TMFCheesehead

Brian Stoffel

TMFCheesehead’s Activity

Tue Nov 19

NL

Boards Post

TMFCheesehead replied to the Saul’s Investing Discussions board. 12:12 PM

Re: Okta - Valuation relative to others

Another thing to consider is the growth in big accounts recently.

When these large companies sign on, they don't just dip their toes, they go for multiple products across much of their workforce. That's obviously good for OKTA and [more]

Mon Nov 11

TMFCheesehead recommended TMFVicki's post on a Premium Commons board. 9:51 AM

Fri Nov 8

TMFCheesehead recommended spudlyone's post on a Premium Commons board. 11:32 AM

Thu Oct 31

Recommendation

TMFCheesehead recommended CMF_muji's post on the Saul’s Investing Discussions board. 9:40 PM

Flavors of Security (Part 1)

Wed Oct 30

Tue Oct 29

Recommendation

TMFCheesehead recommended Phoolio18's post on the Saul’s Investing Discussions board. 10:10 AM

Re: SHOP Q3: 45% Revenue growth

Sat Oct 19

Recommendation

TMFCheesehead recommended PaulWBryant's post on the Saul’s Investing Discussions board. 11:56 AM

Putting the pieces together

Thu Oct 17

TMFCheesehead recommended MaestroFool's post on a Premium Commons board. 11:49 PM

Fri Oct 11

Discovery: IPO Boards Post

TMFCheesehead replied to the Discovery: IPO boards. 4:15 PM

Wed Oct 9

NL

Boards Post

TMFCheesehead replied to the Saul’s Investing Discussions board. 10:08 PM

Re: Running DDOG through the Antifragile Framewo

To answer Saul's question from higher up on this thread:

I've probably run about 120 companies through the Antifragile framework. There are a couple of things to know about the scores:

* I don't keep an active [more]

NL

Boards Post

TMFCheesehead replied to the Saul’s Investing Discussions board. 4:59 PM

Re: Running DDOG through the Antifragile Framewo

Foolin,

Great point.

Saul,

I'll look into numbers later tonight when I get a chance. Suffice to say it's a high score. And the absolute numbers aren't as important as the data that's laid out to support [more]

Discovery: IPO Boards Post

TMFCheesehead posted to the Discovery: IPO boards. 12:13 PM

NL

Boards Post

TMFCheesehead posted to the Saul’s Investing Discussions board. 12:10 PM

Running DDOG through the Antifragile Framework

Greetings Fools,

Using my Anti-fragile framework, I wanted to show how DataDog Energy stacks up.

Barbell Strategy

Mission Statement
“To bring sanity to IT Management”

I really love this mission [more]

Tue Oct 1

TMFCheesehead recommended Benjamintfrankly's post on a Premium Commons board. 10:06 PM

Thu Sep 26

Recommendation

TMFCheesehead recommended SaulR80683's post on the Saul’s Investing Discussions board. 10:28 PM

Something to share!

Tue Sep 17

TMFCheesehead recommended BrianKnittel's post on a Premium Commons board. 3:43 PM

Mon Sep 16

Wed Sep 11

TMFCheesehead recommended CJ2356's post on a Motley Fool Options board. 11:53 AM

Mon Sep 9

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Big red star, 1000 posts SN Explorer 1 Mission Team Member
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