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The 10 Most Recommended Messages By wouter28

Take me back to where I was.
  • Date: 6/28/18 3:48 PM
  • Number: 43330
  • Recommendations: 78
For me sales growth is probably the most important thing to look at for picking stocks over the long run. I just listed to David Gardner’s Rule Breaker podcast from a couple of months ago where Tom Gardner was on and talked about sales growth and
  • 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.

  • Date: 7/5/18 4:04 PM
  • Number: 43696
  • Recommendations: 64
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
  • 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
  • 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
  • Date: 7/4/18 11:25 PM
  • Number: 43667
  • Recommendations: 58
MongoDB checklist

Since I ran PVTL through my Sales growth checklist (, I
  • Date: 7/2/18 5:15 PM
  • Number: 43564
  • Recommendations: 58
Part 3 – the checklist

Here again is the post from last week that discussed what I look for in high growth companies: (Continued...)
  • Date: 9/23/17 9:47 PM
  • Number: 31984
  • Recommendations: 55
I bought a few more March 55 calls earlier this week to take advantage of the temporary sale of UBNT shares. Prior to the Citron short report on Monday, I was struggling to understand why the price had gone down during the last few weeks from the
  • 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
  • Date: 9/5/18 6:27 PM
  • Number: 45737
  • Recommendations: 53
Great results with revenue increasing 61% and subscription revenue up 63%. The negatives for me are that gross profit margin is flat at 71% from last year and they are cash flow negative using $17M for operations or 29% of revenue, which is really
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Take me back to where I was.
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