thequast’s Activity

Thu May 31

CAPS Outperform Pitch

thequast wrote about Splunk (SPLK) . 10:08 AM

SPLK Outperform

As I look for AI plays, this is one with a great track record of earnings beats. It's cash flow is getting stronger, and it has a great list of customers already. Big data is real and storage providers making strides in AI look to benefit. Long

Caps Pick

thequast made a pick in CAPS. 10:08 AM

Splunk (SPLK) will Outperform the S&P 500

CAPS Outperform Pitch

thequast wrote about Walt Disney (DIS) . 10:06 AM

DIS Outperform

I can't help but think that Disney is about to dominate the streaming industry. I believe its streaming service will be as powerful as Netflix. And they will figure out how to revive ESPN and be the powerhouse of live sports streaming.

Caps Pick

thequast made a pick in CAPS. 10:06 AM

Walt Disney (DIS) will Outperform the S&P 500

CAPS Outperform Pitch

thequast wrote about Box (BOX) . 10:05 AM

BOX Outperform

A lot of my motivation here is following the recommendation from Chamath Palihapitiya. He's a brilliant guy and like Buffett it's hard to bet against him. But when it comes to framing an investment in Box as an AI play, Box already has what I believe [more]

Caps Pick

thequast made a pick in CAPS. 10:05 AM

Box (BOX) will Outperform the S&P 500

Mon May 7

CAPS Outperform Pitch

thequast wrote about Micron Technology (MU) . 9:57 PM

MU Outperform

I was considering adding ICHR because of the incredible value proposition. I believe it to be a low risk stock...however upon thinking about it. ICHR works for companies who work for Micron. That's 3 layers of risk...one of these could go wrong and [more]

Caps Pick

thequast made a pick in CAPS. 9:57 PM

Micron Technology (MU) will Outperform the S&P 500

Fri Feb 9

CAPS Outperform Pitch

thequast wrote about iRobot (IRBT) . 11:11 AM

IRBT Outperform

If the market is dropping from interest rate concerns, no debt companies are good candidates for beating the market. This is mostly a market overreaction on decent earnings and iRobot looks good to me to outperform the market for the next few years. [more]

Caps Pick

thequast made a pick in CAPS. 11:11 AM

iRobot (IRBT) will Outperform the S&P 500

Mon Feb 5

CAPS Outperform Pitch

thequast wrote about 2U (TWOU) . 9:12 AM

TWOU Outperform

Feels like the most expensive stock I've ever been bullish on. But this company is amazing. The business is like a boulder rolling downhill -- its momentum will be harder to stop the longer it's rolling. Adding Yale to its partners is huge. Any [more]

Caps Pick

thequast made a pick in CAPS. 9:12 AM

2U (TWOU) will Outperform the S&P 500

Thu Mar 2

CAPS Underperform Pitch

thequast wrote about Snap Inc. (SNAP) . 2:56 PM

SNAP Underperform

This one is pretty easy for me. IPO's when the stock market is at an all-time high is a virtual guarantee for newly listed companies to be overvalued. Add-in that Snap is overvalued anyway because of its high profile status. At around 60x revenue, I [more]

Caps Pick

thequast made a pick in CAPS. 2:56 PM

Snap Inc. (SNAP) will Underperform the S&P 500

Mon Feb 27

CAPS Outperform Pitch Reply

thequast commented on thequast's pitch for IQNT. 12:52 PM

Closing pick after buyout

Tue Dec 20

CAPS Outperform Pitch

thequast wrote about BofI Holding (BOFI) . 7:48 PM

BOFI Outperform

Strong company with good prospects moving forward. I've just been waiting on a pullback.

Caps Pick

thequast made a pick in CAPS. 7:48 PM

BofI Holding (BOFI) will Outperform the S&P 500

CAPS Outperform Pitch

thequast wrote about Intuitive Surgical (ISRG) . 7:47 PM

ISRG Outperform

Strong company with good prospects moving forward. I've just been waiting on a pullback.

Caps Pick

thequast made a pick in CAPS. 7:47 PM

Intuitive Surgical (ISRG) will Outperform the S&P 500

CAPS Outperform Pitch

thequast wrote about Shopify (SHOP) . 7:47 PM

SHOP Outperform

Strong company with good prospects moving forward. I've just been waiting on a pullback.

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CAPS Stats & Trivia

CAPS Player Rating 86.70
Player Rank 9284 out of 69798
Score 1585.83
Score Change Today -17.38
Accuracy 55.28%
Active Picks 42
Total Picks 187
Best Pick TREE (+550.77)
Worst Pick NFLX (-155.54)
Average Score per Pick 8.67
Charms Earned 11
Highest Rated Favorite TMFSpiffyPop
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Boards Stats & Trivia

Board Posts 1
Recs Received 8
People who have rec'd these posts 8
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1
Threads Started Percentage 100.00 %
Most Frequent Board Motley Fool Stock Advisor
Very First Post A SA Buying Strategies post. (5/22/2016)
Percentage of Posts Rec'd 100.00 %
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