thecompounder’s Activity

Thu Nov 23

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 11:58 AM

Re: In case we get the wrong idea

I once saw someone comment that the Nifty Fifty beat the market... if you held on to them for 30 or 40 years. That's some confidence!

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 11:50 AM

Re: BITA -- Help tear my idea apart

Ben Thompson

Tue Nov 21

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 11:42 PM

Re: BITA -- Help tear my idea apart

"building a platform for a streamlined car-buying experience that benefits from the network effect'

The first rule is that 99% of the companies that claim they have a network effect, don't :)

A strategy writer that I [more]

Recommendation

thecompounder recommended mauser96's post on the Saul's Investing Discussions board. 9:06 PM

Re: Tesla Semi & new Roadster

Sun Nov 19

Recommendation

thecompounder recommended mauser96's post on the Saul's Investing Discussions board. 12:18 PM

Re: Tesla Semi & new Roadster
NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 11:21 AM

Re: Tesla Semi & new Roadster

Higher prices make sense. That pushes them more towards the high-end market. If we take BMW as an example, they don't have a significantly higher ROE so likely increases the capital requirements as well (makes sense, it costs something to build [more]

Sat Nov 18

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 11:25 PM

Re: Tesla Semi & new Roadster

"Profit potential is obvious if unsure. Make lots of cars, sell them at more profit than others. What Apple does. Not the most ,but the best and the most profitable.
Have 10% of the world car market, not unobtainable, VW and Toyota did it [more]

NL

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thecompounder replied to the Saul's Investing Discussions board. 3:09 PM

Re: Tesla Semi & new Roadster

Mauser, I agree that profit is the goal. What profit potential do you see for Tesla?

I've driven the car and thought about buying it, then found more investment opportunities :) I'd still rather own the car than the stock.

Recommendation

thecompounder recommended RaptorD2's post on the Saul's Investing Discussions board. 2:59 PM

Re: Tesla Semi & new Roadster

Fri Nov 17

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 9:29 PM

Re: Does this mark the market - and Bitcoin - top?

That sounds like a far too reasonable viewpoint to be shared during a bubble lol.

A much worse sign is Floyd Mayweather promoting an ICO a couple of months ago (true story). It lost money immediately. Apparently Paris Hilton's been doing [more]

NL

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thecompounder posted to the Saul's Investing Discussions board. 9:23 PM

Home Capital: great turnaround for deep value

I've enjoyed the discussions about growth stocks here for some time, but my biggest position of the year was a stock I bought at 0.55x book value! At this point I'm up by over 13% since the start of September.

It's a small [more]

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 9:04 PM

Re: Tesla Semi & new Roadster

They got a few hundred million for deposits on the Model 3. Nice trick but they were still a few billion short to get it to production!

If at some time they were to announce new vehicles with (almost literally) unbelievable specs that they [more]

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 8:54 PM

Re: Marginal thinking

I've done something similar by estimating cashflow minus the amount invested in growth. The specifics vary for each company. That gives me a potential P/E of 40 - 102 for Shopify (like you said, a couple of years of growth make that look great) [more]

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 8:41 PM

Re: Hubs, Why all those analysts are jumping!

Interesting - out of curiosity have you read the book Disrupted? It may be a bit of a case of seeing how the sausage is made but it raised some questions around the time of the IPO.

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 8:36 PM

Re: How Can There Be Value in Crypto Currency

"I get the aspects of how it works and now my suspicions seemed confirmed that there is nothing behind these currencies but an agreement between two parties that "x" amount of bitcoins as payment is worth "x" amount of [more]

Recommendation

thecompounder recommended tamhas's post on the Saul's Investing Discussions board. 8:28 PM

Re: Shopify Valuation / Day 3 thoughts

Thu Oct 12

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 2:50 PM

Re: Citron legal disclaimer

Excellent perspective Tinker. We expect volatility so we can't complain when it happens!

The concerns about the type of merchants seem to be overblown. Here's what we know so far from the actual results that Shopify has [more]

Recommendation

thecompounder recommended XMFBreakerTinker's post on the Saul's Investing Discussions board. 2:25 PM

Re: Citron legal disclaimer

Tue Oct 10

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 2:10 PM

Re: Bert's Comments on the Shopify short

I have no problem with the price at any point in the 52-week range. The reason is an analysis of the return on the marketing budget and what would happen if that was just re-invested in the business. Shopify is at a point where it could just take [more]

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 1:54 PM

Re: Bert's Comments on the Shopify short

According to Citron's report they have 2,500 Plus customers (at $2k or more per month) and 20,000 Advanced customers (at $300 per month). That would be roughly half of their revenue. The other half would come from the much greater number of basic [more]

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Board Posts 26
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Very First Post Re: Amazon - sum of all fears? (8/12/2017)
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