XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Wed May 22

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 1:33 AM

Re: Evaluating companies, not timing

To quickly interate brittlerocks point, cyber-security is such a core necessity of our modern world that a company like Zscaler - a mere provider of security services, but in a different manner - is enabling an entirely different network framework [more]

Wed May 15

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 12:17 AM

Re: RMBS-Are we actually getting close?

Dreamer,

In case you were wonder ELN is Elan, and we profited greatly by it before the Fool ever recommended it. In fact we sold out of it at great profit prior to the Fool recommending it. I do not recall anyone who I shall name having such [more]

Tue May 14

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 10:44 PM

Re: This board has gone downhill

Denny,

This is what is wrong with this forum, and put in the effort here, why?

Despite all the years you have made it clear that we are not friends and never have been, not even of the virtual variety. In fact far from even virtual [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 5:33 PM

Re: This board has gone downhill

Denny,

I don't care to tell you anything. But given his wisdom I assume he is fit to lead stock discussion as well to carry the board forward. Like in the market for goods and service and the market for ideas, you will choose to do or [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 5:04 PM

Re: This board has gone downhill

For those new to this board you have no idea the history of thou who shall noteth be namath. Anyone who has been here over the last 10 years knows that I am the one who has invited this person over and over again to join this community simply by [more]

Mon May 13

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 10:05 PM

Re: Never Thought I’d get back here

Better how? Certainly not for all the lurkers here? To be sure, there is unlikely to be so much political disruption since you will limit invites accordingly (seem elitist to anyone?), but you will also miss the input of those you don't [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 9:37 PM

Re: Never Thought I’d get back here

I did just draft a response, which I believe is accurate and does not make Nutanix's excuse for the downfall untrue, but the real truth runs a bit deeper. In the end the action step is exactly as you describe.

I will start to get out [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 2:22 PM

Re: Never Thought I’d get back here

I am wondering if we haven’t nailed it. Maybe it is either time to see gains elsewhere, or be satisfied with the companies as we have them.

Or, it maybe a great time to go fishing for the summer.


I am going to start moving to [more]

NL

Boards Post

XMFBreakerTinker posted to the New Paradigm Investing board. 3:32 AM

Never Thought I’d get back here

I am looking at a Nutanix interview (never thought I’d get back to that name. Cramer raised an interesting point about Palo Alto, the dominant security company. Palo Alto had a very similar issue that crashed the stock in 2017 - July.

So [more]

Sun May 12

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 11:36 PM

Re: TTD - Sorry if You Followed me

Since Amazon is running multiples of greater ad revenue and doing so at a faster rate of growth I am not too concerned that Amazon’s conflict of interest will hurt its business some day. We can all wish for such problems.

In the end [more]

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 5:12 PM

Re: TTD raw numbers

Sure they compete. In your analogy TTD sells trips to the minority of out of the way places,whereas Facebook, Google, and Amazon are selling to Paris, Hong Kong, etc.

It is concerning when available information is not disclosed and yet it is [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 4:11 PM

Re: TTD - Sorry if You Followed me

I think we do not understand TTD's business environment well enough. We are also looking at it from a U.S. centric perspective. I think, if you look at the history of Green's plans, is he has aggressively moved outside of the United States [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 3:02 PM

Re: Smartsheets and Fooldom

No one is perfect. The Fool picked JDSU over Qualcomm, Excite over Yahoo!, they never sold out of AOL, etc. The Fool does not find everything, and does not get everything right. However, what they do get right they get very right.

Takes [more]

NL

Boards Post

XMFBreakerTinker posted to the New Paradigm Investing board. 1:00 PM

Power of the cloud

https://www.sfexaminer.com/the-city/san-francisco-police-rai...

Also of the San Francisco police state. You do not [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 12:42 PM

Re: Tinker, Slack , and Guinness

Not comparing Dew to Guinness, just saying I need to give up one but am not the other. If you drink 3 or 4 a day long term make sure in your physicals the doctor checks out the reading on the kidney functioning test. If no problem, then continue to [more]

NL

Boards Post

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

Re: Symmantec taken down by ZS

We discussed this in great detail last year. Symantec ‘s issues are Bluecoat. Bluecoat is the only other competitor in the leader quadrant in SWG. And yet as ZS thrives Bluecoat collapses to the point that the board of directors intervened. [more]

Sat May 11

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 11:39 PM

Re: "then it deserves to die off"

And in one swoop, thoueth who shall noteth be nameth put the exclamation point on it.

It has nothing to do with one’s politics. Mainelefty, your invited if you want, Alan of course, IRdoc, etc. It is not the politics, it is not lurker or not [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 1:57 PM

Re: TTD - Sorry if You Followed me

There are things we see a year out that many poo poo, the stock ignores, but come to pass it does.

Arista is one such example. TTD is now another. However, unlike Arista TTD is not stuck as a cyclicular business.

More thoughts but [more]

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 12:44 PM

Re: Symmantec taken down by ZS

I think the issue is the perfect innovator’s ilemma. Zscaler’s Revenues are still small in the scheme f things. The pie is growing fast and demand powerful, but too small for the existing giants to make fit on their quarterly product reports. [more]

NL

Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 12:33 PM

Re: Slack

I have looked at Slack and it has positives and negatives like everything does. The most positive is the search feature. What we say on the Fool stays but not always easy to dig up the archives.

I have wondered however about the difference [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 69556
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 1
Highest Rated Favorite No Favorites Selected
Go to XMFBreakerTinker’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools Old School Fool
Board Posts 19093
Recs Received 52442
People who have rec'd these posts 2355
Recs to Posts Ratio (last 30 days) 28.00
Threads Started 2860
Threads Started Percentage 14.98 %
Most Frequent Board New Paradigm Investing
Very First Post A RBSold: PDL BioPharma post. (1/6/2005)
Percentage of Posts Rec'd 69.87 %
Show XMFBreakerTinker’s 10 Latest Posts