TMFJaguar’s Activity

Thu Jun 10

TMFJaguar wrote about Latch, Inc. (LTCH) . 10:44 AM

LTCH Outperform
To me, one of the more asymmetric reward opportunities in the market. Projecting $250 million in free cash flow in 2025 -- partnerships, long-term contracts give them great visibility on this. In other words, I place a higher value on this guidance [more]

Caps Pick

TMFJaguar made a pick in CAPS. 10:44 AM

Latch, Inc. (LTCH) will Outperform the S&P 500

Wed May 26

CAPS Outperform Pitch

TMFJaguar wrote about Purple Innovation Inc (PRPL) . 10:49 AM

PRPL Outperform
I like how this company literally had to invent the machine that makes its mattresses. Gaining market share, good e-commerce channel, and increasing distribution. I think it has medium term upside from here. Long term, I'm not as sure. It will depend [more]

Caps Pick

TMFJaguar made a pick in CAPS. 10:49 AM

Purple Innovation Inc (PRPL) will Outperform the S&P 500

Tue May 25

CAPS Outperform Pitch

TMFJaguar wrote about Stoneco LTD (STNE) . 2:22 PM

STNE Outperform
Growing market, and big opportunity. Good management team with history of creating shareholder value. Customers increasing their spend over time.

Caps Pick

TMFJaguar made a pick in CAPS. 2:22 PM

Stoneco LTD (STNE) will Outperform the S&P 500

CAPS Outperform Pitch

TMFJaguar wrote about PubMatic, Inc. (PUBM) . 2:22 PM

PUBM Outperform
Fast growing company in fast growing space. Founder led. Strong company culture. Profitable.

Caps Pick

TMFJaguar made a pick in CAPS. 2:22 PM

PubMatic, Inc. (PUBM) will Outperform the S&P 500

Mon Apr 19

Caps Pick

TMFJaguar made a pick in CAPS. 10:40 AM

Skillz Inc. (SKLZ) will Outperform the S&P 500

Wed Apr 7

CAPS Underperform Pitch

TMFJaguar wrote about The9 (NCTY) . 4:43 PM

NCTY Underperform
Less than $100k in revenue for 2020, with all the hopes pinned on Bitcoin and the majority of its mining machines won't even be delivered until late 2021. I'll take my chances and bet this will struggle to create shareholder value

Caps Pick

TMFJaguar made a pick in CAPS. 4:43 PM

The9 (NCTY) will Underperform the S&P 500

Caps Pick

TMFJaguar made a pick in CAPS. 1:22 PM

Bandwidth Inc. (BAND) will Outperform the S&P 500

Wed Mar 31

CAPS Underperform Pitch

TMFJaguar wrote about Marathon Digital Holdings, Inc. (MARA) . 2:17 PM

MARA Underperform
This is nothing against Marathon. I just have no idea how any stock deserves to be valued at over 1,100 times trailing revenue.

Caps Pick

TMFJaguar made a pick in CAPS. 2:17 PM

Marathon Digital Holdings, Inc. (MARA) will Underperform the S&P 500

Wed Mar 24

CAPS Outperform Pitch

TMFJaguar wrote about Nano-X Imaging Ltd. (NNOX) . 1:35 PM

NNOX Outperform
One of the most assymetric risk-reward scenarios I can conceive of. There's plenty of opportunity for the pre-product, pre-revenue company to utterly fail and go to $0. There's also realistic opportunity for us to be looking back at a 100-bagger over [more]

Caps Pick

TMFJaguar made a pick in CAPS. 1:35 PM

Nano-X Imaging Ltd. (NNOX) will Outperform the S&P 500

Fri Mar 19

CAPS Outperform Pitch

TMFJaguar wrote about Autodesk (ADSK) . 12:44 PM

ADSK Outperform
Decent value for a company with a sticky product and optionality for the future. Don't know real well, but seems like there's upside here.

Caps Pick

TMFJaguar made a pick in CAPS. 12:44 PM

Autodesk (ADSK) will Outperform the S&P 500

CAPS Outperform Pitch

TMFJaguar wrote about Peloton Interactive (PTON) . 11:54 AM

PTON Outperform
I think I'm finally ready to say Peloton can beat the market over the next five to ten years. Still speculative -- we don't know how sustainable its growth is how many members it can support. That said, we do know it's sticky, with impressive [more]

Caps Pick

TMFJaguar made a pick in CAPS. 11:54 AM

Peloton Interactive (PTON) will Outperform the S&P 500

Show More Activity ...


CAPS Player Rating	91.08
Player Rank	5367 out of 60145
Score	5220.61
Score Change Today	+57.65
Accuracy	54.72%
Active Picks	103
Total Picks	278
Best Pick	PYPL (+560.70)
Worst Pick	AMC (-237.99)
Average Score per Pick	18.85
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 %

TMFJaguar

Jon Quast