NajdorfSicilian

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 1:42 PM

Re: Pivot Capital report

Last 2 years BBBY down 59%, SPY up 18%.

PE has been cut in half since OP. Lost money last year, 6.7x fwd PE next year.

EBIT margin from 16.5% to 3.5%.

The past 6 months it has these runups and the slow bleeds back down. [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:33 PM

Re: Buying anything?

IAC trading at neg $1.4Bn for the stub after netting out MTCH and ANGI.

Gotta be worth more than that, and is in the hands of excellent capital allocator.

Stock up 60% since.

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NajdorfSicilian posted to the Humor and Urban Legends board. 5:45 PM

My ex-gf

My ex-girlfriend used to have sex with fresh fruit whenever she got stressed.


After we broke up, she went bananas.

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NajdorfSicilian replied to the Saul's Investing Discussions board. 3:20 PM

Re: Amazon 2.0

I disagree, but maybe you're right. Definitely a gorilla game going on. Zillow, Opendoor, Offerpad, Redfin, Keller Williams. It's worth googling iBuyer and reading up on it.

Why would you think Zillow would be the winner? Any [more]

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NajdorfSicilian replied to the Climate Change board. 3:08 PM

Re: Exxon knew

CO2 was 10x higher in the past and we still had ice ages. Try again.

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NajdorfSicilian replied to the Saul's Investing Discussions board. 11:34 AM

Re: What Your Missing About Roku..

What apps did not work on the PS? Just curious.

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 11:26 AM

Re: ‘Extraordinary thinning’ of ice

Key melting Greenland glacier is growing again:

“A major Greenland glacier that was one of the fastest shrinking ice and snow masses on Earth is growing again, a new NASA study finds. The Jakobshavn glacier around 2012 was retreating [more]

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NajdorfSicilian replied to the Saul's Investing Discussions board. 11:44 AM

Re: 15% is a whole lot

This is great advice, I would agree that 10% really should be the max for just about everybody. I've had 20% positions before and when they drop 20% in a day and 40% or more in a week/month it really hurts and is hard to come back [more]

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NajdorfSicilian replied to the Saul's Investing Discussions board. 2:09 PM

Re: Match Group - Quick Peek

MTCH is up ~15-20% the past 6 months, growth has accelerated to 36% for the past 2 quarters, although that will slow as Tinder Gold YoY comparisons get lapped.

EPS more than doubled YoY. Margins up, deferred revenue up 23%.

FCF [more]

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NajdorfSicilian posted to the Last RoundUp board. 10:43 AM

EL

another great Q for the cosmetics industry, esp MAC and Tom Ford.

Stock's up 40% in 4 months, who needs Saas?

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 10:22 AM

Re: Fed trend change, Treasury buying

What will be "safe' if all asset classes are again correlated?


All asset classes are never correlated.


Long USTs rose 20% in 2008. I'm old enough to remember...you are too...


A rational [more]

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 10:37 AM

Re: Fed trend change, Treasury buying

The market sets long-term rates, not the Fed. The Fed always engages in Open Market operations.

If the market demands higher rates, then rates will rise. And vice versa.

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NajdorfSicilian posted to the Dropout's Den board. 11:05 AM

Reading, PA food bank

https://donatenow.networkforgood.org/1413032


There is so much poverty in Berks/Schuylkill counties, Reading was recently named the poorest midsize city in America which is [more]

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NajdorfSicilian replied to the Saul's Investing Discussions board. 3:24 PM

Re: Atlassian (TEAM)

In July 2010, Atlassian raised $60 million in venture capital from Accel Partners.

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NajdorfSicilian replied to the Last RoundUp board. 3:21 PM

Re: QCOM

I agree, I should buy some but I probably won't. Unless it keeps selling off today.

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NajdorfSicilian posted to the Dropout's Den board. 10:42 AM

Congrats to Tiger

I honestly never thought he'd win another major due to a veritable litany of injuries and the resulting swing issues.

Good for him for proving me wrong at Augusta, wish Molinari and Finau [who I backed at 40-1] hadn't put theirs in [more]

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NajdorfSicilian replied to the College Hoops board. 2:24 PM

Re: March Foolishness: Your 2019 Champion

I'd like to congratulate you, the Cavs, and the Refs who rigged every close end-of-game situation in their favor! ;)

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NajdorfSicilian replied to the Saul's Investing Discussions board. 2:22 PM

Re: An Okta technical review.

What an amazing write-up. Many kudos to you, good sir!

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NajdorfSicilian replied to the Stereo 8 board. 9:36 AM

Re: EP Energy

Good ol' Samson, sheesh. At least KKR killed it in many of their other deals. 2006 fund not great numbers but NAXI much better so far.

Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 2:04 PM

Re: Ticker Target

The commentary was clear and to the point but I'm not really sure he actually said anything other than he didn't think it was a bubble, these are growthier names, and the market could drop at any time -- as always.