec 9

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 2:07 PM

Re: An analysis of my current positions: 2

Saul,

Thanks for putting this up. A few of the positions I was already invested, and a number of them I have invested after following the discussions.

WAB and POL are real gems. WAB was long time SA rec, but without an evangelist, [more]

Thu Dec 4

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 11:36 PM

Re: UBNT, Robert Pera and Basketball

Saul,

At the outset you have better track record than me in the last few years of my investing. And I see your impatience as a key to your success. I have often ended up holding wrong ideas partly in hope and partly because it is hard to let [more]

Mon Dec 1

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 10:58 PM

Re: Understanding Criteo Part III - Q3 2014 Upda

Hi Saul,

Yes QLIK is in a different field, but it was more of a analogous philosophical comparison of new technology entrants. A new player challenges incumbents with some competitive edge it has mustered by a technological leap in certain [more]

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 9:21 PM

Re: Understanding Criteo Part III - Q3 2014 Update

Thanks Anirban for the very very thorough research on CRTO. I had to fight off my impulse to buy !

My only unknown is competition with GOOGL. At this point they seem ahead in display based personalized Ad. They have some momentum going for [more]

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 8:55 PM

Re: Trip page post 3

Thanks Andy for the thorough posts !

Click based advertising was still up 31% YOY. From what I recollect there was slight dip in trend line which they attributed to seasonal factors (Couple of years back they had the same dips in this [more]

Sun Oct 26

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 10:15 PM

Re: My current positions

Saul,

I do not see AMBA in here. Did you sell it ? If yes can you share why ?

Swapsan

Sat Oct 25

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 1:36 PM

Re: ELLI

Saul

Teaches me a lesson about patience, which I tend to lack

I think your impatience is your key to success. I have made the mistake of hanging around too along in hope when things are not going right. I still do it, but [more]

Fri Sep 26

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 10:32 PM

Re: WPRT

My first post on this board, largely I am a silent observer on most MF boards.

Saul.. I discovered you on WPRT board because of that discussion. I wanted to follow you and eventually was able to track down this board. I am thankful to that [more]

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Boards Stats & Trivia

Board Posts 18
Recs Received 76
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Most Frequent Board Saul's Investing Discussions
Very First Post A RBS: Qlik Technologies post. (5/23/2011)
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