XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Today

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

Re: Cloudera (CLDR)

Yes, and Mongo can probably handle 80% of the use cases expressed in the TAM.

Tinker

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XMFBreakerTinker replied to the New Paradigm Investing board. 3 hours ago

Re: Let's Refine the P/S Discussion

My point is, it will not be a price to sale of 20 in a few months. The company (absent a big downsize surprise) will be substantially less than 20x in 2 as or so. There is no need to maintain 20x+

Tinker

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XMFBreakerTinker replied to the New Paradigm Investing board. 4 hours ago

Re: Let's Refine the P/S Discussion

To put some more context on this. Lets look at ABMD. We have followed it here for awhile. Some have bought and held and added others just held their nose and went this thing is far too pricey with its 30x price to sale.

However, if one looks [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 1:26 AM

Huawei Stealing Cisco's Stuff

https://finance.yahoo.com/video/huawei-became-force-stealing...

Appears that Huawei stole Cisco secrets and other American companies that enabled [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 12:55 AM

Re: The "Cheap" Nvidia Will Be Back

Oh, btw, it is "cheap" 6-7x enterprise value to revenue (and with the dividend, and share price buy back, probably functionally "cheaper" that that. About half its usual multiple. Quite a low multiple actually given its enormous [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 12:50 AM

The "Cheap" Nvidia Will Be Back

https://wccftech.com/nvidia-creates-interactive-world-ai/

Another field that Nvidia not only leads in but is creating. NVDA at 6.71x enterprise value will be back, we [more]

Yesterday

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XMFBreakerTinker posted to the New Paradigm Investing board. 9:41 PM

Zscaler and MDB updates

Looking at yahoo! analyst estimates, the high estimate for Zscaler has now materially increased to $281 million for the year. Getting closer and closer to my $285 prediction. MDB has increased their estimates for this year well above the $235 I had [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 8:17 PM

Re: Let's Refine the P/S Discussion

https://www.zerohedge.com/news/2018-12-08/everything-bubble-...

Time to sell it all. The last 20 years have been all a bubble by the credit markets and the [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 6:30 PM

Re: Let's Refine the P/S Discussion

We can add Paycom to the list of sustained high multiples despite growth “only” at 25-30% but with ROE of 35%+!

As for MAstercard/Visa, that is 5 years of appreciation into a world economy that is removing cash and checks as the primary [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 3:34 PM

Re: Let's Refine the P/S Discussion

Palo Alto probably did as I am sure sales force did.

It may not have caught attention but I get more discerning as the marketcap to opportunity declines.

I got in SHOP only after it grew its marketcap and I put together where most [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 2:57 PM

Re: Let's Refine the P/S Discussion

I don’t know, I have not been back into the market actively for 3 years yet.

ISRG yes. Appears that NVDA may be yes as well about now. But the multiple is only as good as what it is multiplying and w NVDA that is presently a mower than it [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 1:11 PM

Re: Bear's ZS OctQ Review

Given the 118 or 120% repeat purchase figure Zs had to have retained many new customers this quarter. I do not think there is anything trying to be hidden there. The math just does not work out any other way. They would have to have had Pivotal like [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 1:05 PM

Re: Let's Refine the P/S Discussion

They all look reasonably priced to me...

But unfortunately the numbers. are. not all equal. Dang ipad keyboard......

Take. Zuo. It is more expensive than it. seems because part of their revenue is like Nutanix’s pass through [more]

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XMFBreakerTinker replied to the Premium Commons boards. 12:42 PM

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XMFBreakerTinker replied to the New Paradigm Investing board. 12:16 AM

Re: How long do P/S last?

Yes, Yahoo! Was the best of the best, one of the fundamentally most sound of any company in history and in a few short years it was taken down.

The big disruption was pay per click, but also the better search engine while Yahoo! Tried to [more]

Fri Dec 7

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XMFBreakerTinker replied to the New Paradigm Investing board. 10:46 PM

Re: How long do P/S last?

All these companies that had huge ps ratios then continued higher we’re doing something unique.

I disregard Amazon because of the Internet bubble. However, I went back to review David Gardner's first recommendation for it at a [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 9:25 PM

Re: Cheap portfolio

Hey, I don’t disagree. Remember I refused to buy Mobileye...

Tinker

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XMFBreakerTinker replied to the New Paradigm Investing board. 8:56 PM

Re: Cheap portfolio

Yes, but present perceptions or not, how many are dedicated, just because, to hold a stock for three years. I look at 12 months an 1 day. And I hope and have the goal of just holding forever if I can, but I am not locked into the hope.

Thus [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 8:29 PM

Re: Cheap portfolio

I say put together a comparable expensive port and see who outperforms. Except I bought what I own at materially les than current prices and the cheap port has dramatically underperformed during that period of time (even post-crash or post earnings [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 7:33 PM

Cheap portfolio

Just pulling a few out f my watch port. Here is your cheap port:

NTNX
NVDA
PSTG
TLND
Anet
TDOC
PVTL
CLDR
SWKS
CRM
APPLE

Think it will outperform?

Tinker

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