PaulWBryant

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 3 hours ago

Re: Mid-month update. What I've done and why

I would expect as time goes on for subscription terms to be the way most future Nutanix sales go, and being that subscription Billings was about $100 year ago and now are almost $200M as the previous billings get recognized into subscription [more]

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 5:49 PM

Re: Mid-month update. What I've done and why

But then, so is Nutanix.

Care to elaborate? I agree with you on MDB. It's so much FUD. But with NTNX the reports (numbers) are complicated. The hardware extrication was one thing, but now the conversion to SaaS is really muddying [more]

Boards Post

PaulWBryant posted to the Saul's Investing Discussions board. 2:39 PM

Fortnite, NEWR customer

Here's New Relic's CEO talking to Cramer about that and more. This is worth watching.

[more]

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 2:23 AM

Re: ESTC Oct18 Q Review (belated)

I did look at 10-Q and found 70.9M shares.
How did you get the 87.5M share count. I couldn't find this difference in S1 (they had 28M preferred but those are converted to common at IPO and part of 70.9M as far as I can [more]

Boards Post

PaulWBryant posted to the Saul's Investing Discussions board. 8:18 PM

Bert on Fish's podcast

Our very own CMFish13, Ryan Reeves, has started an investing site called InvestingCity.org. I think it's an awesome project, and I'm super jealous of his energy. As part of it, he's begun a podcast. [more]

Boards Post

PaulWBryant posted to the Saul's Investing Discussions board. 6:23 PM

ESTC Oct18 Q Review (belated)

HUGE thanks to hlygrail who posted a table here which I will steal: https://boards.fool.com/elastic-estc-ipo-research-and-discus... Haven't seen you post [more]

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 2:23 PM

Re: Portfolio Valuation Update.

Ethan,

One reason it's important to use diluted shares is that the company typically uses these for their EPS calculation (both GAAP and non-GAAP). As Saul states in the KB: The company will always list Basic EPS and Diluted EPS (as [more]

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 11:35 AM

Re: Portfolio Valuation Update.

Ethan,

Sorry to pick your post apart but I'm way off what you got on Square:

Share Price: 65.18 (close yesterday)
TTM Sales: 1,405m
Cash minus Debt: ~1,000m (1.8b cash and 800 or 900 debt, I think)

Fully [more]

Boards Post

PaulWBryant posted to the Saul's Investing Discussions board. 8:36 AM

EV/S Calculation

In his original post here (https://boards.fool.com/portfolio-valuation-update-34109850....), Ethan calculates the ZS EV/S ratio as 23.8. Later, Greg calculates it here ( [more]

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 2:08 PM

Re: The thing about AMZN/Mongo

Second, while we know that Amazon has done some things to improve performance which were perceived issues in the 3.6 version of MongoDB, we also know that Mongo has made improvements targeted on the same issues. We have no way of knowing who did [more]

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 10:28 AM

Re: Mongo vs Amazon article by Stratechery

I mean, scroll down a page or so here: https://www.mongodb.com/cloud/atlas

...and see that Atlas has some pretty large customers including eHarmony, Sega, KPMG, 7-eleven...

Bear

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 10:23 AM

Re: Mongo vs Amazon article by Stratechery

I believe Atlas is the hosting service, and if it is only for smaller companies, that leaves the door open for Amazon.

Maybe some more tech-savvy folks can help, but is this true? If so, why wouldn't Atlas appeal to larger [more]

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 6:53 PM

Re: Zuora (ZUO) - Any thoughts?

GM and Duma,

You're regurgitating management's story, but you need to look closer. Yes, they say year-on-year comparisons also include the financial impact of a RevPro product which we began to offer following our acquisition of [more]

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 11:59 AM

Re: Zuora (ZUO) - Any thoughts?

Great write up, GM. Got me interested. Unfortunately, I found a pretty big problem:

28% of total revenue (professional services) is negative gross margin revenue. This isn't unprecedented, but the amount is huge. For comparison, [more]

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 8:03 AM

Re: Zuora (ZUO) - Any thoughts?

Thanks for bringing this to the board. We’ve glanced at ZUO a few times but I feel like either we’re missing something or there’s not much there. Maybe you can help.

Why would anyone need ZUO? Is it that hard to bill monthly? The [more]

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 5:53 AM

Re: Mongo only has things to lose

There would be a lot of SAAS companies that have to question themselves if it would be good for them to offer their solution on AWS if they believe Amazon is just going to turn around with a similar solution and tell the end users how easy it is [more]

Boards Post

PaulWBryant posted to the Saul's Investing Discussions board. 5:00 PM

MDB: One man (Bear)'s conclusion

I haven't been impressed with any answers about why Amazon would do this. It seems to come down to "why not?" But maybe even more so, this is what AWS is. I just remembered this great post from a couple months ago:

[more]

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 11:14 AM

Re: The thing about AMZN/Mongo

If you look at what the revenue generation is for all databases annually.....total database is around $70 BILLION annually of which MDB does $220 Million.

How much of that 70 billion is NoSql, though? I think MDB is the big [more]

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 11:13 AM

Re: The thing about AMZN/Mongo

AMZN decides, "We can build a solution that makes the front end easier for Developers, and then we have them hooked to us for our AWS needs while meeting their DB needs".

But they didn't just make the front end easier. [more]

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 11:04 AM

Re: The thing about AMZN/Mongo

There have been some large data set and speed issues with Atlas that were just updated this past month as announced in their earnings call. Note that these speed and dataset elements are exactly what AWS says they do better than Mongo.....whether [more]