CMFSwift

DOCU & ZUO Ticker Guide

CMFSwift’s Activity

Fri Aug 30

NL

Boards Post

CMFSwift replied to the Saul’s Investing Discussions board. 9:34 PM

Re: Munger, Ollie and Saul

BD,

After OLLI reported, I revisit a post I made on the Fool's OLLI premium board back in May with a follow up post. Here what I wrote on that board this week(apologies to those without access to the Fool's premium [more]

Thu Aug 29

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Boards Post

CMFSwift replied to the Saul’s Investing Discussions board. 11:16 AM

Re: Peloton IPO - revenue growth

Yesterday, The New York Times published an article, by Tech writer Erin Griffith, about Peloton's upcoming IPO and some challenges the company may face. It's a good read. Here is the link:

[more]

Mon Aug 26

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Boards Post

CMFSwift replied to the Saul’s Investing Discussions board. 1:03 PM

Re: On PORTFOLIO MANAGEMENT!!!

Hi Ethan,

Thanks for all of the great and interesting posts you bring to this board. I always look forward to reading your thoughts.

I have to agree with Saul on this issue, however. Let's all do our best to keep the post on [more]

Tue Aug 6

Marijuana Masters Boards Post

CMFSwift replied to the Marijuana Masters boards. 10:06 PM

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Boards Post

CMFSwift posted to the Saul’s Investing Discussions board. 6:29 PM

NVTA: Solid 2Q Earning Report

Mr. Market is please with NVTA's Q2 earnings report, sending shares up over 16% in AH. While I did not have an opportunity to listen to the conference call, it seems that the company continues to make terrific progress in key areas of its [more]

Thu Jul 25

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Boards Post

CMFSwift replied to the Saul’s Investing Discussions board. 10:37 PM

Re: Beyond Meat-Dunkin Donuts

BYND market cap: $13.4Billion. Revenues in FY 18: $80Million. Beyond rational, me thinks. Swift...

P.S. Meatless sausage patties justify this valuation.... really?

Premium Commons Boards Post

CMFSwift replied to the Premium Commons boards. 10:24 PM

Thu Jul 18

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Boards Post

CMFSwift replied to the Saul’s Investing Discussions board. 4:42 PM

Re: Citron & NVTA--not what you're thinking.

Haha, yes, Hygrail. I'm with you. I've done REALLY well taking the opposite side of a couple of Citron shorts as well.

I just thought it was kind of notable that Left came out with a positive recommendation for once! And that rec [more]

Rule Breakers Boards Post

CMFSwift posted to the Rule Breakers boards. 12:40 PM

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Boards Post

CMFSwift posted to the Saul’s Investing Discussions board. 12:30 PM

Citron & NVTA--not what you're thinking...

Citron, led by Andrew Left, is famous for its short call reports. In an interesting turn of events, Left has expressed a strongly bullish position on Invitae (NVTA:

"I am long a lot," Left told TheStreet, adding that he thinks [more]

Fri Jun 28

NL

Boards Post

CMFSwift replied to the Saul’s Investing Discussions board. 7:42 PM

Re: NVTA

I cant find any news on why the stocked jumped 9% today.

According to streetinsider.com, Cowen analyst Doug Schenkel reiterated an Outperform rating and $30.00 price target on [more]

Fri Jun 21

Stock Advisor Boards Post

CMFSwift replied to the Stock Advisor boards. 7:46 PM

Tue Jun 18

NL

Boards Post

CMFSwift replied to the The World is Flat board. 11:59 PM

Re: Blueprint

Thanks Fuma. will read links. Best, Swift...

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Boards Post

CMFSwift replied to the The World is Flat board. 4:37 PM

Re: Blueprint

Thanks Fuma. What was the catalyst that caused the big run up in share price from June second to date? (if knowable)

Best, Swift....

Mon Jun 17

NL

Boards Post

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

Re: Poll: Next Best Buy?

I think TTD is your best bet.

TTD is my second largest position, right after AYX. Great company, great CEO. Tremendous future, IMHO.

Best, Swift...
Long TTD

NL

Boards Post

CMFSwift replied to the Saul’s Investing Discussions board. 10:00 PM

Re: Poll: Next Best Buy?

I'd also rate the following ahead: ayx, roku and stne.

My largest position is AYX...so not going to add. Looked at and dismissed STNE (too difficult to assess competition and other factors related to how things go down in Brazil. [more]

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Boards Post

CMFSwift polled the Saul’s Investing Discussions board. 9:10 PM

Poll: Next Best Buy?

Ok Fools,

I've got some cash burning a hole in my pocket.

I recently sold off a position and I want to add one new company to my primary portfolio (currently 13 positions and a cash position a little too big for comfort). Which [more]

Tue Jun 11

NL

Boards Post

CMFSwift replied to the Saul’s Investing Discussions board. 6:37 AM

Re: Ticker Take: DOCU Q1 FY20

Thanks, Brittlerock.

The discussion on this board regarding DOCU, post Q1 earnings report, has been phenomenal (Huge thanks to all who have contributed, this is what makes Saul's Board so valuable). I think the bears and the bulls on [more]

Fri Jun 7

NL

Boards Post

CMFSwift replied to the Saul’s Investing Discussions board. 10:46 AM

Re: Big Announcement from DOCU: SOA

Hi Texmex:

You said: Slower billings growth due to elongated sales cycles due to more complex and higher value product portfolio sounds plausible. However, if you are closing less deals than before but if each deal is larger (due to the [more]

Navigator 2019 Portfolio Boards Post

CMFSwift replied to the Navigator 2019 Portfolio boards. 9:07 AM

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CAPS Stats & Trivia

CAPS Player Rating 67.57
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Score 5147.73
Score Change Today -64.01
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool Ticker Guide Motley Fool One Everlasting Fool
Board Posts 3340
Recs Received 8105
People who have rec'd these posts 1391
Recs to Posts Ratio (last 30 days) N/A
Threads Started 807
Threads Started Percentage 24.16 %
Most Frequent Board MDP: The MDP Way
Very First Post Re: Hey Hey The Gang's All Here (11/7/2007)
Percentage of Posts Rec'd 60.15 %
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