tecmo’s Activity

Mon Jun 17

NL

Boards Post

tecmo replied to the Saul's Investing Discussions board. 2:31 PM

Re: Slack IPO

Take Slack away from a business, and there would be loud protests, because there's nothing as good to replace it. I'll be looking to start a small position this week.

We used to use Slack here at the office; fairly large [more]

Mon May 27

NL

Boards Post

tecmo replied to the Macro Economic Trends and Risks board. 10:12 PM

Re: 5G

Anyway, at the introduction of 5G there may be enough bandwidth to support communication between autonomous cars and trucks, vending machines screaming at every person who walks past, advertising in sidewalks as you pass a storefront, [and, of [more]

Sun May 26

NL

Boards Post

tecmo replied to the Mechanical Investing board. 1:07 PM

Re: OT govt. debt


Nothing bad happened? In the mid 1970s, my property tax was $800/year. Now it is $6642/year, so the value of the dollar, using the property tax standard, has dropped 88% in that time. Gasoline prices in those days were about $0.60/gallon, and
[more]

Fri May 10

NL

Boards Post

tecmo posted to the Major League Baseball board. 10:38 AM

RBIs

I know RBIs aren't typically viewed as a "real" stat anymore; however this is a good starting point for best hitters all-time.


1. Aaron 2,297
2. Rodriguez 2,086
3. Pujols 2,000
4. Bonds 1,996
5. Gehrig [more]

Fri May 3

NL

Boards Post

tecmo replied to the Saul's Investing Discussions board. 10:21 AM

Re: Thoughts on SQ

Bear, I understand why you're doing this, you and many others here have 10 stock or less portfolios so you have to be very picky on which stock makes the grade and it's things like this that allow you to compare these "best of" [more]

Tue Apr 30

NL

Boards Post

tecmo replied to the Berkshire Hathaway board. 10:29 AM

Re: $100 billion buyback

I am interested in all focus on the BRK stock price (and the impact of buy-backs).

Some thoughts
* Unless you are a net seller; a lower stock price is better (provided value is still growing)
* It is better for BRK to have cash than [more]

Sat Apr 27

NL

Boards Post

tecmo replied to the Berkshire Hathaway board. 9:26 AM

Re: AMZN hits $1 trillion, double Berkshire'

Hmmm, does anyone else see the potential problem with this juxtaposition?

Some points to consider
1. Business Model - it was not a huge leap of faith to assume that AMZN would be able to continue growing at current rates and [more]

Fri Apr 26

NL

Boards Post

tecmo replied to the Berkshire Hathaway board. 10:14 PM

Re: AMZN hits $1 trillion, double Berkshire'

3 years ago (2016) AMZN was trading for around $500 / share and there were a LOT of doubters even at that price. I think a reasonable hypothesis would have been for $30 in EPS and a PE of 50 which would postulate a $1500 share price in 3 years - ie: [more]

Tue Apr 23

NL

Boards Post

tecmo replied to the Saul's Investing Discussions board. 12:25 PM

Re: DATA (Tableau)

This company makes great product which does not really have competition (I know that people will try to claim Microsoft BI or Oracle BI or DOMO, Alteryx or similar), but in the space of exploratory data visualization Tableau's capabilities are [more]

Sun Apr 21

NL

Boards Post

tecmo replied to the Berkshire Hathaway board. 9:49 PM

Re: Artificial Intelligence shift.

but at that time the big problem is that with problems of any interest, the experts who were to train the systems did not know, a priori, what their problem solving techniques would be or which would be used. Their empirical rules often [more]

Fri Apr 19

NL

Boards Post

tecmo posted to the Saul's Investing Discussions board. 11:49 AM

Valuation

Interesting to see all the angst over the ZM valuation - I am curious how the line gets crossed into "overvalued". Those of us that thought 10x revenue was crazy were proven wrong*; why is 50x revenue the new threshold for [more]

Tue Mar 5

NL

Boards Post

tecmo replied to the Berkshire Hathaway board. 1:13 PM

Re: OT Aldi’s effect in Britain

Anyone investing in US grocery retail over the next decade is unlikely to have a good time

A lot of the disruption is impacting the packaged goods market (ie: KHC); as many of these stores are pushing / promoting their own private [more]

Thu Jan 31

NL

Boards Post

tecmo replied to the Berkshire Hathaway board. 10:43 AM

Re: Rotten Fruit...

Look at it this way, the hardware business, which is roughly 80% is declining in sales and the other 20% is growing, but is the growth enough to offset the decline?

It depends if you are focused on Revenue or Profits. The Service [more]

Wed Jan 9

NL

Boards Post

tecmo replied to the Macro Economic Trends and Risks board. 9:58 AM

Re: Top 20% of Households Pay 88% of Fed Income taxe

The Top 20% of Households Pay 88% of Federal Income Taxes

There are plenty of other taxes other than Federal Income Taxes.

1. Property Taxes
2. Sales Taxes
3. Gas Taxes
etc...

The issue that many lower [more]

Tue Jan 8

NL

Boards Post

tecmo replied to the Canada (General) board. 12:03 PM

Re: CPP

Seems to me I heard that was so they could increase benefits for current payers?

That was the justification; however draining off 1% of the assets each year to pay for the management of the funds is likely having a bigger impact on [more]

NL

Boards Post

tecmo posted to the Canada (General) board. 10:28 AM

CPP

https://nationalpost.com/opinion/andrew-coyne-cpp-ads-on-nfl...

It seems that the CPP has turned into an [more]

Fri Jan 4

NL

Boards Post

tecmo replied to the Macro Economic Trends and Risks board. 11:57 AM

Re: Science fiction

I mention this because (as I'm sure everyone on this board knows) the wild gyrations in the market are being caused not by a large number of people moving in and out of the market, but by computer trading, seeing a small trend and then [more]

NL

Boards Post

tecmo replied to the Berkshire Hathaway board. 10:59 AM

Re: Berkshire Refi's $1B debt?

$1B is a tiny amount; I wouldn't read too much into this.

tecmo
...

NL

Boards Post

tecmo posted to the Berkshire Hathaway board. 10:56 AM

APPL Moat

I don't think Apple has much of a moat - what has driven their success so far has been innovation - basically they have hada the best products and a subset of the market has proven willing to pay higher prices for these products.

If you [more]

Thu Jan 3

NL

Boards Post

tecmo replied to the Berkshire Hathaway board. 9:45 AM

Re: Apple lowers Q1 guidance

I was betting on the Apple story crumbling after Jobs.

Jobs died in October 2011, the stock was trading at around $50...

tecmo
...

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Score 2093.25
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Big red star, 1000 posts Old School Fool
Board Posts 4412
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Threads Started 1394
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Very First Post Re: Mechanical Methods for beating the TSE (11/11/1998)
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