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TMFJebbo’s Activity

Mon Oct 12

One Boards Post

TMFJebbo replied to the One boards. 4:36 PM

Tue Sep 8

Premium Commons Boards Post

TMFJebbo replied to the Premium Commons boards. 11:16 AM

Tue Aug 25

Premium Commons Boards Post

TMFJebbo replied to the Premium Commons boards. 2:05 PM

Sat Jul 18

NL

Boards Post

TMFJebbo replied to the The Mongoose Chronicles board. 12:50 PM

Re: A Chilling Perspective

MoneySlob I like your posts, I always have. And I am intrigued because we do things so differently. Right now I am approximately 95% invested with no other assets. No rental property, home equity, etc.... I can't time the market, not going to [more]

Fri Jul 17

NL

Boards Post

TMFJebbo replied to the The Mongoose Chronicles board. 12:48 PM

Re: A Chilling Perspective

Uh, I am up 86% YTD, all cash as of 3 weeks ago.

Wow MoneySlob, I admire your conviction. So it seems like you are anticipating a huge drop in share prices at some point. I understand that because it also seems to me that the market [more]

Thu Jul 16

NL

Boards Post

TMFJebbo replied to the The Mongoose Chronicles board. 8:34 PM

Re: A Chilling Perspective

“Where you at right now?
I hate where I am but it is what's best for me.
86% YTD all real dolla”

...
My portfolio? Up big. Stupid big. As in ridiculous almost guilty feeling big.

My cash? Still 50%
[more]

Tue Jun 16

NL

Boards Post

TMFJebbo replied to the The Mongoose Chronicles board. 10:54 AM

Re: The 560SL and The Art of Portfolio Maintenan

Many years ago when my friend finished school he needed a new car. He had sticker shock on every vehicle he saw because he had never purchased one on his own AND, being new on the job market, he wasn't making much money. He bought a new Cavalier [more]

Wed May 27

NL

Boards Post

TMFJebbo replied to the The Mongoose Chronicles board. 9:03 PM

Re: Canary in the Coal Mine

The list I’m watching and have orders in just above their 200dma

ESTC 72
ZM. 148
OKTA 147
CRWD 66
DOCU 102
LVGO 41
BYND 107
TTD. 243
DDOG 46

ROKU I’ll add below 100, broken chart right now.
[more]

Tue May 26

NL

Boards Post

TMFJebbo replied to the Saul’s Investing Discussions board. 11:49 AM

Re: Who is Hiring Right Now?

When a company is hiring, it usually bodes well for investors. It may mean it is expanding its services, offers new ones or perhaps adds new locations to its business. It could also mean the company is hiring technology experts to train staff and [more]

Sun May 24

NL

Boards Post

TMFJebbo replied to the New Paradigm Investing board. 4:33 PM

Re: Apple vs Home Depot

I find this surprising as most see Apple as a growth stock but few would say the same of Home Depot.

I disagree. I don't think that most people view Apple as a growth stock. They have a PE of 25, a PS of 5, and a market cap of [more]

Sat May 23

NL

Boards Post

TMFJebbo replied to the Where Angels Fear to Tread board. 1:29 PM

Re: Zoom anecdote

A virtual meeting Thursday turned deadly when a man allegedly stabbed his father to death while on a Zoom chat, according to the Suffolk County Police Department.


Amityville, NY.

This has less to do with Zoom and [more]

Wed May 20

NL

Boards Post

TMFJebbo replied to the New Paradigm Investing board. 12:23 PM

Re: Beyond Meat new market increases TAM

Would you mind sharing your holdings either on or off the board. I just find it interesting to see what others are investing in.

caps4GROWTH I am always happy to talk portfolios. I think portfolio management is the most important [more]

Tue May 19

NL

Boards Post

TMFJebbo replied to the New Paradigm Investing board. 11:29 PM

Re: Beyond Meat new market increases TAM

ZM, yes, but not until April. So I was definitely not in early. But I think they'll have a decent runway.

LVGO, I have looked at that one recently, but I don't think I like them any better than what I already have, so I think [more]

NL

Boards Post

TMFJebbo replied to the New Paradigm Investing board. 1:31 PM

Re: Beyond Meat new market increases TAM

LOL...... you got caught, Jeb!

I TOTALLY DID! BUSTED!!

I read caps4GROWTH'S comment and thought "yeah, ok, but I am pretty sure I at least SKIMMED it."

Then I read Rob's post and went back to [more]

Mon May 18

NL

Boards Post

TMFJebbo replied to the New Paradigm Investing board. 4:29 PM

Re: Beyond Meat new market increases TAM

In a recent 8-K, Beyond Meat says as first mover, it will easily get 50% of the estimated billion dollar market.

Really? Operating in a commodity market they will collect the largest share just...like...that.

Seems [more]

Fri May 8

NL

Boards Post

TMFJebbo posted to the Saul’s Investing Discussions board. 12:20 PM

Shopify and Pinterest

Not mentioned much, if at all, on this board, Shopify (SHOP) is one of the companies that has performed really well during the pandemic increasing in price 76% since the first of the year. The company is constantly looking for ways to extend product [more]

Thu May 7

NL

Boards Post

TMFJebbo replied to the Where Angels Fear to Tread board. 2:09 PM

Re: Schwab blog

In the past when we the government has had to spend, like in WW2, we made up for it with subsequent gains in GDP. We baby boomers did our part! However with this unprecedented stimulus, added to the stimulus from the housing crash, and added to [more]

One Boards Post

TMFJebbo replied to the One boards. 1:41 PM

NL

Boards Post

TMFJebbo replied to the Saul’s Investing Discussions board. 1:28 PM

Re: Beth Kindig bearish on AYX?

Rockleppard! Congrats on the portfolio returns! Good job. I'd like to add my perspective here.

Beth's entire article was written for traders rather than investors. Very similar to the business news TV channels. Not my cup of [more]

Wed May 6

One Boards Post

TMFJebbo replied to the One boards. 1:03 PM

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CAPS Stats & Trivia

CAPS Player Rating 87.11
Player Rank 8874 out of 68842
Score 11429.75
Score Change Today -367.04
Accuracy 45.60%
Active Picks 66
Total Picks 185
Best Pick SHOP (+1959.90)
Worst Pick TSLA (-804.37)
Average Score per Pick 61.78
Charms Earned 10
Highest Rated Favorite No Favorites Selected
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool Ticker Guide SN Explorer 1 Mission Team Member Answer Team SN Olympia4
Board Posts 4366
Recs Received 9248
People who have rec'd these posts 1470
Recs to Posts Ratio (last 30 days) N/A
Threads Started 690
Threads Started Percentage 15.80 %
Most Frequent Board Motley Fool One
Very First Post It's the software, stupid. (4/15/2005)
Percentage of Posts Rec'd 60.51 %
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