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Brock Beauchamp

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Everything posted by Brock Beauchamp

  1. Brock Beauchamp
    Saw that the other day. I'm not convinced Shopify is the better buy today but a year ago it certainly was. Shopify has already seen substantial growth and I'm not sure how much it has left in it growth-wise, at least over the mid-term. Still not sure how Shopify flew so completely under my radar for so long.
  2. Brock Beauchamp
    The reason I'm so bullish on Square is because they're one of the tech companies that filled a hole I recognized as a problem: payment processing. Current payment processing tech is laughably bad; it's mired in thinking that prevailed through the 80s and 90s with virtually no movement spurred from within the industry. Any changes to processing has come from the user end with Apple/Android Pay. Setting up a payment processing system for a business was a painstaking, expensive process where they gouged you for thousands of dollars of hardware, put ridiculous limitations on how you receive/transfer the money, and then only paid you when they damned well felt like it (often 30 or 45 days). Square blew that up. You use a free dongle on a phone or tablet or "upgrade" to a wireless reader for a whopping $50. Then you just swipe any and all credit cards and Square drops the money in your bank the next day, minus the small 2.9% fee they take off the top. It's the type of service that when I see a small business using something other than Square, I wonder what the hell is wrong with them.
  3. Brock Beauchamp
    Are you comparing quarter-over-quarter or year-over-year? I believe their YoY growth was over 20%. Quarter over quarter doesn't really work for them, as they process payments. The holiday quarter is always going to be out of line with other quarters. Anyway, I expect Square to be something of a slow burn. Payment processing isn't the type of market that is going to radically shift in a few quarters. What I'm looking for with Square is profitability, which I expect in the coming year. That alone should jump the stock price quite a bit, as many questioned if they would ever be profitable.
  4. Brock Beauchamp
    I'm in on GM and Tesla. GM for the dividends, Tesla because, as you said, they do more than cars. The reason I'm suggesting Square is because their last two quarters have shown me that they're going to be profitable unless the economy tanks. I think they're relatively low risk right now. Something would have to go disastrously wrong for them to fade and I can't really think of anything they could do to cause that disaster themselves. I think the stigma of Jack Dorsey is hurting the company simply because Twitter is floundering. That doesn't really matter to me, as the two businesses couldn't be more different and Twitter's own business model is the problem, not Dorsey (and there's no easy way to fix Twitter's problems, as they're baked into what makes it appealing to some people).
  5. Brock Beauchamp
    If you want something relatively conservative that I think will show substantial growth, I still recommend Square. It wouldn't surprise me in the least to see their shares over $30, maybe even $40, at this time next year. I thought they'd stall out a bit after the holiday quarter (-$.04 per share) but they held steady in the first quarter (-$.03 per share). In my mind, that shows impressive growth from a company that deals in payment processing. I expect the 2017 holiday quarter to put them in the black, which should cause the stock to skyrocket (currently sitting around $19.50). I got into them around $12/share and then doubled down when they dipped to $10/share awhile back.
  6. Brock Beauchamp
    I don't get the Wilk move. At all. But I'll wait to see how long he's on the roster before getting too upset about it. The Twins had bullpen options in Rochester and Chattanooga (why they didn't call one is beyond me) and they don't need a fifth starter for over a week (again). We know Wilk isn't going to start so why he's here is even more baffling. Not that I want Wilk to start a game for the Twins. God, no, I don't want that to happen. This is all very confusing.
  7. Brock Beauchamp
    I like Brian Dozier. I like him a lot. If the Twins magically spring into contention and acquire an arm without trading Brian, even better. You just keep the guy and let him walk if it helps you win baseball games and reach the postseason through 2018. But extend him? No, man.
  8. Brock Beauchamp
    Not really. Berrios needs to stay down for 8-ish weeks longer to gain a year of service and Mejia would have to stay down until next season, I believe.
  9. Brock Beauchamp
    Yeah, Buxton's all-out play is something to consider. I don't believe the Twins should tell the guy to reel it in but the way he runs into things, injuries are always a concern.
  10. Brock Beauchamp
    What happens if Buxton ends the season with a .750 or better OPS? Who do you prioritize this offseason? And no, you can't say both. It's possible the Twins could lock up both but who do you target first and most aggressively?
  11. Brock Beauchamp
    I'm cautiously optimistic about Buxton. He started taking good plate appearances and minimized his weakness against hard inside pitches a bit. Pitchers are now forced to face him straight-up instead of throwing him junk and allowing Byron to get himself out. He stopped swinging, which forced pitchers to throw him strikes and now he's hitting said strikes. It's likely he will see some success until the next adjustment comes. At that point, I'm not sure what happens. Hopefully the worst is well behind us.
  12. Brock Beauchamp
    Byron Buxton's average exit velocity (87.69 mph) is now nearly identical to the MLB average (87.76 mph). It has climbed ~1.5 mph over the past 2-3 weeks.
  13. Brock Beauchamp
    Yeah, Mauer's contract shouldn't make them gun shy with Sano. They're very different players. Mauer's bat played well at any position but not at the level we expect from Sano. A large portion of Joe's value came from the fact that .300 average, .400 OBP, .850 OPS catchers are unicorns.
  14. Brock Beauchamp
    I think it's the player but now that you ask the question, I'm not sure.
  15. Brock Beauchamp
    I forgot Jay hasn't pitched yet. Didn't consider Burdi because he's a RHP.
  16. Brock Beauchamp
    Maybe. Probably. But I believe Chapman was moved off the 40-man during the time when it's least likely a player will be claimed (March-April). Once the season gets rolling and injuries happen, it's harder to get a guy through waivers.
  17. Brock Beauchamp
    Yeah, it's a bit of a concern but with Melotakis holding his own in Chattanooga and Jay doing well in Ft Myers, I can't see why the front office would be in any kind of rush to get Chapman on the 40-man. If he was a righty, I'd be a bit more wary but the Twins haven't lacked in LHP options out of the pen.
  18. Brock Beauchamp
    Sure. I was speaking of only 2017. But the fact he has rebounded so quickly and well over the past 11 games is promising. I was hoping for mediocrity, not way above average hitting.
  19. Brock Beauchamp
    To put it a different way, Byron Buxton has now been good almost as long as he was bad. First 15 games: .082 / .135 / .122 / .257 52 PAs 24 SO Last 11 games: .281 / .410 / .438 / .848 39 PAs 9 SO
  20. Brock Beauchamp
    True, but in reality Chapman's value rises a bit if he's off the 40 man. He's the kind of guy who you don't mind having in the org should he figure it out or the bullpen collapse but you don't want him clogging up your 40-man.
  21. Brock Beauchamp
    Yeah. What is the waiver fee, something like $20k?
  22. Brock Beauchamp
    Nice move. I didn't expect the Twins to get anything for Santana and a questionable lefty bullpen arm seems like a fair deal.
  23. Brock Beauchamp
    When I saw the play, this was the sound effect playing in my head: https://www.youtube.com/watch?v=B-G0SVEQW8A
  24. Brock Beauchamp
    This is a fun video. http://m.mlb.com/news/article/228161150/twins-byron-buxton-shows-off-blazing-speed/ When Buxton made his catch last night, he was traveling 29 feet per second. Byron's triple was the fastest first-to-third recorded in baseball this season. And he did it standing up. Damn, this kid is fun to watch.
  25. Brock Beauchamp
    Square posted a loss of just four cents per share. I think this will be a growth stock going forward. When I invested last year, I hoped they'd be profitable by 2019. It looks like they might do it this year.
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