CMFALieberman

Austin Lieberman

CMFALieberman’s Activity

Wed Feb 20

NL

Boards Post

CMFALieberman posted to the Saul's Investing Discussions board. 6:05 AM

Digital Ad Spend to Overtake Traditional in 2019

We have already heard this, but nice to see it coming true.

https://techcrunch.com/2019/02/20/emarketer-digital-ad-forec...

Mon Feb 18

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 2:42 PM

Re: TWLO Dec18 Q - All in.

They touched on spend a bit in the Q3 19 call. Here's what the CFO said. Looks like Q4 and Q1 should see pressure, but it should go back to normal after.

You will also notice in the statement of cash flows about $30 million spend on [more]

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Boards Post

CMFALieberman posted to the New Paradigm Investing board. 10:48 AM

Business Intelligence Trends Discussion

Disclaimer: I work at Slalom, but I feel this is a relevant discussion for anyone interested investing in Data Analytics, Business Intelligence, etc. that's located in Houston, Atlanta, Philadelphia, Seattle, Washington DC, Chicago, or Toronto [more]

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Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 10:48 AM

Re: Business Intelligence Trends Webinar

** not a webinar, my bad on the title. These are in-person events.

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Boards Post

CMFALieberman posted to the Saul's Investing Discussions board. 10:47 AM

Business Intelligence Trends Webinar

Disclaimer: I work at Slalom, but I feel this is a relevant discussion for anyone interested investing in Data Analytics, Business Intelligence, etc. that's located in Houston, Atlanta, Philadelphia, Seattle, Washington DC, Chicago, or Toronto [more]

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Boards Post

CMFALieberman replied to the New Paradigm Investing board. 9:39 AM

Re: I'm going soft

Same here with regard to owning Microsoft Denny.

However, we can't ignore it's influence on enterprise software and specifically as a competitor in the project management/collaboration realm when discussing an investment thesis for [more]

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Boards Post

CMFALieberman replied to the New Paradigm Investing board. 8:52 AM

Re: I'm going soft

To be clear, Trello isn't the competing product with SMAR. Jira is. But again, they are not direct competitors.

Totally normal for the dec/agile teams in an org to use Jira and the business/execution side (project and program managers) [more]

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Boards Post

CMFALieberman replied to the New Paradigm Investing board. 8:45 AM

Re: I'm going soft

Definitely room for more than one. I would say the biggest competitor to these two is Microsoft.

So with that being said, I can picture a scenario where TEAM acquires SMAR or MSFT acquires SMAR (or heck maybe even acquires [more]

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Boards Post

CMFALieberman posted to the Saul's Investing Discussions board. 7:00 AM

What Happens to Twilio Flex When Cable Dies?

I don't have numbers on this yet which is why I'm sharing these thoughts here. Maybe we can do some collective research.

But basically, Twilio Flex is a cloud-based contact center platform created to host something like 10,000+ [more]

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Boards Post

CMFALieberman posted to the Saul's Investing Discussions board. 6:50 AM

Cox Media Group Sells Broadcast TV Stations

This is just another sign that the move away from broadcast TV and towards connected TV is real.

[more]

Sun Feb 17

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 3:23 PM

Re: Interesting Finviz Screener

SoloFool,

Please respect Bear's request (and the rules of this board) and stop discussing Screening. Saul post's a "Monday Morning Rules of the Board" post every Monday if you aren't familiar with rules.

Again, [more]

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Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 1:51 PM

Re: Sunday Sermon: The Crossroads

This is an interesting post BD. I can feel your passion.

Part of me hopes (I guess selfishly) that this board and the unique cross-section of investing experience, technical experience, and paid resources we use here is never found by the [more]

Fri Feb 15

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 8:50 PM

Re: What I decided about AYX, TWLO

Jeff,

This is not a comment about any particular stock rather the idea of selling just because price appreciated.

This could be the biggest mistake we ever make. It certainly was for Rick Munarriz with Netflix costing him well over [more]

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Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 9:46 AM

Re: Cramers top picks

Steve and Naj,

Let's please drop this discussion where it's at. There's no benefit in going back and forth about who's honest/dishonest.

If you'd like to discuss further, please do so off the [more]

Thu Feb 14

NL

Boards Post

CMFALieberman replied to the New Paradigm Investing board. 6:55 AM

Re: Behavior of the Market

I'm not buying the Cramer IPO comment. Even if cash moving to IPOs did affect the market, there's this...

"Professional investors took their highest cash positions in 10 years during January after the brutal fourth-quarter [more]

Tue Feb 12

NL

Boards Post

CMFALieberman posted to the Saul's Investing Discussions board. 11:20 AM

MDB Chief Marketing Officer Departs

Huge fan of Meagen Eisenberg. Probably neutral for MDB, but positive for TripActions, the private company she's joining. Will add to my watchlist for a future IPO.

Maybe we need to look at SaaS travel related companies due to the [more]

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Boards Post

CMFALieberman posted to the Saul's Investing Discussions board. 10:48 AM

TTD Digital Strategy 4 Luxury Brands in China

The Trade Desk is just getting started in China and in general. China's consumers tend to be more tech-oriented than U.S. consumers so it makes sense that luxury brands in China want to focus on their digital strategies. This is a trend I can [more]

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Boards Post

CMFALieberman replied to the CPTF board. 6:27 AM

Re: Port Quick Look In

Just going to post here to say

1. Some of these look like my high school report cards.

2. Your consistency in posting/talking to yourself on your own board is AWESOME/ALARMING/IMPRESSIVE/HILARIOUS all at the same time.

3. [more]

Mon Feb 11

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 7:25 AM

Re: Stock market correction and SaaS stocks

Alright, everyone. Valuable discussion here, but if anyone wants to talk more about portfolio strategy or hedging, please do so off the board. GM is a great investor and he's happy to discuss is strategies more in-depth via email (click [more]

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Three stars, 500 posts Top Recommended Fools Ticker Guide Home Fool Motley Fool One Everlasting Fool
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Very First Post New Investor Hows My Strategy? (1/1/2014)
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