PaulWBryant

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PaulWBryant replied to the Saul’s Investing Discussions board. 10:29 AM

Re: Monday op loss guide

Great questions, Peter003. I hope Muji will respond too, but I have some thoughts.

Just leaving aside the numbers for a minute, can you lend us your thoughts on the "moat" for Monday?

We like to follow the numbers [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 4:27 PM

Re: DDOG Q2 2022

using RPO it is clear that future growth rates are declining

RPO isn't a great leading indicator either. In boom times like 2021, Datadog's customers were signing increasingly longer contracts, so RPO was growing even [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 12:44 PM

Bear's Portfolio through 07/2022

WARNING: I was down roughly 54% YTD at one point this year. That means I only had about 46% remaining of what I started the year with! No one can prepare you for what it feels like losing more than half your net worth, even “on paper”…it’s not [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 4:36 PM

Bear's Portfolio through 06/2022

WARNING: I was down roughly 54% YTD at one point this year. That means I only had about 46% remaining of what I started the year with! No one can prepare you for what it feels like losing more than half your net worth, even “on paper”…it’s not [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 11:19 AM

Bear's Mid-Month Review

Ticker Curr%
DDOG 31.5%
MDB 15.7%
SNOW 11.8%
BILL 10.9%
CRWD 10.5%
NET 7.3%
ZS 1.7%
cash 10.7%
Some people have asked, since I've reduced Zscaler and sold SentinelOne, what am I adding to? [more]

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PaulWBryant replied to the Saul’s Investing Discussions board. 9:56 AM

Re: I'm optimistic

Hi Young, not sure why you feel it is an off topic question? I too was interested in Bear's views on MDB, SNOW and NET and why he thinks they are better positioned to win in the long run.

Kuber,

It wasn't so much off [more]

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PaulWBryant posted to the Saul’s Investing Discussions board. 1:02 PM

I'm optimistic

Just because I'm negative on SentinelOne and somewhat negative on Zscaler, I want to reiterate that I think this is a great time to build positions in companies that are strong long term. I had over 30% of the portfolio in cash as of yesterday [more]