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Discussing software/information techology investments

Pull up a chair, have a biscuit - discuss the site and general questions about the LemonFool
TheMotorcycleBoy
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Re: Discussing software/information techology investments

#228880

Postby TheMotorcycleBoy » June 12th, 2019, 10:31 am

JamesMuenchen wrote:
TheMotorcycleBoy wrote:
dspp wrote:A personal observation is that there are insufficient such companies in the UK to want to constrain search to the UK.

I know what you mean.

I tend to agree that the US is the bigger pond but if you want to avoid currency risk then there should still be plenty of opportunity in the UK

https://www.forbes.com/sites/trevorclaw ... b97050d46f
13 new unicorn companies (valued at $1 billion or over) have been created in the U.K. over the past year, bringing the national total up to 72....With a total of 18, London has more fintech (financial technology) unicorns that San Francisco (15), although marginally fewer than the Bay Area as a whole. And across the whole tech sector, the capital’s 45 $1 billion companies trumps both Berlin (10) and Paris (9).

After all, its not the number of winners you pick that matters.

For US stocks, and for learning about valuing SaaS stock I would recommend Saul's board on TMF
https://boards.fool.com/sauls-investing ... 20980.aspx

Cheers James,
Just has a quick squint at this place. Who's Saul BTW, Brit or Yank? That is, is this board welcoming to international posters (e.g. if I join)? I obviously won't mention the Trump word over there....
Matt

gbjbaanb
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Re: Discussing software/information techology investments

#228918

Postby gbjbaanb » June 12th, 2019, 12:33 pm

PinkDalek wrote:
Who can't speak for FoolHQ or the company's finances but from what he understands, it was a technology reasons that led to the UK boards being shut down, not the financial cost... and The UK boards are closing because the site is moving to a new platform.

I only mention those extracts as we are often told here (on TLF) that the closure was a matter of costs.


I recall telling my mate about TMF, and he signed up. A week later down the pub he remarked "that bloody site you recommended, my inbox is flooded with spam since I signed up". And then TMF closed its UK boards down. So I think "technical issues" was exactly the reason, either that or a lack of will to keep them secured.

TheMotorcycleBoy
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Re: Discussing software/information techology investments

#228976

Postby TheMotorcycleBoy » June 12th, 2019, 4:03 pm

dspp wrote:If I recall correctly traffic was verging on nil. I am pretty sure it was open for a tad longer than that but I am happy to be corrected.

A personal observation is that there are insufficient such companies in the UK to want to constrain search to the UK.

regards, dspp

Well given that this recent topic has stirred up a lot interest, can't we re-add it? Please?

stooz wrote:And added !

We could move this one there, and I could start a MSFT discussion off in there.

Just an idea,
Matt

Gengulphus
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Re: Discussing software/information techology investments

#228982

Postby Gengulphus » June 12th, 2019, 4:08 pm

gbjbaanb wrote:
PinkDalek wrote:
Who can't speak for FoolHQ or the company's finances but from what he understands, it was a technology reasons that led to the UK boards being shut down, not the financial cost... and The UK boards are closing because the site is moving to a new platform.

I only mention those extracts as we are often told here (on TLF) that the closure was a matter of costs.

I recall telling my mate about TMF, and he signed up. A week later down the pub he remarked "that bloody site you recommended, my inbox is flooded with spam since I signed up". And then TMF closed its UK boards down. So I think "technical issues" was exactly the reason, either that or a lack of will to keep them secured.

That sounds more likely to be a user-education/friendliness issue than a technical issue - sites often have their default settings for new users set to say that they want the site's routine emails, at least unless they take care during the signing-up process to tick unticked-by-default or untick ticked-by-default boxes (as the case may be for the particular site) to say that they don't want them. If one fails to do that, it can usually be fixed by exploring one's profile on the site until one finds where one can turn the emails off, but sites vary about how easy they make it to find it...

I can't say anything from personal experience about how good or bad TMF was in that respect, beyond a very vague recollection that I did make some profile changes in the area at one point, that isn't necessarily about TMF - it might be 'crosstalk' from my experience of some other site. The fact that I find myself unable to say anything more about it i's almost certainly due to the fact that I signed up to TMF a few months short of 20 years ago!

My other comment is that there isn't necessarily a conflict between TMF deciding to shut down the boards for technical reasons and for costs reasons. Technical issues to do with their board software being old and clunky might well have been causing the moderators and other staff to take more time doing the job of maintaining the boards, which raises the proportion of their wages that is being spent on paying them to maintain the boards and thus raises the costs of the boards; technical issues to do with the supplier of an outsourced part of the boards software system no longer supporting them might well have been raising the costs of keeping them running and/or making it necessary to invest in a replacement for that part; and those are just the first two ways I happened to think of that technical issues could cause costs issues...

Gengulphus


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