CMFALieberman

Austin Lieberman

CMFALieberman’s Activity

Today

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Boards Post

CMFALieberman posted to the Saul’s Investing Discussions board. 12:51 PM

Stop Worrying About Daily Moves

I can’t recommend strongly enough that we stop worrying about why one of our stocks is up or down 5%-10% in a day.

In most cases, no one has any idea why a stock moves on any given day.

By zooming in with such a microscope we make [more]

Yesterday

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Boards Post

CMFALieberman replied to the Saul’s Investing Discussions board. 11:10 PM

Re: A comparison I felt compelled to make

Would be interesting to see how that portfolio would have performed since then.... but I'm too lazy to do that.

NL

Boards Post

CMFALieberman replied to the Saul’s Investing Discussions board. 5:01 PM

Re: A comparison I felt compelled to make

Steppen,

You have a great background in the industry. How sure are you that your analysis of these two won't be off base similar to when you were extremely bullish on PVTL.

Not trying to attack you, please don't take it as [more]

Wed Dec 4

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CMFALieberman replied to the Saul’s Investing Discussions board. 6:47 PM

Re: Bear's Portfolio through Nov 2019

Laulis and Inph,

I'm sure Bear will update when able... but this board is designed for discussion.

What are each of your own thoughts on the quarter?

Mon Dec 2

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Boards Post

CMFALieberman replied to the The Mongoose Chronicles board. 3:28 PM

Re: Transactions 12/2

I think it's more of a sinus infection. The kind that knocks you down for a couple weeks, but you don't go to the doctor for antibiotics because you're sure you can tough it out.

You think you've recovered... get back into [more]

Thu Nov 14

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Boards Post

CMFALieberman replied to the Saul’s Investing Discussions board. 9:35 PM

Re: DDOG with a nice AH bump

Reporting xx22's post. Let's go ahead and end this thread now and get back to investing.

Wed Nov 13

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Boards Post

CMFALieberman replied to the Saul’s Investing Discussions board. 6:15 PM

Re: MDB vs ESTC

Bear, quick question, why do you use that calculation vs something like Operating Margin?

Fri Nov 8

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Boards Post

CMFALieberman replied to the Saul’s Investing Discussions board. 12:42 PM

Re: TTD reports Q3

I don't think BD violated any TMF rules with what he said. If anything, it would spark interest for people to jump into paid subscriptions to learn more.

A violation would be directly referencing a recommendation and calling out which [more]

Thu Nov 7

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Boards Post

CMFALieberman posted to the The Mongoose Chronicles board. 7:55 PM

Calling the Bottom. For the Third Time

Just wanted to bring everyone some peace of mind. I'm officially calling the bottom.

The SaaSpocalypse is over. As some of you may know, I'm 0-2 in calling the bottom so far. A wise-person once said. Third times a [more]

Wed Oct 30

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Boards Post

CMFALieberman replied to the Saul’s Investing Discussions board. 10:03 AM

Re: ZM: On Growth Slowing Down

I'll add an anecdote: my entire company uses Zoom to teach thousands of students 100% online. We have no campus, two offices, and employees + students all around the world. We are grpwing very fast which means more licenses, more storage, etc. [more]

Tue Oct 29

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CMFALieberman replied to the Saul’s Investing Discussions board. 12:15 PM

Re: GOOG grows revenue 20%

I'm as big a fan as they come in our high-growth companies but there's little to no comparison IMO.

In Dec 2004, GOOGL was at about $1B quartlery revenue, had 230% YoY quarterly rev growth, and a PS of ~20

Mar 05: $1.25B, [more]

Sat Oct 26

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Boards Post

CMFALieberman replied to the Saul’s Investing Discussions board. 9:01 AM

Re: CRM: a case study for SaaS companies

it was down 70% from ATH in 08.

NL

Boards Post

CMFALieberman replied to the Saul’s Investing Discussions board. 9:00 AM

Re: CRM: a case study for SaaS companies

Bear,

For CRM since 2004 I'm seeing a 3,400% total return and roughly 11 times it was down 20% from all time highs, 6 times it's been down 30%+, twice it's been down 40%+ and once it was down 50% + (using Ycharts).

Happy [more]

Fri Oct 25

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CMFALieberman replied to the Saul’s Investing Discussions board. 6:09 PM

Re: CRM: a case study for SaaS companies

tecmo, did you just call 34% a year a "decent" return?

Tue Oct 22

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Boards Post

CMFALieberman replied to the Saul’s Investing Discussions board. 10:51 PM

Re: This has been torturous

Very well said Harley,

It's very important to remember the difference between risk and volatility here.

Risk is the permanent loss of capital. Volatility is normal fluctuations in asset prices. Our companies are more volatile [more]

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CMFALieberman replied to the The Mongoose Chronicles board. 12:15 AM

Re: Bottom?

I missed it.. going to read about myself now!!!

Mon Oct 21

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CMFALieberman replied to the The Mongoose Chronicles board. 8:41 PM

Re: Bottom?

I'm offended Champ...... that you have not given me such a compliment yet. I'm calling an end to the #SaaSpocalypse too.





I called the end last week and I plan to keep doing it till I'm correct. Isn't that [more]

Sun Oct 20

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Boards Post

CMFALieberman replied to the Saul’s Investing Discussions board. 2:38 PM

Re: Another Check In

DH,

A post about companies, their market caps, and how much they’ve dropped (or risen)

Offers very little value. It also certainly doesn’t mean they are bargains just because they have dropped.

Why are they bargains? What [more]

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Boards Post

CMFALieberman replied to the Saul’s Investing Discussions board. 2:13 PM

Re: Let's Stop Guessing Why Our Stocks Are D

JAF,

The ideas in your post are exactly the the type of things that are on topic and appropriate.

I’m all for figuring out why certain companies are great or not great investments.

What I was talking about not doing is [more]

NL

Boards Post

CMFALieberman replied to the Saul’s Investing Discussions board. 6:43 AM

Re: What if?

Saitks99,

I know your post was well-intentioned, but it was mostly off-topic. Here's why.

1. You spoke of the use of margin. That's a portfolio strategy type of question.

2. You offered no insight as to what [more]

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