Champico33’s Activity

Wed Dec 11

NL

Boards Post

Champico33 replied to the The Mongoose Chronicles board. 12:02 PM

Re: Transactions 12/10

Hi BCT:

Cash seems to be a good thing just now.

The fog of density in my brain is slowing fading to just a fine mist in that the yo-yo, back and forth, up and down pronouncements by all these people on the Fool - while certainly [more]

Tue Dec 10

NL

Boards Post

Champico33 posted to the The Mongoose Chronicles board. 7:41 PM

Transactions 12/10

What follows is a complete bastardization of The Kingston Trio's
The Merry Minuet:

The whole world is festering with unhappy souls
The French hate the Germans
The Germans hate the Poles

Italians hate the [more]

Sat Dec 7

NL

Boards Post

Champico33 replied to the The Mongoose Chronicles board. 1:18 PM

Re: DDOG and WORK... Mostly

Hi TMB:

Sent you a private note on the Real Estate stuff.

I have been looking at HCAT off and on but haven't decided whether to add it to the Bench or not.

Lots of things to consider just now and a confused mind always [more]

NL

Boards Post

Champico33 replied to the The Mongoose Chronicles board. 11:48 AM

Re: Enph

Hi MSlob:

Thanks for the clarification on the whole Saul/Putnid/ENPH thing. I wasn't going to go ask Saul because if he had kicked Putnid off the board over ENPH then I was unlikely to achieve a lessor degree of
adjudication. [more]

Fri Dec 6

NL

Boards Post

Champico33 replied to the The Mongoose Chronicles board. 3:50 PM

Re: Enph

Hi Putnid:

Thanks for posting those links.

You are the third or fourth person who has mentioned ENPH to me in the last couple of weeks. Strangely enough, in each case, Saul was mentioned as a major negative force against even [more]

NL

Boards Post

Champico33 posted to the The Mongoose Chronicles board. 3:37 PM

DDOG and WORK... Mostly

Sacrificed small test flight position in WORK and rolled it all into DDOG. This is the fourth
day in a row that I have added to DDOG. Think thats some sort of record. Might go for new record on Monday - who knows. Anyway DDOG is now a 13.1% [more]

Thu Dec 5

NL

Boards Post

Champico33 replied to the The Mongoose Chronicles board. 11:48 PM

Re: Reporting: ZM

Please forgive my poor grammar and spelling in the post above, not to mention my incorrect use of the word 'antidote' for anecdote. For the past several days I have been dealing with a nagging head cold and am Dayquiled/Nyquiled and Rtussined [more]

NL

Boards Post

Champico33 replied to the The Mongoose Chronicles board. 10:11 PM

Re: Reporting: ZM

Update with ZM CC Slide Deck Presentation here:

[more]

NL

Boards Post

Champico33 replied to the The Mongoose Chronicles board. 5:41 PM

Re: Reporting: ZM

ZM's report was really excellent and for its good work it is getting pummeled in the After Hours currently down by about $5.50 or so per share - or right in the 7.5% to 8% range.

Here is the Press Release:

[more]

NL

Boards Post

Champico33 replied to the The Mongoose Chronicles board. 5:18 PM

Re: Reporting : CRWD

Really an extraordinary report today for CRWD.

Press Release here:

[more]

NL

Boards Post

Champico33 posted to the The Mongoose Chronicles board. 2:37 PM

Reporting: ZM

Zoom Video Communications, Inc ZM 5.9% Portfolio Allocation

ZM reports this evening after the market close.

The company sells Video Conferencing expertise and has a wacked out crazy valuation that everyone thinks they will grow [more]

NL

Boards Post

Champico33 posted to the The Mongoose Chronicles board. 2:14 PM

Reporting : CRWD

CrowdStrike Holdings, Inc CRWD 6.6% Portfolio Holding

CRWD is scheduled to report Q3 2020 after todays close.

The company is in the cloud security business with a platform it calls Falcom that provides workload protection on-premise [more]

NL

Boards Post

Champico33 replied to the The Mongoose Chronicles board. 1:36 PM

Re: Transactions 12/5

Hey MSlob

Looks like a good many of us are on the ESTC express - watch out for all that bacon (a man's best friend!) and am so envious of the Nooksack River thing.

Happy Holidays
....and....
All the Best,

NL

Boards Post

Champico33 replied to the The Mongoose Chronicles board. 10:28 AM

Re: Transactions 12/5

Hey TMB:

One big REC for making Breakfast for your wife!

Happy Holidays
....and....
All the Best,

NL

Boards Post

Champico33 posted to the The Mongoose Chronicles board. 9:54 AM

Transactions 12/5

You know - for someone trying to have an uneventful and peaceful holiday season centered around wine, family, and travel - all this cash is making me get much more involved than I should. Sigh!

Added to ESTC at $65.07 this morning to fill [more]

Wed Dec 4

NL

Boards Post

Champico33 replied to the The Mongoose Chronicles board. 10:45 PM

Re: After Hours: ESTC

Hi TMB:

Sounds like a pretty good common sense perspective/strategy. Depending on how the open looks I might add but more likely I try to be a little more patient; but, regardless, my position will not mirror the confidence level that [more]

NL

Boards Post

Champico33 posted to the The Mongoose Chronicles board. 6:47 PM

After Hours: ESTC

I sold ESTC in mid-November at somewhere around $74-75, give or take, and only partially due to some of the doubts being cast the company's way by some of the folks I respect. The stock had seemingly treaded water for a long, long while which [more]

NL

Boards Post

Champico33 replied to the The Mongoose Chronicles board. 11:57 AM

Re: Transactions 12/3

5:

I hope you are correct!

Happy Holidays
...and...
All the Best,

Tue Dec 3

NL

Boards Post

Champico33 replied to the The Mongoose Chronicles board. 8:28 PM

Re: ZS earnings.

Hi TMB:

I have been doing much the same over the last month or so. Decided enough was enough and just didn't want to deal with it this time of year so I exited during After Hours.

Happy Holidays
...and...
All the Best,

NL

Boards Post

Champico33 posted to the The Mongoose Chronicles board. 7:59 PM

Transactions 12/3

Morning Hours:

Added to AYX

Just Prior to the Close:

Added to DDOG

After Hours:

Exited ZS

Note to File: Was not impressed by ZS earnings nor forward guidance. Probably a decent investment going [more]

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Boards Stats & Trivia

Big red star, 1000 posts Top Recommended Fools Old School Fool
Board Posts 1974
Recs Received 3582
People who have rec'd these posts 533
Recs to Posts Ratio (last 30 days) 16.00
Threads Started 555
Threads Started Percentage 28.12 %
Most Frequent Board The Mongoose Chronicles
Very First Post A $: Sohu.com post. (3/18/2009)
Percentage of Posts Rec'd 34.45 %
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