FlixFool’s Activity

Mon Dec 9

NL

Boards Post

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

Re: ESTC

I don't know if product play vs. infrastructure play is the correct terminology, but I get your point.

Well, no analogy is perfect, it was the best I could think of at the time :)

You're basically saying that [more]

Fri Dec 6

NL

Boards Post

FlixFool replied to the Saul’s Investing Discussions board. 3:01 PM

Re: ESTC

it seems like companies like DDOG's product sells itself lot easier unlike ESTC where its capabilities need to be explained which perhaps contributes to the lower margins.

Hi Texmex,

I think this is a classic example of [more]

Tue Nov 19

NL

Boards Post

FlixFool replied to the Saul’s Investing Discussions board. 5:13 PM

Re: Datadog earnings and CC - My summary

most of the main competitors to DataDog. New Relic, Splunk, and Elastic to name a few are fully FedRamp certified and have been for some time. They get a lot of Federal Government business.

Darth,

Can you point to where you [more]

NL

Boards Post

FlixFool replied to the Saul’s Investing Discussions board. 12:25 PM

Re: Datadog earnings and CC - My summary

Hi Saul,

Thank you for this amazing summary of DDOG's earnings report! I had tentatively dipped my toe in the water with a few shares a couple weeks ago when they really dropped a bit for no reason. But this report gives me a significant [more]

Wed Oct 16

NL

Boards Post

FlixFool replied to the Saul’s Investing Discussions board. 9:55 PM

Re: Elastic Files Suit Against AWS

I haven't heard of AWS decimating any independent cloud SaaS companies yet but I can see it happening.

It happens ever year at the AWS re:Invent conference. AWS has, for a very long time, watched very closely what its customers [more]

Tue Sep 10

NL

Boards Post

FlixFool replied to the Saul’s Investing Discussions board. 1:03 PM

Re: What I've done today

Hi Folks,

I don't post often, but I too added to AYX. It's not my largest position, but it's done very well, I love the leadership and where they're headed.

I've also added to ZS lately for similar reasons. I [more]

Wed Aug 7

Stock Advisor Boards Post

FlixFool replied to the Stock Advisor boards. 3:13 PM

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FlixFool replied to the Stock Advisor boards. 12:48 PM

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FlixFool posted to the Stock Advisor boards. 12:13 PM

Tue Aug 6

Options Boards Post

FlixFool replied to the Options boards. 4:48 PM

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FlixFool posted to the Options boards. 3:16 PM

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FlixFool replied to the Options boards. 2:33 PM

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FlixFool replied to the Options boards. 9:46 AM

Mon Aug 5

Options Boards Post

FlixFool posted to the Options boards. 7:58 PM

Stock Advisor Boards Post

FlixFool posted to the Stock Advisor boards. 11:49 AM

Fri Jul 12

Stock Advisor Boards Post

FlixFool replied to the Stock Advisor boards. 7:50 AM

Thu Jul 11

Stock Advisor Boards Post

FlixFool replied to the Stock Advisor boards. 9:45 PM

Thu Apr 25

Options Boards Post

FlixFool replied to the Options boards. 10:07 AM

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FlixFool posted to the Options boards. 9:59 AM

Wed Apr 17

Premium Commons Boards Post

FlixFool replied to the Premium Commons boards. 10:15 AM

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