SaulR80683

Saul Rosenthal

SaulR80683’s Activity

Today

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 4:00 PM

Re: Smartsheets - updated info and comments

Thanks Daniel and Vaking, you solved it. It sure wasn't clear to me.
Saul

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 2:46 PM

Re: Smartsheets - updated info and comments

Hi Darth,

You may be right but it’s pretty obscure. It’s a page with bar graphs of Calculated Billings for five quarters, showing under each bar the percent growth QoQ and YoY.

Then on the side they say:

* Q4 FY19 Billings [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 2:02 PM

Re: Sean's Debut Portfolio Review

Someone just sent me an off board email to tell me that he thought Sean's portfolio post might be inappropriate because some of the stocks in his portfolio had also been MF Australia picks. I was shocked that anyone would think that. Almost all [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 10:01 AM

Re: Smartsheets - updated info and comments

You're right, there really is no weak spot in the numbers; it's in the "story." ...I wasn't comfortable with its moat, or my understanding of it anyway. Here we are several months later, at 2X the share price, and they [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 9:18 AM

Re: GauchoChris portfolio check-up 3/15/19

Hi Gilliganopolis,

That was a very clear and insightful explanation on The Trade Desk. Welcome to the board. I see that in your entire career you've only made three posts, but I hope that you will feel welcome to make more posts on our [more]

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 9:09 AM

Smartsheets - updated info and comments

I had said when I asked for help, that my three little SaaS companies (DOCU, ZUO,COUP), with 30% to 40% growth and net retention rates of 110% to 120%, were good companies but they seemed like weaker versions of my full position companies. Well, you [more]

Yesterday

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 9:30 PM

Re: SMAR ER results

<i< Amazing timing Saul, nice add. Seems like another great find on this board.

Yes it is. Saul said "I need some help and advice re some of my stocks" so we gave him SMAR. See post 52867.


Hi Denny, and [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 5:55 PM

Re: SMAR ER results

Darth, Thanks so much for your post on accelerators. I added about 12% more shares to my position in SMAR today. That's all the cash I could raise, and it brought me to a 4.7% position. Now I hope that part of the price rise holds.😀 [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 2:24 PM

Re: GH Nice article from view of a patient

The post-procedural complications and recovery I experienced are fairly common and well-documented as "minor complications" in the literature. Looking back, I wish I had known more prior to the procedure on what to expect from a [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 1:27 PM

Re: Sean's Debut Portfolio Review

Sorry , it was only nine acquisitions. I was misreading it. But nine since June is still enormous. Any thoughts. I'll have to look into it further.
Saul

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 11:54 AM

Re: Sean's Debut Portfolio Review

I'd love a deep dive into WiseTech by the way. Looking at press releases on their website I see:

Press Releases
WiseTech Global acquires leading container solutions provider, Containerchain
25 February 2019
Global logistics [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 11:43 AM

Re: Sean's Debut Portfolio Review

Thanks Sean for that very useful portfolio summary. I'll have to look into a couple of the companies I never heard of. But I have to ask, how do you manage to keep track of so many companies? I have trouble staying up to date with a [more]

Mon Mar 18

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 4:42 PM

Re: Investing agility and taxes

What are your thoughts on trading in Roth vs taxable accounts?

Just look at that people!!!! This whole tread is way off-topic. Our board is for analyzing and discussing individual growth stocks. Please take the discussion off [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 9:30 AM

Re: I sold Mongo today on the good news

what is it that convinced you to buy it back?

Hi tj, it was the earnings report. It's true that you can never tell about the future, but I'll hold now until I actually see some evidence that it is being hurt by Amazon, not [more]

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SaulR80683 posted to the Saul's Investing Discussions board. 8:59 AM

PLEASE END THAT THREAD NOW

PLEASE END THAT THREAD NOW
Okay, this is getting a bit silly. That’s 18 posts on a thread about setting up a new board to discuss companies which some feel are insufficiently appreciated on our board. If some people want to do so, go ahead, just [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 8:52 AM

Re: Need for a new board????

Okay, this is getting a bit silly. That’s 18 posts on a thread about setting up a new board to discuss companies which some feel are insufficiently appreciated on our board. If some people want to do so, go ahead, just hit the Start A New Board [more]

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 8:45 AM

Monday Morning Rules of the Board

Monday Morning Rules of The Board

Assistant Board Managers: Bear (PaulWBryant), Austin (CMFALieberman), and Matt (XMF BreakerForce) will each take some of the load of running the board off my shoulders, and act as Assistant [more]

Sun Mar 17

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 6:30 PM

Re: Pivotal - I Like It

Not mine. They still were a service unit of Dell for a dozen years. Management still had no experience of being an independent SaaS company. They still got all their customers from Dell. They still only signed nine, nine! new customers in three [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 5:52 PM

Re: Pivotal - I Like It

Tamhas, you are right! S&M is normally a part of Operating expenses, not cost of revenue, and in rereading what I wrote, I see that it was me that misread it, and that I was rude to Phoolio, and I want to apologize to him too.

Saul

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Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools Old School Fool
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Very First Post Re: Any UTK Followers Out There? (6/17/2006)
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