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Fri Jul 16

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FlixFool replied to the Premium Commons boards. 8:11 AM

Sat Jun 19

NL

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FlixFool replied to the Saul’s Investing Discussions board. 12:36 PM

Re: Snowflake vs "Open" Source/Data

Interesting article.

Being a lifelong supporter of Open Source, and someone who has contributed to it, used it, implemented and supported it for large and small companies, I completely agree that open and standard formats are a good thing, [more]

Wed May 26

NL

Boards Post

FlixFool replied to the Saul’s Investing Discussions board. 4:19 PM

Re: SNOW Q1 Results

I'm having a really hard time understanding what's so wrong with those numbers that it's down almost 8% after-hours....

The market makes NO SENSE sometimes...

--
Paul - Long SNOW.

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FlixFool replied to the Premium Commons boards. 9:56 AM

Sat May 22

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FlixFool replied to the Premium Commons boards. 12:24 PM

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FlixFool replied to the Premium Commons boards. 12:19 PM

Tue May 11

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FlixFool replied to the Premium Commons boards. 1:31 PM

Mon May 10

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FlixFool replied to the Premium Commons boards. 9:52 AM

Wed May 5

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FlixFool posted to the Premium Commons boards. 10:53 AM

Fri Apr 23

NL

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FlixFool replied to the Saul’s Investing Discussions board. 2:12 PM

Re: JFROG -- a few quick thoughts

Saul,

You're exactly right. The biggest problem with "tools for developers" is that developers are a *really* finicky bunch, and you will never get "all developers" or even "most developers" to agree on any [more]

NL

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FlixFool replied to the Saul’s Investing Discussions board. 8:50 AM

Re: JFROG -- a few quick thoughts

Hi Bob,

I haven't looked at the metrics for JFrog, but I know the company and the product. JFrog fails to excite me as an investment for the same reason Slack failed to excite me; basically, "it's nothing [more]

Tue Apr 20

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FlixFool replied to the Premium Commons boards. 5:14 PM

Mon Mar 8

NL

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FlixFool replied to the Saul’s Investing Discussions board. 3:53 PM

Re: OKTA to purchase Auth0 for $6.5B

that the CEO of AuthO will stay on at Okta as CEO of the AuthO unit, tells me that:

A. The AuthO C-level people plan to stay long term.
B. The Okta platforms will probably be gradually be migrated over to the new
[more]

Wed Mar 3

NL

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FlixFool replied to the Saul’s Investing Discussions board. 5:52 PM

Re: OKTA to purchase Auth0 for $6.5B

Q: I don't quite understand what Auth0 has that Okta needs.
A: Customers

Sure, but worth paying $6.5B+ for? Why not just leave them alone and outcompete them? Auth0's solution wasn't nearly as good as [more]

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FlixFool replied to the Premium Commons boards. 5:43 PM

NL

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FlixFool replied to the Saul’s Investing Discussions board. 5:10 PM

Re: OKTA to purchase Auth0 for $6.5B

I'm more upset at the fact they paid with Class A stock.

I don't quite understand what Auth0 has that Okta needs. Auth0 is the low-cost identity provider you go to if you can't afford Okta, or, just don't need all the [more]

Tue Mar 2

NL

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FlixFool replied to the Saul’s Investing Discussions board. 8:42 PM

Re: ZM reported fourth quarter, surging after ho

This is why you I never sell a market leader disrupting an entire industry. This is a buy and hold and add on corrections stock, much like AMZN, NFLX and AAPL have been for decades. It’s a must own core holding. Where else are you seeing growth [more]

Tue Feb 23

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FlixFool replied to the Premium Commons boards. 10:17 PM

Fri Feb 19

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FlixFool posted to the Premium Commons boards. 9:14 AM

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CAPS Player Rating 99.11
Player Rank 533 out of 59573
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