NajdorfSicilian

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NajdorfSicilian replied to the Against The Spread board. 2:51 PM

Re: 5dimes

5 Dimes was great, Tony's murder was awful.

offshore I think bookmaker is still easily the best and now with easy BTC withdrawals to wherever, you get paid super quickly instead of waiting on some bank check for 3 weeks.

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 2:32 PM

Re: A report from Sweden

New scientific article finds that Tokyo has 46.8% antibodies, no lockdown, low death rate, and big increase in immunity during summer: "Seroprevalence increased from 5.8% to 46.8% over the course of the summer."

'Conclusions [more]

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 2:22 PM

Re: A report from Sweden

https://www.ft.com/content/5cc92d45-fbdb-43b7-9c66-26501693a...

Sweden is currently doing much better than Spain, Italy, Belgium, Norway, Denmark, UK and EU [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 11:41 AM

Re: Listening to management and DDOG

Hi Saul,

There may be a logical flaw in your post, just because June was moving up from the low of May doesn't mean it was above average.

I note you said 'likely above average,' not definitely, but that may account for [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 7:35 PM

Re: Adobe Systems: worth a look

Adobe (ticker: ADBE) reported revenue of $3.23 billion, up 14% from a year earlier, and ahead of the company’s forecast at $3.15 billion. The Wall Street analyst consensus had been $3.16 billion. Non-GAAP profit was $2.57 a share, ahead of both [more]

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NajdorfSicilian replied to the Last RoundUp board. 11:38 AM

Re: fka: KSU

$68 to $190 in just under 5 years.

Not bad for a railroad, I must say.

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 2:54 PM

Re: Palestinians no longer have a veto

Arafat was responsible for the failure of the Oslo Accords, not Sharon.

After Rabin was assassinated, Clinton hosted Arafat and Netanyahu where they negotiated for further Israeli withdrawals from the West Bank. Infighting over this [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 2:42 PM

Re: Zoom vs. WebEx in court

I've had no issue with WebEx or Teams, sorry for your troubles.

Boards Post

NajdorfSicilian replied to the Tax Strategies board. 4:52 PM

Re: How to avoid paying taxes

Good, the US corporate tax should be zero anyway. Companies are funded with after-tax dollars the vast majority of the time and the owners and lenders pay tax on their gains, dividends and interest.

Boards Post

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

Okta earnings

https://investor.okta.com/news-releases/news-release-details...

Stock quite volatile in after-market.

Boards Post

NajdorfSicilian replied to the The Mongoose Chronicles board. 1:23 PM

Re: Lots of damage.

"And most people on Saul's board are simply gambling and have very little idea of what they are buying, no idea when to sell, etc"

I say you need to earn your right to make that statement with some very good [more]

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NajdorfSicilian replied to the The Mongoose Chronicles board. 1:05 PM

Re: Lots of damage.

No proof offered here, but the vast majority of day-traders are not on RobinHood.

And some of them work at big hedge funds who will pile out of those names on a moment's notice. Just saying.

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 4:00 PM

Re: AYX and ASC 606

it could not possibly be from typical MM manipulation.

There is no such beast on a stock that trades 2-9m shares a day. The market sets the price, period, full stop. It still has over $11Bn market cap even with another 10% drop today. [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 3:03 PM

Re: I can't help this rant!

To label it as a 'once in a lifetime bump' is perhaps wrong though, as the business will still be there after Covid.

I meant bump in growth rates, as we've seen from this Q reports, many of these SaaS firms [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 2:52 PM

Re: Which Category AYX Belongs to Now?

If AYX was a great company pre-covid, why wouldn't it be great after covid?


If you're not judging high-growth software firms by their topline growth rates, how are you judging them?

Alteryx now expects Q3 revenue [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 2:08 PM

Re: Which Category AYX Belongs to Now?

Maybe you should ask the people who held TTD, TWLO, or SHOP and did not bail when there were temporary deceleration in revenue growths

Well, this is the very definition of cherry-picking, isn't it?

How does one tell the [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 1:59 PM

Re: I can't help this rant!

Saul, first off, I want to congratulate you again on your continued wonderful performance. Not that you need to hear it from me, but massive kudos. You have correctly nailed the market zeitgeist so far, and picked the right stocks.

On [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:59 AM

Re: 1H 2020 update

Thanks for the update.

Official H1 returns for Naj: +19.8% [includes cash].