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XMFALieberman

Austin Lieberman

XMFALieberman’s Activity

Thu Jul 7

NL

Boards Post

XMFALieberman posted to the Saul’s Investing Discussions board. 7:02 PM

Nvidia has had 5 50%+ Drops Since 1999. Still up

Kinda OT but feel inclined to share because it might feel like our companies either won't recover or will take a very long time to recover (and some very well might!) but...

Nvidia is up 40,000% since Jan '99 but it:

Dropped [more]

Fri Jun 10

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 12:11 PM

Re: This will move your hearts!!!

Amazing. This is what it is about Saul and times like this... when sentiment is so negative and growth stocks are so hated is when lives can truly be changed... much like during the COVID fear

Mon Jun 6

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 10:21 PM

Re: GitLab Q1 FY 2023 Results

I’m long GitLab — I’m not too concerned w/competition from GitHub. Even if GH is #1 in the market, there’s plenty of room for GitLab to grow a ton while being #2. Massive market opportunity

Sun Jun 5

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 6:58 AM

Re: Zscaler - a disappointing report?

Lol I’m on fire.. low opex companies not low capex companies.

My point was that for companies that sell software, revenue can increase WITHOUT the need to increase opex because they don’t need to higher more employees, build/rent new [more]

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Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 6:53 AM

Re: Zscaler - a disappointing report?

first line should say YoY operating expense growth not operating margin

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 6:53 AM

Re: Zscaler - a disappointing report?

Looking at YoY Operating margin vs revenue growth can be very deceiving over a single year (or even two) with low capex companies.

Why?

Because when demand is high, revenue growth can accelerate without the company needing to [more]

Sun May 29

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 7:09 AM

Re: Now is the time to buy SAAS stocks

This entire thread is off-topic. Probably good to stop adding to it

Thu May 26

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 3:37 PM

Re: SNOW: What are we expecting?

This might sound crazy because it is a FY29 target (sounds insane to target out that far).... but I think the $10B FY 29 target is very conservative.

Knowing this management team and their track record at Servicenow and Snowflake, I believe [more]

Wed May 18

NL

Boards Post

XMFALieberman posted to the Saul’s Investing Discussions board. 7:37 PM

Melvin Capital Shut Down… explains DDOG and BILL

Hey all, kinda OT but the other day I wondered if someone blew up that owned DDOG because it swung way down and then back up intra day.

Story on CNBC just broke that Melvin is closing shop. They owned 2.5 million DDOG shares and 1.5 million [more]

Wed Dec 8

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 7:56 AM

Re: Digital Turbine (APPS) - a working thesis

Opinions on the company being discussed aside. This is one of the best/most thoughtful write-ups I have seen in a really long time.

Love your structure and depth of research. Thanks for sharing!

Tue Oct 5

NL

Boards Post

XMFALieberman posted to the Saul’s Investing Discussions board. 7:59 AM

An apology to Saul and The Board

Hey everyone,

This is OT but I want to publicly apologize to Saul, the other board moderators, and the whole community here for my immature post/comments back during the whole FSLY sale ordeal.

If you're new and don't know [more]

Sat Jan 2

Rule Breakers Boards Post

XMFALieberman replied to the Rule Breakers boards. 9:20 PM

Tue Nov 10

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 6:03 PM

Re: DDOG Q3 Earnings

Stop it with your relaxing wisdom, Monkey!

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 5:31 PM

Re: DDOG Q3 Earnings

I take back all the bad things I said about DDOG... will prob be snatching up some shares tomorrow ; )

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 5:19 PM

Re: DDOG Q3 Earnings

Hey Dave,

No offense taken. Ultimately, every investing decision we make is "market-timing" or at least "opportunity-timing" in a way.

The dollars we put into one company can't be put into another unless we [more]

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 4:52 PM

Re: DDOG Q3 Earnings

I think the ~30% drop over the last 2 weeks or so is justified. It's a fantastic company with a long road map for growth ahead, but the stock was priced as if it was going back to 80% YoY revenue growth.

They just reported 61% YoY [more]

Thu Oct 29

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 1:44 PM

Re: FSLY from 97% gain to 0.02% loss

Eric,

The point of my questions was not to put you on blast or embarrass you.

If your portfolio is sizable (in terms of your own worth) AND is hyper-concentrated into only 10 or so companies, then I think YES, you must dive [more]

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 12:03 PM

Re: FSLY from 97% gain to 0.02% loss

Good point SN -- and if they lost TikTok because Fastly refused to budge on price, that shows management is confident enough in the platform and long-term business prospects that they don't feel the need to budge on price.

I respect your [more]

NL

Boards Post

XMFALieberman replied to the Saul’s Investing Discussions board. 11:49 AM

Re: FSLY from 97% gain to 0.02% loss

You are speculating Saul -- I guess I am too, but I'm choosing to believe management because in my opinion, they've given me no reason not to believe them.

NL

Boards Post

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

Re: FSLY from 97% gain to 0.02% loss

Eric, why did you own the company in the first place?

What you're doing here is a form of "resulting" which Annie Duke talks about in her book "Thinking in bets".

You now know the outcome of Fastly's [more]

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Boards Stats & Trivia

Big red star, 1000 posts Ticker Guide Home Fool
Board Posts 1193
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Very First Post New Investor Hows My Strategy? (1/1/2014)
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