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Subject:  Re: Why I sold Pivotal (PVTL) Date:  6/26/2018  5:05 PM
Author:  volfan84 Number:  43264 of 71854

To add, here was DreamerDad's post about mentioning moving Pivotal up to a Tier 1/1.5 position over on the NPI board.

Having diverse/"Motley" opinions on stocks is necessary to have a market. If everyone had the same thoughts on every company, there would be no chance to have above-market returns.

Sticking with Sept 2018 Pivotal $22.50 calls.......with tax implications helping provide good incentive for "proper Foolish investing behavior" in this instance to hold longer


As a follow-on to this, and not as an attack on Bear (as he is a valuable poster here, probably a 1st or 2nd-teamer at worst), but as a point of reference and much moreso as a call to dig deeper on Pivotal, I present a link to Bear's February 23, 2018 analysis after The Trade Desk's February quarterly announcement. If you aren't aware of TTD's subsequent quarterly announcement on May 10th and the associated, sustained price uptick, I recommend taking a look at a TTD price chart.

So, the main question could be summed up as "Are there enough customers out there who need Pivotal's services for Pivotal to have sustained revenue growth?"

It may have been missed by many, but Saul posted the following observation on Sunday/really late Saturday night, that the customer growth of +20 seems to imply an acceleration from adding only 44 customers last year to being on a present pace to add about 80 per year.

long PVTL call options
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