PaulWBryant’s Activity

Fri Aug 30

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Boards Post

PaulWBryant replied to the Saul’s Investing Discussions board. 9:07 AM

Re: Attention shoppers!

But still.. where is the consistency?

Kingran, I'm only going to say this once, because your complaining about the way we manage the board is off-topic, but please hear me.

Your statement is not appreciated. We [more]

Thu Aug 29

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Boards Post

PaulWBryant replied to the Saul’s Investing Discussions board. 4:30 PM

Re: Quick Elastic (ESTC) quarterly results

Below, I'm updating my usual ESTC quarterly report: https://boards.fool.com/estc-apr19-q-update-34224536.aspx Pardon the lines in the first column -- not pretty, but it makes [more]

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Boards Post

PaulWBryant replied to the Saul’s Investing Discussions board. 12:28 PM

Re: Attention shoppers!

Karen is right. Let's end this thread please. ZekeYeehaw and Hawkin, that's multiple one-liner posts. Please refer to imyoung's instructions here!

[more]

Wed Aug 28

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Boards Post

PaulWBryant posted to the Saul’s Investing Discussions board. 9:29 AM

Market Cap Example: Wix

Wix is never going to be a $100 billion company. It's never even going to be a $30 billion company with the current business model. How can I say that so confidently? Unit economics.

Wix makes around $171/year from each of their 4.3 [more]

Tue Aug 27

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Boards Post

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

Re: I care more about this than PS

Company Market Cap
Smartsheet 5.3b
Elastic 5.8b
MongoDB 8.3b
Alteryx 9.5b
Twilio 17.8b
The Trade Desk 11.1b
Square 26.5b
Zscaler 9.1b
Anaplan 7.5b
Pinterest 18.3b
Crowdstrike 17.2b
Sorry, I [more]

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Boards Post

PaulWBryant posted to the Saul’s Investing Discussions board. 3:51 PM

I care more about this than PS

Company Market Cap
Smartsheet 5.3b
Elastic 5.8b
MongoDB 8.3b
Alteryx 9.5b
Twilio 17.8b
The Trade Desk 11.1b
Square 26.5b
Zscaler 9.1b
Anaplan 7.5b
Pinterest 18.3b
Crowdstrike

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Boards Post

PaulWBryant replied to the Saul’s Investing Discussions board. 10:44 AM

Re: Why I prefer ZS to ZM and CRWD

Drew, we can no longer imagine that Elastic is undiscovered. There has to be a reason that its stock price is below where it was six months ago when I just looked it up, and up just from $70 to $80 over the past year (compare that with any [more]

Mon Aug 26

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Boards Post

PaulWBryant replied to the Saul’s Investing Discussions board. 5:29 PM

Re: Why I prefer ZS to ZM and CRWD

If Splunk is an example of the "end state" for our hypergrowth companies, than isn't their market cap instructive perhaps? Splunk has same P/S as CRM, but CRM is over a $100b mkt cap. It appears that once you have growth slow to a [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 1:53 PM

Why I prefer ZS to ZM and CRWD

CRWD has a PS around 60. ZM's is around 70. ZS has a PS in the mid 30's.

1. Implications of the current price

Crowdstrike and Zoom would need two years of triple-digit growth for their PS ratio's to get below 20, [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 10:16 AM

Re: On PORTFOLIO MANAGEMENT!!!

In many ways I find portfolio management more difficult to master than evaluating a company and I think we can all benefit from each other's thoughts.

I agree. But as Saul keenly homes in on, we just can't have intimate [more]

Mon Aug 19

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Boards Post

PaulWBryant replied to the Saul’s Investing Discussions board. 11:44 AM

Re: Monday Morning Rules of the Board

Assistant Board Managers: Bear (PaulWBryant), Austin (CMFALieberman), Matt (XMF BreakerForce) and Benjamin (Locke) will each take some of the load of running the board off my shoulders, and act as Assistant Board Managers. I really appreciate [more]

Thu Aug 15

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Boards Post

PaulWBryant replied to the Saul’s Investing Discussions board. 4:52 PM

Re: About selling criteria

The question here is how do you guys perform your analysis according to quarterly earnings.

Jason,

This is an example of a question that you can answer for yourself by patiently reading the posts on this board. Heck, just [more]

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Boards Post

PaulWBryant posted to the Saul’s Investing Discussions board. 12:21 PM

SMAR gets Fedramp ATO

Smartsheet received "Authority to Operate" status today: [more]

Wed Aug 14

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Boards Post

PaulWBryant replied to the Saul’s Investing Discussions board. 3:57 PM

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 revenue [more]

Tue Aug 13

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Boards Post

PaulWBryant replied to the Saul’s Investing Discussions board. 6:56 PM

Re: Avalara

Net Retention Rate
2018 107 107 107
2019 107 111


Without looking further, this is a big red flag. Rates below 120% often signify long sales cycles.

Bear

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Boards Post

PaulWBryant replied to the Saul’s Investing Discussions board. 5:59 PM

Re: Revisiting ROKU

Yesterday, I purchased a starter position in Roku and would be interested in others feedback as to why most here are invested in TTD but so hesitant on Roku (I'm long TTD as well with a full position.)

I just don't think they [more]

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Boards Post

PaulWBryant replied to the Saul’s Investing Discussions board. 5:02 PM

Re: Bear's Mid-August Portfolio Update

Bear, only a few weeks ago you mentioned this..”I also think TTD may have a loooooong runway ahead because the market it’s after is so huge. So despite their being a bit larger than these others, they’re a top position for me too.

So
[more]

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Boards Post

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

Bear's Mid-August Portfolio Update

I don't usually say much about my portfolio mid-month, but I've been making a lot of changes. After traveling a lot in July, I'm scrutinizing things a lot more, and with some quarterly results already coming in, and others soon to come, [more]

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Boards Post

PaulWBryant replied to the Saul’s Investing Discussions board. 11:29 AM

Re: Two Week Update

Saul,

I noticed SMAR is up to 3.3% for you (from 2.8% at the end of July). Since the stock price is down, I guess you added some. I have too, thinking they've spoken so confidently on every earnings call, that I expect that to continue [more]

Tue Aug 6

NL

Boards Post

PaulWBryant replied to the Saul’s Investing Discussions board. 1:21 PM

Re: EVBG June 2019 Quarter

EVBG is working on the theory that they are racing to expand Critical Event Management software. They have all the tools. But the pace of adoption is slower (mid 30s) and margins are lower (low 70s) than other opportunities out there. [more]

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CAPS Player Rating 90.07
Player Rank 6889 out of 69352
Score 3982.51
Score Change Today -299.20
Accuracy 50.96%
Active Picks 48
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Boards Stats & Trivia

Big red star, 1000 posts Top Favorite Fools Top Recommended Fools
Board Posts 2049
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Threads Started 467
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