GauchoChris’ Activity

Sat Jun 1

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 1:06 AM

Re: Bear's Portfolio through May 2019

I'm sitting here fully invested and up 38% YTD which is still great, but Bear is +42% or whatever with 30% in cash. Good for him, that's phenomenal.

I think that Bear may be calculating his returns differently. From his [more]

Thu May 30

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 8:54 PM

Re: Learnings from Nutanix [NTNX]

In hindsight, the process is simple:
1. Do I have new information on the company?
a. N: Do nothing
b. Y: Is it positive or negative?
i. Positive: Risk down. Look to allocate more capital (other valuation metrics might be
[more]

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Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 11:22 AM

GH: competitor raises $110M

https://www.genengnews.com/news/cancer-liquid-biopsy-develop...

Cancer Liquid Biopsy Developer Thrive Launches [more]

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 10:08 AM

Re: CrowdStrike deep dive

Thanks, muji! Great post!

So these two companies are starting with different angles - endpoint protection via installed agent, vs a web gateway handled via "VPN-esque" data centers.

One would think that if the [more]

Wed May 29

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 4:36 PM

Re: My portfolio at the end of May 2019

Since following this board, I try to write down the closing price of each stock everyday. For the last month or so - I've added the Fear & Greed Index number. Not sure what I'll learn from this additional data point, but I find it [more]

Mon May 27

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Boards Post

GauchoChris replied to the New Paradigm Investing board. 2:31 PM

Re: Earnings This Week that Could Affect Us

The problem with leverage is that creditors can call the debt. But what if you can use leverage that creditors cannot call? That is one of Warren Buffett's secrets! Prepaid services and insurance premiums are examples of "float." [more]

Sun May 19

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GauchoChris replied to the Saul's Investing Discussions board. 3:22 PM

Re: Amazon 2.0

What you are suggesting is that Amazon the retailer was not a monster stock, and AWS saved their ass. I can see why you think that way, but I fundamentally disagree.

That’s not what I was suggesting. I simply meant that a large part [more]

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GauchoChris replied to the New Paradigm Investing board. 10:13 AM

Re: Venezuela’s Collapse

Denny,

Did you permanently leave the country or are you just vacationing in Europe?

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 9:32 AM

Re: Amazon 2.0

Saint Croix,

If you look to Amazon and try to make comparisons to Zillow and Carvana, I would think about some things. You said Amazon went from a $6B market cap to $920B market cap. Is you logic that Amazon did that so another company in an [more]

Sat May 18

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 2:46 PM

Re: Evaluating companies, not timing

ethan wrote: ZS- Its previous all time EV/S was 35. Today it hit 39. If you assume that next quarter will be around 60-70% growth over last year then once ZS reports in a few days they should be back down to an EV/S of 35. Personally I just see [more]

Sat May 11

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 5:36 PM

Re: TTD raw numbers

Here's what I did initially:

I bought more on the day that earnings were announced at about $185. I sold some OKTA to buy those TTD shares. Then that afternoon, I reconsidered and sold the extra shares for about $198. I put those funds [more]

Wed May 8

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 11:18 AM

Re: GauchoChris portfolio 5/3/2019

I agree but not long ago you still were all over Village Farms. I sold out at 17. You done?

branmin,

I've never considered Village Farms or any cannabis investment. You've probably mixed me up with someone [more]

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GauchoChris replied to the Saul's Investing Discussions board. 11:01 AM

Re: GauchoChris portfolio 5/3/2019

Chris, I’m one of those investors that started investing after 2008 (started in 2014) and have thus not experienced the crashes of 2000 and 2008. The above scenario of another bubble that is created and which will eventually burst is something I [more]

Sat May 4

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Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 5:21 PM

Blended growth math

Sometimes it helps to break apart a business into 2 businesses to get an accurate view of growth, particularly if you are looking ahead more than 1 year. For example, at the beginning of year 1, a company has 2/3 of its revenue growing at 60% and 1/3 [more]

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GauchoChris posted to the Saul's Investing Discussions board. 11:34 AM

GauchoChris portfolio 5/3/2019

My last portfolio update was on 3/15/2019:

https://boards.fool.com/gauchochris-portfolio-check-up-31519...

RETURNS ON [more]

Thu May 2

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 3:28 PM

Re: IPO Insanity....

TTM is $115M. Rev Growth accelerated to 200% in Q ending 3/31 (see latest S1). Rev growth has been above 120% last 2y.

GMs increase dramatically to 20%. Before that they weren't even covering the cost to produce let alone OPEX. [more]

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GauchoChris posted to the Saul's Investing Discussions board. 2:16 PM

SHOP:SQ > cannabis:crypto

When cryptocurrency was loved, SQ soared to $100. When crypto crashed, SQ dropped. I think people invested for the story and when crypto dropped, SQ dropped back down with it. With SHOP, I think we saw something similar with cannabis become a story, [more]

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GauchoChris replied to the Saul's Investing Discussions board. 12:44 PM

Re: Thoughts on SQ

Chris, while that is true, SQ also has a much larger addressable market than AYX. SQ is deeply embedded in commerce as a whole, AYX is a niche enterprise service that most SMB has no need for. Of course no one can be sure what exactly the TAM is [more]

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 11:27 AM

Re: Thoughts on SQ

AYX: 24 P/S (from yahoo)
SHOP: 27 P/S (from yahoo)
SQ (adjusted revenue): 16 P/S (28.7b market cap and 1.77b adjusted revenue)

Forward looking based on guidance:
AYX: 16.7 (6b and 360m)
SHOP: 19 (28.6b and 1.5b)
SQ:
[more]

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Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 9:53 AM

Thoughts on SQ

I think there is some angst on SQ perceived slowing revenue growth. If you look at the companies overall combined revenue for the past 2 years you see the [more]

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Boards Stats & Trivia

Big red star, 1000 posts Top Recommended Fools Old School Fool Global Fool
Board Posts 2265
Recs Received 16263
People who have rec'd these posts 1440
Recs to Posts Ratio (last 30 days) N/A
Threads Started 732
Threads Started Percentage 32.32 %
Most Frequent Board Saul's Investing Discussions
Very First Post Heavy weighting of small caps. A problem or not? (2/24/2006)
Percentage of Posts Rec'd 77.62 %
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