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The 10 Most Recent Messages By PaulWBryant

Take me back to where I was.
  • Date: 1/18/18 12:42 PM
  • Number: 91753
  • Recommendations: 0
The boards have always been intermittently slow, but in the last weeks and months, the slowness has been more frequent and more severe. Today is particularly bad.

Any reason for
  • Date: 1/18/18 12:38 PM
  • Number: 35874
  • Recommendations: 4
What are your thoughts on Facebook with the news feed change?

I am impressed and I think Zuck is really trying to do the right thing. I don't know exactly how it will affect their top or bottom line, but I would expect growth to
  • Date: 1/17/18 11:49 AM
  • Number: 35849
  • Recommendations: 17
I don't know exactly what this is a sign of, but it can't be the sign of a real, growing market.

I've tried to ignore cryptocurrencies for the purposes of this board, and will continue to do so as that's not what this
  • Date: 1/16/18 1:48 PM
  • Number: 35808
  • Recommendations: 38
Since somebody brought it up and Smorg mentioned me (I admit I probably would have sold it out had Bear not been so enthusiastic a little while ago.), I thought I would share.

For the record, I'm still enthusiastic. Just
  • Date: 1/15/18 10:41 PM
  • Number: 35799
  • Recommendations: 2
Thanks to everyone for your thoughts on Alarm .com. They definitely have some competition out there. I'll be keeping a close eye on them, and update the board, as always.

Thanks again,
  • Date: 1/12/18 3:30 PM
  • Number: 35757
  • Recommendations: 1
It looks like NVTA has had more rapid growth than FMI and may actually catch up in revenues despite having a much smaller market cap (about 1/5 the size). It's trading at only about 6 times 2017 revenues (less than 4 times 2018 projections)
  • Date: 1/12/18 11:42 AM
  • Number: 35748
  • Recommendations: 12
I have been very encouraged by the operating leverage Alarm showed in the September quarter. As I said in a previous post:

This one is hiding in plain sight: the high margin of the SaaS revenue is just starting to show up -- Q3 was a

  • Date: 1/10/18 7:12 PM
  • Number: 35683
  • Recommendations: 3
since $100+ per share is a reasonable possibility in a year or so, +30%, what risk am I willing to take?


Good work as usual. I agree on all counts...except I'll defer to you on the EPS projections.

And I
  • Date: 1/10/18 10:39 AM
  • Number: 35666
  • Recommendations: 34
I have no crystal ball, but things always change. And even if a business doesn't change, investor perception of it does, and that moves markets.

Wise words from Dan Caplinger. We on this board rightly look at business
  • Date: 1/9/18 2:51 PM
  • Number: 35622
  • Recommendations: 2
I am thinking a basket of Talend, Appian, and Alteryx might be a decent idea

Doesn't Appian do something fundamentally different? I thought it allows users to create apps without writing code. The other two are in data
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Take me back to where I was.
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