PaulWBryant

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PaulWBryant posted to the Saul’s Investing Discussions board. 10:56 AM

The learning curve

From Yahoo, we can see that ZM has a PS ratio of 91; CRWD has a PS ratio of 37; and DDOG has a PS ratio of 18; so on this basis it would tell me that the best place to put my new money is into DDOG.

I saw this in a post today. [more]

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

Re: My portfolio at the end of June 2020

When you add to a position, do you do so when you have funds available or do you wait for pullbacks?

You'll find the answer to this and many other questions in the knowledge base. Reminder to Newbies: Please read the links in [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 5:12 PM

Bear's Portfolio through Jun 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%

My Current Allocations

Ticker Curr% Buy/S Mo Ch YTD [more]

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

Re: Differentiation of CDNs

WillO2028,

I'm not technically savvy like Greg, but I do address margins here: https://boards.fool.com/why-i-bought-fsly-34514084.aspx

I suggest you listen to [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 8:42 AM

Re: Why I bought LLNW

Smorg has pointed out how Video is a hard market in which to find differentiation. I've wondered why, if that's the case, Limelight is managing to consistently attract high-value customers.

Lake Street analyst Eric Martinuzzi [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 1:56 PM

Re: Why I bought LLNW

My main concern with LLNW is - why did their Gross Profit Margin decline to only 36% in the latest Q? That's awfully low, and declined from 44% in the previous Q.

I actually see this, counter-intuitively, as a positive. It dipped [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 1:49 PM

Re: Why I bought LLNW

Yes, Limelight is still being used to stream Amazon Prime Video. Amazon Prime includes lots of things that don't use Limelight, but the video streaming appears to be mostly Limelight. If anything, it appears that Amazon is using less and less [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 1:15 PM

Re: Why I bought LLNW

Thanks for the thoughts, Smorg.

For instance, Amazon switched its homepage and IMDB sites to Fastly last month

If you look at the comments on your supporting link, David Belson posted a link to some kind of historical data [more]

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

Re: Why I bought LLNW

once they land a big customer, can they / how do they / are they successful at - increasing offerings to said large customers?

1. With their usage-based pricing, they don't necessarily have to sell anything new to make more [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 10:00 AM

Why I bought LLNW

I bought Limelight Networks (LLNW) after reading MountainDog18's post, and the thread that ensued.   [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 10:18 AM

Re: What's missing?

When you all look at the #s above of VEEV what tells you right away it's not an ideal investment?

- guidance is for next Q is lower at 28%

If it were truly "ideal," it would be growing faster. It's been [more]

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

Re: ZM under-appreciated

Scenario 2 is much better, but may also result in a share price decline. ...a company growing at between 30% and 40% - certainly good, but not great

In scenario 2 you use 2.5b for this year's revenue. We don't know that ZM [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 10:02 AM

Re: Zoom Q121 recap

If they add 31K customers/year that is only 12% growth in customer #s.

They added 183,500 customers in 90 days...I think they'll add more than 31,000 per year going forward.

It seems to me revenue growth in 2021 [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 8:11 AM

Re: Zoom Q121 recap

Anywhere your voice is, Zoom wants to be there. Zoom just aced the land. Now comes the expand.

I was captivated by the above gem, within a post you should read all of, from Muji.

I also keep considering (as Saul has: [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 3:14 PM

Re: FSLY thoughts

Dan Rayburn of Foster & Sullivan did some digging and has confirmed that Fastly is being used by Amazon for both the Amazon main website and for IMDb. Says a lot when they chose to use FSLY due to quicker response times then their own [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 6:51 AM

Re: Docusign notes and thank you

I have done CDAs & contracting with 2 multi national corps in the last 2 weeks. 1 was in Docusign the other in Acrobat. Both experiences were identical in their execution with only service being a differentiator which was a function of the [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 11:56 AM

Re: Docusign notes and thank you

Thanks for the write up, Kyle. On the percentage growth you gave, I want to emphasize the number that to my eyes, came out of nowhere. I've done so below:

Revenue:
37 33 37 34
37 41 40 38
39

Billings:
33 32 40 [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 2:32 PM

Re: Zoom: Prosumer vs Enterprise

Thus, the Prosumer market went from $150M to $400M per year (up 167%), while the Business market went from $600M to $900M (up 50%).

Smorg,

150 + 600 = 750 million...I guess that's about what the run rate was after [more]