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The 10 Most Recent Messages By NajdorfSicilian

Take me back to where I was.
  • Date: 5/24/19 10:55 AM
  • Number: 26225
  • Recommendations: 0
Dan, completely agree, there is some backstop there but could get cut in half first.

best,
  • Date: 5/22/19 1:41 PM
  • Number: 26223
  • Recommendations: 1
Last 2 years BBBY down 59%, SPY up 18%.

PE has been cut in half since OP. Lost money last year, 6.7x fwd PE next year.

EBIT margin from 16.5% to 3.5%.

The past 6 months it has these runups and the slow bleeds back down.
(Continued...)
  • Date: 5/22/19 12:33 PM
  • Number: 26222
  • Recommendations: 2
IAC trading at neg $1.4Bn for the stub after netting out MTCH and ANGI.

Gotta be worth more than that, and is in the hands of excellent capital allocator.

Stock up 60% since.
  • Date: 5/21/19 5:44 PM
  • Number: 184180
  • Recommendations: 4
My ex-girlfriend used to have sex with fresh fruit whenever she got stressed.


After we broke up, she went bananas.
  • Date: 5/20/19 3:19 PM
  • Number: 55951
  • Recommendations: 8
I disagree, but maybe you're right. Definitely a gorilla game going on. Zillow, Opendoor, Offerpad, Redfin, Keller Williams. It's worth googling iBuyer and reading up on it.

Why would you think Zillow would be the winner?
(Continued...)
  • Date: 5/20/19 3:07 PM
  • Number: 86960
  • Recommendations: 2
CO2 was 10x higher in the past and we still had ice ages. Try again.
  • Date: 5/17/19 11:34 AM
  • Number: 55841
  • Recommendations: 0
What apps did not work on the PS? Just curious.
  • Date: 5/17/19 11:26 AM
  • Number: 558902
  • Recommendations: 1
Key melting Greenland glacier is growing again:

ďA major Greenland glacier that was one of the fastest shrinking ice and snow masses on Earth is growing again, a new NASA study finds. The Jakobshavn glacier around 2012 was
(Continued...)
  • Date: 5/9/19 11:43 AM
  • Number: 55489
  • Recommendations: 8
This is great advice, I would agree that 10% really should be the max for just about everybody. I've had 20% positions before and when they drop 20% in a day and 40% or more in a week/month it really hurts and is hard to come back
(Continued...)
  • Date: 5/8/19 2:09 PM
  • Number: 55416
  • Recommendations: 9
MTCH is up ~15-20% the past 6 months, growth has accelerated to 36% for the past 2 quarters, although that will slow as Tinder Gold YoY comparisons get lapped.

EPS more than doubled YoY. Margins up, deferred revenue up 23%.

FCF

(Continued...)
Show Latest Posts:
Total = 10

Take me back to where I was.
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