Smorgasbord1’s Activity

Fri Nov 8

NL

Boards Post

Smorgasbord1 posted to the Saul’s Investing Discussions board. 2:26 PM

Ubiquiti hits ATH

Mr Market likes the earnings of this ex-Saul stock. Currently up over $45 (35%) to $175.17 for a new ATH.

Wed Oct 23

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 8:26 PM

Re: This has been torturous

The calculation has almost no practical use—it spits out a string of random numbers.

Sundar Pichai compared it to the Wright brothers 12 second flight, which itself wasn't of any practical use, and it took years before planes were [more]

Mon Oct 21

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Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 2:33 PM

Re: Security Vendor Question

I read recently, from an article posted on this board, that ZS is faster than communications going through in house security.

Could you dig up that article?

I definitely see that for users connecting through VPN, ZScaler [more]

Sun Oct 20

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 6:08 PM

Re: Security Vendor Question

Hip boots on, wading in....

Scaling isn't accomplished anymore by expanding existing appliance structures, but rather must be performed by the system itself. When demand increases, more virtual resources are used...As such, it is no [more]

Tue Oct 8

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 5:47 PM

Re: Datadog (DDOG) - Thoughts and Purchases

In terms of log file processing and analysis, Splunk has been Top Dog (pun intended) for many years.

Do people here think Datadog can take more than a bite away from Splunk?

Sat Oct 5

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 9:05 PM

Re: SFIX by the numbers

Without full knowledge and understanding, simple math can be very misleading.

Hi Ray - thanks for the counter view. After reading what you wrote, I fail to see where I was misleading anyone.


there is a SFIX corporate [more]

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 8:35 PM

Re: SFIX by the numbers

I wrote:
2018: $157.8M spent to acquire 494K new customers. That's $319.43 per new customer.

Ack! that should be 2019 of course.

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 8:28 PM

Re: SFIX by the numbers

And it's actually even worse than you said: $157.2 divided by $21.9 equals 7.2, so with roughly the same number of new customers it's costing 7.2 times as many dollars per new customer.

My math was:
2017: $68.4M spent to [more]

NL

Boards Post

Smorgasbord1 posted to the Saul’s Investing Discussions board. 4:40 PM

SFIX by the numbers

Stitch Fix just put up a presentation on how the business is doing: https://investors.stitchfix.com/static-files/ec8ba972-9fde-4... This post pulls [more]

Tue Oct 1

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 11:16 PM

Re: SFIX Earnings beat, 3.2 million active clien

The fact is, this stock probably isn't going to go up much until the company can show better profitability:

Actually, I think that the deal with SFIX is subscriber growth.

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 3:51 PM

Re: What makes ZS special

ZS removes almost all attack vectors except to itself.

How much of a concern this is I don’t know. GE was an early adopter and they have as many high priority data as any company on Earth. I have never heard GE discuss this
[more]

Stock Advisor Boards Post

Smorgasbord1 replied to the Stock Advisor boards. 11:36 AM

Tue Sep 24

NL

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Smorgasbord1 replied to the Saul’s Investing Discussions board. 6:06 PM

Re: Zscaler - Berenberg Analyst today

at least we know it is a great product and does not "break" 365

Yeah, and for instance, here's a page on Microsoft's own site on configuring 365 for use with ZScaler: [more]

Sun Sep 15

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 6:34 PM

Re: Amazon is worth more than Zscaler

I admit, that's a click-bait title. But hear me out.

Unfortunately, I can't get over the misuse of the word "worth."

One valid use of "worth" is current Market Capitalization. In that sense, [more]

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 1:24 PM

Re: Zscaler, my take on their results

The numbers aren’t different but the talk is. They sound like they have a problem. They are clear that the problem is not competition, and I believe it, but the legacy players have now become aware of them and are fighting back as best as they [more]

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 1:00 PM

Re: Amazon is worth more than Zscaler

We can't expect the market to be reasonable. The market is over-correction personified, and stocks are wild stallions.

It wasn't that long ago that some on this board were complaining that Mr Market had caught on to SaaS [more]

Wed Sep 11

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 5:58 PM

Re: Zscaler, my take on their results

First, Dreamer - great post.

But, I'm trying to understand why Dali Rajic's interview answer: I manage to sales capacity, not to deals. ... If you have enough productive sales capacity and the right sales process, you can never [more]

Sat Sep 7

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 1:41 PM

Re: 5G

If a 5G investor does not know the difference between Sub-6 and mmWave, then they should probably should be going back to the drawing board as far as learning about 5G. If a investor does not know what massive MIMO is, then they should probably [more]

Mon Sep 2

NL

Boards Post

Smorgasbord1 posted to the Saul’s Investing Discussions board. 1:50 PM

Shopify future growth prospects

I still own SHOP shares. I read the concerns expressed here back in the day, but decided to ride the momentum bull for longer. So far, that's paid off, but a recent thread on the paid board made me re-examine my position.

Ironically, [more]

Wed Aug 28

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 3:55 PM

Re: Market Cap Example: Wix

I don't have an argument with Bear's basic story that Wix has a limit as to how big it can grow, unless it somehow reinvents itself. But, I do think the case is somewhat overstated:


The story of Wix in particular is a good [more]

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