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NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Thu Jul 2

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 12:46 PM

Re: Hey Friends

Past two weeks we're averaging about 35 new positives a day in a county of ~900k, down about 25% from prior two weeks.

Most days lately there's been zero or one death, we also have many nursing homes in the county. The majority of [more]

Thu Jun 4

NL

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 12:53 PM

Re: A couple more thoughts

Well, 3+ months later it seems I was completely wrong on the direction of the stock price of Zoom. I think it's doubled since I said it was in a bubble.

Doesn't matter if I was early or wrong, it's the same thing. Zoom holders [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:38 PM

Re: VRX - Some notes from recent news

BHC still down 36% ytd, probably doesn't deserve to be as market liquidity is prevalent. Citi put out a recent report with $30 price target, Wells upgraded to Neutral and $32 target, just fyi.


Still massively leveraged. They raised [more]

Thu Apr 16

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 7:58 PM

Re: Self Quarantine, Day 29

same here Teddy same.

Fri Apr 10

NL

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 1:19 PM

Re: DoD will likely ban Zoom

In fact most of Zoom servers “in China” run on AWS in China. You know who they serve with their China servers? Only Chinese Zoom users.

The problem with Zoom having lied about only sending Chinese data there previously is that it [more]

Mon Apr 6

NL

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 11:18 PM

Re: UBS on Zoom today

Hi Vitamin, thanks for your reply. The first time I used Zoom the quality wasn't very good either although that was months ago, it seems to have improved since then.

One might assume MSFT will put more effort into making their quality [more]

NL

Boards Post

NajdorfSicilian posted to the Saul’s Investing Discussions board. 5:13 PM

UBS on Zoom today

UBS analyst Jennifer Lowe:

"Teams and Zoom stood out as preferred options for video conferencing, with Microsoft shops already on Office 365 largely favoring Teams, while those not on Office 365 split evenly between Teams and
[more]

Sat Apr 4

NL

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 8:44 PM

Re: Zoom sent data to China, shared encryption k

The issue isn't that they've had some sort of generic 'growth' problem. And I'm sympathetic that some new users didn't set up their meetings as safely as they could.

It's that they've lied to their customers [more]

NL

Boards Post

NajdorfSicilian posted to the Saul’s Investing Discussions board. 11:22 AM

Zoom sent data to China, shared encryption keys?

https://www.ft.com/content/2fc518e0-26cd-4d5f-8419-fe71f5c55...

Zoom has been caught lying again, just since their Thursday statement. This firm has no integrity [more]

Wed Apr 1

NL

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 4:31 PM

Re: To IGU, re Zoom's integrity

https://9to5mac.com/2020/04/01/new-zoom-bugs-takeover-macs-c...

Still serious security problems as of a few hours ago:

'Unfortunately, Zoom [more]

NL

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 4:18 PM

Re: Zoom: privacy? what privacy?

This is a serious, serious problem for Zoom. If they can fix it and not blow customer's goodwill, they will have every opportunity to be a huge company.

If they continue to cut corners and lie about end-to-end encryption and not protect [more]

Sun Mar 29

NL

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 4:38 PM

Re: Business forecast

But given a lack of herd immunity and the absence of a vaccine means that a rather huge portion of the economy will be depressed until a vaccine is ready.

Therapeutics will be available long before a vaccine.

No, you [more]

NL

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 12:37 PM

Re: US deaths doubling every three days

PA gets the same # of auto deaths in 8-9 days than have happened due to Covid here since the outbreak began.

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 12:28 PM

Re: Quarantine Day 12

16 days, 5 deaths so far.

Fri Mar 27

NL

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 1:21 PM

Re: Five9

Five9 reported yesterday, stock up 13% today.

'The cloud software company beat adjusted third-quarter expectations and upped its guidance for the year. Five9 said it lost $1.6 million, or 3 cents a share, in the quarter, compared with
[more]

NL

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 12:17 PM

Re: Tremors

Hi Muji, congrats on your YTD performance, very impressive!


Owning these vital services is MINIMIZING my risk


I would say that I don't think anyone really measures 'risk' as intra-month or even 3-month [more]

Thu Mar 26

NL

Boards Post

NajdorfSicilian posted to the Dropout's Den board. 5:06 PM

Quarantine Day 12

My county was placed under recommended self-quarantine by our Gov two weeks ago as of 8pm. I was in Philly 12 days ago before that was closed down.

We have almost 1mm people here. In 13 days there has been 2 deaths. There was a 72 and 85yr [more]

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 5:00 PM

Re: Self Quarantine day 6

Neil Ferguson does a remarkable backpedal:

Instead of 500k dead in the UK, He now says both that the U.K. should have enough ICU beds and that the coronavirus will probably kill >under 20,000 people in the U.K. - more than 1/2 of whom [more]

NL

Boards Post

NajdorfSicilian posted to the Mechanical Investing board. 4:28 PM

Neil Ferguson does a remarkable backpedal

Instead of 500k dead in the UK, He now says both that the U.K. should have enough ICU beds and that the coronavirus will probably kill under 20,000 people in the U.K. - more than 1/2 of whom would have died by the end of the year in any case because [more]

NL

Boards Post

NajdorfSicilian replied to the Mechanical Investing board. 12:27 PM

Re: Why this bear is a different one

Flattening the curve is likely better for the short-run, it is certainly true.

A lockdown strong enough to get the active case count falling is the only moral choice,

I thoroughly disagree, and here's [more]

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CAPS Stats & Trivia

CAPS Player Rating 99.60
Player Rank 275 out of 68865
Score 14337.32
Score Change Today +10.95
Accuracy 75.49%
Active Picks 55
Total Picks 1587
Best Pick NFLX (+445.18)
Worst Pick TQQQ.DL (-365.07)
Average Score per Pick 9.03
Charms Earned 14
Highest Rated Favorite ClientNine
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Boards Stats & Trivia

Big funky green star, 20000 posts Top Favorite Fools Feste Award Nominee! Old School Fool
Board Posts 41142
Recs Received 44782
People who have rec'd these posts 3153
Recs to Posts Ratio (last 30 days) N/A
Threads Started 6991
Threads Started Percentage 16.99 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 36.25 %
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