GauchoChris’ Activity

Yesterday

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GauchoChris posted to the Saul’s Investing Discussions board. 11:11 PM

CRWD thoughts

Digital transformation. Cloud adoption. Acceleration of these. Security not being optional but mission critical. The results from PANW and ZS bode very well for CRWD's Q1 results which will be announced on June 2nd. I see massive tailwinds that [more]

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GauchoChris posted to the Saul’s Investing Discussions board. 11:06 PM

AYX thoughts

AYX reported Q1 2020 that was weaker than I expected. I did not expect growth to decelerate as much as it did. Their European channels were disrupted in March leading to lower numbers in Europe. AYX which gets much of its business in the last month [more]

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GauchoChris posted to the Saul’s Investing Discussions board. 9:59 PM

OKTA thoughts

OKTA reported their Q1 2021 results on May 28. They had previously warned about some headwinds so I wasn't expecting a blowout quarter. But you also had many other companies confirming that the digital transformation and cloud adoption is greatly [more]

Fri May 15

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GauchoChris replied to the Saul’s Investing Discussions board. 2:31 PM

Re: Pandemic Home Work

- Further down the report is the section "Security: now more than ever". Attackers are proliferating in this confusing environment between pandemic and work-from-home. Security is an utmost concern for EVERY enterprise right now. (Of [more]

Wed May 13

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GauchoChris replied to the Saul’s Investing Discussions board. 7:35 PM

Re: AYX Unveils Analytic Process Automation Plat

Here are my notes on their newly announced "Analytic Process Automation" (APA) platform. The CEO did warn us something big was coming. It's a complete re-focusing of their entire stack and all their ancillary efforts into one [more]

Fri May 1

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GauchoChris posted to the Saul’s Investing Discussions board. 10:30 PM

ZM: Veriticalization of the market

This is an interesting article on the veriticalization that is/will happen in the video conferencing market. I think there are good points and Zoom will need to build out solutions to cater to some of these verticals. Alteryx is now focusing a lot of [more]

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GauchoChris replied to the Saul’s Investing Discussions board. 4:53 PM

Re: GauchoChris portfolio update 4/30/2020

I think that what you are missing is that when the lows for the year are in positive territory it doesn't matter so much but when you hit negative territory the leverage can kill you. For example, if I am down 20% YTD and you are down 30% [more]

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GauchoChris posted to the Saul’s Investing Discussions board. 10:41 AM

CRWD: PT raised

https://seekingalpha.com/news/3567682-crowdstrike-price-targ...


* Seeing a tailwind from the remote work trend, BTIG increase
[more]

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GauchoChris replied to the Saul’s Investing Discussions board. 10:26 AM

Re: GauchoChris portfolio update 4/30/2020

There are a lot of similarities in our portfolios.
My big 5 are the same as yours. Yours make up about 94% of your portfolio, mine make up about 99%.
My trough was also on Mar 16 when I was down 16.0% and you were down 22.8 (more
[more]

Thu Apr 30

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GauchoChris posted to the Saul’s Investing Discussions board. 9:38 PM

GauchoChris portfolio update 4/30/2020

In addition to providing a portfolio update, this write-up will also expand on what is happening in the world as I see it. There have been an unprecedented number of facts to absorb. For me, these facts are forming a mosaic that, at least for me, is [more]

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GauchoChris replied to the Saul’s Investing Discussions board. 4:44 PM

Re: My biggest mistake in April

It just doesn't make any sense to me, and I can't see anything that I should have seen, which would have made me stay in Coupa at the expense of my other companies.

Saul,

That would mean your decision was not a [more]

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GauchoChris replied to the Saul’s Investing Discussions board. 1:40 PM

Re: ZM - 300M Users?

So, yeah not a great look but it doesn't change the thesis in my book. In fact, it might be a chance to get some more on before the market realizes it is still a 30 fold increase on Dec and a 50% increase from a month ago!

Yes, [more]

Sat Apr 25

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GauchoChris replied to the Saul’s Investing Discussions board. 10:40 AM

Re: Facebook entering Zoom's playground

Dan,

What a great post! Thanks!

but when a company has hundreds, even 1000s of workers using Zoom, and they are happy with the product, and they have used it in their personal lives and know it and trust that it will work [more]

Tue Apr 21

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GauchoChris replied to the Saul’s Investing Discussions board. 12:44 PM

Re: OT - On market timing!

Personally, I just bought a small crumb of AYX and NET a little bit ago to exercise my right to buy something on sale and make myself feel better.

Definitely can be prudent to make small moves with the portfolio in times like these. [more]

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GauchoChris posted to the Saul’s Investing Discussions board. 10:55 AM

ZM in pharma and biotech sales

My girlfriend is in sales in the pharmaceutical industry. She recently joined a startup that is expected to soon launch its first drug for sales in the US. The company is currently all WFH. The company was using WebEx and recently made the decision [more]

Sat Apr 18

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GauchoChris replied to the Saul’s Investing Discussions board. 2:24 PM

Re: SaaS in the era of coronavirus

do you have a story around why DDOG has not moved as much as CRWD and OKTA?

I'm assuming you mean the stock price. Also, moved from where. I'll take the recent March low closing price for each company:


low [more]

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GauchoChris posted to the Saul’s Investing Discussions board. 12:57 PM

SaaS in the era of coronavirus

So that hypothesis goes like this:

The lockdowns induced by the coronavirus pandemic is increasing the need for people and corporations (and their employees) to work from home. They need to work from home and still be productive while [more]

Fri Apr 17

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GauchoChris posted to the Saul’s Investing Discussions board. 11:39 AM

ZM: Alex Stamos on CNBC

https://www.cnbc.com/2020/04/17/zoom-advisor-alex-stamos-sti...

Alex Stamos, former security head at Facebook who is [more]

Thu Apr 16

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GauchoChris posted to the Saul’s Investing Discussions board. 3:56 PM

Will every Zoom user have CRWD on their device?

Will every device that uses Zoom have the CRWD agent installed for endpoint protection? If this is the case then the market hasn't figured it out yet. All you technical people, please chime in. Muji?

Chris

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GauchoChris replied to the Saul’s Investing Discussions board. 3:35 PM

Re: ZM using CRWD now!

I wonder if this might be a path for CRWD to get into the computers of all the free ZM users (EEP of everyone's mobile phone and computer). That would be huge.

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