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The 10 Most Recent Messages By jbonefish

Take me back to where I was.
  • Date: 7/27/19 7:33 AM
  • Number: 6921
  • Recommendations: 1
Thanks for the reminder. Iíll go:

OUT: IQ, TWLO

IN: ALGN, AVAV
  • Date: 7/2/19 11:09 PM
  • Number: 6913
  • Recommendations: 0
I'd like to swap ...

OUT: IQ, TREX, TWLO

IN: ABMD, IONS, BLUE
  • Date: 3/8/19 10:56 PM
  • Number: 1097
  • Recommendations: 1
Happy Fooliversary Starrob and thanks for aggregating so much info on the boards!
  • Date: 1/22/19 11:11 AM
  • Number: 213
  • Recommendations: 4
Her last two jobs were at a company acquired by Celgene and a company acquired by Bristol-Myers so if I'm going to guess it's that she is heading to the combined entity to either lead the integration and then lead the Celgene component of
(Continued...)
  • Date: 12/22/18 11:33 PM
  • Number: 538
  • Recommendations: 7
Iíve wondered about the demographics of their customers who churn also. I am a 45 yr old professional and am in suit and tie most of the time and business casual the other days.

Iíve had 3 boxes and itís been hit and miss based on style
(Continued...)
  • Date: 12/22/18 1:14 PM
  • Number: 6664
  • Recommendations: 1
Here are my 2019 picks:

TTD - able to give advertisers results without feeling like they are selling their souls (FB, GOOG)
EDIT - revolutionary technology, technologies that transform our way of life donít stay beaten down
IQ -
(Continued...)
  • Date: 12/22/18 1:05 PM
  • Number: 36907
  • Recommendations: 0
Edit: entered on spreadsheet
  • Date: 12/22/18 1:01 PM
  • Number: 36906
  • Recommendations: 0
Thanks again for doing the leg work on the SA Challenge. Iíd like to join again this year. Iíll take:

OKTA
TTD
JD
CGNX
ADBE
  • Date: 10/23/18 12:46 PM
  • Number: 161
  • Recommendations: 7
I nibbled a little on several of my stronger conviction high fliers in this downturn incl. OKTA. One thing that helps me when the market gets shaky is watching a few interviews with the CEO. If you see the vision, are inspired and feel like that
(Continued...)
  • Date: 10/22/18 9:14 PM
  • Number: 427
  • Recommendations: 5
I understand the comparison but having lived above a Container Store and now being a Stitch Fix customer I think there is an important distinction: effort

With TCS, it was a high end product(s) where shopping was more a novelty than a
(Continued...)
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Total = 10

Take me back to where I was.
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