fish13’s Activity

Mon Aug 19

NL

Boards Post

fish13 posted to the Saul's Investing Discussions board. 2:25 PM

Healthcare Tech - Two Interesting Names

Healthcare tech seems to be getting a lot of interest lately.

Been looking at two companies lately: Livongo (LVGO) and HealthCatalyst (HCAT).

Livongo grew 132% organically last quarter with 68% gross margins. The company uses [more]

Thu May 30

NL

Boards Post

fish13 replied to the Saul's Investing Discussions board. 2:36 PM

Re: My explanation of our valuation expansion

No worries Saul!

Thanks for pushing back. I always appreciate that!

Right, my point wasn't so much in getting the numbers spot-on with ZScaler as it was just thinking through what is priced in.

Your numbers reveal [more]

Wed May 29

NL

Boards Post

fish13 posted to the Saul's Investing Discussions board. 5:30 PM

TWLO Stock Offering

Raising $750 million with a greenshoe option to raise an additional $112 million.

"Twilio intends to use the net proceeds from this offering for general corporate purposes, which may include the acquisition of other companies or [more]

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Boards Post

fish13 replied to the Saul's Investing Discussions board. 4:14 PM

Re: My explanation of our valuation expansion

It is a great explanation Saul. And it makes a lot of sense.

SaaS revenues are recurring and visible so these companies don't often miss earnings because management teams are able to forecast with greater certainty than a hardware [more]

Wed May 22

NL

Boards Post

fish13 posted to the Saul's Investing Discussions board. 3:22 PM

EVBG Earnings

Hey everyone,

I know this name has been discussed before but I've been digging into it. Here are some takeaways from its latest earnings call.


The numbers:

Revenue growth: 40%
Margin improvement: 5000 [more]

Wed Apr 17

NL

Boards Post

fish13 replied to the Saul's Investing Discussions board. 3:37 PM

Re: Zoom (ZM) raises its IPO range to $33-$35

Thanks for the clarification Chris, I actually came across that post.

I should've been more clear but different feel that the calculation would add much to the discussion.

Here's the official way:


If you
[more]

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Boards Post

fish13 replied to the Saul's Investing Discussions board. 2:15 PM

Re: Zoom (ZM) raises its IPO range to $33-$35

Been thinking about Zoom a lot lately.

Here's a snippet:


The knock against Zoom is competition. WebEx, Skype for Business, Google Hangouts, face-to-face meetings, LogMeIn, Uber Meeting, and on and on.

What makes [more]

Sat Apr 13

NL

Boards Post

fish13 replied to the New Paradigm Investing board. 2:50 PM

Re: ZOOM and Interesting Metrics

Sales Efficiency

Q1 Q2 Q3 Q4
2018 2.06 1.99 1.69 1.69
2019 1.70 1.78 1.61 1.61

Average: 1.68

Guess it depends on what quarter he was looking at. I got an average of 1.7, pretty close to his [more]

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Boards Post

fish13 replied to the New Paradigm Investing board. 1:28 PM

Re: ZOOM and Interesting Metrics

Sales efficiency (as he calculated it) = Gross profit / S&M spend of prior quarter

For instance, in the latest quarter (Q4), Zoom did $86.3 million in gross profit and $53.5 million in sales and marketing spend in Q3.

86.3/53.5 [more]

Thu Apr 4

Recommendation

fish13 recommended MoneySlob's post on the Saul's Investing Discussions board. 3:12 PM

Re: Ticker Target

Tue Mar 19

NL

Boards Post

fish13 replied to the New Paradigm Investing board. 12:54 AM

Re: New resource for valuation and modelling

I've never self-promoted on Fool boards, but I thought this might be an appropriate time after 10 months of hard work.

First of all, thanks for how you guys really tear apart a company. Well done NPI.

Second, great work [more]

Tue Mar 5

NL

Boards Post

fish13 replied to the New Paradigm Investing board. 11:23 PM

Re: Seriously, Alteryx Competition - anyone?

You're not missing anything.

As you said, management's narrative is much the same.

Quote from the most recent earnings call,

"And we see this $30 billion opportunity in front of us. We seem to be the [more]

Thu Feb 21

Recommendation

fish13 recommended volfan84's post on the New Paradigm Investing board. 11:56 AM

Re: TWLO-Growth Company You Should Own

Tue Feb 19

NL

Boards Post

fish13 posted to the Saul's Investing Discussions board. 1:50 PM

Cramer w/ TWLO and SEND CEOs

Like Cramer or not, good to see both CEOs together.

https://www.youtube.com/watch?time_continue=6&v=8IJGD-r3...

Best,
Fish

Sun Feb 10

NL

Boards Post

fish13 posted to the Saul's Investing Discussions board. 3:07 PM

Great Interview

I just watched an awesome interview with the CEO of SendGrid, who Twilio bought. I think he will continue on as an executive of Twilio. Seems like a great guy and he tells the story of SendGrid and how the Twilio acquisition happened.

[more]

Fri Feb 8

NL

Boards Post

fish13 replied to the Saul's Investing Discussions board. 2:40 PM

Re: Micro Cap Idea: TPNL

Just to follow-up on this. Yesterday, TPNL popped almost 40%.

It was because the company issued 2019 revenue guidance.
[more]

Wed Feb 6

NL

Boards Post

fish13 posted to the Saul's Investing Discussions board. 6:17 PM

New Relic Earnings

NEWR Q3 2019

Brief Summary

While I am no longer a Ticker Guide, I still wanted to take a look at New Relic. So here we are...

Strong 35% revenue growth, with solid operating leverage as we've been accustomed to [more]

Fri Feb 1

Recommendation

fish13 recommended Jimb05's post on the Saul's Investing Discussions board. 2:31 PM

Re: why I sold 1/2 my AYX
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Boards Post

fish13 replied to the Saul's Investing Discussions board. 12:42 PM

Re: why I sold 1/2 my AYX

Good post Jim. Was considering many of the same factors.

Where do you see that the smaller players have 60-85% win rates?

And just to take the other side on some of your points:

The recent Gartner report showed them [more]

Mon Jan 28

NL

Boards Post

CMFish13 replied to the New Paradigm Investing board. 4:35 PM

Re: DOCU Acquisition

I agree with these points. Thanks for the input.

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Boards Stats & Trivia

One star, 50 posts
Board Posts 116
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