FourthStooge’s Activity

Thu Aug 29

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 1:56 PM

Re: Quick Elastic (ESTC) quarterly results

I hate when companies dont use standard Calendar Qs...just confusing to remember.

When everybody needs to get things done at the same time, it puts a strain on getting the proper attention.

At least it gives them a bit more [more]

Fri Aug 23

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 2:28 AM

Re: SPLK earnings

I'm not optimistic that a change is coming soon.

We have a great historical example of the consequences of being too slow to change the licensing model. It’s IBM and their OS/390 - z/OS computer platform.

The primary [more]

Thu Jul 18

NL

Boards Post

FourthStooge replied to the Where Angels Fear to Tread board. 4:00 PM

Re: Dreamer Corp - July 2019

I just landed in Frankfurt and am collecting my luggage to find an advertisement for Money Heist. It’s a red crate with money sticking out of it accompanied by a couple of very short video clips on the tv screens. It’s clever and creative. But I [more]

Tue Jun 11

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 1:30 PM

Re: My thoughts on Shopify. Again…

Saul,

Here is what you were trying to say in tabular form:

Sales Growth
Grth Mar Jun Sep Dec Tot
2016 94.7% 92.9% 88.6% 85.8% 89.7%
2017 75.2% 75.0% 72.2% 70.9% 72.9%
2018 68.3% 61.5% 57.5% 54.2% 59.4%
2019 [more]

Sat Jun 8

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 2:57 AM

Re: MDB Atlas

Clearly there was seasonality in Q4. Adjust for that and I bet Atlas is crushing it. Because if Some customers temporarily increased spend for Q4, Atlas still achieved all that seasonality increase plus another +$4M in this most recent quarter. If [more]

Wed May 29

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 6:42 PM

Re: My explanation of our valuation expansion

I had hoped to generate some discussion with my explanation of why our companies have had such a valuation expansion, but with all the 174 recs on my end of the month summary, the explanation seems to have gotten lost, so I'll try it again. [more]

Mon May 13

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 2:19 AM

Re: UBNT Earnings

The first three quarters show $1.145 billion, which means that only need to have $55 million of revenues to hit the high end of guidance. Revenues would have to decrease by almost 80% for this to happen. Guidance is meaningless.

The [more]

Sun May 12

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 2:56 PM

Re: UBNT Earnings

Fools,

To me, this was a very good quarter.Pera has always said that one should look at the company within the context of a three years timeframe and not quarterly.

Revenues increased 13.8% year over year. The increase is [more]

Thu May 9

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 11:45 AM

Re: TTD Earnings...

40%+ is now the new 50%+ and 30%+ is becoming the new 40%+

For TTD, this quarter's growth is a lot lower, making 40% the new 60%. It reflects the slowest growth rate and the biggest drop in percentage points that has occurred in [more]

Wed Mar 20

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 3:54 PM

Re: Smartsheets - updated info and comments

Quarterly and multi-year billings represented less than 1% of the total.

This basically means that they aren't interested in doing long term deals. This is very good, because they are more likely not to give away pricing and [more]

Mon Mar 18

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 4:32 PM

Re: Shopify - My Take

Another way to look at it...

Perhaps one way to look at this is valuation.

Shopify's growth is certainly slowing, and its valuation is now very high based upon historical numbers.

Quarter MRR S+ Ratio GMV [more]

Sun Mar 17

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 10:15 AM

Re: New IPO: Pager Duty

Hi Austin,

My first impression is that the market for this is not very large. However, the technology sounds like a nice tuck-in acquisition for Twilio.

DJ

Wed Mar 6

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 1:55 PM

Re: AYX: Accounting Change and Future Growth?

Not really helping alot... Over on NPI I argued that even though the new accounting standard changes the sequential patterns, it shouldn't impact the yoy-growth rate really. I still believe that.

If a larger (smaller) amount of [more]

Wed Feb 27

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 2:49 PM

Re: My Take on MDB

The only risk that will make me rethink my ownership in Mongo, is if on an earning report their growth slows unexpectedly, at a time when other technology spending doesn't slow. Except for earnings reports, I'm not even interested in Mongo [more]

Sat Feb 23

NL

Boards Post

FourthStooge posted to the Saul’s Investing Discussions board. 11:48 AM

UBNT (for those of you still in)

Hi Fools,

Here is a nice summary of the company from the research section of Fidelity for those of you who haven't been around a couple of years ago:

Ubiquiti Networks, Inc. develops networking technology for service [more]

Sat Feb 9

NL

Boards Post

FourthStooge replied to the New Paradigm Investing board. 3:40 PM

Re: Ubiquiti Networks - UBNT

Pera's high ownership is a concern for investors and cannot be ignored.

This is the primary reason I’ve stayed invested. Pera has a lot of skin in the game and has little incentive to screw us.

Generally, I’ve gotten rid [more]

Sun Feb 3

Premium Commons Boards Post

FourthStooge replied to the Premium Commons boards. 3:02 PM

Wed Jan 2

Rule Breakers Boards Post

FourthStooge replied to the Rule Breakers boards. 3:32 PM

Sat Sep 22

Caps Pick

FourthStooge made a pick in CAPS. 2:33 PM

Nutanix (NTNX) will Outperform the S&P 500

Caps Pick

FourthStooge made a pick in CAPS. 2:31 PM

NVIDIA (NVDA) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 71.58
Player Rank 19706 out of 69340
Score 1571.27
Score Change Today -41.01
Accuracy 45.16%
Active Picks 15
Total Picks 65
Best Pick BIDU (+1023.66)
Worst Pick DWSN (-141.77)
Average Score per Pick 24.17
Charms Earned 8
Highest Rated Favorite TMF1000
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Boards Stats & Trivia

Three stars, 500 posts Old School Fool Ticker Guide
Board Posts 805
Recs Received 4039
People who have rec'd these posts 967
Recs to Posts Ratio (last 30 days) N/A
Threads Started 159
Threads Started Percentage 19.75 %
Most Frequent Board Saul’s Investing Discussions
Very First Post The Value of Dragon9 Software (12/21/2006)
Percentage of Posts Rec'd 72.42 %
Show FourthStooge’s 10 Latest Posts