wouter28’s Activity

Mon Nov 6

Rule Breakers Boards Post

wouter28 replied to the Rule Breakers boards. 5:23 PM

Fri Nov 3

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 4:01 PM

Bert's latest take on SHOP

Bert Hochfeld just put out a very detailed article on SHOP’s Q3 earnings and the market's reaction to it:

[more]

Rule Breakers Boards Post

wouter28 posted to the Rule Breakers boards. 12:33 AM

Rule Breakers Boards Post

wouter28 replied to the Rule Breakers boards. 12:17 AM

Thu Nov 2

Rule Breakers Boards Post

wouter28 posted to the Rule Breakers boards. 12:42 PM

Tue Oct 31

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 6:41 PM

Re: Tobi also surprised by market reaction

Also, from the conference call, here is what Tobi said about the Citron report:

For those who don't know during this quarter we were targeted by short selling troll who made all made sort of preposterous claims. Before we get into I [more]

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 6:34 PM

Tobi also surprised by market reaction

Tobi Lutke, CEO of SHOP, also was surprised by the market's reaction to the company's earnings release and conference call as he tweeted the following:

Graham‘s Mr. Market must have been off his meds today [more]

Stock Advisor Boards Post

wouter28 replied to the Stock Advisor boards. 2:54 PM

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 2:45 PM

Re: BABA vs JD

Thanks for the feedback. Yes, it seems you can’t compare the valuation of BABA and JD based on sales given there different models and margins made on revenue. I don’t think that JD is a turnaround play given that revenue was up 44%. They are just [more]

Mon Oct 30

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 6:44 PM

BABA vs JD

I know Saul is not into Chinese investments, but BABA has come up in a few posts here, so I wanted to get some thoughts on JD vs BABA.

With how great Amazon has been doing, I have been focusing on e-commerce opportunities in other parts of [more]

Stock Advisor Boards Post

wouter28 posted to the Stock Advisor boards. 6:38 PM

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 1:24 PM

MELI - AMZN in Brazil

I posted this on the RB MELI board, but I'm posting it here as well as there seem to be a few MELI investors here:

Amazon had their earnings call on Thursday and given that the main reason MELI stock dropped so much is due to Amazon [more]

Sun Oct 29

Rule Breakers Boards Post

wouter28 posted to the Rule Breakers boards. 11:17 AM

Fri Oct 27

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 6:11 PM

UBNT Proxy filed

UBNT just filed their annual Proxy. Two things stood out to me.

1. The 2017 audit fee went down to $1.4M from $1.8M in 2016. Last year, they also had other fees (audit related and tax) paid to their auditor, so they ended up paying [more]

Rule Breakers Boards Post

wouter28 posted to the Rule Breakers boards. 6:11 PM

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 2:32 PM

Re: Ubiquity bounces back

How much of the stock appreciation do you think the company stock buy-back program has contributed?

There is really no way to know this. We don't even know how much the company bought, but we should get this detail as part of the [more]

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 1:03 PM

Re: Ubiquity bounces back

It's been coming back steadily. Investors familiar with the company could see that the Citron report was full of incorrect and weak arguments. There was the initial shock of the report that drove the price down to 47.78, but the price started to [more]

Wed Oct 25

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 7:14 PM

Re: MELI

Hi Ant,

I agree with you that the TAM for eCommerce in Latin America is not as big as Asia, but 400M people is still a pretty big market. MELI only has a $9.8B market cap, while BABA and JD have market caps of $430B and $53B respectively, so [more]

Tue Oct 24

Rule Breakers Boards Post

wouter28 replied to the Rule Breakers boards. 11:54 PM

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 7:04 PM

Re: MELI

Hi Epictetus,

Thanks for your reply.

I assume you have seen the news last week about Amazon also expanding to full service in Brazil? That should at least give you some concern.

Yes, it does give me significant [more]

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