TMFCheesehead

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TMFCheesehead posted to the Saul’s Investing Discussions board. 11:56 AM

Running PD through the Antifragile Framework

Greetings Fools,

PagerDuty (PD) has been discussed on this board before. With earnings having just come out last night, I figured now would be a good time to run the company through this framework and share how it stacks [more]

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TMFCheesehead replied to the Saul’s Investing Discussions board. 11:31 AM

Re: stocknovice's August portfolio review

Bear,

Wanted to follow up after doing some research. Saul, sorry to continue this but hope it adds materially to the discussion.

What do people stream?

From MRQ 10-q:

In the six months ended June 30, 2019 [more]

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TMFCheesehead replied to the Saul’s Investing Discussions board. 10:15 PM

Re: stocknovice's August portfolio review

Bear,

My best guess -- tons of ad revenue from YouTube. People get Roku for the all-in-one platform. Anything they watch on YouTube has ads. Those ads add up (see what I did there :)).

Just a guess, but I think it's much bigger [more]

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TMFCheesehead replied to the Where Angels Fear to Tread board. 1:29 PM

Re: PD

Dreamer,

The article you referenced is a good one, I read it. It really comes down to how much of a moat PD has when it goes head-to-head with Opsgenie. There's really no way to tell (from the outside) if PD has a stronger moat other [more]