PaulWBryant

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PaulWBryant replied to the Saul’s Investing Discussions board. 10:03 AM

Re: ROKU Competitors’ Strategies

We can also see that many TVs manufacturers, particularly higher end (Samsung and LG) are going with their own solution. The engagement on those systems (viewing hours) pales. Will they continue to invest in the platform for minimal return? [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 8:29 PM

Re: ROKU Competitors’ Strategies

Darth,

Here, https://boards.fool.com/is-roku-another-tivo-great-idea-but-..., Tryingmybest compared Roku to Tivo, and I do think in a similar [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 9:36 AM

Re: ROKU Competitors’ Strategies

Why does DIS need ROKU? DIS could easily mail their viewers their version of an Amazon Fire Stick or similar to what Comcast did today (see previous post for link to article) for free and most likely will.

Frankly I think they most [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 8:22 AM

Re: Amazon is worth more than Zscaler

Specifically, what companies did you consider as similar companies to ZS, CRWD, and OKTA and what were the PS of all.

Jeb,

Just total back of napkin stuff. For example, if the situation is:

Company PS [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 11:05 AM

Re: Buying SFIX

I took a quick look at Stitch Fix. If the long term model on the slideshow Karen linked to is to be believed, roughly 10% gross margin on a roughly $1.7b run rate would be something like 170m in annual profit. A PE ratio of 25 would mean SFIX should [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 9:30 AM

Amazon is worth more than Zscaler

I admit, that's a click-bait title. But hear me out. This is a response to a recent post by Brittlerock ( [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 6:52 AM

We are a growth investing board

A little insight: we board managers actually discussed changing the name of our board to something involving the word "growth." But judging by the posts warning us against growth stocks, I don't think that's necessary. Everyone who [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 6:34 AM

Re: For those of you new to this kind of situati

Growth companies in a bull market give you lots of reasons to own them, until they don't. Some remain great. Some not so much.

I'll give it to you, ibuildthings. It takes a lot of nerve to show up on a board you never posted [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 1:57 PM

What I've done today

When I saw that some of the stocks already selling at discounts a few days ago (https://boards.fool.com/discounts-esp-smar-34289615.aspx) where down even more -- close to [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 7:15 PM

Re: DOCU Q2 earnings

In the CC, they addressed the 47% increase in billing (vs I think 27% ?) And pretty much said they expect it to even out and be in the mid 30s going forward.

Fuma,

Here's what was said:

I always look at it [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 3:39 PM

Re: DOCU Q2 earnings

Thanks Mekong. I was glad to be holding a small position as well! My 4.3% at the end of August is now a 5.4% position due to the bounce today! Nice to have something going up as most things are pulling back.

And yet the PS for ole Docusign [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 3:28 PM

Discounts! (esp SMAR)

Earlier today a poster asked if the party is over for now. I see it differently. Yes, it does appear that the market is "correcting" on some of our companies which have recently reported earnings. I'd define "correcting" as, [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 4:00 PM

Re: Cardlytics (CDLX)

Strike 1: Growth is awfully lumpy -- was this perhaps just a good Q?. 37% in 2Q19, 10% in 1Q19, 22% in 4Q18, 10% in 3Q18, 8% in 2Q18.

Certainly would need more information. Any recent acquisitions? Has anything else changed? Why would [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 12:52 PM

Re: stocknovice's August portfolio review

Wanted to follow up after doing some research. Saul, sorry to continue this but hope it adds materially to the discussion.

Brian, it does! This is why you're my favorite Fool writer. Well, that and your constant clear [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 10:49 AM

Re: Digital Turbine - APPS

Peoples,

IM asked a question! However nice the write-up, according to the data presented in your post and looking at this company's charts it seems to me that at this point APPS is not a growth stock favored by Saul but a turn-around [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 12:51 PM

Re: stocknovice's August portfolio review

Darth: Respectfully that should be obvious. Billions of ad impressions. What else are you going to watch you tube on. A phone? To stream it on the TV you make a deal with ROKU and Amazon, etc.

Haha. Saying "respectfully" [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 8:52 AM

Re: stocknovice's August portfolio review

My best guess -- tons of ad revenue from YouTube. People get Roku for the all-in-one platform. Anything they watch on YouTube has ads.

Brian, why would YouTube let Roku have any of that ad revenue? YouTube doesn't (I wouldn't [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 10:54 PM

Re: stocknovice's August portfolio review

Bear, Roku has the "Roku Channel" that you can watch movies for free. This is all older content, but its free. Roku will show advertisements on these channels, and that is how they are generating income from their [more]

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

Re: stocknovice's August portfolio review

I'd love to see a breakdown of where ROKU's revenue comes from. Users don't pay...except for their premium content, which has to be minuscule. Not sure why content providers like Netflix or HBO would pay...Roku benefits from [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 5:07 PM

Bear's Portfolio through Aug 2019

My 2019 Portfolio Performance YTD as of

Jan +22.48%
Feb +33.46%
Mar +38.27%
Apr +46.86%
May +43.50%
Jun +58.27%
Aug2 +65.38%
Aug(31) +62.13%

Previous Month Summaries
Dec 2016 [more]