SaulR80683

Saul Rosenthal

SaulR80683’s Activity

Fri May 24

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 7:17 AM

Re: Stansberry

This is market timing and TOTALLY OFF-TOPIC for our board. End this thread please.
Thanks for your cooperation.
Saul

Thu May 23

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 9:29 AM

Re: Cannabis stocks

Sorry guys, but as pointed out, cannabis stocks are Off-Topic for this board.
Thanks for your cooperation.
Saul

Mon May 20

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 4:03 PM

Monday Morning Rules of the Board

Oops! It's Monday Afternoon Rules of the Board this time!


I am posting this version of The Rules, on alternate weeks to make it more interesting. imyoung created it, and I really like its light [more]

Sat May 18

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 2:32 PM

Re: Evaluating companies, not timing

Bear, call me crazy but I don't think ZS is so overvalued it should be sold.

Wow, 12x, I'm glad you said that! If everyone was saying that Zscaler is a sure thing I'd certainly start to worry. It's great to have [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 2:25 PM

Re: Evaluating companies, not timing

In the last 12 months Zscaler had billings of $330 million. They aren't even selling to the Googles and Amazons of the world like Arista is.


Hi Bear, just going through my notes I found from a year ago, that back then Zscaler [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 6:38 AM

Re: Picking exit points using valuation

12k said: I'd imagine if you trim holdings based on valuations during a bull market, you will leave money on the table.

Swift said: Possibly, but not necessarily true. I trimmed in Q1 and Q2 of 2018 all the way up to end of
[more]

Fri May 17

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 7:33 PM

Picking exit points using valuation

There's been a huge amount of talk recently about how overvalued our stocks are, and some were talking about exiting Zscaler or Okta because of their high EV/S ratios, so I thought I'd see how good those exits a week ago would have been on [more]

Thu May 16

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 5:21 PM

Re: SHOP & TTD - Why I sold one and kept the oth

I shot my son, who is involved with CRM's and other technologies, a message regarding his thoughts on Shopify and he lead me to a site called capterra that offered some possible good information

Hi epm, that was an interesting [more]

Mon May 13

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 6:54 AM

My deep dive on Twilio

In case you were out of touch over the weekend, I posted a long two-part deep dive on Twilio on Friday afternoon (#55566 and #55567, more than a hundred posts back so you might not encounter it), which I believe you will find [more]

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 6:12 AM

SHOP & TTD - Why I sold one and kept the other

SHOP & TTD - Why I sold one and kept the other.

Foodles asked me why I had sold out of Shopify, when its revenue growth dropped from 75% to 62% yoy and have never gotten back in, but stayed in Trade Desk when its revenue growth [more]

Sun May 12

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 6:20 PM

Monday Morning Rules of the Board

Posting Sunday evening so that I don’t forget in the morning.

Monday Morning Rules of The Board

Assistant Board Managers: Bear (PaulWBryant), Austin (CMFALieberman), Matt (XMF BreakerForce) and Benjamin (Locke) will [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 3:22 PM

Re: TTD raw numbers

Maybe I can explain this better with an example. How would an ad campaign from a TTD customer spend a dollar on a Hulu CTV show?

Thanks Darth for an incredibly clear explanation.
Saul

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 7:12 AM

Re: Why I sold out of TTD

Not questioning why you did either (kept TTD, sold SHOP), you explained both at the time they happened, and I know sometimes it appears you act on intuition about the companies you invest in, along with the news/numbers, but was curious when [more]

Sat May 11

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 1:18 PM

Re: Twilio Deep Dive - IPO to Launch of Flex

I just have to thank all the people who wrote to me off board to thank me for the Twilio 2-part deep dive. I can't write back to each of them but I really appreciate their kind words.
Saul

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 12:52 PM

Re: Why I sold out of TTD

Here is simple reason - it reported revenue growth rate of 41% where i was expecting something in 50s%.. more importantly, the call did not address this drop........


Thanks nilvest, for presenting such a clear argument for the [more]

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 9:41 AM

Response to a question

I just received the following question off board and I thought it would be of interest to others:

Just curious, how do you cultivate your stock ideas? Do you use a screen? Gather ideas from other boards?


For anyone else [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 9:28 AM

Re: Can We Just Take a Second and Thank Saul?!

Literally in awe of the time and dedication Saul (and others) put into this board. I mean sure, Saul does some of this because it helps with his research.... but I copied and pasted his last two Twilio posts into a google doc (in case these [more]

Fri May 10

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 3:55 PM

Twilio Deep Dive - You need to read them both!

To understand Twilio you can't just read the last quarter! Sorry!
Saul

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 3:53 PM

Twilio Deep Dive - Flex launch to the present

Apr 2018 - Bert’s write-up
Twilio is one of those rare hyper-growth companies that is not quite valued in the stratosphere. The main reason for that is the confusion their headline numbers have produced as it decouples its fate from Uber [more]

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Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 3:50 PM

Twilio Deep Dive - IPO to Launch of Flex

I thought it’s time for a deep dive on Twilio. As with my previous deep dives, this is from my own notes, starting around their IPO, and running to the present. and I have heavily shortened and paraphrased all articles I summarize, and thus [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools Old School Fool
Board Posts 8026
Recs Received 69470
People who have rec'd these posts 2195
Recs to Posts Ratio (last 30 days) 98.60
Threads Started 1841
Threads Started Percentage 22.94 %
Most Frequent Board Saul's Investing Discussions
Very First Post Re: Any UTK Followers Out There? (6/17/2006)
Percentage of Posts Rec'd 74.30 %
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