LongNShort’s Activity

Thu Jul 4

NL

Boards Post

LongNShort replied to the Saul’s Investing Discussions board. 12:24 AM

Re: SMAR Subscription Growth

Darth,

No. Consistent performance is indicative of consistent performance. And we’re only talking about one metric among hundreds of others.

Let’s not invent conspiracies.


But let's also be accurate in the [more]

Wed Jul 3

NL

Boards Post

LongNShort replied to the Saul’s Investing Discussions board. 4:03 AM

Re: SMAR Subscription Growth

Am I the only one who finds that unearthly consistency a little surprising (to avoid the word fishy)?

Is there some financial smoothening of the numbers going on, e.g. with a discretional allocation of costs and revenue?

Just [more]

Tue Apr 16

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LongNShort replied to the Premium Commons boards. 3:28 PM

Thu Apr 11

NL

Boards Post

LongNShort replied to the Saul’s Investing Discussions board. 2:13 AM

Re: TWLO, ZS, OKTA plus Others Have Further to F

All,

allow me to correct the math (but not the point) on this one:
How many times does Saul need to point out that he is up over 300% in three years and if his stocks fall 50% he is only up 150%? Still decimating the broad [more]

Tue Apr 9

NL

Boards Post

LongNShort replied to the Saul’s Investing Discussions board. 4:03 PM

Re: An Okta technical review.

-muji,

absolutely fabulous write-up. Many many thanks. Another prime example of the value and brilliance of this board.

Your review is so convincing, it drove OKTA up +5% today (sadly before I went ahead to place an order for [more]

Fri Feb 22

NL

Boards Post

LongNShort replied to the Saul’s Investing Discussions board. 4:44 AM

Re: TTD CTV. Some numbers at last.

No way.

I’m sorry to say you got this way wrong IMHO. You mixed up TTD revenue with ad spend of their clients.

By all measures CTV is still only a small seed in the ground - but one which grows quickly and where others like Google [more]

Thu Feb 14

NL

Boards Post

LongNShort replied to the Saul’s Investing Discussions board. 5:50 PM

Re: today we find out about ANET

Welll... apparently they are slowing down. “Only” 27% vs easing (but not yet “easy“) comps:

2015 53 42 40 42
2016 35 37 33 34
2017 39 51 51 43
2018 41 28 29 27

CAGR vs 2017 has come down from 40% in Q3 to now 35% in Q4. [more]

Wed Feb 13

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LongNShort replied to the Premium Commons boards. 1:12 PM

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LongNShort replied to the Premium Commons boards. 2:22 AM

Fri Feb 8

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LongNShort replied to the Premium Commons boards. 10:44 AM

NL

Boards Post

LongNShort replied to the Saul’s Investing Discussions board. 10:18 AM

Re: A brief update on my positions and thoughts

All,

A company that makes a million dollar of software subscription revenue hasn't just made it for this year. It's made it for next year too, and the year after, and the year after that, etc, with probably as much certainty as [more]

Fri Jan 25

NL

Boards Post

LongNShort replied to the Saul’s Investing Discussions board. 4:08 PM

Re: Ayx Just Released Preliminary Results..

Here is the customer growth for the past:


Cust Added Gr(seq) Growth(y/y)
1578
1834 256 16.2% Q2 2016
2047 213 11.6% Q3 2016
2328 281 13.7% Q4 2016
2565 237 10.2% 62.5% Q1 2017
2823 258 10.1% 53.9% Q2
[more]

Thu Nov 22

NL

Boards Post

LongNShort replied to the Saul’s Investing Discussions board. 2:55 AM

Re: AYX NPS

Is NPS something unique to Alteryx, or do other companies use it, too?


NPS or Net Promoter Score is a simple question that has found some traction in the business world.

Here's what Wikipedia has to say about [more]

Wed Aug 8

NL

Boards Post

LongNShort posted to the Saul’s Investing Discussions board. 4:22 PM

AYX earnings... looking good at first glance

Looking good, about in line to me with the high expectations:

Revenue +54%
Gross margin improving YOY from 83% to 89% (GAAP)
Non-GAAP Gross margin improving YOY from 84% to 90%
Loss improving (a little).

Ended the second [more]

Thu Mar 8

Stock Advisor Boards Post

LongNShort replied to the Stock Advisor boards. 2:19 AM

Wed Mar 7

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LongNShort replied to the Stock Advisor boards. 3:29 PM

Fri Feb 16

NL

Boards Post

LongNShort replied to the Saul’s Investing Discussions board. 3:57 AM

Re: ANET: Is this what spooked the market?

reading on, this quote corroborated it:

you've seen the guidance for Q1. So obviously I think the comparables for Q1 have us growing 40% year over year, with the guide - the upper end of the guidance that we just gave you. I think for [more]

NL

Boards Post

LongNShort posted to the Saul’s Investing Discussions board. 3:35 AM

ANET: Is this what spooked the market?

Fellow Fools,

when reading through the transcript of the earnings call, all figures and even guidance for Q1 looked good. But then I stumbled over this:

we will face some tough comparables for year over year revenue growth as we [more]

Sat Nov 18

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LongNShort replied to the Stock Advisor boards. 2:12 PM

Fri Nov 17

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LongNShort replied to the Stock Advisor boards. 12:43 AM

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Three stars, 500 posts Old School Fool
Board Posts 562
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Very First Post Re: Why the drop? (8/1/2000)
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