SaulR80683

Saul Rosenthal

SaulR80683’s Activity

Mon Jan 14

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 9:33 AM

Monday Morning Rules of the Board

Monday Morning Rules of The Board

New 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]

Sat Jan 12

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 5:44 PM

Re: MDB -- A (Former) DBA's Thoughts

The supposed advantage of allowing near instantaneous conversion from an existing MongoDB installation seems a bit dubious because it would only apply to someone running on a two year old version of MongoDB and who had no reason to consider [more]

Fri Jan 11

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 7:44 PM

Re: SQ Loses Another Big Exec

Hey guys, let's be realistic about this. Sarah Friar left to be the CEO of a little start-up. I wrote at the time that I couldn't understand the decision. Maybe she just wanted to be a CEO, but I thought a better decision career wise would be [more]

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 6:13 PM

Alteryx - and a thought about Mongo

With all this obsessing about Mongo (that I also have engaged in), did anyone else notice that this week Alteryx (one of my two largest positions) blew through its previous all time close and finished well above it at over $69. Nice to see one of our [more]

Sun Jan 6

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 8:04 PM

Re: Circling Back to NEWR

I note that Saul was in NEWR for a bit but sold out: Bear has a currently 9.5% position in the company. Since I am thinking of reinitiating a small position going forward I would like to know if Saul has any additional thoughts on the company; [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 4:52 PM

Re: An epiphany of sorts.

...it is a huge blessing to be up over 50% in the last year by following your fantastic investing advice and skills. Even though this correction is nothing like those events, you are a master at what you do and we are all lucky to be along for the [more]

NL

Boards Post

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

Re: What Nutanix Does

That’s a sampling from the 200+ reviews on Gartner.

Darth, that was very helpful, Thanks, Saul

NL

Boards Post

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

Re: What Nutanix Does

Happy Fool Birthday, Tinker.

Sat Jan 5

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 7:52 PM

An epiphany of sorts.

In rereading my post # 44062 entitled Why My Investing Criteria Have Changed and Evolved, which Growth Monkey so kindly linked to, and which I had written back on July 15, I was really struck by my PS at the end of it:


the Dow
[more]

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 5:02 PM

Nutanix Fractional Consumption models

I googled Fractional Consumption (mentioned in Brandon's great write-up) and almost everything that came up was related to Nutanix. But the first article was called Buy Less Nutanix! Intrigued I clicked through to the article on the Nutanix [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 9:17 AM

Re: Why my investing criteria have changed

It is a lot more fun, and a lot easier, to manage your own money than other people's, which I discovered some years ago when two friends asked me to invest for them. Never again!
Saul

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 8:17 AM

Re: Why my investing criteria have changed

Saul, This post of yours belongs in the investment hall of fame! You are a brilliant investor!


Wow, Growth Monkey, that is so nice of you to say! I really appreciate it.

Also I know that you started out very critical of [more]

Thu Jan 3

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 9:05 PM

Re: iPhone Sales Slow in China

Hi Brittlerock, I don't think the issue in China is the economy. If a Chinese person wanted an iPhone for status sake he'd do without eating to be able to afford it. This is about status. As I understand it, due to the trade war we started, [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 8:54 PM

Re: What Nutanix Does

Brandon, that was great. You made a complicated and difficult set of concepts understandable (well, pretty understandable, anyway! 😀)

You've com a long way in a short time. Thanks for tackling that. I never would have [more]

Wed Jan 2

NL

Boards Post

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

Re: iPhone Sales Slow in China

Apple is well past its 'sell by' date. Global smartphone shipments are in decline; there is intense competition in the developing world and Apple's phones aren't selling there. Apple recently jacked up ASPs for iPhones, and more [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 7:39 PM

Re: Saul - NTNX - what changed?

Hi Brandon, If you are going to follow a company you have to read their press releases and their conference call transcripts. Plus there has been an enormous amount of discussion on the board about Nutanix, and it's recent too. What you are doing [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 7:23 PM

Re: iPhone Sales Slow in China

Congratulations Austin, you grabbed post number 50000 for our board!😀

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 5:09 PM

Re: Austin's 2018 Portfolio Review

Nice write-up Austin, congratulations on a good year, and congratulations on greatly reducing all those option contracts, and I'm glad it enables you to sleep better at night. If you want to learn about Guardant Health I do have a pretty long [more]

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 3:00 PM

Re: Pushback On Square

As for me, I'd have to see business worsening before I bail on SQ.

Hi bulwinkle, I didn't bail on SQ. Some things made me very uncomfortable so I reduced my position. Seems pretty reasonable to me. I hope they keep going up [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 69568
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 1
Best Pick CRDN.DL (+19.71)
Worst Pick CRDN.DL (+19.71)
Average Score per Pick 0.00
Charms Earned 1
Highest Rated Favorite bbmaven
Go to SaulR80683’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools Old School Fool
Board Posts 7673
Recs Received 60085
People who have rec'd these posts 2030
Recs to Posts Ratio (last 30 days) 67.30
Threads Started 1750
Threads Started Percentage 22.81 %
Most Frequent Board Saul's Investing Discussions
Very First Post Re: Any UTK Followers Out There? (6/17/2006)
Percentage of Posts Rec'd 73.31 %
Show SaulR80683’s 10 Latest Posts