SaulR80683

Saul Rosenthal

SaulR80683’s Activity

Yesterday

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SaulR80683 posted to the Saul’s Investing Discussions board. 10:09 AM

If you are new to the board - deleted posts

I’ve just had to delete a half-dozen posts, mostly from new posters that were either off-topic (cup and handle patterns), or ridiculous one-liners (one was just a question mark, and another said “Where do you look to find the all-in buy?”). [more]

Thu Dec 12

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SaulR80683 replied to the Saul’s Investing Discussions board. 5:24 PM

Re: David recs, Tom owns?

hi Philip, those two posts of yours are way off topic and will be deleted. Let's discuss and analyze individual stocks.
Best,
Saul

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SaulR80683 replied to the Saul’s Investing Discussions board. 12:48 PM

Re: A Datadog technical review

After I did about half this research, I took a 8% position [for me, a serious start... what I did with Okta and Alteryx a year ago]. If they keep up the hypergrowth, or announce some kind of differentiating product enhancement or ML breakthrough, [more]

Wed Dec 11

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SaulR80683 replied to the Saul’s Investing Discussions board. 5:48 PM

Re: AYX

By the way, it's worth clicking through on that link I included.
Saul

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SaulR80683 replied to the Saul’s Investing Discussions board. 5:38 PM

Re: AYX

Someone let me know (but wasn’t allowed to post publically because he had added to his Alteryx position) that Alteryx may have been down today because of a false rumor that Spruce Point Capital was going to announce a short today. Spruce Point said [more]

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SaulR80683 posted to the Saul’s Investing Discussions board. 3:37 PM

A Little Thought Experiment

A Little Thought Experiment

I enjoyed figuring out a few things for myself and I thought I’d share them with you. Here they are:

Question 1. - How can it be that Crowdstrike’s subscription revenue grew at 98%, but total [more]

Tue Dec 10

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

Re: A comparison I felt compelled to make

I had bought back into MDB in October, and then sold out yesterday. I'm not willing, in this environment, to wait upon a thesis that might play out that far in the future on a company currently not making a profit. Do they have an actual plan [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 1:44 PM

Re: A comparison I felt compelled to make

So Steppenwulf, if I read you correctly, you agree that Crowdstrike is a much better company to invest in at present, but that you are sticking with Mongo because AT SOME UNKNOWABLE TIME in the next five to ten years Crowdstrike MAY get disrupted (or [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 12:44 PM

Re: A comparison I felt compelled to make

One thing to note about subscription revenue - With Atlas now at 40% of total revenue, subscription revenue will continue to decline... since Atlas is billed based on consumption.

Hi Matt, that's incorrect.

Subscription [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 12:37 PM

Re: A comparison I felt compelled to make

Saul, given the entirety of your post, just wondering why you sold only part of your MDB shares, as opposed to all of your MDB shares. I don't mean to necessarily buy CRWD; rather, just in terms of the worsening numbers for [more]

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SaulR80683 posted to the Saul’s Investing Discussions board. 9:39 AM

A comparison I felt compelled to make

The contrast between these two earnings reports was so astounding that I felt that I HAD to say something! I just felt compelled.

They are about the same size. CRWD had revenue of $125 million, and MDB had $109 million.

CRWD had [more]

Mon Dec 9

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SaulR80683 replied to the Saul’s Investing Discussions board. 7:08 PM

Re: Crowd: A moderately deep dive on earnings &

Oh, and student007, I forgot to point out that TAM is a moving target. By the time that Crowdstrike's revenue gets 24 times as large to grow into half of its present reported TAM, the TAM itself will probably have grown considerably just by its [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 5:58 PM

Re: Crowd: A moderately deep dive on earnings &

Crowdstrike: The financial are stellar as you say no doubt!but concerning is the fact that the price action disagrees with fundamentals more recently. Apart from being considered "expensive", i am concerned about the [more]

Sat Dec 7

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SaulR80683 posted to the Saul’s Investing Discussions board. 6:31 PM

Posts Deleted

I had to delete posts #62055 and #62078, both by the same person, by the way, who just can't resist the little one-liner posts, or even 4 to 5 word posts, which add nothing of value to the board and just take up space.

Saul

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SaulR80683 replied to the Saul’s Investing Discussions board. 6:25 PM

Re: DataDog and Alteryx - relative valuation

I wasn't referring to the topic of the thread being OT, but to this question: when you say, for example, AYX is 33% of your portfolio, are you referring to it as a percentage of your entire investments including 401(k) for example? Or is it [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 6:21 PM

Re: DataDog and Alteryx - relative valuation

THIS IS OFF-TOPIC so if you want to respond, please do so off board. Everyone has a different answer anyway. I'm asking this as we don't want a string of responses filling up the board with everybody's responses.
Thanks,
Saul

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SaulR80683 posted to the Saul’s Investing Discussions board. 7:30 AM

Crowd: A moderately deep dive on earnings & CC

Crowdstrike’s results this quarter and their prospects look as strong as those I’ve ever seen for any company.

Back in July, Bert wrote:

The shares are expensive no doubt. But the results for the quarter ended in July [more]

Thu Dec 5

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SaulR80683 replied to the Saul’s Investing Discussions board. 4:02 PM

Re: Zscaler conference call impression

It wasn’t too long ago that Zscaler was one of my largest positions at about 18% plus. I had gradually reduced the size to about 7%. In the aftermarket yesterday, after earnings, I had sold another 15% of my remaining position at $49.62, but [more]

Wed Dec 4

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SaulR80683 replied to the Saul’s Investing Discussions board. 4:18 PM

Re: ZScaler's Optics

....Nothing in there suggests this company is thinking in terms of 90 days. They're thinking in terms of the future of network security. The entire future, like infinity! ...So reasons to sell now are because next quarter might continue [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 1:46 PM

Re: Zscaler conference call impression

It wasn’t too long ago that Zscaler was one of my largest positions at about 18% plus. I had gradually reduced the size to about 7%. In the aftermarket yesterday, after earnings, I had sold another 15% of my remaining position at $49.62, but after [more]

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Very First Post Re: Any UTK Followers Out There? (6/17/2006)
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