GauchoChris’ Activity

Thu Sep 19

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Boards Post

GauchoChris replied to the Saul’s Investing Discussions board. 1:42 PM

Re: Bert on DataDog [DDOG]

I like the company, but we seem to fall in love with the shiny new toys and get mesmerized at 100% growth rates, as if they will stay that way for more than a year (we don't know). They could easily plummet. CRWD, ZM.

The recent
[more]

Sun Sep 15

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GauchoChris replied to the Saul’s Investing Discussions board. 1:15 PM

Re: ESTC SaaS Growth to Overtake Atlas?

The bottom line is that Elastic SaaS has been growing much faster than the reported YoY numbers have indicated and appears that it may be considerably accelerating(one quarter doesn't make a trend). Let me know where I'm [more]

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GauchoChris replied to the Saul’s Investing Discussions board. 12:42 PM

Re: A reminder for those worried about valuation

You wrote that by July of 2015, you were up by more than 50% for the year, but ended the year up 16% or so (which still beat the indexes that year). Over that period, your stocks did horribly while the major indexes did nothing much --- similar to [more]

Wed Sep 11

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GauchoChris replied to the Saul’s Investing Discussions board. 6:01 PM

Re: Alteryx CEO superb interview at Global Tech.

Most of the research i need on Alteryx is contained right here in this 41 minute interview and Q&A with CEO Dean Stoecker and CFO Kevin Rubin.

addedupon,

Thanks for posting the link to that interview from last week. I [more]

Tue Sep 10

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Boards Post

GauchoChris replied to the Saul’s Investing Discussions board. 11:20 PM

Re: ZS results out and stock down 15%

One thing that I tried to figure out is that, despite the assurances from several seasoned members on this board, including Saul himself, could the current crash really be a paradigm shift in the hyper growth space?

Some may point to last
[more]

Sun Sep 8

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GauchoChris replied to the Saul’s Investing Discussions board. 12:30 PM

Re: CrowdStrike - my take on earnings

Using this formula, we see an improving trend in part of their OpEx efficiency:

Magic Number
Q1 FY19 0.85
Q2 FY19 1.03
Q3 FY19 0.85
Q4 FY19 1.3
Q1 FY20 1.06
Q2 FY20 0.82


Trend? I don't see it in [more]

Fri Sep 6

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Boards Post

GauchoChris replied to the Saul’s Investing Discussions board. 3:27 PM

Re: ZS update

Still not cheap, but well off highs thanks to FUD and nothing else.

Something else is that SaaS stocks are well off their recent highs while the overall market (SP500) is still close to an all time high:

ZS: -28%
SMAR: [more]

Wed Sep 4

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GauchoChris posted to the Saul’s Investing Discussions board. 12:50 PM

CRWD: PFPT/CRWD integration

https://seekingalpha.com/news/3496968-proofpoint-crowdstrike...

Announced today. Joint customers will get Proofpoint's malicious [more]

Tue Sep 3

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GauchoChris posted to the Saul’s Investing Discussions board. 5:59 PM

ESTC: EleasticSearch now on Azure

https://ir.elastic.co/file/Index?KeyFile=399452665

Elastic Launches Elasticsearch Service on Microsoft Azure

MOUNTAIN VIEW, Calif. & AMSTERDAM--(BUSINESS [more]

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Boards Post

GauchoChris replied to the Saul’s Investing Discussions board. 1:41 PM

Re: stocknovice's August portfolio review

TWLO – It’s no secret I’ve been questioning the size of my Twilio allocation the last couple of months. This month I finally took action and pared it down considerably. My final steps to get there consisted of two parts. First, I dug into their [more]

Fri Aug 30

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GauchoChris replied to the Saul’s Investing Discussions board. 1:12 AM

Re: ESTC Huge Win With the Federal Government

ECS was awarded the contract May 2019 to build this CDM system in a 6 year $276M deal.

[more]

Tue Aug 27

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GauchoChris replied to the Saul’s Investing Discussions board. 6:21 PM

Re: I care more about this than PS

Maybe I'm dead wrong about where these businesses will start to slow down -- maybe I'm underestimating, or overestimating, their near term potential. Maybe some will flame out a la Talend or Nutanix or 2U. Maybe some will become 200b [more]

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GauchoChris replied to the Saul’s Investing Discussions board. 12:06 PM

Re: Anaplan (PLAN) Q2FY20 Results

Dollar-Based Net Expansion Rate was down 2% from Q1FY20 to 121%. If it ticks below 120% I will be very tempted to sell. There are many great businesses with DBNER above 120% and it is trending down from the last 3 years (see [more]

Mon Aug 26

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GauchoChris replied to the Saul’s Investing Discussions board. 6:02 PM

Re: Why I prefer ZS to ZM and CRWD

Dreamer wrote:
at some point the stocks we own may need to appreciate based on growth and not via multiple expansion, and history seems to teach us that the multiples will eventually contract. Shouldn't we be factoring in future [more]

Sun Aug 25

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GauchoChris replied to the Saul’s Investing Discussions board. 11:06 AM

Re: Notable Earnings this Week

ESTC on Wednesday AMC 8/28/2019

Fri Aug 23

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GauchoChris replied to the Saul’s Investing Discussions board. 12:43 PM

Re: Calculating Net Retention Rate

I'm looking for Atlassian's net retention rate and can't seem to find it in the earnings release. I think it should be possible to calculate just using the percentage growth in customer count and the percentage growth in revenue for [more]

Mon Aug 19

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GauchoChris replied to the Saul’s Investing Discussions board. 11:53 AM

Re: ZS On Sale! More than 10% Off!

I agree that we probably got a gift this morning. I have been actively trading ZS and ZS options this morning. Here is the thinking behind my actions.

Stock dropped quite a bit on no real news. I too was looking for news that could justify [more]

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GauchoChris replied to the Saul’s Investing Discussions board. 12:17 AM

Re: Pinterest, A new position

For Facebook a European user is worth about ? of a US customer,

We found that European user were about 1/3 of a US user.

Thu Aug 15

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Boards Post

GauchoChris replied to the Saul’s Investing Discussions board. 11:27 AM

Re: Bear's Mid-August Portfolio Update

Brandon, I think for the numbers to make sense you should only include companies in each range that have graduated the range. Unfortunately, there probably aren’t enough companies to be statistically significant. I also think you need to take [more]

Thu Aug 8

NL

Boards Post

GauchoChris posted to the Saul’s Investing Discussions board. 4:54 PM

ESTC: new release available

https://finance.yahoo.com/news/elastic-enterprise-search-bet...

Elastic Enterprise Search Beta 2 Released: Now With Even Greater Connectivity [more]

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Boards Stats & Trivia

Big red star, 1000 posts Top Favorite Fools Top Recommended Fools Old School Fool Global Fool
Board Posts 2315
Recs Received 17248
People who have rec'd these posts 1483
Recs to Posts Ratio (last 30 days) 36.20
Threads Started 743
Threads Started Percentage 32.10 %
Most Frequent Board Saul’s Investing Discussions
Very First Post Heavy weighting of small caps. A problem or not? (2/24/2006)
Percentage of Posts Rec'd 77.97 %
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