Next 10x Stock Winner


#1232

i need to thank someone for IRBT - who mentioned it first?


#1233

It’s due to the Sonoma fires.


#1234

That’s a real risk. Is bankruptcy a possibility?


#1235

Good job. My sCap is up 7%, guess I have reduced exposure too early :blush:
mCap about 8%.


#1236

And now there is a 3xETN on FAANG. Article. We live in dangerous times.


#1237

This guy copied my portfolio!!! My portfolio is mostly composed of all the stocks in his ETF minus AMZN and NVDA.


#1238

F10, replacing TCEHY with Twitter


#1239

I own Twtr as well. My portfolio is basically his portfolio minus Amzn and Nvda, but adding Yelp and Ebay/Pypl.


#1240

No more Citron strike, traditional analysts are striking.
NTNX tumbles more than 7% from a downgrade note by J.P. Morgan talking down something was known long ago, transition to software-oriented model.


#1241

Investors In Nutanix Inc (NASDAQ:NTNX) Are Paying Above The Intrinsic Value

This results in an intrinsic value of $25.79, which, compared to the current share price of $37.49, we see that Nutanix is rather overvalued at the time of writing.

Bear assault. Linked article is published one day before J.P. Morgan downgrade.


#1242

So that naturally means you will be buying?


#1243

Reverse reasoning? Why want to buy an overvalued stock?


#1244

I don’t like anything that’s in amazon’s warpath so I ruled out NTNX long ago. You agree with its priced higher than intrinsic?


#1245

Thought is complimentary. You also think SHOP is in AMZN’s warpath, but is actually complimentary. SHOP is racing to new high, up $5, about 4%. NTNX - really not sure how good is the business model, at $37 smell of over-exuberance.


#1246

Right I still think SHOP is in Amazon’s path. It’s a bubble IMO.

By the way I don’t trust DCF analysis on young companies like NTNX. That’s a bad reason to sell.


#1247

Is only good for traditional companies like JNJ, PG and VZ. Pointless for hi-tech.

Holding 300 shares of NTNX. Used to have 600, sold 300.

FAANG is looking for new areas of growth, mainly go into other turfs. Recently, Alphabet is entering cybersecurity arena, now I have to think whether to sell PANW and SPLK.


#1248

When bubble formed/forming, better be safe with traditional companies than crazy ones


#1249

DCF usually doesn’t take into account new products under development, since they aren’t publicly disclosed. The biggest assumption made is future growth rate, and no one really knows what it’ll be.


#1250


#1251

Consolation price, new ATH for sCap.