brittlerock’s Activity

Mon Dec 3

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:39 PM

Re: GH and ESTC

About 75% of all trades are algorithmic. No humans involved. Of course, that doesn't preclude a "Saul effect". If your trading is followed by sufficient human trades to get the attention of some algorithms that could start a [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 9:12 AM

Re: AWS & VMWare going after NTNX's market

I'll try to not get down in the weeds.

First, let's try and understand "lock in". Every company is presumed to abhor this situation. They wish to maintain maximum flexibility and always want to open new requirements to [more]

Sun Dec 2

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:21 AM

Re: If you want to feel really good re your results

If we look at the performance of 70 different types of asset classes from gold to bonds to oil to stocks, about 90% of them are down for the year through mid-November

That's a fascinating nugget of information. I hadn't really [more]

Fri Nov 30

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 12:01 AM

Re: On Investing Styles and Nutanix

Stephen,
Thanks for the post. You have confirmed much of my own thinking, but I must admit when both Bear and Saul reported that they have abandoned NTNX it gave me pause. I have deep respect for those two guys who have far more investing [more]

Sun Nov 18

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 7:19 PM

Re: My Day-Trader Experience.

Saul,
Despite the fact that you traded in and out within a day's time frame, I don't think it's correct to call the experience "day trading."

I've never been a day trader and I've not really looked into it, [more]

Thu Nov 8

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 5:44 AM

Re: Another thought on investing.

I don't usually post my portfolio and transaction information. It's not like I have a big secret, I just don't have much in the way of new insights to add to those posted by you, Saul, Bear and some of the others who do post a monthly [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 1:44 AM

Re: Twilio- Category Crusher & Juggernaut

Kapil99,
I want to apologize for my sarcasm and try to give you a real answer based on what I've learned from Saul and other really intelligent investors with many years of experience who follow this board.

The question you asked is [more]

Wed Nov 7

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:09 AM

Re: Twilio- Category Crusher & Juggernaut

kapil99,
not Saul here, but to answer your question, absolutely much too late to add to your portfolio. It's all downhill hill from here. Twilio has hit it's zenith and will steadily decline from this point forward until they are out of [more]

Sat Nov 3

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 12:29 AM

Re: The new thing from Tim Berners-Lee

A few years before I retired I had a professional email conversation with Tim. My concern then (and still) was internet security. I not too subtly suggested that there were glaring security problems inherent in the fundamental design of the internet [more]

Wed Oct 31

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 3:41 AM

Re: Structural HF selling could end this afterno

So which is it, a bull or a cow?

Tue Oct 30

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 12:17 PM

Re: My portfolio at the end of October 2018

Trying to post for the third time - I've been having a lot of connection problems this year in China . . .

Anyway, two observations:

First, thanks once again Saul for an informative and inspiring post. Your monthly summaries are [more]

Wed Oct 24

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 5:50 AM

Re: Nutanix Is A Strong Buy

Tinker, no argument, but you kind of missed my point.

You are addressing reality as related to the technology, I was addressing perception of the investment community. Even a lot of the so called analyst don't dig very deeply. How many [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:45 AM

Re: Nutanix Is A Strong Buy

Pretty good job Smorg. But you failed to make it clear why Nutanix does this any better or any different than their competitors. So, I'll grant it's a 30 second decent description, but not a compelling sales pitch.

Tue Oct 23

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:45 PM

Re: Nutanix Is A Strong Buy

Esoteric is actually bad for investing health.

So here's my take . . .

I recently pretty much completed a song I've been working on for close to a year. It's a complex four and half minutes of music with numerous [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 3:46 AM

Re: Stock and Lifestyle

OK - Your post is off topic. way off. But I'll give you two pieces of advice

1) Read Saul's knowledgebase. Click on any post without opening the entire thread. There's a link (three links actually) in the right side margin. Then [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 3:32 AM

Re: OT: Alternative Perspective

Dan,
Thanks for the post, and especially the link to the chart. I plugged in my own positions and bookmarked the page. Very useful. I changed the chart to histogram mode and arranged the entries in descending order with the best performing [more]

Sun Oct 21

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:17 AM

Re: Twilio: A wow bunch of product announcements

Yes, Pay is a game changer. There's one company I do business with occasionally via phone, when it comes to payment the agent routes my call to a different department in order to take the CC info. I guess the order taking agent and the payment [more]

Sat Oct 20

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:19 PM

Re: Twilio: A wow bunch of product announcements

This represents an incredible scope of functionality, even if I don't understand it all when you get down in the weeds of communications, telephony and networks. In fact, even with my limited experience in this area (OK, virtually no experience) [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 12:27 AM

Re: When does the thesis play out? (NTNX)

To summarize, two important forces are in work here:

1) Misunderstood numbers making NTNX look like it has steeply decelerating revenues.
2) Herd mentality.

Both create a chimera for investors a scary illusion. Hopefully, in the [more]

Fri Oct 19

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:58 PM

Re: Twilio vs. Bandwidth?

I've never heard of Bandwidth before reading your post and I have so far done zero research, so temper my reply with that caveat. But here's my observations.

A small company such as the one your wife works at will most likely have [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 69633
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 6
Total Picks 6
Best Pick MSFT (+183.20)
Worst Pick FEYE (-115.81)
Average Score per Pick 0.00
Charms Earned 2
Highest Rated Favorite No Favorites Selected
Go to brittlerock’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1295
Recs Received 6843
People who have rec'd these posts 876
Recs to Posts Ratio (last 30 days) N/A
Threads Started 75
Threads Started Percentage 5.79 %
Most Frequent Board Saul's Investing Discussions
Very First Post A SN: Phoenix 1 post. (4/1/2012)
Percentage of Posts Rec'd 73.05 %
Show brittlerock’s 10 Latest Posts