TMFCochrane

Matthew Cochrane

TMFCochrane’s Activity

Thu May 16

NL

Boards Post

TMFCochrane replied to the Saul's Investing Discussions board. 9:45 PM

Re: Thoughts on StoneCo (STNE)

Hey Seanr53,

As a comparison between Stone Co and Sqaure, look at this:

Stone Co's revenue is 2% of TPV,
Squares revenue is 2.2% of TPV.

Despite Stone Co. being more labour intensive, it's costs are lower
[more]

NL

Boards Post

TMFCochrane posted to the Saul's Investing Discussions board. 10:53 AM

Thoughts on StoneCo (STNE)

A few months ago, I became intrigued with StoneCo -- on the notion that it might be the "Square of Brazil" -- and bought a small position while I studied it. I came across several questions that I just didn't know the answer [more]

Wed May 15

Premium Commons Boards Post

TMFCochrane replied to the Premium Commons boards. 6:15 PM

Sun May 5

NL

Boards Post

TMFCochrane replied to the Fools Of The Force (Spoilers) board. 7:26 PM

Re: MouseWars - May The 4th Be With You

I was going to make a post yesterday but didn't want to ... ahem ... force it.

Matt
Long DIS

Thu May 2

The Partnership Portfolio Boards Post

TMFCochrane replied to the The Partnership Portfolio boards. 9:47 PM

The Partnership Portfolio Boards Post

TMFCochrane replied to the The Partnership Portfolio boards. 11:38 AM

Wed May 1

NL

Boards Post

TMFCochrane posted to the Saul's Investing Discussions board. 9:52 PM

Square reports 2019 Q1 earnings

TL;DR: Square turns in excellent quarter, shares are down ~ 6% in AH trading. And that might not even be an irrational move for a market focused on the short-term. Square's steep valuation is real. But the long-term thesis is very intact [more]

Tue Apr 30

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TMFCochrane posted to the Premium Commons boards. 11:26 AM

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TMFCochrane replied to the Premium Commons boards. 10:31 AM

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TMFCochrane posted to the Premium Commons boards. 8:44 AM

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TMFCochrane posted to the Premium Commons boards. 8:15 AM

Mon Apr 29

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TMFCochrane posted to the Premium Commons boards. 9:03 PM

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TMFCochrane posted to the Premium Commons boards. 9:00 PM

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TMFCochrane posted to the Premium Commons boards. 2:14 PM

Fri Apr 26

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TMFCochrane posted to the Premium Commons boards. 1:11 AM

Wed Apr 24

NL

Boards Post

TMFCochrane posted to the Saul's Investing Discussions board. 10:33 PM

Facebook reports 2019 Q1 earnings

I continue to think Facebook represents what might be one of the best values in the stock market today, even while acknowledging it has been "dead money" for the past 18 months. Yet despite everything being thrown at it, the underlying [more]

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TMFCochrane replied to the Premium Commons boards. 7:51 PM

NL

Boards Post

TMFCochrane posted to the Saul's Investing Discussions board. 7:47 PM

PayPal Reports 2019 Q1 earnings

Short version: Just another quarter of solid top- and bottom-line growth, strong user growth (~10M accounts added this quarter alone!), with a nice increase of user engagement on the side. In other words, exactly what we almost always see from [more]

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TMFCochrane posted to the Premium Commons boards. 7:46 PM

Tue Apr 16

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TMFCochrane posted to the Premium Commons boards. 4:07 PM

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