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earslookin’s Activity

Tue May 17

NL

Boards Post

earslookin replied to the Where Angels Fear to Tread board. 9:57 PM

Re: UPST - this is the UPST thread

I forgot to mention the real thesis.

Yeah, if your viewpoint is speculating on price then the noise in the last week or so is likely of
some concern. But if your viewpoint is as long term owner of a business, then it's just [more]

NL

Boards Post

earslookin replied to the Where Angels Fear to Tread board. 6:09 PM

Re: Dreamer Corp - Shareholder update

The company won’t holds loans in the future but it will be at the expense of revenues. According
to management, this should only happen in times where loan pricing is fluctuating quickly. But should
it happen, it might mean missing
[more]

Sun May 15

NL

Boards Post

earslookin replied to the Abandoned Arctic Outpost #13 board. 8:39 PM

Re: Updated ER LISTS and RANKINGS

Champ,

Unfortunately, QUICK RANK™ has been discontinued.

Note to anyone who took my post seriously -- ZI and APP carry enormous balance sheet risk.

Best,
Ears

NL

Boards Post

earslookin replied to the Abandoned Arctic Outpost #13 board. 1:18 PM

Re: Updated ER LISTS and RANKINGS

Here's my patented QUICK RANK™ for the same set.

Note: QUICK RANK™ is based on an exhaustive 5-minute analysis using highly suspect data sources.
It's quite possible I was Analyzing Under the Influence (AUI).

Players [more]

Wed May 11

NL

Boards Post

earslookin replied to the Carefree Cloud Investing board. 9:21 PM

Re: "Dr.” Ears upcoming UPST diagnosis

Hi Ray,

You gave me a good laugh with your imaginative way of framing the problem. Thanks!

Here's my choice: (e) None of the above, something else.

Before I explain my choice, let's look at what the market is [more]

Tue May 10

NL

Boards Post

earslookin replied to the Abandoned Arctic Outpost #13 board. 1:37 PM

Re: Naughty and Nice: UPST

If the company somehow manages to survive through the year and comes out with a pulse after any
recession, then it might be worth another look.


It's perfectly understandable you getting out of UPST -- it's really not [more]

Sun May 8

NL

Boards Post

earslookin replied to the Abandoned Arctic Outpost #13 board. 5:19 PM

Re: The Naughty and Nice Lists - Part One

Sure, you'll get what we in the trade call a deferred commission. My boss used to tell me I'd get
one when pigs freeze over.

Geeze, I'd love to help you out, but right now I'm dealing with an emergency -- I've got to [more]

NL

Boards Post

earslookin replied to the Abandoned Arctic Outpost #13 board. 4:25 PM

Re: The Naughty and Nice Lists - Part One

Well you already are privy to my TOP 1 BEYOND POOP LIST™®©.

No, haven't pitched it to The Fool yet. Still doping out the details. I envision it as a streaming
service. I was going to call it IMPOTHIBLE PITH until your post [more]

NL

Boards Post

earslookin replied to the Abandoned Arctic Outpost #13 board. 12:23 PM

Re: The Naughty and Nice Lists - Part One

Yes, well, I'm not sure I understood all that, but invite your readers to try my new service called
BEYOND POOP, of which NET is the first recipient.

NL

Boards Post

earslookin replied to the Abandoned Arctic Outpost #13 board. 9:06 AM

Re: The Naughty and Nice Lists - Part One

Here's a remarkably thoughtful piece on NET from the NO SOUP FOR YOU board...

[more]

Wed May 4

NL

Boards Post

earslookin replied to the Berkshire Hathaway board. 11:23 AM

Re: OT: Valuing SaaS stocks - more interesting n

One values them (or ought to) exactly the same way one values any investment: in terms of
estimated future cash flows.


What are the future cash flows you estimated for SNOW that triggered you to buy and how did you
estimate [more]

Sat Apr 30

NL

Boards Post

earslookin posted to the Carefree Cloud Investing board. 11:14 AM

Cloud Exuberance Index as of 2022-04-30

https://public.flourish.studio/visualisation/4657221/

This index is something I created for my own amusement. I'm posting it here in case you are
interested. The Law [more]

NL

Boards Post

earslookin posted to the Carefree Cloud Investing board. 11:09 AM

Carefree Cloud Portfolio 2022-04-30

0 buys this month
0 sells
0 skill
0 effort
0 checking the market
0 worry

Since
YTD 12/31/2019
------- ----------
Carefree Cloud Portfolio - 32.7% + 20.6%
EMCLOUD Index - 33.7% + 13.9%
WCLD ETF [more]

Mon Apr 25

NL

Boards Post

earslookin replied to the Abandoned Arctic Outpost #13 board. 10:45 AM

Re: Big Rock Candy Mountain

Tricky Question #1: From my data above - considering that I didn't FUBAR it all up - can you
determine which company is the better buy?


Tricky Answer #1: No

Trickier Question #2: Between Example C and the Mystery [more]

Thu Apr 21

NL

Boards Post

earslookin replied to the Abandoned Arctic Outpost #13 board. 5:19 PM

Re: Cash Last Stand

Today: The Desolation of Growth continues.

Perhaps this is a bad time to mention a "what if" scenario where this goes on for a decade or more.
I bet hardly anyone on the TMF boards has that in their investing plan -- if [more]

Mon Apr 18

NL

Boards Post

earslookin posted to the Carefree Cloud Investing board. 7:59 AM

The Carefree approach

Charlie Munger: A lot of other people are trying to be brilliant. And we’re just trying to
stay rational. And it’s a big advantage. Trying to be brilliant is dangerous, particularly when
you’re gambling.

Wed Apr 13

NL

Boards Post

earslookin replied to the Carefree Cloud Investing board. 12:12 PM

Re: OT: Interest investment by Upstart in Q4

Thanks Dreamer!

Tue Apr 12

Sat Apr 9

NL

Boards Post

earslookin replied to the Carefree Cloud Investing board. 2:23 PM

Re: OT: Upstart (UPST) - Clarifying Cash Flows

At what point you think the current excess "operating expenses" and the benefit received from
earlier period "investments" becomes a wash?


5-10 years.

Thu Apr 7

NL

Boards Post

earslookin replied to the Abandoned Arctic Outpost #13 board. 5:21 PM

Re: The Last Tranche

We'll see how all this plays out.

Just make sure you're wearing your tranche coat.

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