mekong22’s Activity

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

Wed Apr 24

Premium Commons Boards Post

mekong22 posted to the Premium Commons boards. 4:39 PM

Sun Apr 21

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 3:06 PM

Re: Ranking Zoom On My Homegrown Checklist

ZM is waaaay overpriced. If sales expand another 100% over the next year it would still be overpriced. There are better candidates discussed here than dealing with this bubble.

I agree, it could expand 100% over the next year and you [more]

Fri Apr 19

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 12:20 PM

Re: ZM - The dilution

For real, why wouldn't you just assume that a significant portion of those outstanding shares will get dumped as soon as they can be -- lock-up, one-year capital gains, etc. -- and short this stock with a sufficient timeframe to account for [more]

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mekong22 replied to the Premium Commons boards. 10:48 AM

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mekong22 replied to the Premium Commons boards. 9:20 AM

Thu Apr 18

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 3:00 PM

Re: OT: Zoom Mania

A potential future opportunity to gamble on a stampede of rookie investors.... look for similar sounding companies and be carried along by the herd for a day or two

or short "ZOOM" from here and hope it rides back down to a [more]

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 12:02 PM

Re: ZM

Estimated market cap of Zoom at present cost of $63 is $16.9 billion

to put that in context, that is about triple AYX, ESTC, or NEWR's market caps, and about double MDB, ZS, or TTD.

I too, am not touching it. I bought [more]

Wed Apr 17

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mekong22 replied to the Premium Commons boards. 8:39 PM

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mekong22 replied to the Premium Commons boards. 6:51 PM

Fri Apr 12

NL

Boards Post

mekong22 replied to the New Paradigm Investing board. 10:09 AM

Re: Denny's Adventures Log

Denny

I too am enjoying hearing about your adventures.

I'm not too surprised that it's been so hard to convert currency in Spain. When I spent a few months traveling through Europe ten years ago, Spain was surprisingly one [more]

Thu Apr 11

Premium Commons Boards Post

mekong22 posted to the Premium Commons boards. 3:57 PM

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