Champico33’s Activity

Today

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Boards Post

Champico33 posted to the The Mongoose Chronicles board. 3:38 PM

Editorial Correction - Mea Culpa!

A dedicated Fool has pointed out to me that something I included in the really fine and detailed overview of DATADOG was not only factually incorrect but borders on heresy to wit:

The comment, "There is the Hunker Down Dogs of Georgia [more]

Yesterday

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Champico33 replied to the The Mongoose Chronicles board. 11:50 PM

Re: Datadog, Inc -IPO and related Stuff

After thinking about it and reviewing all the DDOG competition I have decided that DATADOG isn't for me. At least for now. There simply is no room at the inn. Where I would - and did - consider trading SMAR for OKTA - that consideration passed [more]

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Champico33 posted to the The Mongoose Chronicles board. 6:11 PM

Datadog, Inc -IPO and related Stuff

Part A: Warming Up to DDOG

There are a lot of dogs around. There is Deputy Dog, Snoopy, The Big Dog, Rin Tin Tin, Ole Yeller, the Every-Dog-Has-Its-Day dog, The Shaggy Dog, The drooling dog in that Tom Hanks movie, Dog days of Summer, and [more]

Sun Sep 15

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Champico33 replied to the The Mongoose Chronicles board. 8:16 PM

Re: Mid Month Look-In

Not sure a mid month port look-in without any actual mid month update data would be of much real use or represent any historical reference material. So...I will try, try again.

Since the end of August the Portfolio has lost approximately [more]

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Champico33 replied to the The Mongoose Chronicles board. 8:07 PM

Re: more Mongoose...

Excellent analysis DreamerD - Hope some folks on all the various boards read and take note.

All the Best,

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Boards Post

Champico33 posted to the The Mongoose Chronicles board. 8:00 PM

Mid Month Look-In

Just a quick update to where the portfolio stands.

Since the end of August the Portfolio has lost 12.

Fri Sep 13

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Champico33 posted to the The Mongoose Chronicles board. 7:32 PM

Nothing - Nada - Zip - Bolo!

Nothing - Nada - Zip - Bolo:


With the end of closing today the portfolio dropped another -2.82% taking my YTD returns along with it - all the way down to +57.44%. It has not been a good couple of weeks - which is my unscientific [more]

Thu Sep 12

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Champico33 posted to the The Mongoose Chronicles board. 9:45 PM

Injured Reserve - ZS

Added to ZS today at $49.52. If the consensus opinions are correct then there is a great deal of upside from here albeit perhaps with a much slower climb back up than we would like.

ESTC remains in the Starter group for time [more]

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Champico33 posted to the The Mongoose Chronicles board. 6:33 AM

ESTC - ROKU And SMAR Cushion the Blow

While I don't want to begin to present my daily portfolio activity on a regular basis yesterdays ZS implosion warranted a historical reference at the very least. So what happened?

ZS reported After Hours on Tuesday August 10, with what I [more]

Wed Sep 11

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Champico33 replied to the The Mongoose Chronicles board. 12:47 AM

Re: They Say Patience is A Virtue: ROKU

Thanks ClubberV6:

You are probably right and I appreciate you bringing the Apple TV+ thing up. Hadn't really thought much about it or bought into that reason but it makes a lot of sense. My thought was that it had just run up a lot and [more]

Tue Sep 10

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Champico33 posted to the The Mongoose Chronicles board. 10:26 PM

Todays Market Scrimmage - All About that Bench!

Today the Portfolio actually managed a slight gain based entirely on the performance of the
Bench. The Bench team averaged a gain of 2.77% lead by a +7.34% gain in WORK and a +6.78% gain
in CRWD. The Starters averaged a loss of 1.92% with AYX [more]

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Champico33 replied to the The Mongoose Chronicles board. 9:56 PM

Re: Portfolio Update - Potential Bench Action

Wow Jackie thats confidence, courage and putting your money where your conviction is. I was tempted to do the same but held off because just as the conference call was kicking off I was called away to a business call that I had to take. Without [more]

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Champico33 posted to the The Mongoose Chronicles board. 3:16 PM

They Say Patience is A Virtue: ROKU

I have always heard the old saying that, "Patience is a Virtue!" (I put that in quotes and with the exclamation point only for effect.) Unfortunately, for me my patience has some innate and DNA preprogrammed limits. Take the wonderful sport [more]

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Champico33 posted to the The Mongoose Chronicles board. 9:32 AM

Portfolio Update - Potential Bench Action

The portfolio lost -8.02% of its value yesterday that drove my YTD gains down to +61.38%. It appears from Pre-Market activity and futures that today will start off poorly but might not cut as deeply. We'll see.

A couple of [more]

Mon Sep 9

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Champico33 replied to the The Mongoose Chronicles board. 12:41 PM

Re: Todays Opening Triggered Adds

Hi NajdorfS:

My overall philosophy is to not sell in the middle of market corrections and to stick to my overall plan. At some point that just means that I intend to hold through the worst of anything
that comes my way with the same [more]

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Champico33 posted to the The Mongoose Chronicles board. 10:57 AM

Todays Opening Triggered Adds

You ever have one of those days when its raining like hell over your house but its just cloudy across the street? The storm of the day just seems to be picking on you? Maybe you had some golf penciled in with a few buddies - and it just got washed [more]

Sun Sep 8

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Boards Post

Champico33 replied to the The Mongoose Chronicles board. 11:38 PM

Re: Starting Gate - Part B The Bench

Starting Gate Part B - The Bench (continued)


9) WORK Designated Bench

WORK went public in late June of this year with a Direct Public Offering that allowed insiders who owned shares to sell them without waiting for an IPO lock [more]

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Champico33 posted to the The Mongoose Chronicles board. 7:13 PM

Starting Gate - Part B The Bench

Part B - The Bench

The Bench follows the same general concept of having companies in the investing pipeline that might provide some sizzle to the portfolio returns without carrying the deeper investment banner and expectation of the [more]

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Champico33 posted to the The Mongoose Chronicles board. 2:33 PM

September Starting Gate

Starting Gate is intended to begin where the monthly portfolio summary ends. Where the monthly performance review reveals the carnage or the success of whatever actions I took, or didn't take for that matter, during the previous month, Starting [more]

Sat Sep 7

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Boards Post

Champico33 replied to the The Mongoose Chronicles board. 1:42 PM

Re: One of the Most Valuable Boards in all of Fo

Hi Andy:

Hope things are going well with you.

I am sure Austin will appreciate it and you will certainly benefit: Austin knows stuff!

All the Best,

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CAPS Player Rating < 20
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Score 0.00
Score Change Today +7.85
Accuracy 0.00%
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Total Picks 114
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Boards Stats & Trivia

Big red star, 1000 posts Top Recommended Fools Old School Fool
Board Posts 1773
Recs Received 2208
People who have rec'd these posts 494
Recs to Posts Ratio (last 30 days) 31.20
Threads Started 489
Threads Started Percentage 27.58 %
Most Frequent Board The Mongoose Chronicles
Very First Post A $: Sohu.com post. (3/18/2009)
Percentage of Posts Rec'd 24.48 %
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