PaulWBryant

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

Re: Bear's Portfolio through Oct 2020

I noticed in your allocation you have 28% cash which exceeds your allocation to any one company/stock. I know Saul posted that he did generate some cash for emergency fund but unclear to me how much cash he is holding. I wonder if you (or Saul or [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 5:53 PM

Bear's Portfolio through Oct 2020

My 2020 Portfolio Performance YTD as of

Jan +23.79%
Feb +26.86%
Mar +10.12%
Apr +31.49%
May +62.13%
Jun +118.30%
Jul +153.87%
Aug +210.88% (actually, as of midday 9/3)
Sep +239.00%
Oct [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 9:11 AM

Re: My comments on "herd mentality"

And let's CERTAINLY end this herd mentality thread. Speculating on whether or not other investors here are thinking for themselves or not is the WORST kind of speculation. We are all adults and must think for ourselves. If we do not, we have [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 9:09 AM

Re: FSLY Updates Shareholder Letter

I'm going to do something I rarely do. Frankly we've had far too many posts lately on the board -- I'm still catching up! This may sound weird, but I encourage you to refrain from posting your thoughts about this update from [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 7:33 PM

Re: I'm Disappointed in the Herd Mentality

Ok that's 30 posts on this thread. Let's move on, please.

Bear
Assistant board manager

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PaulWBryant replied to the Saul’s Investing Discussions board. 9:25 AM

Re: Fastly's Portfolio Fit

What is the effect of the Wasmtime team acqui-hiring by Fastly on Cloudflare? Cloudflare has had WASM support for a while now.
...
Does this mean that Cloudflare will de-emphasize support for WASM? They've always touted their [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 9:18 AM

Re: Limelight, FSLY, and NET

Some great responses. I'll especially call out Zoro's because I agree Cloudflare's strategy is a good one! All I'm saying is, show me the money! And by that I mean the growth rate. Cloudflare has just $349 million in total revenue the [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 5:01 PM

Limelight, FSLY, and NET

I'm not a techie, but when I stumbled upon Limelight Networks (LLNW), I saw that they have some similarities to FSLY and NET...

Caveat: I'm not a techie. This may be like comparing rocks to nuclear warheads. But LLNW has an [more]

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

FSLY and Updating Beliefs

Let's look at what we thought before and after this week's new information: [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 9:18 AM

Ruthlessness

Many investors try to play trends. Whether 3d printing several years ago, or ecommerce, or telehealth or edge networks. It pays to look at trends. It pays to have theories about "where the puck is going." I have theories about ZM and DOCU [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 11:38 AM

I'm not adding to FSLY

I was quite fortunate to trim FSLY multiple times this month as it crested $120 and then 130. I couldn't figure out why it was going up. Also, my position grew to a larger percentage of my portfolio than I was comfortable with. But even after [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 6:39 PM

Re: We are missing something with Okta!

There have been several one liners and also some that discuss portfolio management. Let's please end this thread. Saul got his answer and thanked the contributors. Let's move on.

Thanks,
Bear
Assistant Board Manager

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PaulWBryant posted to the Saul’s Investing Discussions board. 3:54 PM

Bear's Portfolio through Sep 2020

My 2020 Portfolio Performance YTD as of

Jan +23.79%
Feb +26.86%
Mar +10.12%
Apr +31.49%
May +62.13%
Jun +118.30%
Jul +153.87%
Aug +210.88% (actually, as of midday 9/3)
Sep [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 5:33 PM

Re: Docu Accelerating

Thanks for bringing it up, Jason. I had taken a position back in June: https://boards.fool.com/thanks-for-the-write-up-kyle-on-the-... but I exited in [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 2:30 PM

Re: ZoomInfo - ZI

We could see several quarters at least of 40%+ growth, combined with multiple expansion due to the company becoming the clear market leader in the space, their move toward profitability, and the FCF margin.

Two problems [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 4:09 PM

Re: Snow vs AYX, POffringa

Thanks, Jason -- great stuff from Peter -- but please include a link next time:

https://softwarestackinvesting.com/alteryx-q2-2020-review/

Bear
Asst Board [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 2:22 PM

Re: Request for Saul's view of SNOW

And what I really despise is censorship (deleting a simple question).

You are free to take your questions elsewhere. This is Saul's board and it will be run as he likes.

More importantly, it's a board where everyone [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 9:05 AM

Re: How I Invest!

Ok, I think it's time to end this thread. It's gotten into portfolio management.

Clearly a lot of us here like to seek cohesive stories -- it's part of what interests us in learning about exciting companies. We want to know [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 9:25 AM

TikTok ban starts Sunday

https://seekingalpha.com/news/3615258-tiktok-and-wechat-down...

I think FSLY is down a few percent today because of this. [more]

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

Re: Request for Saul's view of SNOW

By the way, you mentioned Bear. I think I remember that he thought SNOW was excessively priced at their initial suggested IPO price of $75 to $85. He would have laughed at $319, the high of the day.

Ha! (Indeed)

At $319, the [more]