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XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Mon Oct 5

NL

Boards Post

XMFBreakerTinker replied to the Saul’s Investing Discussions board. 9:01 PM

Re: A few thoughts on Peloton (PTON)

I own Peloton. The Android to Apple for Peloton appears to be NordicTrack. However their bike is $1999 and Peloton just lowered the cost of their good bike to $1899 and just came out w their best bike at $2400 or something. Thus, why buy a [more]

Mon Sep 21

NL

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 2:29 AM

Re: How I Invest!

There is one acronym that is more likely to guarantee inferior returns than any other I’ve ever come across. It first came to my attention from a Seeking Alpha author who is up a bit more than 8% this year despite owning Peloton. Lord knows what his [more]

Tue Sep 15

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XMFBreakerTinker replied to the Premium Commons boards. 11:52 PM

Wed Sep 9

NL

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 5:24 PM

Re: SLack earnings

Is revenue growth accelerating or not? Not. The more you have to look into extraneous, proxy data, the more likely your looking at trees and missing the forest.

No, it does not look so good. I can say that $13 billion marketcap for Slack, [more]

Mon Aug 31

NL

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 5:36 PM

Re: Zoom vs. WebEx in court

Apologies if the observation was outside the bounds. It was not an anecdotal description, but one from the real world comparing the utility of the tool relative to its competition. It is not just a one time thing and other people's opinions can [more]

NL

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XMFBreakerTinker posted to the Saul’s Investing Discussions board. 10:23 AM

Zoom vs. WebEx in court

Have 2 WebEx hearings this morning in the same court. WebEx is awful. Persons having a hard time IT wise getting on. Audio quality lacking. Have not even tried documents yet. It is so bad that I am removing my motion today in one of the cases as it [more]

Tue Aug 25

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XMFBreakerTinker replied to the Premium Commons boards. 4:53 PM

Sat Aug 15

NL

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 10:20 PM

Re: TDOC Bear Thesis + My Reponse

Cisco is nearly entirely composed of acquired technologies and acquired businesses. It is not like there are not very successful examples of this business model.

Whatever works.

Tinker

Wed Aug 5

NL

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 10:38 AM

Re: Understanding TDOC LVGO

There is not a large risk of holding and waiting now since the deal is done. Doubtful there will be some hedge fund that comes in and challenges the price. The market may grow to like it better as I would wager analysts will come in and praise the [more]

NL

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 1:07 AM

Re: Telemed vs Heads-in-Beds

Doctors are the ones being cut out. My own GP told me he if he had to do it again he would not go to med school. But that was 2 years ago. He is now starting his own practice w a subscription flat rate per month, catastrophic insurance patients buy [more]

Sun Aug 2

NL

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 7:27 PM

Re: Dexcom DXCM Q2 >fyi> Livongo LVGO

Only about 13% of TAM is DXCM’s TAM to make quick use of acronyms. For the other 87%, as Nilvest describes, CGM use is still in the future if ever. In fact a CGM device is mostly an unnecessary expense for the vast majority of the TAM if the patient [more]

Sat Aug 1

NL

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 6:07 PM

Re: Dexcom DXCM Q2 >fyi> Livongo LVGO

My investment in Livongo came prior to my fully understanding the entire market it is serving but understanding just enough that I made my usual large entrance at an opportune moment. This thread has been very helpful. The CGM market, considered a [more]

NL

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 4:17 PM

Re: How people are using Zoom

I am doing a 2 day trial on Zoom next month. Already done many shorter hearings. My extensive wardrobe w many suits and the like I’ve picked up over the years (and good stuff lasts) is still in the back of my SUV f the dry cleaner. 3 weeks now. Don’t [more]

NL

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

Re: Dexcom DXCM Q2 >fyi> Livongo LVGO

Dexcom is a partner but also type 1 diabetes is around 13% of the market. Dexcom for those 2 is for only very serious cases.

For the most part Dexcom has minor impact on Livongo’s SAM and that SAM grows every year.

Yes, some [more]

Sun Jul 12

NL

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 9:45 PM

Re: Calling Shenanigans on Livongo

Brian,

After skepticism to the point I tore apart one of their clinical trials, I came to your same conclusion. I bought a large amount of Livongo 5 or so weeks ago. I initially was very skeptical due to two things: (1) clinical trials, and [more]

Fri May 22

NL

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XMFBreakerTinker replied to the Saul’s Investing Discussions board. 12:00 AM

Re: Sorry, Boredom is Dead Wrong!

The realization I came to through all the great investment calls over the years is that yeah that triple in Vertex it was it a quadruple in at $13 out at $39 or $52 or whatever...Vertex is now at $286 last I looked. Brilliant of [more]

Wed May 20

NL

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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]

NL

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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]

NL

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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]

NL

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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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Big gold star, 5000 posts Top Favorite Fools Old School Fool
Board Posts 19431
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Threads Started 2872
Threads Started Percentage 14.78 %
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Very First Post A RBSold: PDL BioPharma post. (1/6/2005)
Percentage of Posts Rec'd 70.33 %
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