The 10 Most Recent Messages By TMFTortoise

Hi gerry,

Huh. Thanks for bringing that forward. Hadn't heard of it.

Cheers,
Jim

BTW, it was John Maynard Keynes who first said,” When the facts change, I change my mind. What do you do, Sir?”.

Hi Dharen,

Thanks for your comments. You could end up right and I could end up wrong. Note, my decision
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Hi tj,

how do you know this number is not going to go back up in a couple more quarters? after how much time, can you conclude that is not going to be 'temporary' but it is a definite trend and the thesis is broken? The MF often
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The first big one is that you cite a lot of year over year growth numbers. Due to covid, I changed that for many of the companies I look at. I more look at 2 year growth as there is a ton of noise in the numbers. Amazon only grew 7% in the last Q
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Hi JPT,

That's a good question. Unfortunately, I just haven't been able to find a company I like enough that is trying to serve the vast retail market (not businesses and not utilities).

Solar panel makers are in a
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..Hey Jim, I know you’ve historically been a long time bull on NFLX, but I just checked your profile and don’t see it listed on the stocks you own..

..have you lost faith in the company?..

Funny you should
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Hi everyone,

If you are a regular listener to the Motley Fool Radio Show, you'll hear this weekend something that may surprise you. During Chris Hill and my discussion about Netflix, I disclose that I no longer own shares of the
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This assumes that 30 million customers choose the lower-priced, ad-supported tier, while 46 million opt to continue to pay the full subscription price, and that Netflix is able to realize ad revenue of roughly $7 per month per subscriber (similar
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I have led a sheltered investor life for the last few years. I can’t recall another company I’ve analyzed that has negative shareholders equity. That is a function of the waters I’ve been fishing in. But here we are. Starbucks has $37.8B in total
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How do you value CGNX?s something between 40 and $100/share? it s easy to say that price is not equal to value. If you say so then you should be able to put a price ex sentiment or other fluff on CGNX.

One way to do it is to see what
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