captainccs’ Activity

Today

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captainccs replied to the Macro Economic Trends and Risks board. 2 hours ago

Re: OT:USA beats Canda in brains?

Sixty percent is an amazing number.

Adjust to a "per capita" basis...

Lies, damn lies, and statistics...

The Captain

NL

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captainccs replied to the Macro Economic Trends and Risks board. 2 hours ago

Re: OT:USA beats Canda in brains?

More like very few of your smart people go into politics, most of them go into academia?

You can go into politcs and get Noble Peace Prizes. Some pretty useless people and organizations got them

[more]

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captainccs replied to the New Paradigm Investing board. 2 hours ago

Re: 10 Stocks to buy

I have three of the ten

Ticker 12/08/17 12/08/18 Change

ALGN 238.43 210.28 -11.8%
ANET 222.79 225.09 1.0%
NVDA 190.96 147.61 -22.7%

If one could analyze and predict the luck component...

Denny [more]

Yesterday

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captainccs posted to the New Paradigm Investing board. 1:26 PM

Alan: mathematics of weight loss

This TED presentation sure backs Alan's weight loss views and there is no arguing with maths, but...

The mathematics of weight loss | Ruben Meerman | TEDxQUT (edited version)

[more]

NL

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captainccs replied to the Macro Economic Trends and Risks board. 12:43 PM

Re: Air Travel 2018

Here in the shiny city on a hill, that comment could get you charges with sexual harassment.

Steve


Your problem! In my country women still like to be treated like women -- most of them, anyway. Old style courtesy [more]

NL

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captainccs replied to the Saul's Investing Discussions board. 10:56 AM

Re: The key-est numbers

First, I’d say that where a company is on its trajectory is important. For instance, Mongo is just starting out and has only about $200 million in revenue this last year. That’s tiny and very early....

Best illustrated by the [more]

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captainccs posted to the Macro Economic Trends and Risks board. 10:35 AM

Air Travel 2018

I hadn't been on an airplane since before 9/11. Reading about all the horror stories of TSA and airport security I dreaded my trip. Truth be told, aside from the extra time it takes and the inconvenience of taking off shoes and belt, in some ways [more]

NL

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captainccs replied to the Macro Economic Trends and Risks board. 10:06 AM

Re: Your Doctor Has a New Year's Surprise fo

'Is curing patients a sustainable business model?'

Don't invest in cures, invest in palliatives for "non-curable" diseases, a sustainable business model. BTW, lots of "non-curable" diseases are [more]

NL

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captainccs replied to the Macro Economic Trends and Risks board. 9:56 AM

Re: New Cuban law upsets artists

On my return from the free and prosperous Island of Curaçao I found the streets lined with banners greeting Turkish bad-boy Erdogan:

Turkey's Erdogan Meets with Venezuela's Maduro

Turkish President Recep
[more]

Sat Dec 8

NL

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captainccs replied to the New Paradigm Investing board. 7:02 PM

Re: How long will you live?

Wait a sec! Is this another one of those times when I can't tell if someone is just joking....??

Perfectly serious, read further down:

"Coining the word atheist was most unfortunate. Gods do exist, it's the [more]

NL

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captainccs replied to the New Paradigm Investing board. 4:22 PM

Re: Let's Refine the P/S Discussion

But I contend that, by their very nature (software as a service just one click away), the growth phase will flame out far, FAR faster than the growth phases of famous companies that actually manufactured and distributed physical "stuff". [more]

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captainccs replied to the New Paradigm Investing board. 2:55 PM

Re: How long will you live?

You are mischaracterizing Atheists. They don't know that there is no God.

I really like Bertrand Russell's Cosmic Teapot

Russell's teapot is an analogy, formulated by the philosopher Bertrand Russell [more]

NL

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captainccs replied to the New Paradigm Investing board. 2:38 PM

Re: How long will you live?

It’s like asking an atheist how they know there is no God. One would get a lot of responses but still the solid answer is they don’t know...

Making such general assumptions almost guarantees that your are wrong. This atheist knows [more]

NL

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captainccs replied to the Macro Economic Trends and Risks board. 1:58 PM

Re: Jobs for Art Majors

Whenever a workman notices or comments upon our home furnishings I always am suspicious that they may be later planning to steal from us,
..
..
..
...to perform tasks that one might assume would appeal only to blue-collar
[more]

NL

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captainccs replied to the New Paradigm Investing board. 11:13 AM

Re: Let's Refine the P/S Discussion

Does anyone want to stake the claim that a portfolio of ZS, MDB, ESTC, OKTA and AYX will outperform a another portfolio of similar revenue growth but lower valuation over the next 3 years?

Atlas at 300% will outperform something [more]

NL

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captainccs replied to the New Paradigm Investing board. 11:02 AM

Re: Let's Refine the P/S Discussion

At least here at the NPI, I believe we are savvy enough to know that valuations do matter. There simply must be some extreme of valuation wherein, an investment makes no sense or at least lesser sense compared to alternative investment [more]

NL

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captainccs replied to the New Paradigm Investing board. 10:04 AM

Re: Cheap portfolio

As with the darlings discussed here / on Saul's board, you have to be selective.

NTNX
PAGS
BZUN
ROKU
MIME
SAIL
CBLK
INST
YEXT
ZUO

Thoughts?


Thoughtless of me, I don't own [more]

NL

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captainccs replied to the New Paradigm Investing board. 9:26 AM

Re: Cheap portfolio

However, there is some dispute about whether buying a stock at P/S 25 will return greater rewards than a NTNX at 5.

I'd rather buy the "same" stock at $5 than at $10, but whatever the current price, we don't know [more]

NL

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captainccs replied to the New Paradigm Investing board. 9:11 AM

Re: Cheap portfolio

That portfolio is too much a gimish of large caps, etc.

"gimish," I like that!

Denny Schlesinger

NL

Boards Post

captainccs replied to the Saul's Investing Discussions board. 9:07 AM

Re: How Subscriptions Are Remaking Corporate Ame

BTW, way back pre 1956 you could only get IBM equipment on a subscription basis. IBM only rented their machines (monthly), didn't sell them! It took government action to get IBM to sell...

IBM consent decree

[more]

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Big funky green star, 20000 posts Top Favorite Fools Top Recommended Fools Old School Fool
Board Posts 36016
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Very First Post Re: Wassup with Arm? (7/10/2001)
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