earslookin’s Activity

Sat Jan 18

NL

Boards Post

earslookin replied to the Carefree Cloud Investing board. 9:23 AM

Re: Do cloud stocks move with SPY and QQQ?

...as a group, they perform better than other stocks in the long run.

They have so far. This is where we need the Way Ahead Time Machine. :)

...you will see cloud has both higher beta and higher alpha.

Good [more]

Thu Jan 16

NL

Boards Post

earslookin posted to the The Mongoose Chronicles board. 12:48 PM

Fun facts about SaaS sales multiples

Median sales multiple increased 424% from 2008 to 2019 for SaaS companies.

SaaS sales multiple shows moderate correlation (.56) to sales growth for two
sets of sales data.

SaaS sales multiple shows no correlation (.07) to Gross [more]

NL

Boards Post

earslookin posted to the Carefree Cloud Investing board. 12:36 PM

Fun facts about SaaS sales multiples

Warning: This is what happened in the past, not what will happen in the future.

Here are some fun facts about SaaS sales multiples.

A.

The median sales multiple for SaaS companies rose 424% from 12/31/2008 to [more]

Tue Jan 14

NL

Boards Post

earslookin replied to the The Mongoose Chronicles board. 2:50 PM

Re: 2020 - Starting Gate

Champ,

At the beginning of 2019 you contemplated reducing your trading activity for the coming year. You
mentioned a goal of cutting in half the 248 trades you made in 2018. How did that work out? Before
you answer that, it appears [more]

Sun Jan 12

NL

Boards Post

earslookin replied to the The Mongoose Chronicles board. 9:27 PM

Re: Cash position.

...my conviction that the SAAS world does not have strong correlation to the market - SPY, QQQ

Here's some recent data on that subject that you may find useful:

[more]

NL

Boards Post

earslookin posted to the Carefree Cloud Investing board. 9:19 PM

Do cloud stocks move with SPY and QQQ?

Are cloud stocks correlated with the major indexes like the S&P 500 and NASDAQ 100?

In this first graph, we do a scatterplot of the Cloud Stock Index (EMCLOUD) with an ETF
for the S&P 500 (SPY) and the NASDAQ 100 (QQQ) from [more]

Thu Jan 9

NL

Boards Post

earslookin replied to the The Mongoose Chronicles board. 9:47 PM

Re: 2019 Year End Summary

Champico,

fwiw...

My interest was in how you calculated your returns because people do this in a variety of ways.
I should have just asked you: "How do you calculate your returns?"

Instead, I just assumed that [more]

NL

Boards Post

earslookin replied to the The Mongoose Chronicles board. 10:32 AM

Re: 2019 Year End Summary

Jan +22.1%
Feb +12.1
Mar +4.1
Apr +11.4
May -(5.6)
Jun +12.7
Jul +14.4
Aug -(2.2)
Sep -(17.7)
Oct -(4.5)
Nov +15.5
Dec -(3.6)
_____________

2019 Final Results: +58.7%


If I start [more]

Fri Jan 3

NL

Boards Post

earslookin replied to the Carefree Cloud Investing board. 9:21 PM

Re: Cloud stocks gained 40% in 2019

Ah, got it, thanks!

NL

Boards Post

earslookin replied to the Carefree Cloud Investing board. 3:29 PM

Re: Cloud stocks gained 40% in 2019

Carver,

Can you elaborate a bit? I don't always fully get what people are thinking, especially on a
discussion board where the interaction is limited.

Thanks,
Ears

NL

Boards Post

earslookin posted to the Carefree Cloud Investing board. 12:00 PM

Cloud stocks gained 40% in 2019

The BVP Nasdaq Emerging Cloud Index gained 40% in 2019.

The BVP Nasdaq Emerging Cloud Index is designed to track the performance of emerging
public companies primarily involved in providing cloud software and services to [more]

Thu Jan 2

NL

Boards Post

earslookin posted to the Carefree Cloud Investing board. 11:15 AM

Carefree Cloud Portfolio -- 2020 Starting Values

Below are the ending values for 2019 -- which become the starting values for 2020 -- for
a real-money portfolio of 40 pure-play, cloud-based companies called the Carefree Cloud
Portfolio (inception date 12/20/2019). Think of it as a [more]

Wed Jan 1

NL

Boards Post

earslookin replied to the Carefree Cloud Investing board. 10:34 PM

Re: Carefree Cloud Investing

so an ETF might be a good way to get my feet wet

Please be very careful, and especially where these are new to you. For example, the Wisdom Tree
WCLD ETF has only $14M in assets -- a really, really tiny fund -- and it only trades [more]

Mon Dec 30

NL

Boards Post

earslookin replied to the Carefree Cloud Investing board. 8:26 PM

Re: Carefree Cloud Investing

thanks for the effort and work to put it all together

I probably should just shut up and take credit for it, but truth is I copied it from the BVP web
site. Note: Adopting the "Carefree" attitude means copying other [more]

Sat Dec 28

NL

Boards Post

earslookin posted to the The Mongoose Chronicles board. 2:40 PM

OT: An experiment with carefee cloud investing

Last week I set up the Carefree Cloud Investing board. The purpose is to track alternative
approaches to investing in rapidly growing, pure-play, cloud-based businesses. It's an experiment.
The board provides a convenient way to chronicle [more]

Tue Dec 24

NL

Boards Post

earslookin posted to the Carefree Cloud Investing board. 3:05 PM

Carefree Cloud Investing

This board is dedicated to discussions about investing in ETFs and other vehicles that have
holdings made up from rapidly growing cloud-based companies. In particular, the spotlight is
on the EMCLOUD Index and its associated Wisdom Tree Cloud [more]

Tue Dec 17

NL

Boards Post

earslookin replied to the Saul’s Investing Discussions board. 10:00 PM

Re: No we’re not crazy!

I didn't say that there weren't any companies that called themselves "SaaS" companies,
or who leased part of their software.


They called themselves "SaaS" companies because they were "SaaS" [more]

NL

Boards Post

earslookin replied to the Saul’s Investing Discussions board. 4:43 PM

Re: No we’re not crazy!

considering that this genre of companies being public companies is maybe 3 years old...

There were 7 SaaS IPOs from 2003 to 2005, including the poster child salesforce.com (CRM). There were 55 SaaS [more]

Mon Jul 29

NL

Boards Post

earslookin replied to the Saul’s Investing Discussions board. 8:46 AM

Re: My portfolio at the end of July 2019

Tell me what about those results makes investing in the averages seem “prudent” to you?

Investing in the averages eliminates the risk of permanent capital loss from an individual business
going kaput. Note: That's not the same [more]

Mon Jun 10

NL

Boards Post

earslookin replied to the Saul’s Investing Discussions board. 6:09 PM

Re: My thoughts on Shopify. Again…

Forgive me, because I fear I am about to ramble.

I wish you'd ramble more often, Matt. You're an insightful analyst and concise writer.
Such a pleasure to read your work. Look forward to your future [more]

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