TMFEnterprise

Michael Douglass

TMFEnterprise’s Activity

Wed May 29

Starshot 2019 Boards Post

TMFEnterprise replied to the Starshot 2019 boards. 5:04 PM

Wed May 9

Caps Pick

TMFEnterprise made a pick in CAPS. 12:23 PM

() will Outperform the S&P 500

Wed Apr 4

Caps Pick

TMFEnterprise made a pick in CAPS. 8:21 AM

Alphabet (A shares) (GOOGL) will Outperform the S&P 500

Caps Pick

TMFEnterprise made a pick in CAPS. 8:21 AM

Netflix (NFLX) will Outperform the S&P 500

Wed Dec 27

CAPS Underperform Pitch

TMFEnterprise wrote about Wells Fargo (WFC) . 8:13 AM

WFC Underperform

Big cultural problems...and the solutions leave a big bank that looks kinda like other big banks. I'm not bullish on Wells' ability to get past this and win long term.

Caps Pick

TMFEnterprise made a pick in CAPS. 8:13 AM

Wells Fargo (WFC) will Underperform the S&P 500

Mon Dec 11

CAPS Outperform Pitch

TMFEnterprise wrote about Square (SQ) . 10:11 AM

SQ Outperform

Increasingly focused on vertically integrating into a platform that can serve a variety of small business needs. A very small fish in a very big pond -- but with a brand increasingly recognized by small businesses. I think they've got a long growth [more]

Caps Pick

TMFEnterprise made a pick in CAPS. 10:11 AM

Square (SQ) will Outperform the S&P 500

Wed Nov 15

Caps Pick

TMFEnterprise made a pick in CAPS. 8:27 AM

Momo (MOMO) will Outperform the S&P 500

Mon Aug 21

CAPS Outperform Pitch

TMFEnterprise wrote about Alphabet (C shares) (GOOG) . 4:50 PM

GOOG Outperform

Search engines. Mobile growth. Digital advertising. These (and other) trends will propel Google further and further ahead of the competition.

Caps Pick

TMFEnterprise made a pick in CAPS. 4:50 PM

Alphabet (C shares) (GOOG) will Outperform the S&P 500

Fri Jul 21

CAPS Underperform Pitch

TMFEnterprise wrote about Blue Apron Holdings, Inc. (APRN) . 11:12 PM

APRN Underperform

More marketing spend over time, diseconomies of scale.

Caps Pick

TMFEnterprise made a pick in CAPS. 11:12 PM

Blue Apron Holdings, Inc. (APRN) will Underperform the S&P 500

Fri Jun 2

CAPS Underperform Pitch

TMFEnterprise wrote about Fresenius Medical Care (FMS) . 10:36 PM

FMS Underperform

Won't bet against ted weschler on davita...so I'll take the under on fresenius. Medicare reimbursement will be eroded by bundled payments, so these guys will see their margins squeezed over time. I don't see them having a ton of long-term success.

Caps Pick

TMFEnterprise made a pick in CAPS. 10:36 PM

Fresenius Medical Care (FMS) will Underperform the S&P 500

CAPS Outperform Pitch

TMFEnterprise wrote about Welltower (WELL) . 10:32 PM

WELL Outperform

Great play on chronic care. Strong credit rating means they should be able to take on debt at a comparative discount. Great diversity. 5% dividend, well-covered.

Caps Pick

TMFEnterprise made a pick in CAPS. 10:32 PM

Welltower (WELL) will Outperform the S&P 500

Mon May 22

CAPS Outperform Pitch

TMFEnterprise wrote about Realty Income (O) . 9:22 AM

O Outperform

Scalable business buying up retail properties. Won't be as crazy good in the coming years as it's been in the past, but O has the scale, the balance sheet, and the management to keep making good acquisitions even in a higher-interest rate [more]

Caps Pick

TMFEnterprise made a pick in CAPS. 9:22 AM

Realty Income (O) will Outperform the S&P 500

Tue Apr 4

CAPS Outperform Pitch

TMFEnterprise wrote about Stag Industrial (STAG) . 7:50 AM

STAG Outperform

Riskier than most, but I like the company. Management's market agnosticity and focus strictly on risk-adjusted cashflow is a unique way of looking at the industrial market, and I think it's the right way to approach things. They've kept their [more]

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CAPS Stats & Trivia

CAPS Player Rating 78.34
Player Rank 14841 out of 68521
Score 1074.11
Score Change Today +14.36
Accuracy 54.55%
Active Picks 25
Total Picks 33
Best Pick SHOP (+559.54)
Worst Pick CELG (-51.40)
Average Score per Pick 32.55
Charms Earned 2
Highest Rated Favorite No Favorites Selected
Go to TMFEnterprise’s CAPS page

Boards Stats & Trivia

Board Posts 1
Recs Received 1
People who have rec'd these posts 1
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
Most Frequent Board Supernova: Starshot 2019
Very First Post A ST: Our Strategy post. (5/29/2019)
Percentage of Posts Rec'd 100.00 %
Show TMFEnterprise’s 10 Latest Posts
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