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The 10 Most Recommended Messages By wouter28

Take me back to where I was.
  • Date: 6/28/18 3:48 PM
  • Number: 43330
  • Recommendations: 75
For me sales growth is probably the most important thing to look at for picking stocks over the long run. I just listed to David Gardner’s Rule Breaker podcast from a couple of months ago where Tom Gardner was on and talked about sales growth and
  • Date: 7/5/18 4:04 PM
  • Number: 43696
  • Recommendations: 61
With PVTL continuing to drift down, I took advantage and bought more today even though it is already my largest position. Before Q1 earnings were announced on June 12, the stock was trading at 21.21. It then zoomed up to 31.24 two days later as
  • Date: 7/2/18 5:15 PM
  • Number: 43564
  • Recommendations: 57
Part 3 – the checklist

Here again is the post from last week that discussed what I look for in high growth companies: (Continued...)
  • Date: 7/4/18 11:25 PM
  • Number: 43667
  • Recommendations: 55
MongoDB checklist

Since I ran PVTL through my Sales growth checklist (, I
  • Date: 9/23/17 9:47 PM
  • Number: 31984
  • Recommendations: 55
I bought a few more March 55 calls earlier this week to take advantage of the temporary sale of UBNT shares. Prior to the Citron short report on Monday, I was struggling to understand why the price had gone down during the last few weeks from the
  • Date: 7/2/18 5:06 PM
  • Number: 43561
  • Recommendations: 54
As I mentioned, this will be broken out into 3 posts: 1) the business, 2) the financials and 3) comparing PVTL against my earlier posted checklist. I will borrow frequently from the 10Q and S1 filings, the Q1 earnings release, presentation and
  • Date: 9/5/17 4:14 PM
  • Number: 31283
  • Recommendations: 51
I am a little surprised by the continued selling pressure of UBNT and picked up some January 2018 55 calls at 5.8, which gives me a breakeven price of 60.8. It is a bit of short-term bet (a little over 4 months), but this selloff seems overdone in
  • Date: 11/28/17 5:48 PM
  • Number: 34278
  • Recommendations: 47
I got an email about a small cap stock service that I will ignore, but they used a Buffett quote I had heard before, which I think ties into this board’s investment strategy vs just indexing. The quote is as follows:

“If I was running $1
  • Date: 11/11/17 9:06 PM
  • Number: 33689
  • Recommendations: 38
During the quarter, the company added 27.6M to their ending cash balance despite spending a lot of money on share buybacks. Breaking it down, the company generated $97M in cash from operations (partly aided by a decrease in inventory) and only
  • Date: 10/24/17 4:29 PM
  • Number: 33136
  • Recommendations: 38
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
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Take me back to where I was.
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