CMFMonkey

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CMFMonkey replied to the Saul’s Investing Discussions board. 12:03 PM

Re: AYX earnings

And to have confidence in your convictions.

Monkey is riding fast and high in his banana mobile along with the re$t of you this AM, thanks to our cumulative good sleuthing on AYX, the little banana daiquiri that could and did. [more]

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CMFMonkey replied to the Saul’s Investing Discussions board. 2:35 PM

Re: Stop Worrying About Daily Moves

Regarding the rotten stink around AYX's bananas today, Monkey read this on his brokerage:

"Alteryx shares are trading lower potentially in anticipation of the company's presentation at Raymond James Technology Investors [more]

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CMFMonkey replied to the Saul’s Investing Discussions board. 1:57 PM

Re: ZScaler's Optics

Thanks for your insight above, Fish. Though you have gills, you still aiitte in Monkey's book.

Allow me to reframe the conversation. You're explicitly talking in terms of 90 days or "next quarter." That's fine. [more]

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CMFMonkey posted to the Saul’s Investing Discussions board. 5:37 PM

Zscaler conference call impression

Monkey is listening to the conference call, and the Zscaler chief suit Jay says he's excited about his company because: (paraphrases below)

1. Architecture matters. We have the best architecture.
2. Multiple tailwinds. Office [more]

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CMFMonkey replied to the Saul’s Investing Discussions board. 9:30 PM

Re: Encouraging CRWD trend

You know, Bear, a lesser animal would have been content spotting the pattern and cogitating about what it might mean and how many bananas this upwards trajectory might be worth. But you didn't stop there! No, you offered us a ready-made pot of [more]

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CMFMonkey replied to the Saul’s Investing Discussions board. 7:00 PM

Re: TTD reports Q3

Bear,

Forgive Monkey the lack of exactitude, but from listening to the call, the answer to "why is revenue growth decelerating" was a combination of "we're bigger" + "advertising seasonality" + "2019 [more]

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CMFMonkey replied to the Saul’s Investing Discussions board. 5:47 PM

Re: TTD reports Q3

I am starting to wonder if TTD is a bit cyclical with election cycles.

Bingo, Dreamer! Though no need for the qualification of "election cycles." Jeff Green just answered this explicitly on the call: those who look for [more]

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CMFMonkey replied to the Saul’s Investing Discussions board. 6:04 PM

Re: Twlo crushed

Call is not going well in my opinion. CFO is flustered about all this. Doesn't sound like the TWLO I know.

Monkey might be listening through his banana phone and hearing a different call:

-Organic growth is 47% off a [more]

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CMFMonkey replied to the Saul’s Investing Discussions board. 2:21 PM

Re: MY portfolio at the end of Oct 2019

Brittlerock and Friends,

Forgive Monkey for writing yet another message of appreciation, but it has to be done. Your post(s) above about your real-world, hard-won experience in the IT world and how that translates into a 7 star confidence [more]

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CMFMonkey replied to the Saul’s Investing Discussions board. 5:56 PM

Re: My portfolio at the end of Sept 2019 Part 1

Hello Roy,

You've written over 5,200 posts on the Motley Fool boards, so you're not a noob. Why did you ask Saul the question about his performance, sheltering it in responsibility-denying-"if someone were to [more]

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CMFMonkey posted to the Saul’s Investing Discussions board. 2:00 PM

Monkeys and Bunnies

Friends,

Your humble resident Monkey has refrained from contributing much in recent months because so much wisdom has been flowing without him, he didn't want to interrupt. Forgive him for taking the easy way out.

But on a day [more]