Nicholas Rossolillo

@nrossolillo

Business nerd. President of Concinnus Financial, bringing investment and financial education to everyone. Viewpoints are my own, not individual advice.

Spokane, WA and San Jose, CA
Joined February 2014

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  1. 15 minutes ago

    I understand tail risk and the need to impose social distancing/self-imposed quarantine while battling . But what about tail risk in imposing these things on society? Like, for example, if the internet is too slow to stream ? The world may tear itself apart...

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  2. 10 hours ago

    After a 20% plunge last week, I'm starting to get interested in Okta stock again. How low can it go?

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  3. 10 hours ago

    Coronavirus is putting movie theaters in precarious position as spring movie releases get cancelled.

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  4. 10 hours ago

    Hands down the most common question I've hear the last few weeks: Should I sell my ? Here's three reasons you might consider to do so, and one reason never to sell.

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  5. Mar 14

    For those following the race, RrotMetric's latest report is worth a read. , , ,

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  6. Mar 13

    If you have $1,000 here are five stocks I've invested in the last couple weeks:

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  7. Mar 12

    These articles are literally out of date by the time I'm finished writing them. At any rate, here's my latest on vision chipmaker Ambarella, which is beginning to look compelling if it keeps falling at these rates.

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  8. Mar 11

    season is on hiatus after tonight. Either Rudy Gobert was ok letting everyone know he has , or someone just committed a massive violation!

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  9. Mar 11

    Who'd of thought that the world's most viral topics in the last six months go from to ? Geez...

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  10. Mar 10

    Confused by Splunk's call for just 6% growth in Q1? Let me walk you through the accounting reasons why that's the case. Long

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  11. Mar 8

    With revenue growth slowing but spending on the rise to support new security products, the next year will be critical for Zscaler. I prefer Fortinet right now. Long , no plan on at the moment.

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  12. Mar 7

    Hey Comcast investors, a lot of chatter out there about the and what would happen to (since it handles the U.S. broadcast) if they were cancelled because of coronavirus. Short story: Comcast would be ok.

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  13. Mar 6

    Thanks to fast and steady growth, one of my favorite healthcare stocks keeps getting more affordable by the quarter. Really liking the long-term potential for Veeva Systems. Long .

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  14. Mar 6

    The latest on Warren Buffett-stock StoneCo. Interesting things going on at this fintech. Going from digital payments to all-out banking technologist in Brazil. Long

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  15. Mar 6

    Amid the big post-earnings selloff, Anaplan has my interest again. Forecast for 34% growth in 2020, and adjusted losses nearing break-even. Might pick up a few shares here and ride out the storm.

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  16. Mar 5

    Foot Locker has a lot going against it, especially direct-to-consumer sales from shoe makers. However, 7 times 2019 free cash flow looks cheap. Nibbling just a little at these levels.

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  17. Mar 5

    My top three growth of the moment, and added to positions during last week's big tumble: .

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  18. Mar 5

    At 5.8 times expected 2020 revenue, Square looks like a real bargain relative to some of its peers. Less premium than PayPal stock based on forward sales. Long , long .

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  19. Mar 5

    Liking The Trade Desk after the last report. Currently going for just under 48 times forward adjusted EBITDA, so still a premium, but in for the long haul.

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  20. Mar 4

    I've added to positions in four fintech stocks so far during the post- (or intra- ???) coronavirus market downturn: Mastercard, Visa, PayPal, and Square. Also looking at adding more StoneCo, more on that one soon.

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