SaulR80683

Saul Rosenthal

SaulR80683’s Activity

Yesterday

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 7:27 PM

Re: My Day-Trader Experience.

Don't worry Brittlerock, I was just being humorous in referring to it as day-trading. I reacted entirely to fundamentals and to news specifically about the company, and I didn't look at a single graph. And I would have done exactly the same [more]

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 1:02 PM

My Day-Trader Experience.

In my end of October post I mentioned starting two try-out positions in Amarin and The Trade Desk. My position sizes were 0.6% and 1.7%. The two try-outs had very different outcomes. I sold out of Amarin by November 9th at an average price of $22.75 [more]

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 8:22 AM

The Trade Desk moves into China

(Press release shortened and paraphrased)
Saul


The Trade Desk moves into China
Partnerships with Baidu Exchange Services, iQIYI, Tencent Social Ads, and Youku provide multinational advertisers access to premium audiences [more]

Fri Nov 16

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 4:23 PM

Re: On Hardware Stocks

Now, why do customers put up with this? Mostly it seems a CapEx thing.

Bill, it's also that they get their updates in the Cloud.... no fuss, no having to install it in 1000 workstations, no IT salaries for installing the updates, [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 3:29 PM

Re: On Hardware Stocks

I now hear a number of people on the Nvidia thread questioning: How did Jensen Huang get it so wrong? Was he inattentive? Why didn't he see it coming? Was he lying at the last call, or just wrong?

Sound familiar? That's just the way [more]

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 1:17 PM

On Hardware Stocks

On Hardware Stocks

I placed a short post on this on a Nvidia thread, but it thought I should give it a thread of its own for those who weren’t following Nvidia.

Nvidia’s CEO, who is a very bright, innovative and charismatic [more]

Thu Nov 15

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 6:38 PM

Re: NVDA misses topline

I, personally, long ago made a decision to avoid hardware companies as much as possible (I think it was Skyworks which finally decided me, but it was based on many companies). Other people may come to different [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 6:24 PM

Re: NVDA misses topline

Saul, need some help interpreting:
Do you hold NVDA currently? Or no, because it's H/W, not SaaS. If yes, do you plan to add on in this major pull back?

(For folks who do hold, such a severe pull back could represent an
[more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 5:17 PM

Re: NVDA misses topline

Someone asked me the following off board:

But what does concern me is first Apple and now Nvdia...are we slowing down somewhat? Could 20-25% soon be the norm, and not 30-40% consistent growth?


I thought I should share my [more]

Tue Nov 13

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 1:43 PM

The Trade Desk - a moderately deep dive

The Trade Desk - a moderately deep dive

I’ve taken a new position in The Trade Desk so I thought I should tell you a bit about the company and why I’m in it. It first came to my attention almost two years ago when the wonderful [more]

Sun Nov 11

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 8:41 AM

Re: CEO Jeff Lawson says Twilio is committing $1

SORRY GUYS, BUT THIS IS TURNING INTO A POLITICAL THREAD!......... IT IS TOTALLY OFF TOPIC FOR OUR BOARD.

Let's cut it off before there are hard feelings between members of our board!

Thanks for your cooperation,

Saul

Fri Nov 9

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 5:08 PM

Re: TLND q3, why it dropped 45%

Bear, very gutsy to admit that you were wrong, but very helpful for the board, and for general feelings of trust. I keep warning people myself not to just buy what I buy but look at the facts and make your own decisions. I emphasize that I am very [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 12:22 PM

Re: The Trade Desk

twould you care to comment on ayx as well? There is no 'disappointing guidance" per se. Robust growth, 2x intl business, 90% GM, and again over 130% Net Retention. Yet the stock price barely moved.


I just answered that [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 12:16 PM

Re: The Trade Desk

What intrigues me, Saul, is that after reading SQ, AYX and TTD at about the same time, you jumped into TTD. I thought SQ Q3 was good too and management probably sandbagged Q4 and 2019 a bit. I don't see what warrants a 10% haircut for SQ [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 10:57 AM

Re: On stock investing sources of info

Bert’s newsletter link please.

Google: Ticker Target Newsletter.

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 10:56 AM

Re: AYX q3 + CC notes

but on Thursday it gave it all up and closed lower than on Wed. Wonder why?


Because it was up 10% on Wednesday when the market exploded. So on Thursday, it dropped 1% on a market down day, which came after they released [more]

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 10:42 AM

The Trade Desk

The Trade Desk announced earnings after the close yesterday. I was busy still analyzing and reading conference calls from Square and Alteryx from the Wednesday's news (I have another life too), but I took a fast look and TTD's release and [more]

Wed Nov 7

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 6:05 PM

Re: Another thought on investing.

Raptor, I understand your sentiments, but please don't use political examples as they turn into fights as people take offense. And as for the rest of you please don't respond to Raptor with political comments.
Thanks for your [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 6:01 PM

Re: Another thought on investing.

but a day in which my portfolio rises from up 65% to up 85% in a single day, brings out some thinking.
---------------------------------------------------------------------------------------------------------------

Quick question on
[more]

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 5:17 PM

Another thought on investing.

I hope this isn't too much for you, but a day in which my portfolio rises from up 65% to up 85% in a single day, brings out some thinking.

When the market was crashing, in fact just 8 days ago on Oct 30, when I was up only 45% and [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 69630
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 1
Best Pick CRDN.DL (+19.71)
Worst Pick CRDN.DL (+19.71)
Average Score per Pick 0.00
Charms Earned 1
Highest Rated Favorite CMFbbmaven
Go to SaulR80683’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools Old School Fool
Board Posts 7531
Recs Received 57275
People who have rec'd these posts 1992
Recs to Posts Ratio (last 30 days) 75.90
Threads Started 1717
Threads Started Percentage 22.80 %
Most Frequent Board Saul's Investing Discussions
Very First Post Re: Any UTK Followers Out There? (6/17/2006)
Percentage of Posts Rec'd 72.87 %
Show SaulR80683’s 10 Latest Posts