mekong22’s Activity

Yesterday

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Boards Post

mekong22 posted to the Saul’s Investing Discussions board. 11:19 AM

mekong22's May portfolio update

Two big months in a row!

It's amazing how quickly things change this year. Mid February I was on top of the world when it comes to my investments. A month later, down in the dumps, and, since then, pretty consistently working my way back [more]

Fri May 22

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mekong22 replied to the Saul’s Investing Discussions board. 11:31 AM

Re: Small anecdote for DOCU, COVID-19

Docusign has been one of my best performers over the past year. The stock is up +144% over the past year and the call options I bought last June are up more than 500% in less than a year.

I still really like the long term story, as they [more]

Tue May 19

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mekong22 replied to the Saul’s Investing Discussions board. 10:53 PM

Re: Zoom suspends new free users in China

restricting (free) Chinese users show clear intention to distance from "Chinese" stigma.

Would suspending new free users in China not suggest that their costs to support free users has quickly grown beyond what they ever [more]

Thu May 7

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mekong22 posted to the Saul’s Investing Discussions board. 10:26 AM

mekong's belated April update

I'm late to the April portfolio update game. mekong moved from NYC to South Florida in the past few days (Goodbye 9% of my income going to state and local taxes and super-high cost of living!...Hello palm trees, sunshine, and good [more]

Fri Apr 24

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mekong22 replied to the Saul’s Investing Discussions board. 3:22 PM

Re: Facebook entering Zoom's playground

That's definitely one of the bigger risks as far as I'm concerned with ZM, the barriers to entry are small. Zoom obviously has a much better product than anyone else today, but I just don't see the moat or the real rationale for this [more]

Wed Apr 1

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mekong22 replied to the Saul’s Investing Discussions board. 8:04 AM

Re: mekong22 March 2020 portfolio update

Why not swap your KMI for CRWD....and cut your loses with NTNX....

Umm, the simplest answer I can give is, because I think that would be an investing mistake and cost me lots of money.

I've been doing just the opposite, [more]

Tue Mar 31

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mekong22 posted to the Saul’s Investing Discussions board. 10:03 PM

mekong22 March 2020 portfolio update

First of all, I want to applaud Saul and anyone else that is in the green, or close to it, for 2020 year to date. Pretty impressive and definitely a huge testament that this approach can be successful even in the toughest markets and [more]

Mon Mar 23

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mekong22 replied to the Saul’s Investing Discussions board. 12:50 PM

Re: ZM valuation

if my math is right, ZM is currently worth more than

CRWD
DDOG
MDB
AYX
TTD
and ESTC

....combined!

Maybe it deserves to me. Maybe not, but wow!

-mekong

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Boards Post

mekong22 replied to the Saul’s Investing Discussions board. 12:35 PM

Re: ZM valuation

In Japan, drinking online with strangers when you are stuck at home is now a thing.

You just start a chat on teleconferencing app Zoom that anyone can join and you drink with the people that show up.


not just in Japan, I know [more]

Fri Mar 20

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mekong22 replied to the Saul’s Investing Discussions board. 12:09 PM

Re: Crosspost: A Fool's Confession

I'll throw two OT cents out there too

My thought process over the past few weeks was not to try to time any investing moves around when the pandemic is the worst, but when the mass population's expectations are at their worst. [more]

Wed Mar 18

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mekong22 replied to the Saul’s Investing Discussions board. 11:55 AM

Re: MDB thougths and recent moves

I sold due to the co-founder stepping down and the decline in growth although I liked the longer term story.

I do think the co founder leaving spooked the market and was at least partially responsible for the after hours drop [more]

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mekong22 posted to the Saul’s Investing Discussions board. 11:11 AM

MDB thougths and recent moves

Although down initially this morning, the market reaction has taken a sharp upward turn and MDB shares were, at one point, up almost +10%, but back to about 6% at the moment.

MDB is one of my biggest holdings and, while I would have loved to [more]

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mekong22 replied to the Saul’s Investing Discussions board. 7:53 AM

Re: SaaS resiliency???

MDB are both in the SF Bay Area and did they even mention the Shelter in Place order...I didn't hear it on the MDB call.

Chris

I’m pretty sure MDB is a New York company, not based in the Bay Area. MDB and DDOG are both [more]

Tue Mar 3

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mekong22 replied to the Saul’s Investing Discussions board. 3:53 PM

Re: Red Violet, a Rebutal

You mean the top three officers in this company (all with histories of abuse as noted by the SEC), in what we all know are cash strapped start ups, took this desperately needed and rare cash horde, and instead of investing it into their [more]

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mekong22 replied to the Saul’s Investing Discussions board. 9:33 AM

Re: Red Violet, a Rebutal

I will add to Saul's writeup above, that RDVT's auditor, since 2017, has been Grant Thornton, one of the most reputable midsize audit/accounting firms on the globe. They aren't using some rinky dink local audit firm that would bend over [more]

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mekong22 replied to the Saul’s Investing Discussions board. 9:14 AM

Re: My New Small Position Described: Part 1.

Quarterly earnings coming this week on Thursday.

Looks like next Thursday, March 12th, not this thursday

[more]

Sat Feb 29

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mekong22 replied to the Saul’s Investing Discussions board. 8:50 AM

Re: Would you Invest or Sell this Stock?

What if the guide for next quarter was back to 40% growth?

Exactly!

if you expect that same company to re-accelerate revenue growth to 40%+ next quarter, and have two major events that only happen once every four years [more]

Fri Feb 28

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mekong22 posted to the Saul’s Investing Discussions board. 10:17 PM

mekong22 Feb 2020 Portfolio update

What a difference a week makes! February was wild, to say the least

Similar to my January update, I will do a brief update for February and plan to do more extensive portfolio reviews at the end of each quarter.

At one point last [more]

Thu Feb 27

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mekong22 replied to the Saul’s Investing Discussions board. 9:08 PM

Re: Cheap get cheaper?

The trouble is that some just can’t see what others can. What an opportunity we have, be it tomorrow or yonder to pick up Stocks that have already proven themselves to be worthy of our conviction. Sometimes it’s better to move on and not keep [more]

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mekong22 replied to the Saul’s Investing Discussions board. 8:36 PM

Re: Cheap get cheaper?

Bear

"the bookings have consistently been growing at a much higher rate than revenue"

I find this to be a gross mischaracterization of the situation.


You say this and then you go on to quote numbers that [more]

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Big red star, 1000 posts Old School Fool Global Fool
Board Posts 1824
Recs Received 7731
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Threads Started 344
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Percentage of Posts Rec'd 64.75 %
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