wouter28’s Activity

Tue Oct 24

Rule Breakers Boards Post

wouter28 posted to the Rule Breakers boards. 4:42 PM

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 4:29 PM

MELI

As of now, MELI represents only a small portion of my portfolio and given the recent price decrease, I spent some time going through the recent 10Q to better understand the company’s financials in order to assess increasing my allocation. I think [more]

Rule Breakers Boards Post

wouter28 posted to the Rule Breakers boards. 4:28 PM

Mon Oct 16

Rule Breakers Boards Post

wouter28 replied to the Rule Breakers boards. 5:34 PM

Sat Oct 14

Rule Breakers Boards Post

wouter28 replied to the Rule Breakers boards. 10:50 PM

Fri Oct 13

Rule Breakers Boards Post

wouter28 replied to the Rule Breakers boards. 1:35 PM

Rule Breakers Boards Post

wouter28 replied to the Rule Breakers boards. 12:30 PM

Wed Oct 11

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 2:14 PM

SHOP - Citron part 2?

Looks like Left may plan to issue another report on Shop. See article here:

[more]

Tue Oct 10

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 7:47 PM

Re: UBNT - Big short increase

Hi Joel, thanks for posting the max volume that the company could buy back based on the 4 week average volume. Based on the 8K that announced the additional $100M share buyback authorization, the open authorization as of September 18 was $127.6M. [more]

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 6:00 PM

Re: UBNT - Big short increase

Note that the new short shares of almost 3 million shorted between 9/18 and 9/29 when the price ranged between 47.78 and 58.57, so with today's closing price of 56.17, the vast majority of these short positions are losing money. There may be some [more]

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 5:46 PM

UBNT - Big short increase

Looks like the short interest increased significantly for UBNT to 10.4M shares as of 9/29! Over the last year, shares short have been really high, ranging from 6.6M to 9.9M. After earnings in early August, shares short went down from 8.0M on 7/31 to [more]

Rule Breakers Boards Post

wouter28 posted to the Rule Breakers boards. 5:45 PM

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 1:57 PM

Tobi tweets - SHOP

Tobi Lutke, CEO of SHOP, just tweeted:

Lots of people want me to address the short-selling troll thats targeting $SHOP. Looking forward to next earnings calls to do so

[more]

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 12:26 PM

Re: Today's big drop in SHOP

I think it's due to the following:

http://www.bnn.ca/shopify-s-performance-based-on-a-lot-of-eu...

Shares of Shopify [more]

Fri Oct 6

Stock Advisor Boards Post

wouter28 replied to the Stock Advisor boards. 12:51 PM

Stock Advisor Boards Post

wouter28 replied to the Stock Advisor boards. 12:33 PM

Thu Oct 5

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 1:13 PM

Re: New articles Shop and Ubiquiti

On the UBNT article, there are already some good comments that shoot down the point of the article:

- You went to one reseller and this "proved" things to you? As I wrote in another thread, I had my proof when I asked my team [more]

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 12:03 PM

Re: SHOP: I changed my mind

" It pays buying a stock after Citron releases a short report..."

Sometimes.... Citron/Left claim to fame was their short of VRX in the 200s. Dip buyers bones littered the market on the way down to the single digits. That said
[more]

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 10:35 AM

Re: SHOP: I changed my mind

I sold some of my UBNT calls that I got right before and after the Citron report and rolled them into SHOP calls this morning. My UBNT position is still bigger than my SHOP position as I only had a small position previously. It pays buying a stock [more]

Mon Oct 2

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 12:42 PM

Re: UBNT - Citron's focus on cash

This is simply not true. Faking cash is easy and happens all the time in frauds.

http://www.nytimes.com/2011/05/27/business/27norris.html

'Deloitte, which
[more]

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Boards Stats & Trivia

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