CMFFrankDip

Frank DiPietro

CMFFrankDip’s Activity

Mon Sep 9

NL

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CMFFrankDip replied to the Saul’s Investing Discussions board. 11:11 PM

Re: Alteryx CEO Interview w/Cramer

Back of the envelope calculation, very rough numbers. Let's say TAM is $24 billion & Alteryx captures 50% of that number or $12 billion.

Keep in mind that the company's gross margin is 88%. (88%)($12 B) = $10B & [more]

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CMFFrankDip posted to the Saul’s Investing Discussions board. 8:28 PM

Alteryx CEO Interview w/Cramer

This eight minute video features Dean Stoecker speaking with Jim Cramer earlier today - among other topics they talk about today's price decline.

[more]

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CMFFrankDip posted to the Saul’s Investing Discussions board. 8:18 PM

Cramer Explains Today's Sector Rotation

Tonight Cramer's A block is all about today's rotation out of highly valued growth stocks.

Well worth the 13 minutes to watch this video.

You may also find some interesting videos to watch of CEO's - due to Motley Fool [more]

Sun Sep 8

NL

Boards Post

CMFFrankDip posted to the Jim Royal board. 4:31 PM

Altaba Arbitrage Opportunity

On Friday Altaba announced that all shareholders of record as of September 16th will receive a pre-dissolution distribution of $51.50 per share payable on September 23rd. The stock closed on Friday September 6th at $70.09/share.

If you look [more]

Sun Sep 1

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CMFFrankDip replied to the Premium Commons boards. 8:43 PM

Wed Aug 14

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CMFFrankDip posted to the Premium Commons boards. 9:49 AM

Sat Jul 27

NL

Boards Post

CMFFrankDip replied to the Saul’s Investing Discussions board. 12:50 AM

Re: Quote from TTD Jeff Green

Thanks Frank for posting. Which service of Fool this article belongs?

The original article I read was in the online version of the Wall Street Journal - I have a subscription.

The Motley Fool does not allow the copying & [more]

Fri Jul 26

NL

Boards Post

CMFFrankDip posted to the Saul’s Investing Discussions board. 4:42 PM

Quote From Internal TTD Memo - J. Green

CNBC has reviewed an internal company memo and cites a quote from Jeff Green about today's Amazon announcement.

In a memo to employees that was reviewed by CNBC, The Trade Desk CEO Jeff Green said the deal is the company’s “most [more]

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CMFFrankDip posted to the Saul’s Investing Discussions board. 3:07 PM

Quote from TTD Jeff Green

“This shows that they side with the open internet,” Trade Desk Chief Executive Jeff Green said of Amazon. “Their being an open market that becomes friendly with the rest of the ecosystem helps them avoid the sort of draconian perspective that people [more]

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CMFFrankDip posted to the Saul’s Investing Discussions board. 3:01 PM

The Trade Desk: Amazon Opening TV Ad Space

Just saw this in the WSJ.

It looks like Amazon is opening up the sale of some of its Fire TV ad inventory to third parties - would seem to benefit TTD.

Amazon.com Inc. is letting its advertisers [more]

Mon Jul 22

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CMFFrankDip replied to the Premium Commons boards. 12:26 AM

Tue Jul 2

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CMFFrankDip replied to the Premium Commons boards. 12:13 AM

Thu Jun 27

Discovery: IPO Boards Post

CMFFrankDip posted to the Discovery: IPO boards. 2:33 PM

Mon Jun 24

NL

Boards Post

CMFFrankDip posted to the Jim Royal board. 4:28 PM

Unbreakable - Blog Post

I just stumbled across this blog post & thought that the board may be interested in reading the thoughts of an experienced micro cap investor - I found Ian Cassel's discussion of his psychology approaching the market very interesting. (Takes [more]

Mon Jun 10

NL

Boards Post

CMFFrankDip replied to the Jim Royal board. 8:12 PM

Re: Barnes & Noble Bought by Elliot Management

WSJ is reporting today that there "may" be another bid in the works for Barnes and Noble from Readerlink LLC.

Book distributor Readerlink LLC is working toward making a bid for Barnes & Noble Inc. that would top the price [more]

Fri Jun 7

NL

Boards Post

CMFFrankDip posted to the Jim Royal board. 2:24 PM

Barnes & Noble Bought by Elliot Management

If my memory serves me correctly this was a Special Ops stock back in the day.

The price for the deal is $6.50/share.

[more]

Wed May 29

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CMFFrankDip replied to the Premium Commons boards. 4:28 PM

Fri May 24

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CMFFrankDip posted to the Premium Commons boards. 11:31 AM

Mon May 20

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CMFFrankDip replied to the Premium Commons boards. 4:11 PM

Fri May 3

NL

Boards Post

CMFFrankDip replied to the Saul’s Investing Discussions board. 5:00 PM

Re: Another Positive for TTD

I am a subscriber to AT&T's fairly new DirecTv Now streaming product - I have used this product since last September when I switched over from AT&T's DirecTv satellite product. Both are subscription services, virtually the same [more]

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