NajdorfSicilian

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 3:26 PM

Re: Showing their volatile side

That note isn't why SaaS stocks are down across the board.

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 3:45 PM

Re: Avalara AVLR

I've been talking to some sharp buysiders for a while who have a position in AVLR, and decided to buy some about a month ago.

Wins are increasing. GM is over 70%. Revs grew over 41%. FCF positive.

They have $440m cash or so to [more]

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NajdorfSicilian replied to the Last RoundUp board. 3:28 PM

Re: Handout to our 2019 Investment Conference

Presumably the gov't will artificially restrict supply? No idea.

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NajdorfSicilian replied to the Last RoundUp board. 5:52 PM

Re: Handout to our 2019 Investment Conference

I'm glad you enjoyed it, has my favorite sculpture ever, a Bernini, as well as an amazing St. Jerome by Caravaggio.

[more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 10:58 AM

Re: Five9

JPM: 'September was another good quarter in the seasonally strong back half, but the positive tone around enterprise bookings and pipeline was noticeably better than what we have heard in recent quarters, and that says something given the 30%+ [more]

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 10:50 AM

Re: Curbing world's largest tax shelter

So much for 'no politics on METAR,' hypocrites.

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 10:53 AM

Re: Five9

'Five9 earnings for the June quarter rose 82% to 20 cents. Revenue jumped 27% to $77.4 million. Analysts had estimated Five9 earnings of 12 cents on revenue of $72.5 million.

"The company's Microsoft partnership allows it to [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 12:03 PM

Re: Bear's Portfolio through Oct 2019

I certainly hear all what you are saying on this and what others have told me before, but just to take your sports/live example, I signed up for DAZN boxing this weekend and streamed it through my PS 3/4. I had to click one extra button to download [more]

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NajdorfSicilian replied to the Retired Fools board. 11:24 AM

Re: Social Security COLA for 2020

and tax shelters in the Cayman Islands, neither of which do anything to increase domestic US economic activity.

There's no tax shelters for US taxpayers in the Caymans, nor anywhere else. Your ignorant post shows a fundamental [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 10:54 AM

Re: AYX reports - results

JPM: 'Alteryx's Q3 is underpinned by strong P&L metrics combined with a slightly confusing and open-to-interpretation set of forward looking metrics which range from 38% to 65% y/y growth.

Key Takeaways: 1) Q3 revenue grew 65% [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 10:36 AM

Re: Bear's Portfolio through Oct 2019

Thanks for the update, Bear. Like you I sold out of OKTA previously and TWLO after their report, and I still don't get ROKU either.

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NajdorfSicilian replied to the Last RoundUp board. 12:24 PM

Re: Handout to our 2019 Investment Conference

If you haven't been to the Borghese Gallery in Rome yet, DO NOT MISS IT!

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:47 PM

Re: VRX - Some notes from recent news

The 2025s are also over $101, stupid no-edit feature.

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:45 PM

Re: VRX - Some notes from recent news

BHC 2023 debt trading above $101, fwiw.

Since the new CEO's arrival the stock is down 40% while debt prices are up 35%. He has stayed true to his promises to pay down debt as fast as he reasonably can, having paid down [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 4:38 PM

Re: SHOP Q3: 45% Revenue growth

RIMM had a horrible product - I know, I had a Blackberry.


RIMM had an amazing product that everyone on Wall St loved. They were the first secure network in the world you could call and send emails on. They were, literally, [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 12:16 PM

Re: SHOP Q3: 45% Revenue growth

One other note from SHOP is their continued negative EPS:

Adjusted net loss for the third quarter of 2019 was $33.6 million, or $0.29 per share

It's almost uncanny that they're still losing money at this [more]

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 12:08 PM

Re: Income Inequality Protests

Once upon a time Americans valued hard work, and worked hard to get what and to where they wanted in life.

Now many would rather protest and bitch that the gov't hand it to them just for existing, or, even better, take it from someone [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 11:52 AM

Re: MY portfolio at the end of Oct 2019

Hi Harley,
It may be unfair, but I read that as a disguised post from someone who is short Mongo, and trying to drive the price down.
Saul

Hi Saul,
Why do you think his posting here would have any impact on the market [more]

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NajdorfSicilian replied to the Falling Knives board. 12:35 PM

Re: FKA: MO

I always find it amusingly ironic when people are selectively pro-First Amendment.

Freedom of Speech? Of course!
Religion? You bet!!!
Press? Naturally, I'm no fascist!

to petition the Gov't for a redress of [more]

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NajdorfSicilian replied to the The Mongoose Chronicles board. 11:22 AM

Re: 10/28 Investing Plan

Added to my small AVLR position this morning. Worth what you paid.