TMFTypeoh

Brian Feroldi

TMFTypeoh’s Activity

Yesterday

Premium Commons Boards Post

TMFTypeoh posted to the Premium Commons boards. 7:11 AM

Sun Mar 17

NL

Boards Post

TMFTypeoh replied to the Saul's Investing Discussions board. 7:47 AM

Re: Stock idea - YEXT

Superb feedback ElonFeeNix.

Your view makes complete sense to me. YEXT seems to be a great fit for large companies that can easily afford it and have thousands of locations to manage, but not for smaller businesses with more limited [more]

Sat Mar 16

NL

Boards Post

TMFTypeoh replied to the Saul's Investing Discussions board. 8:54 PM

Re: Stock idea - YEXT

Also a minor point but from your gross margin framework score, it looks like you have a 4 point scale of 0-3 but only three categories

Yes, good catch. I add an extra point if gross margin is steadily rising.

Brian

Rule Breakers Boards Post

TMFTypeoh posted to the Rule Breakers boards. 4:50 PM

NL

Boards Post

TMFTypeoh posted to the Saul's Investing Discussions board. 4:50 PM

Stock idea - YEXT

Hey Fools,

Just came across YEXT as an investment idea. An initial glance shows there is a lot to like, though the grown rates might not be high enough for some of you.

What they do
Invented a new category that they call [more]

Fri Mar 15

Options Boards Post

TMFTypeoh replied to the Options boards. 4:32 PM

Thu Mar 14

CAPS Outperform Pitch

TMFTypeoh wrote about Markel (MKL) . 3:07 PM

MKL Outperform

A great set-it-and-forget-it stock.

Caps Pick

TMFTypeoh made a pick in CAPS. 3:07 PM

Markel (MKL) will Outperform the S&P 500

Wed Mar 13

NL

Boards Post

TMFTypeoh replied to the Saul's Investing Discussions board. 4:29 PM

Re: GH Earnings

ER comes out and I conclude that it is a disaster for a stock trading 80 P/S. Why? Revenues slowing. Revenues grew 82% for year, only 64% in 4th quarter. Guidance seemed down right miserable-35-40% from memory.

The revenue growth rate [more]

Fri Mar 8

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TMFTypeoh replied to the Premium Commons boards. 4:58 PM

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TMFTypeoh posted to the Premium Commons boards. 4:02 PM

Thu Mar 7

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TMFTypeoh replied to the Premium Commons boards. 10:39 AM

Wed Mar 6

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TMFTypeoh posted to the Premium Commons boards. 9:28 AM

Tue Mar 5

NL

Boards Post

TMFTypeoh replied to the Saul's Investing Discussions board. 7:01 PM

Re: Novocure - NVCR

It's always possible, but I have no idea how that would work.

Either way, it would be significant news for the company/stock.

Brian

Mon Mar 4

Premium Commons Boards Post

TMFTypeoh posted to the Premium Commons boards. 5:04 PM

Sat Mar 2

NL

Boards Post

TMFTypeoh replied to the Saul's Investing Discussions board. 5:04 PM

Re: Novocure - NVCR

When I spoke with management a year or so ago they said that it was about 30% of their total business. I agree that pricing could change, but I think that a 20% or so immediate bump in their revenue would be reasonable if/when Medicare reimbursement [more]

Thu Feb 28

NL

Boards Post

TMFTypeoh replied to the Saul's Investing Discussions board. 2:31 PM

Re: Novocure - NVCR

Thanks for the props Fuma! Yes, Novocure has been a total winner.

Growth should be muted over the next year or two. It is all about TAM expansion if the clinical trials are a success.

I'm still a shareholder, and I look forward [more]

Premium Commons Boards Post

TMFTypeoh replied to the Premium Commons boards. 11:32 AM

Wed Feb 27

CAPS Outperform Pitch

TMFTypeoh wrote about Stoneco LTD (STNE) . 11:07 AM

STNE Outperform

Buffett believes in it. Its a fintech, so I do too.

Caps Pick

TMFTypeoh made a pick in CAPS. 11:07 AM

Stoneco LTD (STNE) will Outperform the S&P 500
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Big red star, 1000 posts Top Favorite Fools Ticker Guide Home Fool Global Fool SC1 Red Motley Fool One Everlasting Fool SN Explorer 1 Mission Team Member
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Very First Post Re: where to buy (5/16/2009)
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