CMFALieberman

Austin Lieberman

CMFALieberman’s Activity

Fri Apr 12

NL

Boards Post

CMFALieberman posted to the Saul's Investing Discussions board. 8:36 PM

OT: Origins of SaaS Fear

Please no replies on the board. Shoot me an email if you'd like to discuss.

This article by Morgan Housel brings up SO many great points about investing. So much of how we view the markets and investing is a result of our formative years [more]

Thu Apr 11

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 9:50 PM

Re: Concerns about Elastic

I also have concerns about Elastic. Not enough to sell my shares, but enough that I won't add more until I get more confident. So it's a 2% position for me. Enough to where it will be nice if it's a massive winner, but small enough that I [more]

NL

Boards Post

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

Re: DOMO

It's about a 2% position for me. I plan to add as I see them execute. I want them to confirm my thesis before I add more because I like the story (learning from NTNX).

What does Domo actually do?

It's basically a [more]

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 6:09 AM

Re: How long can this continue?

Lets stop this OT thread here please reply to each other off board.

Thank you.

Wed Apr 10

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 6:18 PM

Re: TWLO, ZS, OKTA plus Others Have Further to Fall

TJ,

This is OT and does not provide any useful information or context. If you have an opinion on some stocks, we'd love to hear it! But posting a Link with no context helps no one.

Please review the Monday Morning Rules of the [more]

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 12:11 PM

Re: Square - a report from the field

I've had very similar experiences at Farmers markets and coffee shops in Washington state, as well as here in Atlanta.

The store owner of the shop below my old office said switching to Square made their lives and business so much [more]

Mon Apr 8

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 7:38 PM

Re: ZOOM road show presentation and prospectus

Dreamer,

revenue growth of 100%+ over the next year, then 75% plus for the next 5 years will make a 30 p/s look like a true value.

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 3:22 PM

Re: ZOOM road show presentation and prospectus

I REALLY hope this puts a damper on Zoom demand as it has absolutely nothing to do with the business... but it probably won't.

I do admire how the CEO and CFO are handling this. Speaks to the quality/transparency of [more]

Sun Apr 7

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 3:52 PM

Re: Zoom Use Case

I actually believe ZM is and will be radically underfollowed. Especially at first. I plan to open part of my position day 1. That worked out exceptionally well for TWLO, TTD, MDB, AYX, and many other incredible businesses. I believe Zoom is right up [more]

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 11:07 AM

Re: We are still way early....TWLO OKTA

Great find. Huge fan of both Founders.

Here's some Tweet's from Todd Mckinnon about how he prepped for that keynote.

He seems like a great person and leader. Someone I want to invest in.

[more]

Sat Apr 6

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 8:07 PM

Re: Something has to be Said

Thank you so much for sharing Jim. I too have learned so much and want to continue paying it forward for years to come.

This board has drastically improved my life.

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 5:39 PM

Re: Pager Duty (PD)

Thanks so much for the post Tech. Look forward to reading and learning more from you

Fri Apr 5

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 11:08 AM

Re: Zoom Use Case

Yeah RGB, the fact that they have one of the best S-1s one could imagine shouldn't matter either.

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 12:00 AM

Re: Zoom Use Case

Just way easier to use and better quality/reliability.

These reviews sum it up well.
https://www.trustradius.com/compare-products/skype-vs-zoom

Thu Apr 4

NL

Boards Post

CMFALieberman posted to the Saul's Investing Discussions board. 6:18 PM

Zoom Use Case

Company I just joined uses Zoom for everything from teaching classes with 100+ students at a time to team meetings, and more.

It is 5x or 10x better than any other Video conference software I've ever used (Skype, Teams, Webex, Cisco, [more]

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 9:17 AM

Re: A Secret to Saul's Success?

As Loecke asked above. Please no more posts on this thread. Very OT. Thank you.

Tue Apr 2

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 6:10 PM

Re: On relevancy + irrelevancy - Saul's performa

I would guess a 30% gain on what his portfolion was at the end of December has a massive effect on his returns because of the compounding over the years


Call me silly but I trust Saul. Never tried to sell anything or benefit from [more]

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 6:02 PM

Re: The Fool Talks Zoom

Yup company is dominating right now and has been. That's all that matters.

Company I just joined uses Zoom. Literally 5X or more better than Skype and Teams Video.

Not even close

NL

Boards Post

CMFALieberman replied to the Saul's Investing Discussions board. 7:38 AM

Re: Do high EV/S ratios hurt returns? - a study

Okay great thread but I think it's gone on long enough. Please no more replies. Reply to each other off board if you'd like to continue.

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