XMFBreakerTinker

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 10:19 PM

Re: Jury trials over videoconference. It's h

The economics are insane. Each judge could simply pay $150 a year and have thousands of non-paying people each year use the service.

I mean when I call someone on a phone the person on the other line, whether landline or mobile, is paying [more]

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XMFBreakerTinker posted to the Saul’s Investing Discussions board. 4:19 PM

The Next Step in Virtual Meetings

https://venturebeat.com/2020/05/20/holographic-vr-meetings-j...

Now this gets rid of all the user complaints of any [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 11:29 AM

Re: Jury trials over videoconference. It's h

We lawyers get very busy. I have not needed to use pay features even though I use Zoom all the time for creating chalk talk videos for marketing purposes.

Guess what, that is government working at its norm! Since that is all they offered [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 2:06 AM

Re: Jury trials over videoconference. It's h

We used what the court provided. Every 40 minutes we took a break and continued. Remarkable how quickly 40 minutes comes and goes in a trial. It was a rather forced way to do a trial w out question.

This particular trial involved middle [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 9:44 PM

Re: Jury trials over videoconference. It's here!

I’ve done a full day Zoom trial and two shorter motion hearings on Zoom. Love it! Yes, there are shortcomings. Nothing is perfect.

However, it saves me hours of drive time and hustle and bustle and this saves my clients money.

It [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 9:21 PM

Re: Alteryx

On the Tinker forum been focusing on process and when to sell and why. Why? Well, SHOP, not long ago fell into the $90s based upon a popular report from a professional short (and before that was considered outrageously expensive and a loser when in [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 8:06 PM

Re: Observation on Elastic

Couldn't you say the same about Twilio from September of 2016 to December of 2017? It finally started going up (from around $25) in January of 2018 and acted very differently after that! I would say the investing community didn't [more]

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XMFBreakerTinker posted to the Saul’s Investing Discussions board. 5:10 PM

Zoom Zoom Zoom - Think we peaked?

Except on the Political Asylum board full of zealot idiots and demagogues, I don't believe I have ever seen such a dominant string of posts on one topic. It continues today Zoom Zoom Zoom.

The stock is trading for more than 50x revenue. [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 10:07 PM

Re: AYX the Rodney Dangerfield of our stocks

Even better terms! Thanks Bnh for the update.

If you look at the employment sites and Linked In, with the proviso that many such advertised positions may be put on hold for now (although when it comes to scarce data people, maybe not) [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 9:20 PM

Re: AYX the Rodney Dangerfield of our stocks

The other thing I would note is that AYX's balance sheet doesn't look quite as good as some of the other software we talk about. AYX's debt-to-equity ratio was at 155% last I checked

That is very misleading. Alteryx's [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 11:48 PM

Re: After Pay

Yes, I recall now. After pay is a form of factoring receivables. Extremely vulnerable to the economic cycle. The share price ran up based upon revenue and customer growth, but many had troubles with its business model. Frankly, does not seem like a [more]

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XMFBreakerTinker posted to the Saul’s Investing Discussions board. 10:00 PM

After Pay

I have not followed it in detail. Did not like the valuation, did not like that it is in the credit business (I know it is more complicated than this) but that is its essence in the end.

After Pay has been absolutely demolished. Down again, [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 11:36 PM

Re: AYX - resilent earnings?

Recession hurts almost everyone, even disruptors like TTD. The problem is the share price is priced for expected growth and not recession growth (well, it use to be. At this point in time reassessment has been made in valuations of almost very stock [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 2:45 AM

Re: Newbie. Suggested Entry Points

I stand corrected, little zero error, if this were the Spanish flu, and all things being equal, the death rate was .0125 or 1.25 out of every 100. Coronavirus will be at least 10x if not a multiple less deadly. Same result statistically. [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 2:25 AM

Re: Newbie. Suggested Entry Points

The Spanish flu of 1918 killed 50 million people. Most not on the United States, but still was material. The death rate based upon the population of the world was .00125 percent. Assuming 1000 people read this board, all things being equal, of those [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 8:22 PM

Re: Thoughts on SFIX?

I just cannot buy the thesis that retain clothiers will collapse. Old Navy appears to be doing quite well and I pick up clothes there at least once a year (including, believe it or not) fashionable mid-weight winter/fall jackets to go along with [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 11:39 PM

Re: Shelter From the Storm

Texmex,

This is the issue with Elastic, and perhaps you consider it irrelevant and the market will get around to it. I do not however.

Despite multiple quarters of 60% growth, Elastic's share price has gone nowhere but down [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 2:09 PM

Re: Shelter From the Storm

I agree with you. I sold both Nvidia and Arista at their all time highs. Did so in real time. What I did with Nvidia was many months later played Nvidia earnings for a day thinking things could not be that bad (this was part of my forgetting my rules [more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 1:18 PM

Re: Shelter From the Storm

[more]

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 2:25 AM

Re: Red Violet, a Rebutal

I was not going to chime in further but I dislike false logic.

Want a commodity company that grew revenues for what i think was 12 consecutive quarters at 40% sequentially (ie quarter to quarter). Exodus Communications: [more]