TMFJaguar’s Activity

Fri Jun 24

TMFJaguar wrote about HP (HPQ) . 9:59 AM

HPQ Outperform
Buffett likes it because it's buying back stock and increasing dividend payouts. That's the thesis here. It assume that HP can maintain its market share in computers and printers, which I find reasonable. As long as that's the case, profits should [more]

Caps Pick

TMFJaguar made a pick in CAPS. 9:59 AM

HP (HPQ) will Outperform the S&P 500

Thu May 26

CAPS Underperform Pitch

TMFJaguar wrote about Redbox Entertainment Inc. (RDBX) . 12:04 PM

RDBX Underperform
Maybe I'm an idiot, but I'm pretty sure the acquisition price is somewhere around $0.54/share based on where Chicken Soup for the Soul is currently trading. Even if CSSE quadruples before the acquisition, Redbox is still grossly overvalued at this [more]

Caps Pick

TMFJaguar made a pick in CAPS. 12:04 PM

Redbox Entertainment Inc. (RDBX) will Underperform the S&P 500

Fri May 20

CAPS Underperform Pitch

TMFJaguar wrote about Rigetti Computing, Inc. (RGTI) . 12:42 PM

RGTI Underperform
Nice people behind it. But tech simply isn't there yet and I anticipate this company will be in raising-capital stage for the next 5 yrs -- in other words it won't be self-funding or returning capital to shareholders. Not sure how it beats the market [more]

Caps Pick

TMFJaguar made a pick in CAPS. 12:42 PM

Rigetti Computing, Inc. (RGTI) will Underperform the S&P 500

Thu May 12

Caps Pick

TMFJaguar made a pick in CAPS. 11:50 AM

Carvana Co. (CVNA) will Underperform the S&P 500

Wed May 11

Caps Pick

TMFJaguar made a pick in CAPS. 2:28 PM

Upstart Holdings, Inc. (UPST) will Outperform the S&P 500

Mon May 2

CAPS Outperform Pitch

TMFJaguar wrote about Universal Display (OLED) . 1:32 PM

OLED Outperform
Long-term market beater, nearing its all-time low valuation and it is at its all-time dividend yield. Massively profitable and fortress balance sheet.

Caps Pick

TMFJaguar made a pick in CAPS. 1:32 PM

Universal Display (OLED) will Outperform the S&P 500

Mon Apr 11

CAPS Underperform Pitch

TMFJaguar wrote about Atlassian (TEAM) . 2:26 PM

TEAM Underperform
After my appearance on the Deep Dive show, it's only fair that in the interest of transparency, I stick to my guns that I don't think this stock will beat the market. Not that it won't go up. But that it will underperform. Management has placed a $10 [more]

Caps Pick

TMFJaguar made a pick in CAPS. 2:26 PM

Atlassian (TEAM) will Underperform the S&P 500

Wed Apr 6

Caps Pick

TMFJaguar made a pick in CAPS. 12:21 PM

Crocs (CROX) will Outperform the S&P 500

Wed Mar 2

CAPS Outperform Pitch Reply

TMFJaguar commented on TMFJaguar's pitch for U. 3:17 PM

@Moe92 Simply put, you can't put 30% annual growth and easy in the same thought process. 30% growth is extraordinary and difficult. What you're missing, is what can go wrong. I believe things will go right and I am invested. But the [more]

Tue Mar 1

CAPS Underperform Pitch

TMFJaguar wrote about Dutch Bros Inc. (BROS) . 12:57 PM

BROS Underperform
Promising at the right price -- this isn't it. Hard to justify the current valuation IMO. Add to it the near term inflation challenges all businesses like this will have, I say Dutch Bros struggles to beat the market for a time.

Caps Pick

TMFJaguar made a pick in CAPS. 12:57 PM

Dutch Bros Inc. (BROS) will Underperform the S&P 500

Tue Feb 22

CAPS Outperform Pitch

TMFJaguar wrote about Unity Software Inc. (U) . 9:57 AM

U Outperform
Not a fan of the valuation. But that's the only thing here I'm not a fan of. May take years before its valuation and growth converge to overtake the gains of the market, but I'm betting this has a multi-decade runway

Caps Pick

TMFJaguar made a pick in CAPS. 9:57 AM

Unity Software Inc. (U) will Outperform the S&P 500

Fri Feb 18

CAPS Underperform Pitch

TMFJaguar wrote about BRC Inc. (BRCC) . 10:53 AM

BRCC Underperform
Great company. But at $10 the valuation is generous. At $20, it's crazy. Hard to see how it beats the market. I would love to buy this stock at the right price.

Caps Pick

TMFJaguar made a pick in CAPS. 10:53 AM

BRC Inc. (BRCC) will Underperform the S&P 500

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CAPS Player Rating	29.29
Player Rank	41672 out of 58932
Score	-715.07
Score Change Today	+58.91
Accuracy	46.74%
Active Picks	110
Total Picks	304
Best Pick	TREE (+550.77)
Worst Pick	HTZ (-509.34)
Average Score per Pick	-2.35
Charms Earned	12
Highest Rated Favorite	TMFSpiffyPop


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 %

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