Smorgasbord1’s Activity

Wed Jul 3

NL

Boards Post

Smorgasbord1 posted to the Saul's Investing Discussions board. 1:05 PM

"Twilio Stock Clearly In A Bubble"

With Twilio Stock Clearly In A Bubble, Should Investors Sell?

[more]

Mon Jul 1

NL

Boards Post

Smorgasbord1 replied to the Saul's Investing Discussions board. 6:32 PM

Re: Everyone is worried about valuation!

Now, treating it as a asset and depreciating it ... that makes sense.

The problem with that, as described here: [more]

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Smorgasbord1 replied to the Saul's Investing Discussions board. 5:44 PM

Re: Everyone is worried about valuation!

Revenue that has very high gross margins is worth more per dollar of current revenue...
Do you disagree with any of that? No. Okay, let’s go on!


{meekly raising my hand}

Umm, high gross margins/gross profits are great and [more]

Sun Jun 30

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Boards Post

Smorgasbord1 replied to the Saul's Investing Discussions board. 10:54 AM

Re: My portfolio at the end of June 2019

Any company with 75%, 85% or 95% gross margins can make a profit whenever they decide to!

I still disagree with this statement, and a few others, for the reasons I posted last month: [more]

Sat Jun 8

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Boards Post

Smorgasbord1 replied to the Saul's Investing Discussions board. 3:27 PM

Re: Some thoughts for the week

So what I saw out of this is slowing growth is not necessarily the end of the line for stock price appreciation.

Indeed, as "slowing growth" SHOP continues to make new all time highs.

Sat Jun 1

NL

Boards Post

Smorgasbord1 replied to the Saul's Investing Discussions board. 8:49 PM

Re: Nutanix-A Warning

How much real competition does Alteryx have or Zscaler or Okta or Amazon or SHOP? Very little.

Have we really forgotten the days when Shopify investors were worried about competition from Amazon. And, indeed SHOP started taking off [more]

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Boards Post

Smorgasbord1 replied to the Saul's Investing Discussions board. 8:32 PM

Re: Nutanix-A Warning

A case study in the disruptor getting disrupted.

And also in VMWare confusing everybody just as badly as Nutanix has been. ;^)

Remember, like 6 months ago, a lot of the hype on MF around Nutanix was for the "hybrid [more]

NL

Boards Post

Smorgasbord1 replied to the Saul's Investing Discussions board. 12:40 PM

Re: A brief update for anyone interested

The S&P 500 (Large Cap)
Closed up 9.8% year-to-date. (It started the year at 2507 and is now at 2752).


A more fair comparison is to include dividends, and to assume that dividends are re-invested in the S&P. Here's [more]

Thu May 30

NL

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Smorgasbord1 replied to the Saul's Investing Discussions board. 10:59 AM

Re: My explanation of our valuation expansion

In other words, according to GAAP, Windows has no value! Does that make sense?

In my Ikea example, the design of the table is also expensed. The first reason it isn't COGS is that the cost of design doesn't vary with the [more]

NL

Boards Post

Smorgasbord1 replied to the Saul's Investing Discussions board. 1:27 AM

Re: My explanation of our valuation expansion

The bit about gross margin concerns me. Let me go back to basics a bit to help explain:
Let’s say that our conventional company has a 23% gross margin. That means it keeps $23 out of every $100 of revenue to cover operating expenses and [more]

Fri May 24

NL

Boards Post

Smorgasbord1 replied to the Saul's Investing Discussions board. 11:46 AM

Re: Kevin Landis

It is a good read and it shows that other people also think like Saul and many others on this board.

Thanks for bringing this. I find it interestring that Nutanix gets 5 mentions in the article. Many of this board abandoned it as a [more]

Sun May 19

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Smorgasbord1 replied to the Saul's Investing Discussions board. 7:21 AM

Re: Sunday Sermon: The Crossroads

what he said was that buying Berkshire-Hathaway, the textile business, was the biggest mistake he's made

Either biggest, or first: Warren Buffett’s failures: 15 investing mistakes he regrets

[more]

Sun May 12

NL

Boards Post

Smorgasbord1 replied to the Saul's Investing Discussions board. 5:01 AM

Re: Symmantec taken down by ZS

I'd be curious to hear from GE how they handle "externally originated traffic (for example, traffic destined for the customer's website)" without appliances. As Gartner points out ( [more]

Fri May 10

NL

Boards Post

Smorgasbord1 posted to the Saul's Investing Discussions board. 10:53 AM

UBNT Earnings

There has been interest UBNT on this board in the past, so this bit of news seems appropriate:

In what seems to be a pattern of a stock price taking a big hit after releasing good earnings, UBNT is today down over 10% after releasing good [more]

Tue May 7

NL

Boards Post

Smorgasbord1 posted to the Saul's Investing Discussions board. 3:39 PM

Gartner names Zscaler a leader (redux)

Someone thought I quoted too much from the article, and had my post deleted. The article from which I quoted was free, sponsored by Zscaler with no ads, and was quite long so my snippets were not a significant part of the article. Nevertheless, [more]

Fri May 3

NL

Boards Post

Smorgasbord1 posted to the Saul's Investing Discussions board. 3:42 PM

Thoughts on NEWR?

I have a small position in New Relic, which frankly, has gone nowhere. The stock has been flat over the past 11 months.

They report 4th quarter and fiscal year results in 11 days.

Not much news. Gartner recently put NEWR in the [more]

Tue Apr 30

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Smorgasbord1 replied to the Premium Commons boards. 11:06 AM

Mon Apr 29

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Smorgasbord1 replied to the Premium Commons boards. 4:33 PM

NL

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Smorgasbord1 replied to the Saul's Investing Discussions board. 3:49 PM

Re: MDB Acquisition

Anywhere buried in all of this, is there a warning for TWLO’s APIs? In other words, can a serverless model someone be used to make TWLO’s apis obsolete?

Short answer: No, Twilio has had its own serverless APIs since 2017, called [more]

Sun Apr 28

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Smorgasbord1 replied to the Premium Commons boards. 8:32 PM

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