tdonb’s Activity

Thu Aug 3

CAPS Outperform Pitch

tdonb wrote about Microvision (MVIS) . 12:26 AM

MVIS Outperform

They just shipped samples of their 2nd engine which incorporates touch sensor technology. They have also been sampling out their 3D depth sensing engine. AR and VR will make this company over the next few years.

Wed Aug 2

CAPS Outperform Pitch

tdonb wrote about BlackLine, Inc. (BL) . 11:58 PM

BL Outperform

29944

Caps Pick

tdonb made a pick in CAPS. 11:58 PM

BlackLine, Inc. (BL) will Outperform the S&P 500

Mon Jun 19

NL

Boards Post

tdonb posted to the Saul's Investing Discussions board. 3:57 PM

Good Article on Amazon

https://stratechery.com/2017/amazons-new-customer/

The purchase was of a customer.

Sun Jun 4

NL

Boards Post

tdonb replied to the Saul's Investing Discussions board. 3:42 PM

Re: My portfolio at the end of May 2017

"Boy, this is a lot of work to do, to put together, to format, and all the rest."

Saul, I really appreciate all you do for the board. I want to encourage you to only do what seems fitting for you. If it benefits you to do [more]

Sat May 13

Caps Pick

tdonb made a pick in CAPS. 1:57 PM

Hortonworks (HDP) will Outperform the S&P 500

Caps Pick

tdonb made a pick in CAPS. 1:56 PM

Square (SQ) will Outperform the S&P 500

Caps Pick

tdonb made a pick in CAPS. 1:55 PM

Arista Networks (ANET) will Outperform the S&P 500

Caps Pick

tdonb made a pick in CAPS. 1:55 PM

Splunk (SPLK) will Outperform the S&P 500

Caps Pick

tdonb made a pick in CAPS. 1:53 PM

MuleSoft, Inc. (MULE) will Outperform the S&P 500

Tue May 9

Caps Pick

tdonb made a pick in CAPS. 10:20 AM

LGI Homes (LGIH) will Outperform the S&P 500
NL

Boards Post

tdonb replied to the Saul's Investing Discussions board. 4:20 AM

Re: Knowledgebase, Newly Revised, Part 3

Saul,

Sorry for the noob question here, but I am trying to figure out how you plot your chart for different companies. In this knowledgebase you say you plot, " a monthly graph of stock price vs trailing earnings on a log scale [more]

Fri May 5

NL

Boards Post

tdonb replied to the Saul's Investing Discussions board. 10:46 AM

Re: Earnings Season so far

Saul,

Thanks for offering your time and advice each month and earnings report. I do really apreciate it, and I am slowly learning to do some of this myself by reading and practicing the techniques in your knowledge base.

I have [more]

Thu May 4

NL

Boards Post

tdonb posted to the Microvision, Inc. board. 2:00 PM

10 Million on the Way

They have announced a 10 million up front payment on their last deal, but it was not included in the quarterly report. I expect an announcement when that check clears.

NL

Boards Post

tdonb replied to the Saul's Investing Discussions board. 1:56 PM

Re: Question for Saul re LGIH

az5speedy and LegoAbs - I am imressed that you guys caught this. This is the kind of analysis that I usually expect from Saul. I can't wait to see what he says. I wonder if you beat him to the punch?

Fri Apr 21

NL

Boards Post

tdonb replied to the Microvision, Inc. board. 7:14 AM

Re: Tide

Stock closed at 1.78 on the day of my last post two months ago. It is now at 2.61. About 50%.

They just announced a 24 million dollar order that includes engineering fees. They also recently announced a 6.7 million dollar order. [more]

Fri Apr 7

Caps Pick

tdonb made a pick in CAPS. 7:26 AM

ZIOPHARM Oncology (ZIOP) will Outperform the S&P 500

Mon Mar 20

NL

Boards Post

tdonb replied to the Microvision, Inc. board. 2:54 PM

Re: Tide

If you don't think there is some news out there after the announcement of 30 to 60 million in the 12 to 18 months after the first order of new engines, and then the announcement of the first order of 6.7 million, then you probably shouldn't [more]

Fri Mar 17

Caps Pick

tdonb made a pick in CAPS. 1:48 PM

Kite Pharma (KITE) will Outperform the S&P 500

Tue Mar 7

CAPS Outperform Pitch

tdonb wrote about Talend S.A. American Depositary Shares (TLND) . 7:32 AM

TLND Outperform

Saul 25623

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CAPS Player Rating < 20
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Score -720.89
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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 335
Recs Received 250
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Recs to Posts Ratio (last 30 days) N/A
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Very First Post IRA through LLC (6/19/2007)
Percentage of Posts Rec'd 34.63 %
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