FourthStooge’s Activity

Sat Feb 22

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 3:31 PM

Re: Hope for Zscaler

Here is the hope, and it is simple, and that is Zscaler simply did not have enough sales people or process to educate the customer base.

It's not only having enough sales people, it's having the right ones running the [more]

Thu Feb 20

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 1:29 PM

Re: AYX earnings

Alteryx sales are gaining momentum.

This is pretty obvious. But I thought I'd try to see what happens when adjusting the 2018 guidance to reflect the change from ASC605 to ASC606. Maybe looking at these numbers can tell us [more]

Wed Feb 19

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 4:52 AM

Re: AYX questions for Q4/Q1

1. So will we get a bump from contracts renewed after the new year?

2. Or did some or many of the customers with contracts expiring on 12/31/2019 renew early (i.e. before the end of 2019)?

3. Did AYX sales try to induce early
[more]

Sat Feb 15

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 1:47 PM

Re: AYX RPOs

It must be nice to wake up in the morning on the first day of your fiscal cycle and have 60% of your revenue for the year already in the bag.

Yes, it’s nice to have so much future revenue already in the bag. But if I were to be a bit [more]

Mon Feb 10

NL

Boards Post

FourthStooge posted to the Saul’s Investing Discussions board. 2:45 PM

UI Down Big After Earnings

I posted this on the paid board responding to a question about lower Service Provider revenues and am modifying it a bit for Saul's board.

Saul used to be invested in Ubiquiti but got out a few years ago when he shifted his focus toward [more]

Sat Jan 11

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 9:50 AM

Re: Detailed Short Thesis on AYX

Hi Smorgasbord1,

Since "we're experts" they prefer to use "more technical" tools.

Which tools do they prefer using? Are they tools that can be replaced by Alteryx? Could it be that the experts [more]

Thu Dec 26

Rule Breakers Boards Post

FourthStooge replied to the Rule Breakers boards. 3:41 PM

Thu Dec 19

Caps Pick

FourthStooge made a pick in CAPS. 4:30 PM

Datadog (DDOG) will Outperform the S&P 500

Caps Pick

FourthStooge made a pick in CAPS. 4:30 PM

CrowdStrike Holdings, Inc. (CRWD) will Outperform the S&P 500

Sat Nov 16

NL

Boards Post

FourthStooge replied to the Where Angels Fear to Tread board. 9:16 AM

Re: The Saulers

Internet communication is is extremely limited, especially on these boards where one person’s inquiry is often another person’s insult. Unfortunately, those involved cannot look at each other and take in all of the non-verbal queues that make face to [more]

Sat Nov 2

NL

Boards Post

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

Re: elastic, endgame, endpoint, SIEM

Thank you for recommending this post to our Best of feature.
Or you can click on the giant pricing calculator button (for the SaaS) and figure what it might cost.


Now this is transparent. Thanks for the link.

Looks like [more]

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 11:49 AM

Re: elastic, endgame, endpoint, SIEM

Any idea of the ranges of their “contact us” pricing for the different packages?

All of the paid levels, Gold, Platinum and Enterprise, provide no subscription pricing transparency. Instead, Elastic asks you to contact [more]

Mon Oct 28

NL

Boards Post

FourthStooge replied to the The Mongoose Chronicles board. 6:43 PM

Re: In Favor of Civil Discourse

Hi Champico33,

While I really liked the message in your post, I couldn’t help but feel extremely jealous about all the good BBQ I’m missing living in Frankfurt, Germany.

If I had just one example of a place here (the only place I [more]

Tue Oct 22

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 2:45 PM

Re: Valuation evaluation

The recurring subscription is a little more favorable than getting customers to sign traditional annual or multi-year licenses. Agree. But do either of those differences really warrant such a premium to what software companies historically have [more]

Fri Oct 4

NL

Boards Post

FourthStooge replied to the Saul’s Investing Discussions board. 9:12 AM

Re: Slack, Zoom, Pager Duty, Okta, Box CEOs

Hi Austin,
The link you provided is dead. Do you have the correct or full link?
Thanks for posting!
DJ

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]

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CAPS Player Rating 79.15
Player Rank 14294 out of 68538
Score 2042.66
Score Change Today -63.01
Accuracy 47.69%
Active Picks 18
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Boards Stats & Trivia

Three stars, 500 posts Old School Fool Ticker Guide
Board Posts 823
Recs Received 4202
People who have rec'd these posts 995
Recs to Posts Ratio (last 30 days) N/A
Threads Started 160
Threads Started Percentage 19.44 %
Most Frequent Board Saul’s Investing Discussions
Very First Post The Value of Dragon9 Software (12/21/2006)
Percentage of Posts Rec'd 72.66 %
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