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SaulR80683

Saul Rosenthal

SaulR80683’s Activity

Yesterday

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SaulR80683 replied to the Saul’s Investing Discussions board. 4:04 PM

Re: How I see Monday

Major Fool, I'm sure they use $50k because that's what their chief competitor, Asana, uses.


I just wanted to raise this as it makes for an apples to orange comparison to other SaaS names we discuss here and I am sure many of [more]

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SaulR80683 posted to the Saul’s Investing Discussions board. 11:38 AM

How I see Monday

How I see Monday

I have the feeling that, as with many of our companies, people “can’t see the forest for the trees.” What I mean by that is that (in my opinion) they can’t see the shape and health of the forest because they get lost [more]

Mon Aug 8

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SaulR80683 replied to the Saul’s Investing Discussions board. 12:03 PM

Re: Just a little catch up!

This is why I don’t go into cash. Did I imagine that in seven weeks this was going to happen? No way. If I was in cash, would I have gotten back in at the bottom? (no way). Or would I have worried that it wasn’t the right time yet, and then [more]

Sun Aug 7

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SaulR80683 replied to the Saul’s Investing Discussions board. 6:16 AM

Re: MercadoLibre Q2 2022 Results

Think 9% Inflation Is Bad? Try 90%.

With the world grappling with rising prices, a tour through Argentina reveals that years of inflation can give rise to a truly bizarre economy.


NY Times article yesterday (Aug [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 4:03 AM

Re: Just a little catch up!

1. My portfolio was up 15.1% last week.
2. It is up 45.0% from it’s low of June 16.

This is why I don’t try to time the market.



And I should make clear that I don't know what my portfolio will do next week [more]

Sat Aug 6

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SaulR80683 replied to the Saul’s Investing Discussions board. 10:35 AM

Re: Just a little catch up!

Just for curiosity I used that table and calculated how much on average the eight companies in my portfolio were up from their recent lows. It was 55.2%.
Saul

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SaulR80683 posted to the Saul’s Investing Discussions board. 8:55 AM

Just a little catch up!

A little catch up!


1. My portfolio was up 15.1% last week.
2. It is up 45.0% from it’s low of June 16.

This is why I don’t try to time the market. Do you remember back in mid-June when all those trolls showed [more]

Fri Aug 5

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SaulR80683 replied to the Saul’s Investing Discussions board. 8:20 AM

Re: Additional Info links updated

Thanks so much FrickNFool for keeping this up to date for us. It is greatly appreciated.
Best,
Saul

Sun Jul 31

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SaulR80683 replied to the Saul’s Investing Discussions board. 2:52 PM

Re: Saul's portfolio end of July 2022

It’s now been 10 weeks, two and a half months(!), since that last portfolio low on June 16!

That was an error on my part. From June 16 to the end of July is one and a half months, not two and a half.



A [more]

Sat Jul 30

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SaulR80683 replied to the Saul’s Investing Discussions board. 1:55 PM

Re: Ben’s Portfolio end of July 2022

Yes Ben, that was an amazingly first monthly summary, but a long sales cycle means that it takes a long time to close the deal from start to finish, in Zscaler's case because you are changing out the system for the entire company, [more]

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SaulR80683 posted to the Saul’s Investing Discussions board. 12:18 PM

Saul's portfolio end of July 2022

MY PORTFOLIO AT THE END OF JULY 2022
This was a 5-week summary.

I don’t remember any other decline as bad as this one, except for 2008. This one has been going since last November, more than 8 months now, and has been very [more]

Thu Jul 28

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SaulR80683 replied to the Saul’s Investing Discussions board. 9:35 AM

Re: NET's investing narrative, still strong

And Peter, in addition to what Jon Wayne just wrote, it seems very suspicious that you just joined the MF on July 12th, and here you are, in your first and only post on the MF ever, announcing that you are not a troll, and that you [more]

Mon Jul 25

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SaulR80683 posted to the Saul’s Investing Discussions board. 2:07 AM

Monday Morning Rules of the Board

Monday Morning Rules of The Board

Our board has rules. It’s not like other boards. It is these Rules that keeps this board so valuable to you, and to all of us. If you don’t follow the rules your posts are likely to be [more]

Wed Jul 20

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SaulR80683 replied to the Saul’s Investing Discussions board. 2:47 AM

Re: Considerations around IT Spend Consolidation

...During economic slowdown and pressure on IT budgets, CTO’s and CIO’s often use these periods to find ways to reduce expenses through consolidation of tooling and reducing total cost of ownership (TCO)...


Thanks Peter, that was [more]

Tue Jul 19

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SaulR80683 replied to the Saul’s Investing Discussions board. 10:37 AM

Re: Is Zoom a good buy now?

Thanks Beachman for taking a new look at an old favorite. Sometimes it really is worth doing that, and it was reassuring that you concluded that we made a correct decision in moving on. We appreciate the work you put in.
Best,
Saul

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SaulR80683 replied to the Saul’s Investing Discussions board. 10:33 AM

Re: HorsePlayAndrew Update June 2022

Hi again Andrew,

It's odd, but Monday's revenue growth of 84% is exactly the same revenue growth as the 84% they had the same quarter a year ago.

And their -40% operating margin is exactly the same as the [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 7:15 AM

Re: HorsePlayAndrew Update June 2022

For MNDY, its the continued slide, they didn't seem to hold up the hyper growth for long...

Whoa Andrew, Monday grew revenue last quarter at 84% yoy. Do you not consider that to be hyper growth? Boy, are we spoiled! And [more]

Mon Jul 18

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SaulR80683 posted to the Saul’s Investing Discussions board. 2:02 AM

Monday Morning Rules of the Board

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.

Our board has rules. It’s not like other [more]

Sun Jul 17

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SaulR80683 posted to the Saul’s Investing Discussions board. 11:52 AM

A sampling of emails I have received...

I am including here a sampling of a dozen emails from those that I have received in the past few days after this latest attempt at disruption of the board. Bolding is mine, and I have shortened some of the emails and slightly edited some for clarity [more]

Fri Jul 15

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Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 11:07 AM

Re: What this board is for!

And I would like to thank all the quiet board members who emailed me off-board with words of encouragement. I need that encouragement and really appreciated it!
Saul

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Boards Stats & Trivia

Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools Old School Fool
Board Posts 10065
Recs Received 167788
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Threads Started 2496
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Most Frequent Board Saul’s Investing Discussions
Very First Post Re: Any UTK Followers Out There? (6/17/2006)
Percentage of Posts Rec'd 79.24 %
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