XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Mon Jul 15

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 1:39 AM

Re: EBIX

Fhd,

Not sure how you are as I see three total posts listed on your profile. But you are correct, Yahoo! Gave me the wrong link. Still, during the bull market from 2016, when TTD, MDB, ANET, NVDA, SHOP, OKTA...et al have given us multiple [more]

Sun Jul 14

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 11:40 PM

Re: EBIX

If you wish to invest in companies whose share price falls or stays the same during a huge bull market...it’s a methodology followed by many I am sure.

No reason has been given why we should not expect more of the same going forward. [more]

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 9:13 PM

Re: EBIX

Given all the category dominators out there why would someone want to speculate in something like EBIX. Heck, I think their headquarters are or use to be in my building. Lower floor then me ;) .

Anyways, here is the 5 year chart:

[more]

Thu Jul 11

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 12:41 PM

Re: Why not to use robots-computers!

Frankly,

Many people (especially those with lots of money) get scared if their portfolios grow too fast. They thin undue risks are being taken.

Each to their own. For a very wealthy person 8% a year is grand. To a labor union or [more]

Thu Jul 4

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 11:52 PM

Re: The Wheat From the Chaff

Duma did not start this. All he did was give some good insight and offered to continue what was becoming off topic to be taken off board for those interested. It was not taking any posters from the Fool, and there is no profit motive unlike the Fool [more]

Wed Jul 3

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 2:02 PM

Re: MDB specifics for Tinker

MDB is at 17x enterprise value at $500 million. When it gets to $700 million at 12x. Unless growth dries up, by year 3 we are at single digit multiples.

We are not talking 10 years or something. W in approximately 3 years in single digit [more]

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 12:34 AM

Re: Did ESTC CEO Tout Non-Paying Customer?

I don’t think we got it wrong, IR failed to update us or give us any insight.

Tue Jul 2

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 11:28 PM

Re: Did ESTC CEO Tout Non-Paying Customer?

Yes, they touted a cool use case that was paying Elastic $0.00. Elastic IR got pummeled about it and stated how many paying customers they have and how fast things are growing. But yeah, their coolest new use case that they thought to promote at the [more]

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 4:09 PM

Re: Everyone is worried about valuation!

Hard drives. Data has grown at an exponential rate for decades. Yet the cost of data storage per gigabyte has fallen at least as fast if not faster. It is not true that profits of data companies go up simply because data grows.

Same with [more]

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 2:27 PM

Re: Valuation Concerns is not a Contrarian Indic

12x,

I am getting frustrated about this thread because for the most part we are talking generalities and extreme cases of Zoom or Crowd. Crowd we have discussed the specific case and perhaps its CAP does not justify the valuation. Zoom, we [more]

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 12:39 PM

Re: SMAR Subscription Growth

Unlike Elastic, SMAR actually has its true core product that we can see taking hold and growing with real world evidence.

Elastic does have logging as its bread and butter. Some places say Elastic is the de facto standard in logging. If so, [more]

Mon Jul 1

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 4:20 PM

Re: Everyone is worried about valuation!

In a real recession practically all growth will slow, except...we actually are in a slow down now, world wide. You can see it in chips, storage, Fed Ex, consumer goods, but Zscaler and Mongo are accelerating growth during this period and Mongo [more]

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 12:52 PM

Re: Everyone is worried about valuation!

Because the story can, and likely will, change/evolve, it seems fair to wonder how long the market will value something at 30x or 40x or 60x. I had to check just now...ANET still below Jan 2018 prices, when I first came to the board wondering [more]

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 11:48 AM

Re: Everyone is worried about valuation!

I’m sorry de ja vu. Have we not had this exact same conversation in the exact same manner w the exact same comments every 3 to 6 months since 2017?

Why don’t you change it this time to company specific and not the always generality. The [more]

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 11:42 AM

Re: Everyone is worried about valuation!

Jeff, what kool-aid. You mean compounded 3 or 4 year growth of 40%?

Please define your terms. I certainly am not counting on 50% or above, although history indicates that is a real possibility. For my purposes I’ll be pleasantly surprised [more]

Sun Jun 30

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 9:28 PM

Re: Very Long Article Warning of Valuations

One thing about dot com stocks other than being valued at 10 year’s plus perfect straight line performance is almost all of them were paid by advertising. Google TTD Amazon and the web have matured the ad model and Roku is following in those [more]

NL

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XMFBreakerTinker posted to the Saul's Investing Discussions board. 6:30 PM

MDB ZS AYX OKTA

On this “momentum” kick, why would anyone not want to invest in a business that is hitting the peak of the “S” curve, w business accelerating, with transformative businesses, in enormous markets and LITTLE DIRECT COMPETITION.

Zscaler, at [more]

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 6:05 PM

Re: My portfolio at the end of June 2019

“Momentum”, you mean in business fundamentals? Because that is what it is. It is not some technical artifice - it is based on real world business fundamentals.

For those who say it is a bubble, the market has made some drastic [more]

Sat Jun 29

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 9:49 PM

Re: alt. explanation for Saas stocks success

Yes, but high interest rates or not why would you ever prefer a legacy capital intensive business vs a business with high margins and near ZERO capital costs no matter the economic environment?

The cost of capital simply adjusts the required [more]

NL

Boards Post

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

Re: Valuation and multiple expansion

Chris you are correct w 18 and being forward looking. The issue is room for error and value left off the table for reasonable return.

So much of that comes from CAP. I am looking at Zscaler and it looks undervalued believe it or not. The [more]

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