CMF_muji

Matthew Eash

CMF_muji’s Activity

Yesterday

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CMF_muji posted to the Saul's Investing Discussions board. 3:17 AM

the latest in earnings

earnings boildowns - Feb/Mar-19

People seemed to appreciate this last Q, so maybe I'll regularly write up my combined earnings notes after the quarterly deluge. One downside - this time you're going to have read MY INTERTWINED [more]

Fri Mar 1

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CMF_muji posted to the Premium Commons boards. 2:58 AM

Thu Feb 28

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CMF_muji posted to the Saul's Investing Discussions board. 2:02 AM

Cutting through the FUD on MDB

Cutting through the FUD on MDB

Introductory aside... There are a lot of tech- and non-tech folks not up on the whys and wherefores of NoSQL databases. (Even a former DBA was very confused recently.) If you are unsure about what MongoDB [more]

Wed Feb 27

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CMF_muji posted to the Premium Commons boards. 12:11 PM

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CMF_muji posted to the Premium Commons boards. 11:57 AM

Mon Feb 18

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Fri Feb 15

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Thu Jan 31

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Tue Jan 29

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CMF_muji replied to the Premium Commons boards. 11:45 PM

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CMF_muji posted to the Premium Commons boards. 9:44 PM

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CMF_muji posted to the Premium Commons boards. 4:54 PM

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Mon Jan 28

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CMF_muji posted to the Premium Commons boards. 1:53 PM

Wed Nov 14

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CMF_muji replied to the Premium Commons boards. 8:13 PM

Mon Nov 12

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CMF_muji posted to the Saul's Investing Discussions board. 2:27 PM

earnings boil-downs, thus far

Here are my earnings "boil-downs" on the 1/2 of Saul-related companies that reported thus far (still waiting on OKTA, MDB, ZS, NTNX and NVDA) plus some others discussed here.

Saul stocks: TTD, AYX, TWLO, SQ, NEWR, PAYC
Others [more]

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CMF_muji posted to the Saul's Investing Discussions board. 2:14 PM

current status of saul stocks

As I have been tracking Saul's port here, I usually inject the current state of each company. I like this rolled up view as it really highlights his focus on high growth "popular" companies (rising # of customers, and that are spending [more]

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CMF_muji replied to the Premium Commons boards. 12:21 AM

Sat Nov 10

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CMF_muji replied to the Premium Commons boards. 3:44 AM

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Wed Nov 7

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CMF_muji posted to the Premium Commons boards. 9:51 PM

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