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SaulR80683

Saul Rosenthal

SaulR80683’s Activity

Today

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 4 hours ago

Re: Cloudflare's Crushing It

Quite the month for NET

Hi stocknovice,
That was really a staggering output of new technology by Cloudflare, and an awesome compilation by you. I don't understand the technology, but I understand that they are moving full [more]

Yesterday

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 7:43 PM

Re: Shopify now using Cloudflare (not Fastly)

Thanks Trendgetter,

This Twit and response seem pretty straightforward to say that Shopify is in the process of moving, or has already partly moved, or has already fully moved to Cloudflare. There isn't much ambiguity to it. [more]

Mon Oct 19

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 4:46 PM

Re: Calculating DBNRR and %Recurring Revenue

How to calculate recurring revenue from the earnings financials?

We usually consider all of subscription revenue as recurring, as that is what a subscription means.


How to calculate Dollar Based Retention [more]

NL

Boards Post

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

Re: Cloudflare new offering IDS!

Is it something what CRWD is already doing?

They recently announced partnering with CrowdStrike, VMware, Carbon Black, SentinelOne and Tanium, among others, so it seems that this is just to make their product stronger, not to move in [more]

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 12:02 PM

Re: Courage of conviction

Rocklepard,

I believe that this this is the second time you have purposely posted on something that you knew was Off Topic. It will be deleted and if you continue you can be barred from the board.

Saul

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 8:10 AM

Re: Cloudflare new offering IDS!

And for those (like me) who didn't know what "IDS" stands for, here are a few excerpts:

Today, we’re very excited to announce our plans for Cloudflare Intrusion Detection System, a new product that monitors your [more]

Sun Oct 18

NL

Boards Post

SaulR80683 posted to the Saul’s Investing Discussions board. 8:08 PM

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.



What We DO on Saul’s [more]

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 5:05 PM

Re: Zoomtopia - New Features Unveiled

At the Oct 2020 Zoomtopia event, Zoom unveiled a slew of new features that are available now and some, that will be available in the near future. A few key features with some inline commentary.

Thanks Roy, that was a useful and [more]

NL

Boards Post

SaulR80683 posted to the Saul’s Investing Discussions board. 3:17 PM

Let's give Fastly a rest until earnings.

I'd like to take advantage of this relative calm to suggest that we've already said everything we can say about Fastly, in as many ways as they can be said, and let's give Fastly a rest until earnings, which are only 10 days [more]

Sat Oct 17

NL

Boards Post

SaulR80683 posted to the Saul’s Investing Discussions board. 5:15 PM

SIXTY-ONE TIMES

I'm sorry, I can't help myself. I promise no more after this:

That 7000 new quarterly paying customers for Cloudflare is SIXTY-ONE TIMES AS MANY as the 114 total new customers that Fastly was bragging about as a record number [more]

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 5:03 PM

Re: Fastly, My reply to AThinkingFool

Point 3 - You state So how much new business did Fastly generate? In Q2 a record number of new customers were added with total customers growing from 1,837 to 1,951 quarter on quarter.

That’s just a 6% sequential gain. And it’s almost all
[more]

NL

Boards Post

SaulR80683 posted to the Saul’s Investing Discussions board. 3:14 PM

Fastly, My reply to AThinkingFool

Thanks, AthinkingFool, for a very thoughtful analysis. And let me again make clear that if things change for Fastly, I’d be glad to get back in, even at a higher price than the one I exited at.
Some thoughts of my own: [more]

Fri Oct 16

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 7:24 PM

Re: Fastly, conviction and new information

But we are talking about a $4m miss


Hi ThinkingFool

I think that that is where our thinking diverges. NO chief financial officer nowadays guides to where he thinks the company will come in. That would be suicide. [more]

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 11:55 AM

Re: Fastly files for the sale of 6 million shares

I looked up the SEC filing, and it was a shelf registration, but still, it was very strange timing.
Saul

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 11:46 AM

Re: Fastly files for the sale of 6 million shares

Was that why they had to pre-announce revenue miss?

Current stockholders don't want to wait for Q4 and acquisition. Rats leaving the sinking ship. This is really bizarre: announce a revenue miss one day and announce a large secondary by [more]

NL

Boards Post

SaulR80683 posted to the Saul’s Investing Discussions board. 11:42 AM

Fastly files for the sale of 6 million shares

According to Schwab, at 5:02PM last night, Fastly filed for the sale of 6,367,709 shares of common stock by current stockholders!!!!!!!!!!

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 11:10 AM

Re: Fastly and Pivotal Software, a Lesson

Seems like maybe the Q4 report will make FSLY once again a darling of this board...no?


Could happen, but I'm more interested in what IS happening, and in organic growth!

Saul

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 11:04 AM

Re: Here's what I did about Fastly

To support what StockNovice just wrote, here are a couple of quotes from the Knowledgebase.

We all often worry when stocks we have sold go up. I try to ignore them and figure that once they are sold they don't matter any more. Here's [more]

NL

Boards Post

SaulR80683 posted to the Saul’s Investing Discussions board. 10:11 AM

Fastly and Pivotal Software, a Lesson

Fastly and Pivotal Software, a Lesson

Do any of you remember Pivotal Software, that we were interested in (and invested in briefly) a few years ago? They were a division of Dell and VMware, and were spun off with a lot of [more]

Thu Oct 15

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 8:24 PM

Re: Here's what I did about Fastly

HiHi, a list of what a Fund bought or sold is just a junk post and will be deleted. Please don't post things like that.
Thanks,
Saul




PS You said "Ark just bought 3 million shares [more]

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