Smorgasbord1’s Activity

Sun Sep 15

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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]

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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]

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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

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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

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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

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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]

Tue Aug 27

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Boards Post

Smorgasbord1 posted to the Saul’s Investing Discussions board. 2:19 PM

Understanding SaaS

@torquepeak posted the link to this on another board, but I'm sure many here will appreciate it as well:

https://www.forentrepreneurs.com/saas-metrics-2/

SaaS [more]

Thu Aug 22

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 7:16 PM

Re: SPLK earnings

I dont want to put words in your mouth...but are you saying splunk isnt a fit for IoT then?

Not at all - it's currently the leading contender in our evaluations. There is a difference between fewer nodes with data versus lots of [more]

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Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 6:01 PM

Re: Letting Winners Run and Portfolio Concentrat

That is why the stock took off and why the board discussion was wrong.

As I stated, I wasn't talking about the outcome of the discussion, but the type of discussion. It wasn't a portfolio concentration discussion, it was [more]

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Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 5:57 PM

Re: SPLK earnings

I know it is just one company example, but can you elaborate on this point?

Is it more about features absent in estc or that price being equal the splk features are better?


For us, it came down to:
• In Elastic we had to [more]

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Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 5:35 PM

Re: Letting Winners Run and Portfolio Concentration

GordonsGecko writes:
Billions of dollars have been made or lost depending on your side of the trade tickets when people have let winners run or cut them for fear of concentration risk.

I would think that given your MF handle, [more]

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Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 5:17 PM

Re: SPLK earnings

It’s not good to have your customers afraid of your pricing and feeling out of control.

5 years and 3 companies ago we looked hard at Splunk and chose Elastic primarily due to Splunk's volume-based pricing.

My current [more]

Tue Aug 20

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 4:36 PM

Re: AYX Bear Article -Similar Attempt as ZS?

I see Alteryz as a 21st century Infomatica. It does all the ETL processing you would want (even though it doesn't have all the traditional ETL tools), plus is super easy to integrate to whatever visualization tool you want (eg Tableau). [more]

Mon Aug 19

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 3:35 PM

Re: ZS On Sale! More than 10% Off!

And from the Motley Fool (public post): https://finance.yahoo.com/news/why-zscaler-stock-heading-low...

It's not uncommon for pricey stocks to [more]

Thu Aug 15

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 1:23 PM

Re: SPLK

I agree that Splunk's charging by data volume has indeed been the main obstacle to its growth. Thought this 5 years ago when the company I was at first started using it.

However, Splunk really is best of breed. One of the teams I manage [more]

Tue Aug 13

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 7:05 PM

Re: Revisiting ROKU

If you have a Roku account and you add a Netflix subscription through them (easy billing), they get a cut.

This almost 2-year old article says Roku actually gets almost nothing from Netflix: [more]

Fri Aug 9

Mon Jul 29

NL

Boards Post

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

What to buy today?

I have some cash funds that as of last Friday are available for me to deploy. Given today's somewhat of a down day for Saul stocks, I was wondering which ones people would suggest me either adding to or starting a position in.

Mon Jul 22

NL

Boards Post

Smorgasbord1 replied to the Saul’s Investing Discussions board. 10:39 PM

Re: My crowdstrike (CRWD) notes

ZS is like a border patrol agent

I don't follow. It's not "border" because ZScaler looks at everything everyone says to one another, even within the company. Remember, there's no more company intranet - it's [more]

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