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On Friday File: Selling and Buying in Big Insurance and Data Centers, and some Quarterly Updates

@Travis, Thanks for the enlightening and sincere commentaries. I really empathize with you on the emotional roller coaster with the ownership of some of the hyper-growth companies, particularly TTD going into the week. My suspicion is that TTD will surpris[...]

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On Motley Fool's "Small company with a $147 billion opportunity" De-teased

the pullback from the lockup is likely to be muted because they recently filed an amendment to their lockup release. It is going to be limited to only 25% of the total if the stock price has appreciated by at least 100% from the IPO price. Since the IPO pr[...]

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On Friday File: "Mysterious M-Boxes" and more

@Travis, Once again, thanks for your valuable insight. Given your keen interest in the Indian market, I wonder if you have taken a look at EBIX. It posted a very good result and the CEO indicated the plan to take a market leading position in the online [...]

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On Friday File: "Forever Royalties," plus TTD and IQ earnings updates

@Travis, As usual, great analysis on both TTD and IQ. I own and follow them and I concur with your conclusions on IQ. On TTD, however, I think it is very likely that the volatility will subside going forward due to better predictability on revenue assent, [...]

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On Friday File: Buying Growth, Selling Mistakes... a Wild Week in the Real Money Portfolio

@Shahbijalj, I suspect that the difference in market reaction is mostly timing - report came out on a good market day. TTD is likely to pop in coming days too. The other reason for the relative positive performance of TWLO is the significant outperformance[...]

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On Friday File: Buying Growth, Selling Mistakes... a Wild Week in the Real Money Portfolio

@Travis, I agree mostly with your comments and conclusions on TTD. However, I disagree with the assessment of their profit as being small. The profit for this year will be over $2 and probably close to $4 next year. This gives it a forward PE of about 30. [...]

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On Friday File, part two: One Post-Earnings Buy and Other Updates

I agree with your fundamental analysis on NVDA but won't be surprised if it drops to about 215-222 before picking up again given that it traditionally weakens immediately after earning release.[...]

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On Friday File, part two: One Post-Earnings Buy and Other Updates

@Travis, thanks for the detailed analysis on both TCEHY and JD. I have been following the two stocks, especially relative to BABA and beginning to think that they are chasing the latter. BABA’s result this coming week should shed more light on that but i[...]

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On Friday File: The Big List, plus a buy on great earnings and a few speculations

Travis, Great communication and very insightful. I own many of the stocks mentioned but the one that has surprised me the most is TTD. Jeff Green keeps talking about piercing the walled garden but I don't know how he is going to do that since these compani[...]

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On What’s Happening on the Alzheimer’s/Dementia Front?

Any reason why ACAD was not mentioned here, considering the fact that they are in Phase 3 for AD with a drug already approved for Parkisons?[...]

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On Dr. KSS Posts from Biotech Showcase 2018, San Francisco

Thanks! Any news swirling around $ICPT and $ACAD? Both were significantly down today.[...]

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On Dr. KSS Posts from Biotech Showcase 2018, San Francisco

@Dr KSS, were you able to listen to $TRXC this morning? It has supposedly developed a product to compete with $ISRG.[...]

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On Microblog: What’s Navellier’s “$46 Transformational Tech Stock to Hit $100?”

Here is the link: https://order.investorplace.com/?sid=A7R123[...]

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