CMFALieberman

Austin Lieberman

CMFALieberman’s Activity

Fri Jan 4

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 10:06 AM

Re: The market is catching on...RBC sentiment

I kinda like it. Coincides with David Gardner's strategy (which has worked very well) of investing in GREAT companies (winners) that people think are overvalued.

We want people to underestimate our companies in the short-term, then [more]

Thu Jan 3

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CMFALieberman replied to the Saul's Investing Discussions board. 10:06 PM

Re: iPhone Sales Slow in China

Alright... I think we've spent a good amount of posts discussing this. Probably good to end this thread now before it gets too political.

Thanks everyone for the great discussion.

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 9:33 PM

Re: iPhone Sales Slow in China

CEO Cathie Wood CEO and CIO of ARK Invest on Bloomberg.

1. Thinks Apple priced iPhones too high (30% price increase this year)
*tech prices usually go down not up over time

2. American brands are under "attack" in [more]

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CMFALieberman replied to the Saul's Investing Discussions board. 8:20 PM

Re: What Nutanix Does

Brandon,

Thanks for the kind words and for taking the time to read the Nutanix Bible and write up such a great summary. Really helpful and well constructed.

I looks forward to reading more of your posts.

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 4:28 PM

Re: SQ Hires CFO From Blizzard

higher = hire... long day.

NL

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CMFALieberman posted to the Saul's Investing Discussions board. 4:19 PM

SQ Hires CFO From Blizzard

I think this is a good higher for them. Still not willing to invest in Square again yet, but will watch results closely.

"Amrita is currently the CFO of Blizzard Entertainment, a leading global developer and publisher of interactive [more]

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CMFALieberman replied to the New Paradigm Investing board. 1:33 PM

Re: Delta Guiding Down

Maybe I'm in denial but I don't know if this signals an economic slowdown.

We've talked about the issues specific to Apple.

The Delta statement is not evidence of a travel slow down, but maybe also specific to Delta and [more]

NL

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CMFALieberman posted to the New Paradigm Investing board. 10:20 AM

More on China

Have not fully read and digested this stuff yet, but wanted to share:

1. Article from Ray Dalio on China's last 40 years and thoughts about the future: [more]

Rule Breakers Boards Post

CMFALieberman posted to the Rule Breakers boards. 7:55 AM

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CMFALieberman replied to the New Paradigm Investing board. 7:26 AM

Re: Poll: Nutanix - Yea or Nay

I could be wrong, but I can't see how NTNX could go much lower from here. The stock has basically been left for dead by the market. It's been treated like a 10% - 20% rev growth company and that simply is not the case.

I believe NTNX [more]

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CMFALieberman replied to the New Paradigm Investing board. 6:32 AM

Re: After Hour Crashing

Here's a link to a really interesting tweet from VC investor Josh Wolfe pointing out how Huawei has clearly been taking market share in China, but also globally.

[more]

Wed Jan 2

Discovery: Moneymakers Boards Post

CMFALieberman replied to the Discovery: Moneymakers boards. 9:34 PM

Discovery: Moneymakers Boards Post

CMFALieberman replied to the Discovery: Moneymakers boards. 9:15 PM

NL

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CMFALieberman replied to the Saul's Investing Discussions board. 5:47 PM

Re: iPhone Sales Slow in China

Another important topic at hand.

Apple is still at least somewhat a hardware company. As Saul points out so often, they have to continue producing and selling widgets to more and more people. Granted, Apple has been an INCREDIBLE investment [more]

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CMFALieberman replied to the Saul's Investing Discussions board. 5:46 PM

Re: iPhone Sales Slow in China

Great points Dreamer and I agree. TTD brings money INTO China. They shouldn't see a hit from this.

NL

Boards Post

CMFALieberman posted to the Saul's Investing Discussions board. 5:39 PM

iPhone Sales Slow in China

Apple really isn't a stock we talk about here, but TTD is, and it's betting big on China. Tim Cook talks about seeing China's economy begin to slow in the second half of 2018 which has affected iPhone sales.

I personally think [more]

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Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 5:19 PM

Re: Austin's 2018 Portfolio Review

Thanks Saul and really great points on TDOC.

Let me dig deeper on that in my research and I'll try to cover that topic in my write-up.

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 4:28 PM

Re: Austin's 2018 Portfolio Review

Here's a link to that A16Z Youtube video about total health: https://www.youtube.com/watch?v=oLGRslHa5FE

NL

Boards Post

CMFALieberman posted to the Saul's Investing Discussions board. 4:23 PM

Austin's 2018 Portfolio Review

Warning: the first section is a bit sappy/personal. If you want to skip straight to my 2018 review, skip to the next section

2018 was a great year for my family. Life is about far more than money and investing, but if done [more]

Rule Breakers Boards Post

CMFALieberman replied to the Rule Breakers boards. 1:44 PM

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