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The 10 Most Recent Messages By wouter28

Take me back to where I was.
  • Date: 7/8/18 1:42 PM
  • Number: 43821
  • Recommendations: 13
Motley Fool Industry Focus had a podcast on Friday that covered SaaS companies. It's a good intro into investing in SaaS companies. You can listen to it here:

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  • Date: 7/7/18 2:49 PM
  • Number: 109
  • Recommendations: 14
I posted this recently on Saul's board, so will cross post it here as well:


MongoDB checklist

Since I ran PVTL through my Sales growth checklist ( (Continued...)
  • Date: 7/5/18 4:04 PM
  • Number: 43696
  • Recommendations: 62
With PVTL continuing to drift down, I took advantage and bought more today even though it is already my largest position. Before Q1 earnings were announced on June 12, the stock was trading at 21.21. It then zoomed up to 31.24 two days later as
(Continued...)
  • Date: 7/5/18 12:43 PM
  • Number: 43686
  • Recommendations: 9
I usually get an estimated TAM figure from this board. Where can it be found or calculated? Or is it always referred to of in the CC after results?

Hi Strelna, MBD and PVTL are recent IPOs and have this type of information in their
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  • Date: 7/4/18 11:25 PM
  • Number: 43667
  • Recommendations: 56
MongoDB checklist

Since I ran PVTL through my Sales growth checklist (http://boards.fool.com/part-3-the-checklist-here-again-is-th...), I
(Continued...)
  • Date: 7/2/18 8:48 PM
  • Number: 97802
  • Recommendations: 9
Cross post on my PVTL review on Saul’s board:

http://boards.fool.com/let8217s-get-pvtl-33111511.aspx?sort=...
  • Date: 7/2/18 5:15 PM
  • Number: 43564
  • Recommendations: 57
Part 3 – the checklist

Here again is the post from last week that discussed what I look for in high growth companies: (Continued...)
  • Date: 7/2/18 5:11 PM
  • Number: 43563
  • Recommendations: 35
Part 2 – the financials

Total revenue increased from $121M to $156M up 28% yoy. Subscription revenue increased from $53M to $90M up 69% yoy, while service revenue decreased slightly from $68M to $66M.

Total gross margin was 64%, up
(Continued...)
  • Date: 7/2/18 5:06 PM
  • Number: 43561
  • Recommendations: 54
As I mentioned, this will be broken out into 3 posts: 1) the business, 2) the financials and 3) comparing PVTL against my earlier posted checklist. I will borrow frequently from the 10Q and S1 filings, the Q1 earnings release, presentation and
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  • Date: 7/2/18 1:44 PM
  • Number: 43539
  • Recommendations: 14
For those like me who do not understand the tech that closely, here is more on PKS from Rob Mee, PVTL CEO, during the earnings call last month:

1. Pivotal Application Service or PAS, which takes a developer’s latest changes and within
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Take me back to where I was.
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