CMF_KBecks

Karen Mikolainis

CMF_KBecks’ Activity

Mon Jul 15

NL

Boards Post

CMF_KBecks replied to the Saul's Investing Discussions board. 9:59 AM

Re: Pinterest - PINS

Good info. on the lower international revenue per user.

And note that Pinterest has competition -- I am planning a bathroom remodel and in theory, I should be all over Pinterest, but I am doing most of my idea-gathering on Houzz. Now, [more]

NL

Boards Post

CMF_KBecks replied to the Saul's Investing Discussions board. 8:22 AM

Re: Pinterest - PINS

Apparently, PINS is getting into video:

Fool article by Leo Sun, comparing Instagram and Pinterest:
[more]

NL

Boards Post

CMF_KBecks posted to the Saul's Investing Discussions board. 8:15 AM

Pinterest - PINS

I saw Pinterest listed on the revenue growth stock screener that was shared and it attracted my interest. Pinterest recently IPO'd in mid-April. The company makes most of its revenue on promoted pins (advertising). The company attracts just over [more]

Sun Jul 14

NL

Boards Post

CMF_KBecks replied to the Saul's Investing Discussions board. 10:08 PM

Re: 20 TTM top revenue growers

I was surprised and interested to see Pinterest on the list.

Sun Jun 30

Discovery: IPO Boards Post

CMF_KBecks replied to the Discovery: IPO boards. 5:56 PM

Fri Jun 28

Discovery: IPO Boards Post

CMF_KBecks posted to the Discovery: IPO boards. 4:50 PM

Discovery: IPO Boards Post

CMF_KBecks replied to the Discovery: IPO boards. 12:51 PM

Discovery: IPO Boards Post

CMF_KBecks replied to the Discovery: IPO boards. 12:41 PM

Tue Jun 25

NL

Boards Post

CMF_KBecks replied to the New Paradigm Investing board. 1:16 PM

Re: Best calls 6/21/2019

Thanks so much for sharing this, Denny. I think it is very interesting. For now, most of my dabbling in these stocks has sub-100 share positions (except 200 shares MDB) and I am not sure I would want to cover all my MDB! Maybe half, but then I have [more]

Sat Jun 15

NL

Boards Post

CMF_KBecks replied to the Saul's Investing Discussions board. 9:41 AM

Re: Sean's Quarterly Portfolio Review

Hi Sean, thanks for sharing and I like how you formatted your positions summaries. It's very clear with the bullet points and easy to read and reflect on.

Karen

The Partnership Portfolio Boards Post

CMF_KBecks replied to the The Partnership Portfolio boards. 8:49 AM

Tue Jun 11

The Partnership Portfolio Boards Post

CMF_KBecks posted to the The Partnership Portfolio boards. 1:59 PM

NL

Boards Post

CMF_KBecks posted to the New Paradigm Investing board. 8:22 AM

Investing satire

Came across this Youtube channel yesterday and enjoyed it. It's investing satire:

https://www.youtube.com/channel/UCtFBTY0Q1wuo9pkSIOz03mQ

Mon Jun 10

The Partnership Portfolio Boards Post

CMF_KBecks posted to the The Partnership Portfolio boards. 3:49 PM

NL

Boards Post

CMF_KBecks posted to the Saul's Investing Discussions board. 3:33 PM

Zoom Video, er, Videos

Hi Fools,

Here are some Youtube videos from Zoom video. (If these are too fluffy, just let me know). I was interested in learning more about Zoom Phone, and found a nice summary. Also, there's a nice overview video from the [more]

NL

Boards Post

CMF_KBecks replied to the Saul's Investing Discussions board. 10:03 AM

Re: AYX

Hi Rob, thanks for the heads up. I caught parts of last year's conference on Youtube, and I have to admit that at first... my very first impression, I thought the CEO was nuts -- he's starting out the conference by doing an impression of the [more]

NL

Boards Post

CMF_KBecks posted to the Saul's Investing Discussions board. 9:52 AM

Stifel Cross Sector Insight Conference

Hi Fools,

The Stifel Cross Sector Insight Conference is happening. I just got turned on to listening to these investor conference presentations and so far, it's been great.

Monday, June 10 (today)
Stitch Fix
[more]

NL

Boards Post

CMF_KBecks replied to the Saul's Investing Discussions board. 9:26 AM

Re: Stitch Fix up 24% after Q3 results

Thank you for sharing the excellent write-up on Stitch Fix. I'm with you, I think at some point, investors will come around to appreciate the company more than it has been.

I read an interesting article on Seeking Alpha this morning. [more]

Sun Jun 9

NL

Boards Post

CMF_KBecks replied to the Saul's Investing Discussions board. 8:55 AM

Re: PVTL, DOCU, SMAR, MDB

If you're into profitable companies, is Saul's the right board for you?

The two other concerns you've presented are minor to me (the lack of governance scores by some rating agency (note these are not poor scores, they're [more]

Sat Jun 8

Rule Breakers Boards Post

CMF_KBecks replied to the Rule Breakers boards. 8:47 PM

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