TMFCheesehead

Brian Stoffel

TMFCheesehead’s Activity

Tue Sep 17

TMFCheesehead recommended BrianKnittel's post on a Premium Commons board. 3:43 PM

Mon Sep 16

Wed Sep 11

TMFCheesehead recommended CJ2356's post on a Motley Fool Options board. 11:53 AM

Mon Sep 9

Sat Sep 7

TMFCheesehead recommended Starrob's post on a Premium Commons board. 5:55 PM

Fri Sep 6

NL

Boards Post

TMFCheesehead posted to the Saul’s Investing Discussions board. 11:56 AM

Running PD through the Antifragile Framework

Greetings Fools,

PagerDuty (PD) has been discussed on this board before. With earnings having just come out last night, I figured now would be a good time to run the company through this framework and share how it stacks [more]

Tue Sep 3

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Boards Post

TMFCheesehead replied to the Saul’s Investing Discussions board. 11:31 AM

Re: stocknovice's August portfolio review

Bear,

Wanted to follow up after doing some research. Saul, sorry to continue this but hope it adds materially to the discussion.

What do people stream?

From MRQ 10-q:

In the six months ended June 30, 2019 [more]

Sun Sep 1

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Boards Post

TMFCheesehead replied to the Saul’s Investing Discussions board. 10:15 PM

Re: stocknovice's August portfolio review

Bear,

My best guess -- tons of ad revenue from YouTube. People get Roku for the all-in-one platform. Anything they watch on YouTube has ads. Those ads add up (see what I did there :)).

Just a guess, but I think it's much bigger [more]

TMFCheesehead recommended BrianKnittel's post on a Premium Commons board. 5:29 PM

TMFCheesehead recommended brianmccurdy's post on a Premium Commons board. 5:29 PM

Thu Aug 29

TMFCheesehead recommended CMFSwift's post on a Premium Commons board. 11:19 AM

Wed Aug 21

Recommendation

TMFCheesehead recommended mekong22's post on the Saul’s Investing Discussions board. 12:41 AM

Re: Morningstar counters OTR on ZS

Mon Aug 19

Thu Aug 8

NL

Boards Post

TMFCheesehead replied to the Where Angels Fear to Tread board. 1:29 PM

Re: PD

Dreamer,

The article you referenced is a good one, I read it. It really comes down to how much of a moat PD has when it goes head-to-head with Opsgenie. There's really no way to tell (from the outside) if PD has a stronger moat other [more]

Fri Jul 26

TMFCheesehead recommended CMF4Lily's post on a Motley Fool Global Partners board. 4:53 PM

Thu Jul 25

TMFCheesehead recommended CMFBaltoBruiser's post on a Motley Fool Global Partners board. 10:46 AM

Tue Jul 23

TMFCheesehead recommended TMFOtter's post on a Motley Fool Global Partners board. 12:53 PM

Global Partners Boards Post

TMFCheesehead posted to the Global Partners boards. 12:52 PM

Tue Jun 25

Recommendation

TMFCheesehead recommended TMFGalagan's post on the Dropout's Den board. 1:14 PM

20 years
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