Show Latest Posts:

The 10 Most Recent Messages By earslookin

Take me back to where I was.
  • Date: 3/22/18 9:35 PM
  • Number: 2572
  • Recommendations: 1
I'm missing something because when I look at the actual distributions for BIL I'm not
seeing anything close to 1.7%. The 30-day SEC yield is 1.30% and the actual yield looks lower
than that. Again, I'm probably missing
  • Date: 3/20/18 1:03 PM
  • Number: 38958
  • Recommendations: 0
But the sorting mechanism is funky...


There's a "Download XLS" button at the top of the page. Click on that and open in Excel. There
are four tabs that you can copy to your own worksheets. One of
  • Date: 3/20/18 8:25 AM
  • Number: 38945
  • Recommendations: 4
PSTG has transitioned into profitability as well as + free cash flow.

So has SHOP for that matter.

* For SHOP, how are you calculating FCF...are you including Capex?

* For both PSTG and SHOP, your thoughts on the
  • Date: 3/19/18 11:46 AM
  • Number: 235231
  • Recommendations: 1
Therefore people still fall for the headline...

Perhaps the distinction between reporting and advocacy needed to be clearer.

Using the AFCF metric as any kind of a proxy for operating earnings will lead you
  • Date: 3/19/18 11:00 AM
  • Number: 38896
  • Recommendations: 7

Some links you might find useful as you sort through this. These are
aimed primarily at entrepreneurs and the VC crowd, but will give you
a general idea of what the industry thinks is important to measure.

  • Date: 3/19/18 9:26 AM
  • Number: 38889
  • Recommendations: 22

Kudos to you for your efforts to better understand your investments. Hope
what follows helps you.

I thought it might be instructive to look at where they are at 19 years after
being founded.

How about
  • Date: 3/18/18 10:22 AM
  • Number: 38869
  • Recommendations: 6
What are their criteria for selection/deletion?

The criteria aren't published anywhere as far as I know, but here's my guess based
on what they've disclosed in interviews, blogs, and papers.

* Public, US
  • Date: 3/17/18 2:27 PM
  • Number: 38841
  • Recommendations: 25
My cousin, nosepickin, is an Intelligent Stock Picker (ISP). For example,
yesterday he was up 1.3579% from 10:52 AM to 3:23 PM. He runs a concentrated
portfolio of 10 stocks -- all cloud, crazy growth, all recurring revenue,
  • Date: 3/15/18 10:16 PM
  • Number: 235182
  • Recommendations: 6
So profits do matter, as they (with their timing) provide the owner earnings which are really the
only input to intrinsic value.

Mr. Bezos would agree with you that profits do matter. However, he'd argue that shares
  • Date: 3/15/18 7:46 AM
  • Number: 38739
  • Recommendations: 14
Itís day after day, but today really stands out. The Russell is down 0.4%, the S&P is down 0.5%,
the Nasdaq is down 0.2%, the Dow is down 1.05%, the IJS is down 0.5%, and my portfolio is up another
large 1.9%.

If you were
Show Latest Posts:
Total = 10

Take me back to where I was.
Stock Folders: A B C D E F G H I J K L M N O P Q R S T U V W X Y Z