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SaulR80683

Saul Rosenthal

SaulR80683’s Activity

Today

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SaulR80683 replied to the Saul’s Investing Discussions board. 8:06 AM

Re: Bert Hochfeld $AYX article

In this particular case, I don't consider Alteryx as much a turnaround as a "picking up where they left off."

On the contrary, they are trying to transform the business into almost a new, entirely different [more]

Yesterday

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SaulR80683 posted to the Saul’s Investing Discussions board. 10:26 AM

It's Important to Think Back

It's important to think back to five or six weeks ago when our portfolios were down a bunch because the market had rotated away from fast growing stocks and into junk, and our portfolios were way down. On May 13, not so long ago, mine was [more]

Thu Jun 17

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SaulR80683 replied to the Saul’s Investing Discussions board. 10:41 AM

Re: UPST approved by Nat Assn Credt Unions

I wrote yesterday that I wouldn't be surprised if the people buying Upstart shares from the venture capitalists today had driven down the price from $150 to $120 by shorting the shares they knew that they'd be able to buy back at a cheaper [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 10:29 AM

Re: Bert Hochfeld $AYX article

Zeke, I'd be careful about hoping for a turnaround with Alteryx. Bert is VERY good at finding companies and analyzing them, but he is much MUCH worse at getting himself to say "Goodby" to a company. He tends to hold, and hold, and HOPE. [more]

Wed Jun 16

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SaulR80683 replied to the Saul’s Investing Discussions board. 5:57 PM

Re: UPST approved by Nat Assn Credt Unions

As a consequence of the expiration of the lockup, there was a block trade of about 1.7 million shares today at about $120. This apparently spooked a number of holders and the stock slid to $114.40 immediately after, but bounced back to $119 at the [more]

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SaulR80683 posted to the Saul’s Investing Discussions board. 4:13 PM

UPST approved by Nat Assn Credt Unions

NAFCU Services announces Upstart as a Preferred Partner for their AI Lending Platform for Credit Unions

NAFCU Services announced today that Upstart is the newest Preferred Partner to join its program serving credit unions. Through [more]

Mon Jun 14

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

Re: The Essence of Our Board

Cold Mountain,

I am not in tech all. I don't understand any of the tech that Crowdstrike uses and leases. But what I do is follow the numbers: revenue growth (sequential and year-over-year), ARR, gross margins and operating [more]

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SaulR80683 posted to the Saul’s Investing Discussions board. 8:45 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]

Sun Jun 13

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SaulR80683 replied to the Saul’s Investing Discussions board. 6:14 PM

Re: The Essence of Our Board

you mention Datadog as an example of a company (but not a stock!) that is doing great right now. I've watched a substantial investment in datadog (bought at its recent peak) decline by ~20% or more, and because it is a fairly significant piece [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 1:17 PM

Re: On Fastly, and the Art of Selling

It’s not clear to me what the comments about Shopify has to do with Fastly. At the time we sold out of Fastly we posted a list of about 15 things that had gone wrong with Fastly. It was common sense getting out and many of those problems are still [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 1:07 PM

Re: The Essence of Our Board

Dan, you don't have to publicly apologize because someone sent you a hostile message off-board. There was nothing wrong with your post that I could see.
Best,
Saul

Sat Jun 12

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SaulR80683 replied to the Saul’s Investing Discussions board. 4:39 PM

Re: On Fastly, and the Art of Selling

"It's not a stock, it's your money, and you could have had it in a rising company all that time instead . . . ."

This is the single most valuable piece of investment advice I never got. It is not about the stock, [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 4:35 PM

Re: On Fastly, and the Art of Selling

I can't remember exactly, but I think that, like Fastly, you were decisive in selling Shopify when you became concerned about its slowdown. Did that also work out well?


I don't follow all the companies I sell out of, just [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 2:21 PM

Re: On Fastly, and the Art of Selling

I am happy to be a part owner in the company. I personally plan to hold onto FSLY for a minimum of 5 years,


Hi gw, that is very noble of you, and I admire your loyalty and tenacity, but if you have been holding for 9 months or [more]

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SaulR80683 posted to the Saul’s Investing Discussions board. 9:20 AM

Snowflake’s new Investor Presentation I started

Snowflake’s new Investor Presentation

I started reading it and I became riveted on slide 11. While most of our companies track $100k customers, Snowflake tracks million dollar customers and five million dollar customers. And that’s [more]

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SaulR80683 posted to the Saul’s Investing Discussions board. 8:32 AM

On Fastly, and the Art of Selling

On the art of selling

One of the most important points made in the Knowledgebase is not falling in love with a stock, recognizing when the story has changed, admitting to yourself that you may have made a mistake, changing your [more]

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SaulR80683 replied to the Saul’s Investing Discussions board. 8:08 AM

Re: Upstart Share Borrow Rates

Why did the price drop 14% today? I didn’t see any new news.


That is an Oh, So Inappropriate post for our board! It will be deleted.

Saul

Fri Jun 11

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Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 3:54 PM

Re: PATH earnings

Fireblade, Please think. Does a post that says, in its entirety, Thanks for clarifying Rob, have a rec! add anything to the board, clarify any stock, or any relevant situation? It will be deleted, of course.
Saul

Thu Jun 10

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 1:48 PM

Re: Upstart Share Borrow Rates

Please do move this discussion to a different board. Thanks,
Saul

Mon Jun 7

NL

Boards Post

SaulR80683 posted to the Saul’s Investing Discussions board. 7:31 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.



What We DO on Saul’s [more]

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