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The 10 Most Recent Messages By devi100

Take me back to where I was.
  • Date: 7/22/18 12:08 PM
  • Number: 1563
  • Recommendations: 0
No, the sell rec was across multiple services (Phoenix 1, Phoenix 2, and Stock Advisor Tom).

MF sell rec's are also not intended to time the market. My not-fully-informed view is that the thesis was incorrect and management has not
(Continued...)
  • Date: 7/22/18 11:54 AM
  • Number: 1562
  • Recommendations: 2
Thanks Melange. My own summary is below if you're interested. I haven't followed the company that closely so take it with a grain of salt.

- Not confident in management’s operational / execution abilities
- This business is
(Continued...)
  • Date: 7/22/18 10:21 AM
  • Number: 1425
  • Recommendations: 1
Matt, I have some tough questions for you. Hoping you can provide some info.

1) Have you come across concrete estimates of the Valor Glass opportunity in terms of revenue + margin?
I find the $12bn total addressable market that CEO
(Continued...)
  • Date: 7/22/18 10:12 AM
  • Number: 1424
  • Recommendations: 1
Thanks Bob. Frustrating indeed.

The crux of the issue is that Display accounts for 52% of 'core earnings' and is also the highest margin segment (28% vs. 18% weighted avg). In this segment, volume is increasing only slightly while
(Continued...)
  • Date: 6/16/18 12:59 PM
  • Number: 276
  • Recommendations: 0
Thanks Brian. Great thoughts, as always.

Let me offer a different perspective on a couple of the points you make above (granted I'm writing after a 20% run up since the above):

(1) Current EPS multiple is not
(Continued...)
  • Date: 6/1/18 12:58 AM
  • Number: 1775
  • Recommendations: 0
Seeing that there are three bear-ish points posted in the "anyone else considering increase?" thread to help you get started :)

Thanks,
Rohit
  • Date: 6/1/18 12:50 AM
  • Number: 1774
  • Recommendations: 0
Dorset,

Those two bear-ish points make sense. I'd add a third:

Offering free shipping is an investment in which MELI forgoes short-term profit to expand customer base, attractiveness of its platform, etc. Given that
(Continued...)
  • Date: 6/1/18 12:22 AM
  • Number: 1773
  • Recommendations: 0
Also already made my move two months ago @$315. Copied from another board:

The stock has fallen 15% from its highs this month. My view is that the market is over-reacting to Amazon, short-sighted in worrying about the expense of MELI
(Continued...)
  • Date: 5/31/18 11:55 PM
  • Number: 1772
  • Recommendations: 0
Thanks Danny, always appreciate the MELI coverage as MELI is one of my strongest conviction holdings.

But would be great to get some bear-ish counterpoints. Why might future growth + profits be insufficient to justify the current
(Continued...)
  • Date: 4/1/18 12:51 PM
  • Number: 3173
  • Recommendations: 0
Roddles,

This explanation is more clear.

In order to validate transactions and create blocks, a forger must first put their own coins at ‘stake’. Think of this as their holdings being held in an escrow account: if they
(Continued...)
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Total = 10

Take me back to where I was.
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