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VTDave

Dave Appenzeller

VTDave’s Activity

Mon Nov 30

NL

Boards Post

VTDave replied to the Saul’s Investing Discussions board. 7:41 PM

Re: ZM Bests Expectations

TexasTitan,

It's a good question. But let's also remember there is likely another quarter or two of explosive growth before we get to that point. I don't really have any definitive answers, but here's my view after listening [more]

Mon Nov 9

NL

Boards Post

VTDave replied to the Saul’s Investing Discussions board. 10:51 AM

Re: Why I reduced PTON (again)

...and sure enough both ZM and PTON getting hammered just as hard today. Both down around 16% as I write due to vaccine results, regardless of SaaS / non-SaaS model. Just sayin'...

FWIW, I added a little to both positions, but I'm [more]

Sun Nov 8

NL

Boards Post

VTDave replied to the Saul’s Investing Discussions board. 1:56 PM

Re: Why I reduced PTON (again)

Good discussion, Bear.

What do you think revenue will be for the fiscal year that spans July 2021 through June 2022? None of us can offer a very good guess, I don't think. That was the entire point of my first post. Since we can't [more]

Sat Nov 7

NL

Boards Post

VTDave replied to the Saul’s Investing Discussions board. 11:19 PM

Re: Why I reduced PTON (again)

Hi Bear,

Like you, I would generally prefer a true SaaS business over a non-SaaS business (or a business only partially based on recurring revenue like PTON). I do understand that a SaaS model naturally should lead to higher valuations than [more]

Tue Dec 5

NL

Boards Post

VTDave replied to the Saul’s Investing Discussions board. 11:02 PM

Re: Warning - HUBS targeted by Andrew Left

Maybe Left is getting his short ideas from this forum

I would not be at all surprised if he were a TMF subscriber. He's attacked numerous picks, especially from Rule Breakers.

-Dave.

Sat Dec 2

Stock Advisor Boards Post

VTDave replied to the Stock Advisor boards. 8:40 PM

Thu Nov 30

Stock Advisor Boards Post

VTDave replied to the Stock Advisor boards. 11:09 PM

Stock Advisor Boards Post

VTDave replied to the Stock Advisor boards. 8:38 AM

Wed Nov 29

Stock Advisor Boards Post

VTDave replied to the Stock Advisor boards. 7:02 PM

Tue Nov 28

Stock Advisor Boards Post

VTDave replied to the Stock Advisor boards. 11:10 PM

Mon Nov 27

Stock Advisor Boards Post

VTDave replied to the Stock Advisor boards. 6:55 PM

Sun Nov 26

Stock Advisor Boards Post

VTDave replied to the Stock Advisor boards. 9:04 AM

Sat Nov 25

Stock Advisor Boards Post

VTDave replied to the Stock Advisor boards. 6:04 PM

Fri Nov 24

Stock Advisor Boards Post

VTDave replied to the Stock Advisor boards. 8:06 AM

Thu Nov 23

Stock Advisor Boards Post

VTDave replied to the Stock Advisor boards. 10:06 PM

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 60155
Score 527.25
Score Change Today +43.04
Accuracy 47.56%
Active Picks 0
Total Picks 85
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Average Score per Pick 6.20
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Boards Stats & Trivia

Big red star, 1000 posts SC1 Green Captain
Board Posts 2160
Recs Received 9244
People who have rec'd these posts 1281
Recs to Posts Ratio (last 30 days) N/A
Threads Started 680
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Very First Post A SA Help Desk post. (3/5/2008)
Percentage of Posts Rec'd 70.14 %
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