SaulR80683

Saul Rosenthal

SaulR80683’s Activity

Thu Sep 19

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 9:27 AM

Re: ZS Analyst Day

Thanks especially to Kingran, Dreamer, and Tinker for some thought provoking and intelligent recent discussion on Zscaler. I have built my position back to almost 18% but I'm glad to have had some some devil's advocate points of view too to [more]

Wed Sep 18

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 6:09 PM

Re: ZS announcements

Kingran, your posts 58908 and 58909 are a flagrant attempt to keep a personal argument going on the board, after it has been discontinued. Personal arguments are not permitted on the board and I've asked that they be stopped. If you continue, [more]

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 1:02 PM

Re: ZS announcements

I agree with Ethan, let's quit back and forth arguing. It's totally unproductive.
Saul

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 9:33 AM

Re: ZS announcements

Darth, I wanted to thank you for your explanation of the significance of their three major announcements. I understood the partnership with Crowdstrike, but you explained the significance of the 150 data centers and Zscaler B2B so that I could grasp [more]

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 9:22 AM

Re: ZS announcements

They also announced Partner Awards

“The success of Zscaler is rooted in the company’s ability to partner with the leading technologies across networking and security in the industry.... We are proud to award those companies that have shown [more]

Tue Sep 17

NL

Boards Post

SaulR80683 posted to the Saul’s Investing Discussions board. 6:36 AM

PLEASE CLOSE THE ABOVE THREAD

IT'S TIME TO CLOSE THE ABOVE THREAD (A reminder for those worried about valuation).
There are 55 posts on it already but the last ten or twelve posts are just devoted to refuting one particular ridiculous post (my refutes included). [more]

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 6:34 AM

Re: A reminder for those worried about valuation

IT'S TIME TO CLOSE THIS THREAD.
There are 55 posts on it already but the last ten or twelve posts are just devoted to refuting one particular ridiculous post (my refutes included). LET'S JUST LET IT DIE.

Thanks for your [more]

Mon Sep 16

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 6:25 PM

Re: A reminder for those worried about valuation

David Gardner was an English major BTW....

And his portfolios got incinerated in the 2000-02 downturn. QED.




Hi again, Naz. I suppose with all your sarcasm for David Gardner that your record must be much, much better [more]

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 6:02 PM

Re: A reminder for those worried about valuation

Accurately identifying her educational background is not the same as bad-mouthing it. It speaks to her knowledge base.



Hey Najdorf,

My training was in medicine and psychiatry. I guess that's why I always trail [more]

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 9:00 AM

Re: ESTC SaaS Growth to Overtake Atlas?

Thanks Darth for taking the time to give such a full response. I appreciate it.
Saul

Sun Sep 15

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 3:22 PM

Re: ESTC SaaS Growth to Overtake Atlas?

Darth, You got me interested enough to take another look at Elastic, at least at Bert's write-up and at Elastic's last earnings report.

How to you deal with these guidances:

Adjusted net loss per share of $1.24 to [more]

Sat Sep 14

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 6:06 PM

Re: A reminder for those worried about valuation

A few of these stocks might be large winners, but most will never regain their highs.


How do you know? And if you know, tell us which ones. That would be most helpful, specially if you explain why each one of them will
[more]

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 5:11 PM

Re: Sean's Quarterly Portfolio Review - Sept 201

Thanks Sean for your discussion. It sounds as if you are doing great. Thanks especially for sharing your thoughts about each stock, but it seems like more stocks total than I could keep track of. Congratulations for the great results.
Saul

Fri Sep 13

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 9:09 PM

Re: A reminder for those worried about valuation

Wow, thanks as usual, Saul! ... Yes, it feels good to hear someone else saying these companies really are different, even if it rings of confirmation bias.

Hi Foodles,
Yes someone else who is a very valued contributor to the board [more]

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 4:08 PM

Re: A reminder for those worried about valuation

A little excerpt from Beth Kindig's blog/newsletter (I'm a free subscriber, but you do need to sign up). This is cut from a much longer article and is just a piece of the conclusion:

[more]

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 1:08 PM

Re: SA article on ZS

I thought one of the keys was the following:

The growth of billings at 32% for the quarter had been forecast by the company and related to the bookings in Q4-2018 which were driven by one time $16.5 million booking from a single Federal [more]

Thu Sep 12

NL

Boards Post

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

Re: A reminder for those worried about valuation

Gary, from our board, kindly sent me this link to an article from The Investor’s Field Guide (which I had never heard of) with a little article on EV/S

[more]

Wed Sep 11

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 5:17 PM

Re: Zscaler, my take on their results

Hi Niki,

Unfortunately you didn't read to the end of my post. You write:

Yellow flags in terms of Billings growth deceleration and.... have already been mentioned. There is no way to sugarcoat this – it's not a good sign [more]

NL

Boards Post

SaulR80683 posted to the Saul’s Investing Discussions board. 4:50 PM

A reminder for those worried about valuation

For those worried about whether our SaaS stocks will come back and why they are valued at such a higher EV/S than Walmart and General Motors, I thought that this was a very appropriate time to pull this from my June End of the Month. Even if [more]

NL

Boards Post

SaulR80683 replied to the Saul’s Investing Discussions board. 4:01 PM

Re: Zscaler, my take on their results

"Even though we’d already filled that Eastern U.S. sales position, I was blown away by Dali’s structured approach and confidence so I asked to create a special position for him. And it turned out to be a great decision; today, Dali is our [more]

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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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