SaulR80683

Saul Rosenthal

SaulR80683’s Activity

Tue Jul 16

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 2:16 AM

Re: PTF

Cripes,Tryingmybest. Haven't you read the RULES OF THE BOARD? As RBG said, this board is for individual growth stocks, not ETFs.

Please END THIS THREAD!

Saul

Mon Jul 15

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 7:19 AM

Re: Slow Down

Your message would be a lot classier, IMO, muji, if you had emailed it privately to the OP. I really dislike being called out in a public forum, and I doubt I'm alone. In addition, I'm tired of reading stuff like this.

Good grief.
[more]

Sun Jul 14

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 5:49 AM

Re: EBIX

Really... If there's interest here, please say so. This is a company I'd be quite game to dig deeper into.

Hi Bob,
I too used to be invested in Ebix and exited them, so this interested me. A quick look at the latest [more]

Sat Jul 13

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 8:18 AM

Re: Slow Down

Your message would be a lot classier, IMO, muji, if you had emailed it privately to the OP. I really dislike being called out in a public forum, and I doubt I'm alone.

Hi Raptor,
I guess you didn't realize that you were [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 7:25 AM

Re: Slow Down

Thanks so much Muji for your intelligent, measured, calm, and reasonable intervention. We (myself, and the other board managers) appreciate your help with this. We did try off board.
Thanks again,
Best wishes,
Saul

Fri Jul 12

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 1:32 PM

Re: Twilio's Foray into IoT

Two words clarify it, "narrow" and "broad," and you can forget all the jargon. An IoT device needs to conserve battery power and has very little data to transmit or receive. Narrow band suffices. High definition TV, stock [more]

Thu Jul 11

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 9:43 AM

Re: Why not to use robots-computers!

Thanks, bjurasz.

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 8:07 AM

Why not to use robots-computers!

Why not to use robots-computers for serious information!

From today's Wall Street Breakfast from my Seeking Alpha feed"

The record bull market run capped another milestone on Wednesday as the S&P 500 jumped [more]

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 2:26 AM

PLEASE STOP THE SCREEN THREAD NOW

Hey Guys, As Bear pointed out, screens are off topic. We've had seven posts on this OT thread but as you see, most of them are not about analyzing individual stocks but are about the mistakes or non-mistakes of the screen's robo-computer. [more]

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Boards Post

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

Re: 20 TTM top revenue growers

Hey Guys, As Bear pointed out, screens are off topic. We've had seven posts on this OT thread but as you see, most of them are not about analyzing individual stocks but are about the mistakes or non-mistakes of the screen's robo-computer. [more]

Tue Jul 9

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 3:15 PM

Re: Focusing on what we're good at

the questions I ask myself every quarter are: "Given the growth and other factors being what they are, do I still have high confidence in the stocks I currently hold?" "Are there investment opportunities that I believe are better [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 2:58 PM

Re: Twilio's Foray into IoT

Sierra Wireless is a hardware company.


Thanks Denny. That was amazing! A complete and totally effective rebuttal in one six-word sentence! It should become a classic.
Nice,
Best wishes,
Saul

PS - I hope [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 2:34 AM

Re: Focusing on what we're good at

We should also continue to look at TAM for each company, confirmation of TAM, increases to TAM, and of course TAM compared to market share already captured by the company and by competitors....and uncaptured greenfield.

But how do we [more]

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Boards Post

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

Re: Twilio's Foray into IoT

I meant to say that that press release probably accounted for Twilio's 3.2% rise yesterday, on a down day for the markets.
Saul

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 12:48 AM

Twilio's Foray into IoT

Twilio’s Foray into IoT
Twilio is moving into IoT which may eventually become a large new source of revenue. Here’s a press release sent out yesterday of the first large deployment. (press release abridged by [more]

Mon Jul 8

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 4:16 PM

Re: Informative Back Test

For another example of how our overpriced SaaS stocks get killed when the market is retracting, I noticed just now that the market was having a bad day. The Dow, S&P, Russell, Nasdaq, and IJS, which are the five indexes that I follow, were [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 1:25 PM

Re: Informative Back Test

You are right Carver. I have been talking about this excessively, partly because there has been so much talk on the board about how dangerous our stocks are in a downturn. I will work on holding myself back. Thanks for pointing that out.
Saul

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 12:20 PM

Re: Informative Back Test

Hi Matt, for another example of how our overpriced SaaS stocks get killed when the market is retracting, I noticed just now that the market was having a bad day. The Dow, S&P, Russell, Nasdaq, and IJS, which are the five indexes that I follow, [more]

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 11:22 AM

Monday Morning Rules of the Board

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 format.



What We DO on Saul’s Board

Bear (PaulWBryant), Austin [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 11:00 AM

Re: Key SaaS Stats in one table

I think you have a typo on those numbers. The 63,74,79 were actual revenue, not %. The % revenue growth the last 3 quarters were:

59%
65%
61%



You are correct Jimbo, I miscopied from my tables. That puts them even [more]

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