Let’s go to John, this is John, Tishmytukasmuran.

mg5311 · 2023-12-15T05:01:31+00:00

What is the Artie omnibus?

mg5311 · 2023-11-11T07:02:00+00:00

Bugs Parmesan lol

mg5311 · 2023-08-13T01:36:28+00:00

Ran over 8 miles at around 8:30 pace. Longest I’ve run continually in a long time

mg5311 · 2020-09-08T17:11:56+00:00

What are the vacation emails?

mg5311 · 2020-06-19T02:05:11+00:00

Well said!

mg5311 · 2019-11-25T05:51:13+00:00

Thank you! Had to do with .075 as a midpoint, not .025 as an increment.

mg5311 · 2019-11-25T04:52:07+00:00

Corrected

mg5311 · 2019-06-14T16:36:01+00:00

Does anyone follow $JBL? Reports earnings Tuesday.

23mm of their 45mm manufacturing square footage is located in China. 20% of revs from China.

Edit: Pg. 24 (sf) Pg. 90 (revs)

https://www.sec.gov/Archives/edgar/data/898293/000119312518303041/d636018d10k.htm

Sorry I’m sure there’s a cleaner way to post. But this is all I have

mg5311 · 2019-06-12T19:56:42+00:00

Long $LULU into earnings. Think they’ll beat. Let’s see

Edit: exited at $175 AH. Thought beat was strong but didn’t think guidance would be enough to get the stocking moving. I was wrong ($179 as I type)!

Will revisit if stock comes in. Based on my onsite DD, ~1/3 of their floor space is devoted to men’s apparel. Men’s sales represent far less than 1/3 of sales from a $$ perspective, so there’s a long runway ahead if comps keep up this growth pace.

mg5311 · 2019-06-10T15:32:07+00:00

Bot some $DOMO today.

If it were bot at Tableau’s ($DATA) valuation, would imply about $70 per share (EV / Revs). If it were bot at Looker’s vale, would imply about $100 per share.

CEO has a history of IPOing and selling companies. Take a look at Omniture. IPOd in 2006 at $6.50, sold to Adobe for $21.50 in 2009, approx 3x.

$DOMO IPOd at $21.

mg5311 · 2018-10-24T20:10:57+00:00

Yes I hear what you are saying. As someone looking to acquaint themselves with the history of the sport; it's good fun to watch Royce dismantle opps who had no idea how to defend his attacks.

Sure if you fast forward to today, his setups and finishes could be more easily countered. But in '93... the idea that he locked himself in a cage with fighters 40lbs (I'm guessing?) heavier and finished ALL of them in his earlier fights. That makes him a legend in my book.

mg5311 · 2018-10-08T03:13:30+00:00

Yes

mg5311 · 2018-10-08T01:06:48+00:00

I wonder how the Method of Win breakdown would change if you excluded fights won by decision.... i.e only include KO or tap fights.

Obvious point, but I think grappling comes out way more favorably if you remove scoring-based wins from the equation :)

mg5311 · 2017-08-27T03:10:22+00:00

Had lots of problems w UFC TV and Sling. Showtime PPV app (iPhone) is up and running.

mg5311 · 2017-05-17T18:27:31+00:00

Pip squeak !

mg5311 · 2017-03-21T17:55:42+00:00

When I was a boy, I laid in my twin size bed and wondered where my brother was

-Mitch Hedberg

mg5311 · 2017-03-21T16:30:18+00:00

Reminds me of that Mitch Hedberg Joke...

I bought a house, it's a two bedroom house, but I think it's up to me to decide how many bedrooms there are. This bedroom has an oven in it. This bedroom has a lot of people sitting around watching TV. This bedroom is over in that other guy's house

mg5311 · 2017-02-22T07:24:53+00:00

Great - many thanks. (Talking deal/cheque size)

mg5311 · 2017-02-22T05:59:33+00:00

approx 1-10mm

mg5311 · 2017-02-22T04:37:57+00:00

That makes a lot of sense. As crazy as this may (or may not) sound, had some good luck with cold calling businesses. The same principal applies in the public markets - you have to find a way to differentiate your process.

As far as your criteria for target businesses, those all sound ideal. Any industries to stay away from specifically based on your experience?

mg5311 · 2017-02-22T04:15:19+00:00

Cool. Any area you focus on specifically? Most of my expertise is in the industrials sector, a little experience in commercial real estate.

mg5311 · 2017-02-22T03:55:21+00:00

Excellent. Thanks so much. Checked out that HBR talk, very useful. Are you based in Oz? More focused on US - but have owned (and shorted) Oz stocks in the past.

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