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The 10 Most Recent Messages By earslookin

Take me back to where I was.
  • Date: 9/12/18 3:28 PM
  • Number: 46086
  • Recommendations: 8
They should have put together a fund or ETF with this grouping of stocks.

Bessemer is one of the oldest VCs around. They were early backers of many of these
names. The do ok.

I like them because they don't take
(Continued...)
  • Date: 9/12/18 3:02 PM
  • Number: 46084
  • Recommendations: 9
An index of 50 cloud stocks reached an all time high at the end of last month.

** Up 54% since 12/29/2017.

** Up 657% (30% annualized) since 1/1/2011.

** EV/Rev(2018) multiple 11.0X. Previous high (July) was 9.2X. Early in
(Continued...)
  • Date: 9/11/18 9:12 PM
  • Number: 46044
  • Recommendations: 12
For these companies which have similar sales in the last 12 months, we can see what the
market is expecting by looking at their different market caps. Then we can compare our
expectations to the Market's.


Assuming these
(Continued...)
  • Date: 9/11/18 5:11 PM
  • Number: 46041
  • Recommendations: 2
Bear,

How have you factored in investor expectations for eventual net margins in your comparisons?
Or are you thinking investors believe future margins are a constant for these businesses?

P.S., no criticism intended, just
(Continued...)
  • Date: 9/8/18 3:09 PM
  • Number: 45826
  • Recommendations: 21
Hi Saul,

Thanks for responding. I can see why the word 'speculative' set you off. You focus on business
fundamentals. Speculators bet on price swings.

Keep in mind that (Continued...)
  • Date: 9/8/18 10:51 AM
  • Number: 45816
  • Recommendations: 54
but calling them speculative just gives away that you don't know much, if anything, about them.

So much for the Monday Morning Rules.

Instead of the personal attack, how about asking the poster what they mean by
(Continued...)
  • Date: 8/16/18 10:29 AM
  • Number: 45037
  • Recommendations: 1
Just look at its price-to-earnings ratio of 44, compared to the tech-heavy Nasdaq's 23.
...
If Nvidia would recognize their R&D as an asset instead of as an expense, would profits rise
sufficiently to bring the P/E down
(Continued...)
  • Date: 8/9/18 9:12 AM
  • Number: 44808
  • Recommendations: 12
Careful...they collect the bulk of their receivables in the first quarter, so you may be just
looking at a timing effect. I don't own them, don't follow them, but a quick look tells me what
you're looking at is just seasonal. -
(Continued...)
  • Date: 8/6/18 9:51 AM
  • Number: 1424
  • Recommendations: 1
Has anyone changed their investing philosophies as their circumstances changes, and, if so, how?

After about 30 years in, I developed a keener appreciation for randomness. Also a clearer idea of
what we'd really need
(Continued...)
  • Date: 8/2/18 1:03 PM
  • Number: 44593
  • Recommendations: 15
The BVP Cloud Index is a market cap weighted index that tracks the activity of the
leading public cloud companies. Inception date was January 1, 2011 -- 7 1/2 years ago.

There are currently 50 companies in the index including many of
(Continued...)
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Take me back to where I was.
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