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TMFJaguar’s Activity

Tue May 12

CAPS Outperform Pitch

TMFJaguar wrote about Fastly (FSLY) . 10:54 AM

FSLY Outperform

First I thought about buying this, but hadn't done enough research. Then I was going to write about it, and after researching I didn't feel qualified to make a compelling case. I liked it, but the only thing I felt comfotable doing was giving [more]

Tue Apr 28

Caps Pick

TMFJaguar made a pick in CAPS. 2:55 PM

Fastly (FSLY) will Outperform the S&P 500

Tue Apr 14

CAPS Outperform Pitch

TMFJaguar wrote about LiveRamp (RAMP) . 12:13 PM

RAMP Outperform

For the moment at least, recurring revenue is outpacing the cost of sales and marketing. Long-term trend of streaming TV and the need for better marketing play to the company's favor

Caps Pick

TMFJaguar made a pick in CAPS. 12:13 PM

LiveRamp (RAMP) will Outperform the S&P 500

CAPS Outperform Pitch

TMFJaguar wrote about MKS Instruments (MKSI) . 8:47 AM

MKSI Outperform

diverse revenue stream with products in high-demand sectors for years. Good use of cash.

Caps Pick

TMFJaguar made a pick in CAPS. 8:47 AM

MKS Instruments (MKSI) will Outperform the S&P 500

Mon Apr 13

CAPS Underperform Pitch

TMFJaguar wrote about Tootsie Roll Industries (TR) . 10:34 AM

TR Underperform

Not a knock on Tootsie Roll necessarily. I just can't see this company outperforming the stock market over the long haul. A few percentage points a year is good for TR. I think the market can do better than that

Caps Pick

TMFJaguar made a pick in CAPS. 10:34 AM

Tootsie Roll Industries (TR) will Underperform the S&P 500

Mon Mar 30

CAPS Outperform Pitch

TMFJaguar wrote about TheRealReal (REAL) . 4:07 PM

REAL Outperform

very speculative. but it seems to have some very good customer metrics (retention LTC etc) that makes it worth a small bet. Good balance sheet

Caps Pick

TMFJaguar made a pick in CAPS. 4:07 PM

TheRealReal (REAL) will Outperform the S&P 500

Fri Mar 27

CAPS Outperform Pitch

TMFJaguar wrote about Roku (ROKU) . 1:09 PM

ROKU Outperform

Great business riding a great trend

Caps Pick

TMFJaguar made a pick in CAPS. 1:09 PM

Roku (ROKU) will Outperform the S&P 500

CAPS Underperform Pitch

TMFJaguar wrote about Boeing (BA) . 1:06 PM

BA Underperform

Not a very educated pick, but just seems to be too little upside in a best case scenario, and already enough problems on the downside

Caps Pick

TMFJaguar made a pick in CAPS. 1:06 PM

Boeing (BA) will Underperform the S&P 500

Wed Mar 25

Caps Pick

TMFJaguar made a pick in CAPS. 1:12 PM

Discover Financial Services (DFS) will Outperform the S&P 500

Mon Mar 23

Caps Pick

TMFJaguar made a pick in CAPS. 2:18 PM

Starbucks (SBUX) will Outperform the S&P 500

CAPS Outperform Pitch

TMFJaguar wrote about Booking Holdings (BKNG) . 2:16 PM

BKNG Outperform

I can't think of any player positioned to unseat Booking from its top dog status

Caps Pick

TMFJaguar made a pick in CAPS. 2:16 PM

Booking Holdings (BKNG) will Outperform the S&P 500

Thu Mar 19

CAPS Outperform Pitch

TMFJaguar wrote about Monster Beverage (MNST) . 12:40 PM

MNST Outperform

historic market beater, best balance sheet in the biz, with plenty of ways to keep beating the market slow and steady over time.

Caps Pick

TMFJaguar made a pick in CAPS. 12:40 PM

Monster Beverage (MNST) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 95.12
Player Rank 3364 out of 68900
Score 4838.57
Score Change Today +144.89
Accuracy 58.55%
Active Picks 86
Total Picks 258
Best Pick ZM (+575.43)
Worst Pick NFLX (-155.54)
Average Score per Pick 18.83
Charms Earned 12
Highest Rated Favorite TMFSpiffyPop
Go to TMFJaguar’s CAPS page

Boards Stats & Trivia

Board Posts 2
Recs Received 8
People who have rec'd these posts 8
Recs to Posts Ratio (last 30 days) N/A
Threads Started 2
Threads Started Percentage 100.00 %
Most Frequent Board CAPS Blogs
Very First Post A SA Buying Strategies post. (5/22/2016)
Percentage of Posts Rec'd 50.00 %
Show TMFJaguar’s 10 Latest Posts
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