knyc

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knyc replied to the Saul’s Investing Discussions board. 7:50 PM

Re: My Portfolio at the End of Aug 2021

Saul,

You asked "what's the point" of showing your specific results? The point is that it inspires the board members to follow (or keep following) your methodology and proves what can be achieved with a little time and a lot of [more]

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

Re: CRWD Apr 8th Investor Briefing

draj,

I've seen nothing as clear or convincing elsewhere.... Trial holdings? Lower conviction holdings? Even the second tier companies...

I understand the challenge but you seemed to answer the question yourself. You [more]

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knyc replied to the Saul’s Investing Discussions board. 10:57 PM

Re: DOCU Q4 results

cfee2000: "I also just simply don't think we're all the sudden going to start trending towards going "back to paper" to handle our signatures and systems of agreement just because COVID is going away, especially with how [more]

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knyc replied to the Saul’s Investing Discussions board. 5:55 PM

Re: The way I look at our SAAS

I have two takes on Zoom and their long term potential. First of all, I believe there will absolutely be a drop in usage once the lock down's subside - but these will primarily be those using the free version of this tool, so no direct revenue [more]

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knyc posted to the Saul’s Investing Discussions board. 10:08 PM

Microsoft, Slack, Zoom, and the SaaS Opportunity

Great article over at the Stratechery site with a focus on MSFT but in context of SaaS and with insights on Slack and Zoom. After reading it my interest in Slack as an investment has increased due to its high optionality (and cult like following) and [more]

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knyc replied to the Saul’s Investing Discussions board. 7:20 PM

Re: DATA (Tableau)

Increasingly, I think people want more than just great visualization out of their product; they also want great data prep (Alteryx and the like), as well as standard formatted reporting (which Tableau is piss poor at but old school BI products are [more]

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knyc replied to the Saul’s Investing Discussions board. 6:20 PM

Re: ZM

Swift,

IF, they can become the "It just works" version of video conferencing, that ease of use and simplicity alone could have them dominate the TAM. But I agree, I also see them as a likely acquisition. Think Slack + Zoom [more]

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knyc replied to the Saul’s Investing Discussions board. 11:35 AM

Re: ZM

Swift,

I have the same question and my understanding is that their cloud platform is specifically built to optimize video communications. In brainstorming this by myself, I thought they might be able to expand into VR-enabled communications [more]

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knyc replied to the Saul’s Investing Discussions board. 2:43 PM

Re: Docu... I'm out

Fair point about Adobe - in fact it would seem that they could easily dominate this space given the fact that Adobe PDF is used by almost every corporation today. Yet they don’t. In fact, I’ve heard Docusign consistently used as a verb in relation to [more]

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knyc replied to the MDP: The MDP Way board. 10:59 PM

Re: The MDP Way will go away

This is a big shift in the Motley Fool services, with a clear move up market and reducing the options for the average investor. Here's a link to the MotleyFoolReview.com site which has tracked performance [more]