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The 10 Most Recent Messages By PaulWBryant

Take me back to where I was.
  • Date: 10/19/19 1:29 PM
  • Number: 60757
  • Recommendations: 5
I liked your post but it seems that your options go between two extremes but donít focus at all on the very likely middle.

Randy, I gave three options.

Itís a little biased to think that when a stock goes up by 25% in
(Continued...)
  • Date: 10/19/19 12:52 PM
  • Number: 60753
  • Recommendations: 10
I like AYX with its high gross margins of 91% combined with its accelerating 59% revenue growth. With an EV of 5.8B and forecasted full year sales of $375M, they trade at a reasonable 15.5 times this yearís sales. Those concerned that we are
(Continued...)
  • Date: 10/19/19 10:11 AM
  • Number: 60745
  • Recommendations: 60
In trying to understand what's happened recently to the companies we follow, it's important to make sure you look at the whole picture, so you don't take away the wrong lesson, like I believe bashuzi did here: (Continued...)
  • Date: 10/18/19 11:26 AM
  • Number: 60708
  • Recommendations: 16
I knew it was all insanity in July...

I always asked why we could/should/would expect to continue to see gains via multiple expansion...

...and it was just pure gut feeling and luck, because I was also buying into the momentum

(Continued...)
  • Date: 10/18/19 11:00 AM
  • Number: 60705
  • Recommendations: 39
To my point about how far we've come, I need to update this little chart:

Company 8/27 Mkt Cap 9/26 Mkt Cap 10/18 Mkt Cap
Smartsheet 5.3b 4.3b 4.1b
MongoDB

(Continued...)
  • Date: 10/18/19 6:21 AM
  • Number: 60698
  • Recommendations: 64
With my companies starting to report their Q3 numbers in a couple weeks, here's a look at what the PS ratios would be if they simply hit their revenue guidance (which would be the worst most of these have done in years).

Ticker FWD

(Continued...)
  • Date: 10/17/19 8:03 PM
  • Number: 60694
  • Recommendations: 21
Bear, I'm curious how you arrived at your decisions on which companies to add shares/allocation.

Ok, I'll try to answer your questions.

You sold OKTA because you say it's "expensive". TTM EV/Sales at
(Continued...)
  • Date: 10/17/19 8:39 AM
  • Number: 60682
  • Recommendations: 50
- Worldwide Cloud Services will grow 17.3% in 2019

- Fastest Growing Segment will be IaaS; to grow 27.6% in 2019


Great reminders, HCM. As always, we need to remember the fundamental drivers of success. Our stocks can move,
(Continued...)
  • Date: 10/16/19 9:00 AM
  • Number: 60646
  • Recommendations: 20
- Want to Zoom with a supplier? Awesome. Can't do that with Skype. Try getting that onto the network.

But I've done plenty of Skype meetings with outside companies, so I'm not sure what it is that Zoom does that Skype
(Continued...)
  • Date: 10/8/19 8:32 AM
  • Number: 60514
  • Recommendations: 26
I am also a little leery of adding to or holding steady on a stock that Saul is trimming. But I don't see any fundamental weakness. And the valuation at an EV/S of 12.5 times this year's projected revenues seems
(Continued...)
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Total = 10

Take me back to where I was.
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