mekong22’s Activity

Today

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mekong22 replied to the Saul's Investing Discussions board. 10:04 AM

Re: Guardant Health (GH) vs Invitae (NVTA)

IRdoc

great post above, really appreciate your insights.

I would just note:

(a 10 bagger on a 1-2% position is only as good as a double in a 5-10% position which I feel much more sure about)

yes and no. if [more]

Sun Mar 17

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Boards Post

mekong22 replied to the New Paradigm Investing board. 2:36 PM

Re: Alteryx

A decent sized acquisition or two could juice the customer growth pretty quickly.

Or did they specify that the 16,000 would come organically?

-mekong

Sat Mar 16

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Boards Post

mekong22 replied to the Saul's Investing Discussions board. 1:09 PM

Re: Pivotal - I Like It

A.J.

it's not that I don't think Pivotol will do good. It's growing nicely and has lots of positives going for it, so buying today may very well lead to solid gains over the next few months/years.

I just think the other [more]

Fri Mar 15

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mekong22 replied to the Saul's Investing Discussions board. 1:52 PM

Re: Updated Relative Valuations, and NTNX though

Chris

Thanks for your comments and feedback. In short, I agree with everything you say.

When I did the original analysis a few months ago, I had initially tried to break out the recurring/SaaS revenue, but because each company [more]

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mekong22 posted to the Saul's Investing Discussions board. 10:37 AM

Updated Relative Valuations, and NTNX thoughts

Now that most all of the main companies we follow have released their earnings for 12/31 or 1/31 year ends, I wanted to update the relative valuation analysis I did a few weeks back, particularly given how some of our stocks have jumped (TTD, MDB) or [more]

Thu Mar 14

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mekong22 replied to the Saul's Investing Discussions board. 4:56 PM

Re: Is AYX still one of the chosen?

You can't post subscriber information about what Stock Advisor recommends on a free board like this.

It's been said here many times, and is right at the top of the list on Saul's monday morning rules of the board that he posts [more]

Wed Mar 13

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mekong22 replied to the Premium Commons boards. 11:10 AM

Wed Mar 6

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mekong22 posted to the Premium Commons boards. 9:51 AM

Mon Mar 4

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mekong22 replied to the Saul's Investing Discussions board. 1:03 PM

Re: NTNX: The lead gen snafu

Fantastic write up Bear

The one thought I have that might add to the glimmer of hope, is whether the small new customers are really small customers, or could many of them be large customers taking smaller trial purchases of new products with [more]

Sun Mar 3

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Boards Post

mekong22 replied to the Saul's Investing Discussions board. 3:21 PM

Re: My answer to 'Question for the Board'

CMG has roughly doubled from 303 to 611, a 101% gain! SHOP has gained 97%, from 97 to 191. The S&P500, however, only grew 10% during this time frame.

I was going to post something like this but you beat me to it. It’s only dead [more]

Thu Feb 28

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mekong22 replied to the New Paradigm Investing board. 1:43 PM

Re: Elastic Revenue, Deferred Revenue, Billings

I just looked at the earnings release and it looks like they are calculating it consistently with how most companies do it.

There is a reconciliation about halfway down where they add the change in deferred revenue to the revenue to [more]

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mekong22 replied to the New Paradigm Investing board. 1:34 PM

Re: Elastic Revenue, Deferred Revenue, Billings

I haven't looked at the details for ESTC lately, but I believe the change in Deferred Revenue + Revenue should equal billings (as long as you're using consistent periods for all three), which would be different than just adding the [more]

Fri Feb 22

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mekong22 replied to the Saul's Investing Discussions board. 11:05 AM

Re: Relative Valuations of our SaaS stocks

Mostly out of personal curiosity, I updated the numbers for TTD in this spreadsheet to show TTD's new most recent quarter's revenue/gross margin, along with the updated growth percentage based on the same quarter of the prior year, and the [more]

Thu Feb 21

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mekong22 replied to the Saul's Investing Discussions board. 4:34 PM

Re: TTD Beats

added some short call options too

I apologize in advance for hitting this board with this post given that we generally avoid options talk here, but I really phrased that poorly above so I want to clarify. I should have said [more]

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Boards Post

mekong22 replied to the Saul's Investing Discussions board. 4:30 PM

Re: TTD Beats

Wow, up more than 10% right now.

I had bought a nice chunk of TTD earlier this week after doing my "relative valuation" analysis where it came out as potentially the least expensive of the stocks I compared. When the price was [more]

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DocuSign (DOCU) will Outperform the S&P 500

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Square (SQ) will Outperform the S&P 500

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Twilio (TWLO) will Outperform the S&P 500

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mekong22 made a pick in CAPS. 9:53 AM

Alteryx (AYX) will Outperform the S&P 500

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mekong22 replied to the Premium Commons boards. 9:34 AM

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