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The 10 Most Recent Messages By wouter28

Take me back to where I was.
  • Date: 9/19/18 11:46 PM
  • Number: 95
  • Recommendations: 6
This is quite dated but according to the Proxy filing from November, he owns 11.5M class b shares which is 22% of all class b shares. He also owned 297K of class a shares. Hereís the details of his holdings:

Consists of (i) 5,081,680 shares
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  • Date: 9/19/18 11:41 PM
  • Number: 102083
  • Recommendations: 4
This is quite dated but according to the Proxy filing from November, he owns 11.5M class b shares which is 22% of all class b shares. He also owned 297K of class a shares. Hereís the details of his holdings:

Consists of (i) 5,081,680 shares
(Continued...)
  • Date: 9/18/18 5:38 PM
  • Number: 46355
  • Recommendations: 5
That's a great point Erik. Ford reduced their PVTL spend from $12M last year to $3M this year likely due to their own financial struggles. If Ford had kept their PVTL spend flat (assuming this is mostly subscription revenue), subscription growth
(Continued...)
  • Date: 9/18/18 4:04 PM
  • Number: 46349
  • Recommendations: 28
Although PVTL earning were disappointing, I wanted to compare them with some other software companies that have slower total growth. I compared PVTL to WK, CLDR and ADBE. See details below (all numbers are from the latest quarterly results for the 1
(Continued...)
  • Date: 9/18/18 2:05 PM
  • Number: 46337
  • Recommendations: 61
There has been a lot of good discussion on PVTL. Overall the reaction has been mostly negative with some positive perspective thrown in. I tend to agree that the earnings release was more negative than expected and certainly worse in comparison with
(Continued...)
  • Date: 9/13/18 1:41 AM
  • Number: 46116
  • Recommendations: 12
I read the earnings call and overall it was disappointing, but the after-hours drop seems overdone. I have some notes from the call and will probably post tomorrow but for now, I updated Saul's tables he posted after Q1 that reflect the updates
(Continued...)
  • Date: 9/12/18 5:08 PM
  • Number: 46090
  • Recommendations: 62
Overall, PVTL beat guidance and raised guidance, although the raise in guidance was not significant. Stock is down about 19% after hours. Total revenue came in at $164.4M, up 30% yoy. This compares to their guidance of $157 to $159 million and the
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  • Date: 9/6/18 1:33 PM
  • Number: 45749
  • Recommendations: 34
I just read a great HBR article that was posted within my WhatsApp investing group. The theme of the article is a topic that has been discussed here before, which is that accounting rules donít effectively measure the results of digital/software
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  • Date: 9/6/18 2:16 AM
  • Number: 192
  • Recommendations: 26
I went through the MDB conference call transcript and will highlight some quotes below.

(Continued...)
  • Date: 9/6/18 2:16 AM
  • Number: 45742
  • Recommendations: 71
I went through the MDB conference call transcript and will highlight some quotes below.

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Total = 10

Take me back to where I was.
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