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The 10 Most Recent Messages By earslookin

Take me back to where I was.
  • Date: 6/16/18 3:00 PM
  • Number: 42800
  • Recommendations: 15
There has been a lot of discussion here lately around two issues...

There was a third issue Prodigal addressed: How large to let any one sector run.

If most of your stocks are SaaS companies it's like owning a bunch of
(Continued...)
  • Date: 6/1/18 9:09 PM
  • Number: 42037
  • Recommendations: 26
The BVP Cloud Index is a market cap weighted index that tracks the activity of the
leading public cloud companies. There are currently 50 companies in the index.

* The Index is up 32% YTD (from 12/29/2017 to 5/31/2018).

* The
(Continued...)
  • Date: 5/30/18 11:42 PM
  • Number: 41936
  • Recommendations: 19
Bear, if you're going to quote someone at least try to get the quote right. What I said was
there's nothing *magic* about the SaaS model. Meaning the SaaS model doesn't automagically
guarantee success. Take a look at Marin
(Continued...)
  • Date: 5/30/18 10:00 AM
  • Number: 41900
  • Recommendations: 3
Dan,

They donít fit my investing approach. No longer actively invest. Priority is preservation. But thought people might be interested in this data about the sector because many here invest in these kinds of businesses.
(Continued...)
  • Date: 5/29/18 8:11 AM
  • Number: 41871
  • Recommendations: 3
Now, if the magazine allows you to cancel and get the subscription money back, how does it impact
the booking or deferred revenue...?


As you probably already know, revenue recognition for a subscription business can get
(Continued...)
  • Date: 5/28/18 8:01 PM
  • Number: 41858
  • Recommendations: 12
Andy said: Are you taking into account the new rules under ASC 606...?

Talk about rabbit holes. I think this is going to take some time to work out as companies interpret
the guidelines and get push back. There are now five
(Continued...)
  • Date: 5/28/18 2:21 PM
  • Number: 41849
  • Recommendations: 31
Libby's portfolio is up 39% YTD.

Libby created an equal weight portfolio of stocks chosen January 1, 2018 using the
following simple rules:

* US or Canada domiciled firm.

* Annual sales between $100 million and $1
(Continued...)
  • Date: 5/27/18 11:17 PM
  • Number: 41836
  • Recommendations: 8
So you can bill but if you haven't performed the service then you can't recognize the revenue.
Is that correct?


Yes.

---------------------------

Moving on to recurring revenue / subscription model /
(Continued...)
  • Date: 5/27/18 3:23 PM
  • Number: 41816
  • Recommendations: 7
Wow, Ethan, you really did go down a rabbit hole!

You asked for corrections. I have a few, but to keep it simple let's start with the Non-Saas
company that makes widgets.

You said: Billings Ė The money youíre currently
(Continued...)
  • Date: 5/23/18 9:54 PM
  • Number: 1361
  • Recommendations: 0
...if you can take the volatility and have patience.

And do all the work you've done.

Must feel good to be vindicated.

Still curious how you manage risk.

Thanks,
Ears
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Take me back to where I was.
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