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The 10 Most Recent Messages By PaulWBryant

Take me back to where I was.
  • Date: 1/17/20 1:05 PM
  • Number: 62983
  • Recommendations: 48
However, I am really liking this condensed portfolio. It is a lot of work every quarter to follow their progress, but.. this is NOT something I was ever able to do before! ...I really like following my companies closely, and, subsequently,
  • Date: 1/16/20 5:06 PM
  • Number: 62972
  • Recommendations: 67
The first couple weeks of the year, my portfolio is up 20%. Am I surprised? Not really. I'm pleased that AYX and CRWD (and many of our others) are doing what we expected they would. I'm pleased it's happened sooner than I expected.
  • Date: 1/16/20 8:20 AM
  • Number: 62966
  • Recommendations: 50
We often ask whether competition can offer a better or cheaper solution than a company we love.  But the answer is always: it's possible.

I think a better question is: Why do a company's customers choose
  • Date: 1/9/20 5:10 AM
  • Number: 62767
  • Recommendations: 19
Wow, good catch. The volume has been 4x, 5x or more what they would usually see.

My guess is big funds are adding. Mon 1/6 when the volume spiked to over 20m shares, that was the day the share price went up 10%. Thatís a lot of buying. Had
  • Date: 1/6/20 9:03 AM
  • Number: 412
  • Recommendations: 8
Okta reasonably projects as a 20%-plus revenue grower for a lot longer with huge margin upside potential. Looking out long term, my modeling pegs Oktaís calendar 2030 earnings potential at $11 per share. Based on an application software sector
  • Date: 1/5/20 2:30 PM
  • Number: 62644
  • Recommendations: 10
Endpoint security is a very crowded space with perpetually heavy VC funding. So it will be a race to see whether the newer companies can build a salesforce/channel faster than Crowdstrike can improve their product. Will Crowdstrike be the one to
  • Date: 1/3/20 10:31 AM
  • Number: 62586
  • Recommendations: 16
The market is down about one percent with each of my five averages down from 0.8% to 1.2% (due apparently to a US attack against an Iranian General). My portfolio is up 0.1%

Crowdstrike is contributing big time today, and it looks
  • Date: 1/3/20 8:29 AM
  • Number: 62584
  • Recommendations: 8
Permit me a moment to fondly recall two years ago on this board when you and I struggled to figure out what the heck OKTA does.

I definitely still do! 😂

Like Saul, I donít claim special knowledge of tech, whether
  • Date: 1/2/20 7:33 AM
  • Number: 62575
  • Recommendations: 116
My 2019 Portfolio Performance YTD as of

Jan +22.48%
Feb +33.46%
Mar +38.27%
Apr +46.86%
May +43.50%
Jun +58.27%
Aug2 +65.38%
Aug(31) +62.13%
Sep +35.64%
Oct +32.16%
Nov +56.29%

  • Date: 12/24/19 6:38 PM
  • Number: 62442
  • Recommendations: 23
Chris: This is a very rough way to look at S&M efficiency

I think it might be too rough. Try it for AYX and it might look even worse, but I don't think that means we should be concerned.

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Total = 10

Take me back to where I was.
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