swapsan’s Activity

Wed Nov 22

Rule Breakers Boards Post

swapsan replied to the Rule Breakers boards. 10:42 PM

Sun Nov 19

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 10:04 AM

Re: Is UBNT A Millionaire-Maker Stock?

I would tend to agree with that assessment. Cisco could go after the market by dropping its prices to undercut UBNT. I see this as highly unlikely. For one, they would be cannibalizing their higher end market. Secondly, how long would they keep [more]

Sat Nov 18

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Boards Post

swapsan replied to the Saul's Investing Discussions board. 10:07 PM

Re: Is UBNT A Millionaire-Maker Stock?

I'm wondering if anyone has any thoughts as to a complete disruption of UBNT. I guess that would be considered a "radical innovation" or as most call it a "discontinuous innovation." Facebook's satellites and [more]

Sun Nov 5

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Boards Post

swapsan replied to the Saul's Investing Discussions board. 8:37 PM

Re: It still amazes me!

<The problem is that very few people actually deserve the amount they earn from SBC.>

I actually completely agree with that, but are you actually stop going to invest in something like Shopify because of it ? No. Insiders are going to [more]

Wed Nov 1

Stock Advisor Boards Post

swapsan replied to the Stock Advisor boards. 9:50 PM

Sat Oct 28

Rule Breakers Boards Post

swapsan replied to the Rule Breakers boards. 9:58 AM

Fri Oct 27

Rule Breakers Boards Post

swapsan posted to the Rule Breakers boards. 9:12 PM

Fri Oct 13

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 3:21 PM

Re: question about investing in a private company

The best bet to invest in pre-ipo companies I have found is through Equityzen:- https://equityzen.com/. You can check if it is listed in Equityzen.

But there are number of caveats:
1) It is not as [more]

Wed Oct 4

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Boards Post

swapsan replied to the Saul's Investing Discussions board. 8:02 PM

Re: My Shopify experience / take

Mac,

Thanks for the perspective. Another alternate anecdotal evidence – I have a friend who owns a software development company in India. They have built e-commerce stores for SMB using Shopify. One story he is particularly fond of is of a [more]

Fri Sep 29

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Boards Post

swapsan replied to the Saul's Investing Discussions board. 11:35 AM

Re: NVDA: Cerebras, AI start-up

But the issue lies more deeply. The principle mathematical problem for machine learning, says Feldman, is one of “sparse matrices,” meaning, a matrix that has many elements that are zero. A microprocessor wastes a lot of effort with a sparse [more]

Sun Sep 24

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Boards Post

swapsan replied to the Saul's Investing Discussions board. 3:26 PM

Re: My comments on UBNT

I think the cynicism is selective. The company issues a great guidance and then the CEO sells his shares and no questions on that? How come?

The CEO owns close to 70% of the stock. So for 100 million dollars of buyback, he is [more]

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 2:57 PM

Re: ALGN, what a wonderful find

I certainly feel I have missed the boat on this one. It could still be a great investment, but I don't understand the company and domain enough. My biggest worry basically is can a much lower priced treatment come and undercut Align ?

I [more]

Thu Sep 21

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Boards Post

swapsan replied to the Saul's Investing Discussions board. 2:22 AM

Re: Poll: Do you believe UBNT short theory has n

I actually voted no... till I read the above post. My vote should be yes.

Tue Sep 19

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 9:17 PM

Re: Citron UBNT

Red Flag #5

So we are expected to believe that Ubiquiti generates nearly all its cash in Hong Kong and U.S. cash balances have not grown, despite the fact that most its expenses are offshore, it has been profitable every quarter since its
[more]

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Boards Post

swapsan replied to the Saul's Investing Discussions board. 6:41 AM

Re: UBNT and judging arguments

"How would they truly have as many evangelists as they do...?

One of the things Citron is claiming is that most of the posters on their forums are bots, and only a few real people are posting the vast majority of
[more]

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Boards Post

swapsan replied to the Saul's Investing Discussions board. 5:43 AM

Re: UBNT and judging arguments

Will like to add to my earlier post on difference between RHT and UBNT. You can think of UBNT as Red Hat model turned upside down. Red Hat heavily uses open source community in R&D. Sales/Support and other functions are tightly under its control. [more]

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Boards Post

swapsan replied to the Saul's Investing Discussions board. 5:14 AM

Re: UBNT and judging arguments


Still, RedHat had to provide commercial support for the product to really move into the enterprise market and get accepted.


That's why UBNT is not yet in the enterprise market! They are mainly with WISP and SMBs. UBNT is [more]

Mon Sep 18

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 11:37 PM

Re: UBNT and judging arguments

It really doesn't make a lot of sense that Ubiquiti can run a business at a fraction of the spend of their competitors, without advertising, with minimal R&D. It doesn't make sense that they benefit greatly from customers who just [more]

Fri Sep 15

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Boards Post

swapsan replied to the Saul's Investing Discussions board. 1:47 AM

Re: On Tesla

1) Tesla did not and is not making a profit on Model S and Model X.
Fact: With gross margins above 18% since early 2013, Tesla has simply chosen to invest the money it's made into the business.
Opinion: What bothers me about this
[more]

Thu Sep 14

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 11:44 AM

Re: On Tesla

TSLA has not generated a profit and would NEVER have generated a profit from the S model or X.

While I do not want to get drawn in detailed point/counter point discussion for lack of time, this is simply not true and simply said I [more]

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