mekong22’s Activity

Yesterday

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 8:56 AM

Re: Portfolio Update 8/15

Nice writeup and good explanation of your thought process.

I too added to my NTNX this week (as well as shifting some funds out of SQ and adding to my already large MDB and TDD holdings). I know Nutanix is not a popular position here, but [more]

Thu Aug 15

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 9:48 AM

Re: PVTL + 70,96%

I guess you didn't look at the very last thread on this board before posting this repetitive info again?

Mon Aug 12

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 9:28 AM

Re: Two Week Update

I used to work at Oracle until 2.5 years ago. But I was in hardware (SPARC processor development), not software (and they no longer do SPARC). But, I'm still pretty familiar with the company. And I will say this, if you think MongoDB can [more]

Thu Aug 8

NL

Boards Post

mekong22 posted to the Saul's Investing Discussions board. 6:26 PM

TTD Earnings call

Call just ended, I wasn't able to sit and take notes, but if you own shares or are thinking of buying some, I recommend listening to at least the beginning of it when they put the recording of the replay on the investor relations site. The first [more]

Fri Aug 2

NL

Boards Post

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

Re: Nutanix (I know...)

One bad quarter, but underestimated twice by management.

I don't blame you for going with your gut, especially when you don't trust management, and avoid putting your hard earned investment dollars into an investment in the [more]

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 10:45 AM

Re: Nutanix (I know...)

How do you response / react to both NTAP and ANETs material changes to guidance based on cloud computing hardware slowdowns.

This is a direct impact to NTNX and their future, no?


Sure, I would definitely prefer to hear [more]

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 10:36 AM

Re: Nutanix (I know...)

I was like you Mekong up until about a year ago and truly, truly hope that your analysis proves to be correct. However, as Saul has repeatedly stated, are their other opportunities out there where your money could be more useful and never fall in [more]

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 10:05 AM

Re: Nutanix (I know...)

All very valid replies, and I do appreciate everyones' feedback.

A few additional thoughts and comments:

For a company where revenues are not growing single digit but actually gone down sequentially and y-o-y, close to $1B [more]

Thu Aug 1

NL

Boards Post

mekong22 posted to the Saul's Investing Discussions board. 4:05 PM

Nutanix (I know...)

I know they are not popular 'round these parts, and I may be the only one that still thinks I have a market beating investment with NTNX, but, man, does it look like a good opportunity to me right now from a cost/benefit standpoint.

Just [more]

Wed Jul 10

Stock Advisor Boards Post

mekong22 posted to the Stock Advisor boards. 12:49 PM

Stock Advisor Boards Post

mekong22 replied to the Stock Advisor boards. 10:19 AM

Mon Jun 17

NL

Boards Post

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

NTNX - Bert's latest Take now on SA

Bert's latest NTNX take now posted publicly on Seeking Alpha:

https://seekingalpha.com/article/4270619-nutanix-misundersta...

I [more]

Tue Jun 11

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 8:58 AM

Re: Docu "Sales problem" are a blip.

100% of businesses already have an agreement process.... It is only a rare instance where the existing process is not functioning at least adequately.

to me, that's like saying that paying in cash works adequately, so why invest [more]

Wed Jun 5

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 8:08 PM

Re: MDB Quick and Dirty...

Guidance for 2nd half of FY 2020 seems weak.

they did specify on the conference call that comps in the second half of the year would get much tougher. I didn't listen to the entire call but that was one of the lines that jumped [more]

Mon Jun 3

NL

Boards Post

mekong22 replied to the New Paradigm Investing board. 10:07 PM

Re: MBD Reports Tommorrow

Two more days

they report after the market closes on Wednesday

[more]

Wed May 29

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 9:35 AM

Re: My portfolio at the end of May 2019

If our stocks are valued so highly because of future revenue growth, as is stated over and over again on this board, then if growth slows valuation MUST come down, even if revenue itself is largely intact.

it all depends on the [more]

Fri May 24

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 12:33 PM

Re: Kevin Landis

Many of this board abandoned it as a "broken" company the day after they had a bad quarter.

For the record, NTNX hasn't actually reported a bad quarter...yet. The last quarter they reported was very good. However, they [more]

Wed May 15

NL

Boards Post

mekong22 posted to the Saul's Investing Discussions board. 10:18 AM

NEWR Q4 Earnings and New Platform

I guess I must be one of the few still hanging on to New Relic shares here.

Yesterday they announced Q4 earnings (their fiscal year ends on March 31st):

[more]

Thu May 9

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 5:19 PM

Re: TTD Earnings...

I'm confused.

Last quarter TTD blew it out and gave guidance. The stock popped greatly. Now they beat that stated guidance and the stock tanks. I have more to learn....


without having dug into the details too much yet [more]

Wed May 8

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 10:31 PM

Re: Bert

I see two posts from him on Friday and he also sent a portfolio update on Sunday which was just three days ago.

I’m not sure that he always posts on every company’s earnings although he has covered a lot in the past week.

-mekong

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Big red star, 1000 posts Old School Fool Global Fool
Board Posts 1709
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Threads Started 319
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