XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Today

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 1 hour ago

Re: ESTC Share Lockup Release IR

I don't know but I gave up caring. I rescinded my sentiment of yesterday and bought back all my ESTC shares. Too much noise for me to care about.

If opportunity presents itself it will be temporary opportunity and I will take advantage [more]

Yesterday

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 10:56 PM

Re: Alteryx v. Knime

Reading the cons of the pro review for Knime the ONLY reason one would even consider Knime over Alteryx is Knime is much cheaper. The cons are extensive from basic things like data field issues, to bad documentation, and need for inside expertise on [more]

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Boards Post

XMFBreakerTinker posted to the New Paradigm Investing board. 10:43 PM

Alteryx v. Knime

https://www.itcentralstation.com/products/comparisons/altery...

This appears to be Alteryx's closest competitor by number of reviews. The review chosen [more]

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Boards Post

XMFBreakerTinker posted to the New Paradigm Investing board. 7:07 PM

iRhythm and Beat

https://www.investors.com/news/technology/click/apple-heart-...

Interesting article on the same Apple Watch [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 6:21 PM

Re: ANET Near All TIme Highs

We made the right call on ANET. What ANET evidences is a dominant company, after its tornado dies, suffers a crash as the market caught up and passed it. Eventually the opposite happens again.

In the end we saved a lot of dead money and a [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 4:38 PM

Re: ESTC Share Lockup Release IR

There is no reason one has to own Elastic now. Skeptical that the release will create a material crash but no reason not to wait. I kept my initial smidgen but sold the rest and put it elsewhere.

Let’s see what transpires. Will opportunity [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 4:14 PM

Re: New Board

We all get to have our sayer and sometimes it gets rough.

I personally have no issue discussing Pivotal, Talend, Cloudera, etc. In fact I just relooked at Pivotal last week. I still believe Pure has great fundamentals.

My only issue [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 10:53 AM

Re: New Board

Chris, Telmex term total dufus comes to mind.

You come here to a board that Duma helped create and is one of the most valuable contributors and call him names!

Names when he is correct? How is that Pivotal or Talend doing? Oh yeah, [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 3:30 AM

Re: Splunk

I have no interests in wanna bes w less revenues than a Law Firm of not great size might have.

If they win 70% of face offs and yet have such little revenues they are not in many face offs at all.

Tinker

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Boards Post

XMFBreakerTinker posted to the New Paradigm Investing board. 3:18 AM

Zscaler IPO

https://boards.fool.com/zscaler-ipo-this-friday-zs-33010519....

What do you know also involves Mongo.

Lesson, if it is young I hyper [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 2:54 AM

Re: Search and Machine Learning

I’m not too concerned w Elastic not being mentioned. They are breaking out into multiple markets including APM (where New Relic operates) and doing so in a disruptive manner growing at 70%+ per year (no one but SHOP has recently grown that fast until [more]

Premium Commons Boards Post

XMFBreakerTinker replied to the Premium Commons boards. 1:06 AM

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 12:29 AM

Re: Search and Machine Learning

https://www.gartner.com/reviews/market/security-information-...

Splunk is way ahead in terms of reviews but those between [more]

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Boards Post

XMFBreakerTinker posted to the New Paradigm Investing board. 12:25 AM

Search and Machine Learning

https://www.elastic.co/blog/introducing-machine-learning-for...

Elastic has that covered. Machine learning and search go hand in hand when it comes [more]

Sun Mar 17

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Boards Post

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

Re: Alteryx

Btw/ lack of real competition combined with large growth is the best investing opportunity that exists on a risk/reward basis.

On a valuation basis the stock is still "expensive" but yet what would be considered to be strikingly [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 10:50 PM

Re: Alteryx

https://www.itcentralstation.com/products/alteryx-alternativ...

Here is a list. Lots of such lists, except none seem to be any good, at all. [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 9:27 PM

Re: Alteryx

Going back the last 5 quarters for Alteryx here is the sequential quarter over quarter revenue growth percentage. It is quite impressive and consistent:

Q317-Q417 = 12.8%
Q417-Q118 = 10.9%
Q118-Q218 = 9%
Q218-Q318 = [more]

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 6:50 PM

Re: Pivotal - I Like It

I do not understand this fealty to Picotal. It is the same as it was to Talend and Nutanix because we desired something undiscovered and cheap.

This Cloudera excitement the same.

9 new customers in all the world. The beauty of [more]

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Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 4:02 PM

Re: Need for a new board????

Pivotal was once front and center on this board. Then Pivotal proved unable to add but a handful of companies a quarter and crashed. As did almost all of the “growth at reasonable value” stocks that crash during good markets and rise less fast from [more]

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Boards Post

XMFBreakerTinker replied to the New Paradigm Investing board. 3:49 PM

Re: Alteryx

Even 3 year 50% compounded growth does not get you to $900 million.

Customer growth is absurd even if revenue growth can be had.

I have no idea of what he was talking about.

Three years hence, if they can grow like that [more]

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Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools Old School Fool
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Threads Started 2807
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