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PaulWBryant’s Activity

Tue Aug 9

NL

Boards Post

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]

Fri Aug 5

NL

Boards Post

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]

Sat Jul 30

NL

Boards Post

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]

Wed Jul 27

Caps Pick

PaulWBryant made a pick in CAPS. 11:36 AM

monday.com Ltd. (MNDY) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 11:33 AM

Marqeta, Inc. (MQ) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 11:33 AM

Intrawest Resorts Holdings, Inc. (SNOW) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 11:32 AM

Bill.com Holdings, Inc. (BILL) will Outperform the S&P 500

Fri Jul 22

Caps Pick

PaulWBryant made a pick in CAPS. 12:03 PM

Twilio (TWLO) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 12:02 PM

Roku (ROKU) will Outperform the S&P 500

Thu Jul 7

Caps Pick

PaulWBryant made a pick in CAPS. 11:15 AM

Roku (ROKU) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 10:06 AM

DLocal Limited (DLO) will Outperform the S&P 500

Thu Jun 30

NL

Boards Post

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]

Tue Jun 28

Caps Pick

PaulWBryant made a pick in CAPS. 3:08 PM

Bill.com Holdings, Inc. (BILL) will Outperform the S&P 500

Wed Jun 15

NL

Boards Post

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]

Tue Jun 14

Caps Pick

PaulWBryant made a pick in CAPS. 11:37 AM

Twilio (TWLO) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 11:36 AM

The Trade Desk (TTD) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 11:36 AM

Axon Enterprise (AXON) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 11:36 AM

Roku (ROKU) will Outperform the S&P 500
NL

Boards Post

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]

Fri Jun 10

NL

Boards Post

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]

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CAPS Stats & Trivia

CAPS Player Rating 92.97
Player Rank 4133 out of 58760
Score 7161.80
Score Change Today -78.45
Accuracy 52.59%
Active Picks 17
Total Picks 604
Best Pick SHOP (+988.95)
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Average Score per Pick 11.86
Charms Earned 11
Highest Rated Favorite TMFPencils
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Boards Stats & Trivia

Big red star, 1000 posts Top Favorite Fools
Board Posts 2554
Recs Received 42759
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Recs to Posts Ratio (last 30 days) N/A
Threads Started 612
Threads Started Percentage 23.96 %
Most Frequent Board Saul’s Investing Discussions
Very First Post New to this (4/9/2015)
Percentage of Posts Rec'd 72.83 %
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