mauser96’s Activity

Mon Dec 9

NL

Boards Post

mauser96 replied to the The Mongoose Chronicles board. 4:58 PM

Re: Mongo db

the Atlas growth up 185% YoY albeit from a low base seems really good to me. IMO Atlas is their future.

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Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 3:12 PM

Re: Must See TV: Okta, Snowflake

on the https://www.cnbc.com/video/2019/12/09/okta-co-founder-on-fut... link. watch it all but note around 2:00
this is [more]

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Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 2:59 PM

Re: China

To stop using great software, most of which is US based would hurt Chinese competitiveness. More likely this is a not so subtle message for the government to start using more illegal pirated (stolen) software instead.

Fri Dec 6

NL

Boards Post

mauser96 posted to the Saul’s Investing Discussions board. 10:06 AM

why TTD jumped this AM

https://finance.yahoo.com/m/7f623e95-8bba-3709-a67c-f989be38... . Shares of The Trade Desk Inc. are up [more]

Wed Dec 4

NL

Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 4:47 PM

Re: My take on Zscaler

Gartner predicts 2023 as when NGFW appliances start getting kicked to the curb. .
If they wait that long to even get started, those companies are already well down the road to failure. You don't get a decade to fix broken processes [more]

Sat Nov 16

NL

Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 8:44 PM

Re: November Portfolio Update

in a CC the CEO of Alteryx said he is not hearing much demand for a Cloud version. The data base can be in or out of the cloud so the need for a Cloud version of Alteryx might depend on whether the program requires a fast expensive computer and [more]

Fri Nov 15

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Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 2:13 PM

Re: A question for Dreamer, if he's still there

losing more money each quarter, .. increasing their cash flow losses Sometimes I think we do not pay enough attention to the fact that sooner or later a company has to be cash flow positive and make money to stay in business. Land and expand [more]

Mon Nov 11

NL

Boards Post

mauser96 replied to the Guns for Sport & Protection board. 11:21 AM

Re: Bloomberg’s Top 10 Gun Controls

I suppose we could be headed for a society where there are only 2 jobs, rich elites and their bodyguards . Maybe we could throw in a few pool boys ,gardeners and chauffeurs for the elites too.
Hypocrisy is at the core of wealthy Lefties, one set [more]

Sat Nov 9

NL

Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 12:59 PM

Re: TTD reports Q3

It would seem that most people would prefer mo ads when watching TV. But the programming costs money somebody has to pay for it, and some of those watching will not be able to afford platforms without the ads.

Make an assumption that [more]

Thu Nov 7

NL

Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 10:35 PM

Re: G(rowt)H

The biggest point of colonoscopy is to detect tumors while they are still in the pre cancerous stage. Polyps.Adenomas. Apparently a series of mutations is needed to turn a small polyp into cancer. You want them removed at this pre-cancer stage. [more]

Wed Nov 6

NL

Boards Post

mauser96 replied to the The Mongoose Chronicles board. 3:18 PM

Re: Fear and greed

I have not used that particular fear-greed tool, but do use some others.

They all tend to indicate that fear is a far more potent emotion than greed .( One could substitute the word "hope" for "greed"). Fear actually [more]

Tue Nov 5

NL

Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 12:49 PM

Re: TWLO: good or bad?

What got me to leave TWLO was boneheaded junior varsity management mistakes. How many top executives must have seen those incorrect figures without noticing? Including Lawson. Assuming more cockroaches is usually the correct thing. Maybe they have [more]

Mon Nov 4

NL

Boards Post

mauser96 replied to the The Mongoose Chronicles board. 11:58 AM

Re: Last note on TWLO and PINS

yes the accounting error in guidance was the last straw for me too. It indicates something is amiss in the executive suite at TWLO. The difference was significant enough that it should have been picked up right away.
OTOH I think guidance is a [more]

Sun Nov 3

Stock Advisor Boards Post

mauser96 replied to the Stock Advisor boards. 1:41 PM

Tue Oct 29

NL

Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 2:04 PM

Re: Alteryx offering discounted licensing

Selected discount pricing may have a bigger value than moving a little extra product. There are few if any direct competitors out there to use as a comparison ,so how does Alteryx know how to price their products? Maybe they are charging too much? [more]

Wed Oct 23

NL

Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 11:59 AM

Re: This has been torturous

Risk is the permanent loss of capital. Volatility is normal fluctuations in asset prices.

true if you are an institution like Harvard endowment, not necessarily so if you are a human with a limited lifespan.

[more]

Tue Oct 22

NL

Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 2:24 PM

Re: Sort of On Topic

Dominic I did not make it clear but by "weakest" I did not mean price but my conviction level. And that in part is baed on how much I understand the underlying company's offerings. TWLO is pretty simple
In a generalized decline like [more]

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Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 1:12 PM

Re: Valuation evaluation

Most software has a limited life span. Before too long it is replaced by something just about as good but cheaper, or something better. There are exceptions ,but most of the software products that hang around for decades are true platforms like [more]

Mon Oct 21

NL

Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 11:36 AM

Re: What if?

the American way of doing things continues to drive the stock market higher over time.
That is the secret formula.
Capitalism
. And a long life span. It may not get you really rich quickly but it probably will get you modestly [more]

Sun Oct 20

NL

Boards Post

mauser96 replied to the Saul’s Investing Discussions board. 4:01 PM

Re: Outside Perspective on Cloud Stocks

MSFT reporting - on Wed. We should keep an eye out on these early tech reports. If the cause for the decline is sector based, good earnings from even those stocks not closely related to ours but in the same general sector will show the pessimism was [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 14440
Recs Received 25234
People who have rec'd these posts 1838
Recs to Posts Ratio (last 30 days) 4.10
Threads Started 2813
Threads Started Percentage 19.48 %
Most Frequent Board New Paradigm Investing
Very First Post Re: Sleeper Blend- Part 1: Bond MI (11/10/2001)
Percentage of Posts Rec'd 65.75 %
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