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NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Thu Mar 26

NL

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 12:06 PM

Re: Fed hires Blackrock

3. Why does the Fed need BlackRock?

Parts of the Fed’s bond-buying program fit more squarely in an asset manager’s wheelhouse. While the Fed’s main job is to set big-picture monetary policy by purchasing Treasury debt, a fund firm like [more]

Wed Mar 25

NL

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 12:41 PM

Re: Fed hires Blackrock

Last time I checked the UST got a massive, massive profit on its last bailout of financial services firms.

BLK is probably the biggest and best bond manager in the world. It makes way more sense to have them running the show than some much [more]

NL

Boards Post

NajdorfSicilian replied to the Mechanical Investing board. 12:38 PM

Re: Why this bear is a different one

I think a superior notion would be for the Fed to buy preferred shares in the companies that ask for a bailout.

You could have two rates of dividends:

1) low rate for those that guarantee no layoffs,
2) higher rate for those [more]

NL

Boards Post

NajdorfSicilian replied to the Mechanical Investing board. 12:35 PM

Re: Why this bear is a different one

The US is now a federation of 50 small countries each doing its own thing and competing for valuable resources instead of consolidating there needs. Unless movement into/out of the infected cities is limited, this will spread - just as it has in [more]

Sun Mar 22

NL

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 2:03 PM

Re: ROKU - excellent article

The problem with your question Naj is that you come on these boards and try to sow fear right at the time that everyone should be buying. You are a rare contrarian indicator :)

Andy


Hi Andy, I knew someone would post a [more]

Sat Mar 21

NL

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 10:52 AM

Re: ROKU - excellent article

The problem is that overall ad spending is decreasing. There is simply no evidence that ROKU will be immune from this hit. If Roku shows slower growth or even negative growth for a quarter, what happens to the stock price?

NL

Boards Post

NajdorfSicilian posted to the Saul’s Investing Discussions board. 10:46 AM

CIO Gavin Baker on SaaS

Gavin Baker who runs a hedge fund and formerly the very successful manager of the Fidelity OTC fund tweeted this yesterday:
1) We are about to find out if software contracts actually are "better than first lien [more]

Mon Mar 16

NL

Boards Post

NajdorfSicilian replied to the Mechanical Investing board. 1:40 PM

Re: Major Bottom signal ...

How about 0.1% death rate from common flu, not zero. How about 2% (the WHO actually says 3.4%) death rate from CoV.

H1n1 was estimated to have 1-1.5% mortality rate.

50-70m Americans ended up getting it. The actual rate was [more]

Thu Mar 12

NL

Boards Post

NajdorfSicilian posted to the Dropout's Den board. 10:04 AM

TEDDY!

TEDDY DAMMIT!

Wed Mar 11

NL

Boards Post

NajdorfSicilian replied to the Mechanical Investing board. 11:14 AM

Re: Bottom detectors update

Americans practically live in their cars, you can't enforce a quarantine on cities with millions in populations, nor small towns in the middle of nowhere either.

NL

Boards Post

NajdorfSicilian replied to the The Mongoose Chronicles board. 11:11 AM

Re: Ruth's Chris vs Bellagio Buffet

PINS starting to look tasty, as is BKNG.

Tue Mar 10

NL

Boards Post

NajdorfSicilian replied to the Mechanical Investing board. 2:28 PM

Re: Bottom detectors update

One of my bottom detectors showed the S+P closing Monday almost exactly to the decimal point of it's 61.8% Fibonacci retracement level of the rally from Dec 2018 lows to 2020 high.

I don't look at those levels often, but usually in [more]

Mon Mar 9

NL

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 10:55 AM

Re: Forget currency!

Alteryx down 6.3%
Zoom down 5%
DDOG down 5.2%
Work down 5.7%
APPS down 4.4%
Enphase down 3%
TWLO down 4%
Appfolio down 2.8%
IRTC down 2.5%


Alteryx down 12
Zoom down 7.3
DDOG down [more]

NL

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 10:31 AM

Re: DDOG lockup expiration on Monday

Well, it certainly feels like they are selling today, doesn't it?

NL

Boards Post

NajdorfSicilian replied to the The Mongoose Chronicles board. 10:30 AM

Re: Early AM Transactions - The Tiger

Hi Champ,

I bot some today at $93. Hope you are well!

best,

Fri Mar 6

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 11:39 AM

Re: The King [TLT] is dead long live...

Up 10%+ earlier today that was my Call of the Year.

You're welcome!

NL

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 10:12 AM

Re: Forget currency!

Oops, forgot Luckin Coffee down 10% today, ouch.

NL

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 10:07 AM

Re: Forget currency!

Alteryx down 6.3%
Zoom down 5%
DDOG down 5.2%
Work down 5.7%
APPS down 4.4%
Enphase down 3%
TWLO down 4%
Appfolio down 2.8%
IRTC down 2.5%


A little early for victory laps in the FX [more]

NL

Boards Post

NajdorfSicilian replied to the Falling Knives board. 9:51 AM

Re: fka: CCL

I think that's a ridiculous assertion and I don't even go on cruises either, I'm with you on the 'floating prison,' but Disney cruises, for example, are typically sold out several months if not a year in advance.

down to [more]

Thu Mar 5

NL

Boards Post

NajdorfSicilian replied to the Falling Knives board. 4:29 PM

Re: fka: CCL

I don't think any travel or tourism company can survive 18 months of no travel.

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CAPS Stats & Trivia

CAPS Player Rating 99.60
Player Rank 274 out of 68847
Score 14423.62
Score Change Today +11.88
Accuracy 75.29%
Active Picks 55
Total Picks 1587
Best Pick PTCT (+452.02)
Worst Pick TQQQ.DL (-365.07)
Average Score per Pick 9.09
Charms Earned 15
Highest Rated Favorite ClientNine
Go to NajdorfSicilian’s CAPS page

Boards Stats & Trivia

Big funky green star, 20000 posts Top Favorite Fools Feste Award Nominee! Old School Fool
Board Posts 41150
Recs Received 44829
People who have rec'd these posts 3212
Recs to Posts Ratio (last 30 days) N/A
Threads Started 6994
Threads Started Percentage 17.00 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 36.25 %
Show NajdorfSicilian’s 10 Latest Posts
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