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The 10 Most Recent Messages By TMFserjing

Take me back to where I was.
  • Date: 2/25/17 9:17 PM
  • Number: 295
  • Recommendations: 10
Hi Fools!

Transdigm reported its Q1 fiscal 2017 earnings on 7 February 2017. Im a little late (swamped by work), so I apologise! But I thought itd still be useful for me to report interesting findings from the conference call. Before I
(Continued...)
  • Date: 2/25/17 9:16 PM
  • Number: 225
  • Recommendations: 8
Hi Fools!

Transdigm reported its Q1 fiscal 2017 earnings on 7 February 2017. Im a little late (swamped by work), so I apologise! But I thought itd still be useful for me to report interesting findings from the conference call. Before I
(Continued...)
  • Date: 1/31/17 10:07 AM
  • Number: 222
  • Recommendations: 7
HI Fools!

A few things first. (1) I am not an analyst for the service Im merely a ticker guide. (2) I apologise for the late response as I have been swamped at work.

With that, I just want to chime in with some quick words on
(Continued...)
  • Date: 1/31/17 10:07 AM
  • Number: 287
  • Recommendations: 5
HI Fools!

A few things first. (1) I am not an analyst for the service Im merely a ticker guide. (2) I apologise for the late response as I have been swamped at work.

With that, I just want to chime in with some quick words on
(Continued...)
  • Date: 11/15/16 4:01 AM
  • Number: 25873
  • Recommendations: 1
Did someone just say "beer" ????

;)

Cheers,
Ser Jing
Analyst, Motley Fool Singapore
TDG Ticker Guide
  • Date: 5/25/16 11:00 AM
  • Number: 230
  • Recommendations: 0
Nice find Phenol! :)

I can see your point. From the surface, it'd appear TDG may have overpaid when compared to its historical standards. But, we won't truly know until management starts discussing DDC in more detail.

TDG
(Continued...)
  • Date: 5/24/16 8:35 PM
  • Number: 227
  • Recommendations: 3
Whether this acquisition makes sense or not would depend on the EBITDA margin of DDC. I can't find any data online on the financials of the company, unfortunately.

But in any case, the business profile of DDC fits TDG's playbook.
(Continued...)
  • Date: 3/4/16 12:20 AM
  • Number: 2496
  • Recommendations: 0
Hi Ant!

It's been awhile. Chin and I just met up with Jon about a two weeks ago for a nice beer. Yes - we should meet up soon. Let's take this offline and maybe we can plan something for March :-)

Cheers,
Ser
(Continued...)
  • Date: 3/1/16 7:35 PM
  • Number: 2488
  • Recommendations: 0
Hi Phenol!

You wrote: "Normally when someone is surprised, it's usually something against the person's way of thinking?"

Not necessarily so in Buffett's case. He has given near-full autonomy to his investing
(Continued...)
  • Date: 3/1/16 7:23 PM
  • Number: 22305
  • Recommendations: 3
Wow! Cool thread!

In order of size:

1) NFLX
2) ATVI
3) SBUX
4) PNRA
5) PCLN
6) AAPL
7) ULTA
8) AMZN
9) BRKB
10) CMG

Cheers,
Ser Jing
Writer/Analyst, Motley Fool Singapore
TDG
(Continued...)
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Take me back to where I was.
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