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The 10 Most Recent Messages By TMFTomGardner

Take me back to where I was.
  • Date: 10/11/18 10:19 PM
  • Number: 1313
  • Recommendations: 1
Colleran, I agree. - Tom
  • Date: 10/10/18 11:25 PM
  • Number: 384
  • Recommendations: 6
Ruhaan,

It's an excellent question. I do view StitchFix as more solid of an investment than many -- even though it's so early stage. The inventory management is so strong. Compared to their category, SFIX has the potential to expand
(Continued...)
  • Date: 10/10/18 7:28 PM
  • Number: 381
  • Recommendations: 52
A few thoughts on one of the uglier days in the markets in some time -- delivered in the order of the title of this post!

(1) Let's start with StitchFix.

I didn't see anything terrifiying or atrocious in their earnings
(Continued...)
  • Date: 10/10/18 6:33 PM
  • Number: 10
  • Recommendations: 2
My post on the public Appian boards: https://boards.fool.com/4056/of-all-my-investments-i-tend-to...

Of all my investments, I tend to
(Continued...)
  • Date: 10/10/18 6:30 PM
  • Number: 357
  • Recommendations: 24
Of all my investments, I tend to think Appian will be the one that takes the longest to play out. The company is very disciplined -- economical -- founded by a true economist. They use dollars carefully. They part with equity carefully. They have
(Continued...)
  • Date: 9/30/18 12:28 PM
  • Number: 247
  • Recommendations: 7
With earnings oncoming, sometimes it's fun to look back at the last quarter. If you haven't read the company's Q3 Shareholder Letter, I highly recommend it:

(Continued...)
  • Date: 9/30/18 12:28 PM
  • Number: 246
  • Recommendations: 1
Ruhaan,

You are confusing me with the other brother (and feel free to continue doing so!). David invested in Amazon. I did not. The best way to understand how he approached this investment is to study his Rule Breaker methodology (which you
(Continued...)
  • Date: 9/29/18 4:02 PM
  • Number: 5013
  • Recommendations: 6
Vicki,

Thank you so much for writing this up! Here are a few early takeaways from me:

(1) I really should probably never sell.
(2) Small consolation that these are net small position in the portfolio.
(3) Of course, that
(Continued...)
  • Date: 9/23/18 1:37 PM
  • Number: 48045
  • Recommendations: 11
Duuuuuuuuuuude,

Some clarifying points from me. Thanks for the great reply (and to the other replies as well).

(1) For me, the fact that Musk is not an Operator at heart or a Systems Builder does not diminish the incredible
(Continued...)
  • Date: 9/23/18 12:25 PM
  • Number: 216
  • Recommendations: 10
Joanne is an actual person today. Ray Kurzweil at Google says that within 12 years, we will not be able to distinguish a human being from a robot (up close, in person -- wow).

Joanne is obviously being helped by algorithms, just as we are
(Continued...)
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Take me back to where I was.
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