NajdorfSicilian

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NajdorfSicilian posted to the Saul’s Investing Discussions board. 1:32 PM

Roku and other 'smart TVs' privacy issues

https://www.ft.com/content/23ab2f68-d957-11e9-8f9b-77216ebe1...

' The smart TVs in our homes are leaking sensitive user data to companies including Netflix, [more]

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NajdorfSicilian replied to the 77's Foolish House of Pigskin board. 11:13 AM

Re: Thurs Nite Game

The Raiders shut out the high-flying Chiefs in the 1st quarter.

And the 4th Q.

And the 3rd Q.


I'm not sure they're in the same category at all as Miami or NYG.


Denver would also have won if the [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 11:06 AM

Re: Amazon is worth more than Zscaler

Many, if not most companies, explicitly share their churn rate and cost of acqusition. The overall point was to do the work to figure it out and not rely on guesswork.

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 3:07 PM

Re: Amazon is worth more than Zscaler

The companies with the most growth potential today often utilize a subscription model for service, and the key to growth there is to invest all cash flow into expanding the business - acquiring more customers and getting existing customers to buy [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 2:56 PM

Re: A reminder for those worried about valuation

Yes, she's a content marketer. She gets paid to write positive articles for the industry. She's a paid tout, similar to the guys you find at the racetrack who'll share their 'inside info' with you as long as you pay them for a hot [more]

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NajdorfSicilian replied to the 77's Foolish House of Pigskin board. 2:47 PM

Re: The refs are still awful...

And I forgot too add that down 3 instead of 4 [because the next time they'd have kicked the XP], Iggles would have kicked a game-tying 36 yd FG at the end to go to OT, rather than go for it on 4th and 8. So it really did cost them a 50% chance of [more]

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NajdorfSicilian replied to the 77's Foolish House of Pigskin board. 2:45 PM

Re: The refs are still awful...

Correct according to the stupid rulebook, but then there should have been a Personal Foul on the falcons and half the distance to the goal line for two guys hitting him -- the whole point of the rule is that defenders don't get to hit the QB in [more]

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NajdorfSicilian posted to the 77's Foolish House of Pigskin board. 12:08 PM

The refs are still awful...

and I'm not talking about the Saints game.

Eagles score to make it 17-12 so they go for 2 to make it a 3 pt game.

Wentz kept the ball on an RPO and dove toward the goal line. He was initially ruled in, but the call was [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 11:21 AM

Re: A reminder for those worried about valuation

A couple quick thoughts.

A little excerpt from Beth Kindig's blog/newsletter

Who is she? Good question, so I looked up her resume. For the last ~5 years she has: 'Directed the content marketing and go-to-market [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 10:59 AM

Re: Buying SFIX

Active clients were up 17% to 3.1m last quarter [that's a lot of shoppers] and revenue per client also grew 8% to $467 which accelerated for the 4th straight Q.

I took profits on SFIX on the runup but will probably buy it ahead of [more]

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NajdorfSicilian replied to the The Mongoose Chronicles board. 3:48 PM

Re: Todays Opening Triggered Adds

and today was even better and tomorrow could be even better! ;)

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:45 PM

Re: Pivot Capital report

got cut in half again in 4 months before this recent two-week rally.

This is a ZERO.

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NajdorfSicilian replied to the The Mongoose Chronicles board. 2:36 PM

Re: Todays Opening Triggered Adds

Thanks for the reply, always good to hear what others are thinking.

best,

Naj

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NajdorfSicilian replied to the The Mongoose Chronicles board. 12:30 PM

Re: Todays Opening Triggered Adds

If these names continue to fall, are you going to add all the way down? When/where would you stop adding?

best,

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 12:25 PM

Re: OT? A bit of contrarian heresy

I consider valuation. I will ride out the drop, buy back in at the bottom and ride it back to make my fortune with less risk.

Got it. Thanks, Jeff.

Isn't that the entire goal of investing? To sell what you perceive as [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 12:18 PM

Re: AYX down 10%

I suspect a hedgie "rotation" / "derisking" decision and cash-raising, at the end of many hedgies' fiscal year

It's definitely the former, but I don't know any hedge funds with an Aug 31/Sept 9 fiscal [more]

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 10:59 AM

Re: DARPA to attack truly Fake News

Sounds very Chinese to me.

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NajdorfSicilian replied to the Last RoundUp board. 1:58 PM

Re: TSLA

TSLA down 28.5% vs SPY up 4.5% last 12 months.

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

Re: Sea Ltd (SE) Great performance, high risk

Sea reported great numbers, market took it down 11% so far regardless:

'2Q19 adjusted revenues beat expectations on gaming and ecommerce businesses. SE’s adjusted gaming revenue has grown >200% yoy to US$443m – ahead of JPMe and [more]

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 3:19 PM

Re: On China (semi x post from Saul's board)

I enjoyed your writeup, many thanks for posting. My Asian friends tell me the air quality in China is still horrendous, but getting better. I'm glad you had good day over there.

China seems to be getting really proud of its national [more]