TMFDatabasebob’s Activity

Mon Sep 9

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TMFDatabasebob replied to the Premium Commons boards. 6:09 AM

Sun Sep 8

NL

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TMFDatabasebob replied to the Saul’s Investing Discussions board. 12:02 PM

Re: EBIX update

Thanks, retirementdough, for sharing the fruits of your research.

I never forgot that I committed to a deep dive on Ebix for Saul and this board. I'm sorry it has taken so long, but it is bubbling up closer to the top of my queue. I [more]

Fri Sep 6

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TMFDatabasebob replied to the Premium Commons boards. 10:01 PM

Mon Aug 19

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TMFDatabasebob posted to the Premium Commons boards. 10:25 PM

Thu Aug 8

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TMFDatabasebob posted to the Premium Commons boards. 11:49 AM

Tue Aug 6

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TMFDatabasebob posted to the Premium Commons boards. 6:34 PM

Sat Aug 3

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TMFDatabasebob posted to the Premium Commons boards. 4:46 PM

Mon Jul 29

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TMFDatabasebob posted to the Premium Commons boards. 3:06 PM

Wed Jul 24

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TMFDatabasebob replied to the Premium Commons boards. 12:36 AM

Sun Jul 14

NL

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TMFDatabasebob replied to the Saul’s Investing Discussions board. 11:07 PM

Re: EBIX

Hi Tinker.

Please feel free to ignore EBIX since it doesn't meet your criteria. But please don't unjustly denigrate it. Someone who bought 14 years ago paid (split-adjusted -- a couple of 3:1s, if I recall correctly) less than $2 per [more]

NL

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TMFDatabasebob replied to the Saul’s Investing Discussions board. 11:20 AM

Re: EBIX

Saul wrote: "Bob, if you have the time and interest I'd love to read what you can glean."

Thanks for the vote of confidence, Saul, and for the extensive list of channels. Some date back to the time that I knew the [more]

Sat Jul 13

NL

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TMFDatabasebob replied to the Saul’s Investing Discussions board. 11:35 PM

Re: EBIX

Hi Retirementdough (et al).

I have been an Ebix shareholder for more than a decade and its return to me has roughly doubled the S&P 500's return in that time frame. Doubling the S&P 500 for more than a decade is noteworthy, in my [more]

Tue Jul 9

Sat Jul 6

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TMFDatabasebob replied to the Premium Commons boards. 12:42 PM

Mon Jun 24

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TMFDatabasebob posted to the Premium Commons boards. 1:04 AM

Fri May 24

NL

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TMFDatabasebob replied to the Saul’s Investing Discussions board. 4:18 PM

Re: AYX Shareholder Meeting Review

Hi Kevin2017.

Thanks for your kind words.

In the past, if I recall correctly, Saul has called bonds "certificates of confiscation". Therefore, I'm pretty sure that an in-depth discussion of convertible bonds is [more]

Thu May 23

NL

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TMFDatabasebob replied to the Saul’s Investing Discussions board. 4:47 PM

Re: AYX Shareholder Meeting Review

Hi Dreamer and Inphanint. Thanks for responding to my post. And thank you too to everyone who recommended it. What an overwhelming response! I'm humbled.

Dreamer,

First of all, I got into the IT field early enough that [more]

Wed May 22

NL

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TMFDatabasebob posted to the Saul’s Investing Discussions board. 7:40 PM

AYX Shareholder Meeting Review

The building where the Alteryx Annual Shareholders’ meeting was held was a modern, if nondescript, office building. I don’t believe that Alteryx is the building’s sole tenant, but their logo was just below the roofline, easily visible from the main [more]

Tue May 21

NL

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TMFDatabasebob replied to the Saul’s Investing Discussions board. 10:43 PM

Re: AYX Annual Shareholder Meeting

Hi TexMex.

From the Tiernan Ray interview (thanks to both of you who pointed it out to me):

"We are growing really fast, but with just a low-single-digit penetration of any of the customers we sell [more]

NL

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TMFDatabasebob replied to the Saul’s Investing Discussions board. 6:52 PM

Re: AYX Annual Shareholder Meeting

Hi all. The Alteryx annual shareholder meeting is tomorrow morning and I intend to be there bright and early. It took me longer to work through my preparatory process than I thought, but I have finished. Now I want to address everyone's [more]

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