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The 10 Most Recent Messages By TMFCheesehead

Take me back to where I was.
  • Date: 2/12/21 1:58 PM
  • Number: 75646
  • Recommendations: 192
Greetings Saul-ians,

I did the same thing with CRWD earlier, and thought I'd do the same here.

If you listen to the conference call, you hear that DDOG had ~14,200 customers, with 72% using at least two products, and 22% using
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  • Date: 1/25/21 2:30 PM
  • Number: 75260
  • Recommendations: 9
The line of all lines:

How you can tell an investor is a chump? They whine about missing stocks that ran up. When you know why you passed or sold, you donít care what it does after you pass on it.

Thanks Broadway,
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  • Date: 1/13/21 10:12 PM
  • Number: 245
  • Recommendations: 7
How does this only have 18 recs? Fools, I get that he's officially my boss, but here's Tom G spelling out for you in detail how the world is not black and white -- how there's incredible complexity in investing...and life -- and how that
(Continued...)
  • Date: 12/3/20 11:27 AM
  • Number: 74001
  • Recommendations: 180
Greetings Board,
Long-time stalker, rare-poster. But thought I'd add more own color on CRWD's earnings.

Two Most Important Things to Evaluate
But first, I just wanted to talk about the two most important things I
(Continued...)
  • Date: 10/23/20 11:29 AM
  • Number: 171
  • Recommendations: 3
Greetings Fools,

Using my Anti-fragile framework, I wanted to show how IDXX stacks up.

Barbell Strategy

Mission Statement
ďTo enhance the health and well-being of pets, people, and
(Continued...)
  • Date: 9/8/20 11:44 AM
  • Number: 321
  • Recommendations: 2
  • Date: 9/2/20 2:52 PM
  • Number: 164
  • Recommendations: 0
Zane,

I appreciate that color around Shopee. When we've talked SE on MFLive before, there are commenters from the SE Asia region who say the opposite (Shopee is preferred over Lazada), but that's not surprising -- everyone's
(Continued...)
  • Date: 8/26/20 11:25 AM
  • Number: 155
  • Recommendations: 23
Greetings Fools,

Using my Anti-fragile framework, I wanted to show how SE stacks up.

Barbell Strategy

Mission Statement
ďto better the lives of consumers and small businesses with
(Continued...)
  • Date: 7/24/20 1:56 PM
  • Number: 846
  • Recommendations: 1
I'm trying to do a "shallow dive" next Wednesday, but it'll cover many of the things in the post already.

Brian
  • Date: 7/24/20 12:25 PM
  • Number: 843
  • Recommendations: 25
Greetings Fools,

Using my Anti-fragile framework, I wanted to show how ZM stacks up.

Barbell Strategy

Mission Statement

ďTo make video communications frictionless.Ē

Simple:
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Take me back to where I was.
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