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The 10 Most Recent Messages By VTDave

Take me back to where I was.
  • Date: 11/30/20 7:40 PM
  • Number: 73884
  • Recommendations: 36

It's a good question. But let's also remember there is likely another quarter or two of explosive growth before we get to that point. I don't really have any definitive answers, but here's my view after listening
  • Date: 11/9/20 10:51 AM
  • Number: 73344
  • Recommendations: 4
...and sure enough both ZM and PTON getting hammered just as hard today. Both down around 16% as I write due to vaccine results, regardless of SaaS / non-SaaS model. Just sayin'...

FWIW, I added a little to both positions, but I'm
  • Date: 11/8/20 1:55 PM
  • Number: 73317
  • Recommendations: 7
Good discussion, Bear.

What do you think revenue will be for the fiscal year that spans July 2021 through June 2022? None of us can offer a very good guess, I don't think. That was the entire point of my first post. Since we
  • Date: 11/7/20 11:19 PM
  • Number: 73304
  • Recommendations: 17
Hi Bear,

Like you, I would generally prefer a true SaaS business over a non-SaaS business (or a business only partially based on recurring revenue like PTON). I do understand that a SaaS model naturally should lead to higher valuations than
  • Date: 12/5/17 11:02 PM
  • Number: 34645
  • Recommendations: 1
Maybe Left is getting his short ideas from this forum

I would not be at all surprised if he were a TMF subscriber. He's attacked numerous picks, especially from Rule Breakers.

  • Date: 12/2/17 8:40 PM
  • Number: 40280
  • Recommendations: 1
You beat me to the punch, NailThatJello. +1.

  • Date: 11/30/17 11:08 PM
  • Number: 1118
  • Recommendations: 4
You may be right, foodles.

According to the National Retail Foundation: "The holiday season, defined by NRF as sales in the months of November and December, is the biggest time of year for retailers of all shapes and sizes, and can
  • Date: 11/30/17 8:38 AM
  • Number: 1115
  • Recommendations: 2
Hi ibuildthings,

For me to be either giddy or scared, I would need to overlay the "big fish" sales and their SHOP costs versus the "little fish" and their SHOP costs.

Exactly. And we just don't have
  • Date: 11/29/17 7:01 PM
  • Number: 1111
  • Recommendations: 1
Maybe, Huibs, but we can still play with some numbers...

Let's say I opened a shop at $29/mo. That's $348 of annual profit required to offset that expense. Let's also say that a typical web business like these has a net margin
  • Date: 11/28/17 11:10 PM
  • Number: 1107
  • Recommendations: 3
Hi Foodles,

I think we should all be very interested in how many merchants they have. According tho their most recent 6-K filing, 48% of their revenue as well as the majority of their cash flow comes from subscription
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Take me back to where I was.
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