wouter28’s Activity

Fri Nov 16

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 11:14 PM

ARK buying NVDA shares

This is from the ARK funds on NVDA:

Nvidia (NVDA) fell by 19% after reporting a revenue miss in the third quarter and weak guidance for the fourth quarter. Nvidia’s graphic processing units (GPUs) are used to mine cryptoassets, [more]

Sat Nov 10

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 1:51 PM

GE selling PVTL

GE filed a Form 4 this week saying they sold 9,836,521 shares of PVTL on 11/6 for 17.6 or around $173 million. They still have 5,695,554 shares left, so we may see additional selling which would pressure shares further. This should not come as a [more]

Wed Sep 19

Premium Commons Boards Post

wouter28 replied to the Premium Commons boards. 11:46 PM

NL

Boards Post

wouter28 replied to the New Paradigm Investing board. 11:41 PM

Re: NTNX stock movements

This is quite dated but according to the Proxy filing from November, he owns 11.5M class b shares which is 22% of all class b shares. He also owned 297K of class a shares. Here’s the details of his holdings:

Consists of (i) 5,081,680 shares [more]

Tue Sep 18

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 5:39 PM

Re: PVTL deeper dive or earnings

That's a great point Erik. Ford reduced their PVTL spend from $12M last year to $3M this year likely due to their own financial struggles. If Ford had kept their PVTL spend flat (assuming this is mostly subscription revenue), subscription growth [more]

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 4:05 PM

PVTL valuation

Although PVTL earning were disappointing, I wanted to compare them with some other software companies that have slower total growth. I compared PVTL to WK, CLDR and ADBE. See details below (all numbers are from the latest quarterly results for the 1 [more]

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 2:06 PM

PVTL deeper dive or earnings

There has been a lot of good discussion on PVTL. Overall the reaction has been mostly negative with some positive perspective thrown in. I tend to agree that the earnings release was more negative than expected and certainly worse in comparison with [more]

Thu Sep 13

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 1:41 AM

Re: My initial thoughts on the PVTL CC

I read the earnings call and overall it was disappointing, but the after-hours drop seems overdone. I have some notes from the call and will probably post tomorrow but for now, I updated Saul's tables he posted after Q1 that reflect the updates [more]

Wed Sep 12

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 5:08 PM

PVTL ER

Overall, PVTL beat guidance and raised guidance, although the raise in guidance was not significant. Stock is down about 19% after hours. Total revenue came in at $164.4M, up 30% yoy. This compares to their guidance of $157 to $159 million and the [more]

Thu Sep 6

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 1:33 PM

Accounting rules

I just read a great HBR article that was posted within my WhatsApp investing group. The theme of the article is a topic that has been discussed here before, which is that accounting rules don’t effectively measure the results of digital/software [more]

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wouter28 posted to the Premium Commons boards. 2:17 AM

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 2:16 AM

MDB call

I went through the MDB conference call transcript and will highlight some quotes below.

[more]

Wed Sep 5

Premium Commons Boards Post

wouter28 posted to the Premium Commons boards. 8:23 PM

NL

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wouter28 posted to the Saul's Investing Discussions board. 6:27 PM

MDB results

Great results with revenue increasing 61% and subscription revenue up 63%. The negatives for me are that gross profit margin is flat at 71% from last year and they are cash flow negative using $17M for operations or 29% of revenue, which is really [more]

NL

Boards Post

wouter28 replied to the New Paradigm Investing board. 5:54 PM

Re: Zscaler earnings

From guidance later on, looks like they anticipate 3 million new shares over the next year (121M to 124M, so a relatively small percentage).

Actually, 124M share is the weighted average for the full fiscal year and not the ending [more]

Mon Sep 3

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 12:39 PM

Heller Letter

Some investment firms are starting to wake up to the advantages that software companies have. Heller House put out a letter to investors that talks about how they are finally realizing that cigar butt investing is not the way to go and they should [more]

Fri Aug 31

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 10:03 AM

Re: XCRA

COHU will buy XCRA and the deal will close in early Q4. The deal got approved yesterday by COHU and XCRA shareholders and they got regulatory approval earlier, so this is a done deal. XCRA's CEO and CFO will retire when the deal is [more]

Fri Aug 24

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 12:25 PM

Re: PSTG thoughts

So, price doesn't matter?

Hi Naj. For me price always matters. If PVTL was trading at a EV/sales of 30, I would not be as excited. I talked about valuation in the first link below which lists the reasons I like PVTL as an [more]

Thu Aug 23

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 1:39 PM

Re: PSTG thoughts

Hi Chris, I agree with you on PSTG and the comparison with NTNX. I mentioned the following yesterday to a WhatsApp investment group I am a part of:

Even though the market is fairly efficient, it has been easy investing in hidden growth [more]

Sun Jul 8

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 1:42 PM

MF SaaS podcast

Motley Fool Industry Focus had a podcast on Friday that covered SaaS companies. It's a good intro into investing in SaaS companies. You can listen to it here:

[more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool Global Fool
Board Posts 821
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Threads Started 342
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Very First Post HURC inside sales (2/23/2005)
Percentage of Posts Rec'd 70.52 %
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