Skip to main content

wpr101’s Activity

Fri Jun 12

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 3:03 PM

Re: LVGO SA article

Does anybody know more about the enrollment statistics mentioned in the article? It says:

The most concerning metrics for Livongo are member enrollment and engagement, which appear to be somewhat low. Livongo for Diabetes clients who [more]

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 2:32 PM

Re: ZM security - good news

The company mandates we use Teams, and I saw no advantage or disadvantage compared to using DUO or Zoom. All pretty much the same. Haven't used Google Meet yet, but it sounds like it is fully-featured.

If you are on good internet [more]

Thu Jun 11

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 8:37 AM

Re: Zoom vs. Slack - Akram's Razor

There is a lot of good analysis of SaaS companies on these podcasts.

The predictions have been hilariously bad though.

On a previous podcast the author said they were short SHOP at around 400.

Then another prediction that [more]

Mon Jun 8

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 6:28 PM

Re: Zm and paid bashers

There are a lot of unpaid bashers as well.

Was reading some threads over in Reddit wsb (Wall Street Bets) and there were tons of comments about how "Zoom puts are literally free money".

A lot of discussion the competition [more]

Fri May 29

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 8:20 AM

Re: OKTA FYQ1 2021 Results

They mentioned on the call they have 1,600 enterprise customers with 100k+ spend per year, and the annual contract value for these customers has increased by 50% year over year.

Had a number of big up-sells like T-mobile merging with [more]

Thu May 21

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 11:54 AM

Re: Why I bought FSLY

One thing to keep in mind is that the same enterprise can be a customer of multiple of these companies.

I know of one Enterprise which was originally on AWS CloudFront. CloudFront had an outage which made it this company's website crash [more]

Wed May 20

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 10:10 AM

Re: Why I'm passing on Pager Duty (PD)

Nice summary there. The biggest outstanding question I have is why the company is predicting revenue growth rate going from ~36% to ~30%.

PagerDuty works by pricing for users: [more]

Mon May 18

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 9:00 AM

Re: AYX and DDOG: % customers hardest hit by Covid

On the AYX earnings call they mentioned a big portion of their revenue comes from Europe and these sales were typically done in person by Alteryx resellers.

Another factor is their revenue comes from subscriptions, not from usage. [more]

Fri May 15

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 3:13 PM

Re: Pandemic Home Work

App FOMO: the need for best-of-breed
While companies’ finance teams might be tempted to go all in on software suites, the reality is that their stakeholders aren’t willing to sacrifice the functionality provided by the top-ranked apps. We see
[more]

Fri May 8

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 3:52 PM

Re: The Next Generation - where are you?

PagerDuty (PD) is a good one to check out. The market cap is about 2 billion, they have an incredible list of customers, gross margins of 84% and Net Retention Rate of 130%+.

Revenue growth is lower than most people would like, around 39% [more]

Thu May 7

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 3:39 PM

Re: ZM Acquisition

https://news.ycombinator.com/item?id=23102430

Long discussion here. Main take way is that tons of people like the Keybase product and are not happy that they will not stay [more]

Mon May 4

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 12:20 PM

Re: WFH Winners

Interesting stat that only 2% of CFOs think 50% or more of their workforce will remain remote.

Would think the actual number is going to higher. It's from a CFO perspective so their are probably covering for themselves if they signed new [more]

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 11:29 AM

Re: 5 Things to Know About Zoom 5.0

I would be expecting many new features from this release as Eric said they have halted all feature development and would be spending the entire quarter on security fixes.

What they did amazingly well which few noticed was they started [more]

Sat May 2

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 12:00 PM

Re: For Board Newcomers

Thanks for the post, this is really helpful.

I just discovered this board a week ago after someone linked a discussion to Zoom over in Rule Breakers. Was surprised to see the amount of overlap in holdings here as I've been invested in ZM [more]

Thu Apr 30

Premium Commons Boards Post

wpr101 replied to the Premium Commons boards. 9:12 PM

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 2:56 PM

Re: Datadog achieves AWS Lambda Ready

AWS CloudWatch is very basic and not that good. AWS has hundreds of services and their specialty is not logging. DataDog is a company which concentrates specifically on this so it is a far superior product.

There was an section in the [more]

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 2:38 PM

Re: ZM - 300M Users?

No. of Recommendations: 3
This is from the author's bio:
Tom Warren is a Senior Editor for The Verge. Tom previously founded WinRumors, a site dedicated to Microsoft news, before joining The Verge. Tom also used to work as an
[more]

Wed Apr 29

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 5:15 AM

Re: AYX

The market seems to not like SAAS companies which require "high touch sales" right now. This could be as little as requiring to talk to a sales person to discuss package and price. HubSpot is another company that has been hurt by this [more]

Tue Apr 28

NL

Boards Post

wpr101 replied to the Saul’s Investing Discussions board. 11:13 AM

Re: Help me understand Slack and the rule of 40

Do you have any take on the Shared Channels component of Slack?

The blog for Slack has a lot of good details about the growth of channels. [more]

Mon Apr 27

Premium Commons Boards Post

wpr101 replied to the Premium Commons boards. 10:39 PM

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 93.96
Player Rank 4165 out of 68894
Score 5055.82
Score Change Today -1.36
Accuracy 56.41%
Active Picks 29
Total Picks 39
Best Pick AAXN (+2202.59)
Worst Pick GSIH (-319.70)
Average Score per Pick 129.64
Charms Earned 9
Highest Rated Favorite CMFEldrehad
Go to wpr101’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 4929
Recs Received 3718
People who have rec'd these posts 979
Recs to Posts Ratio (last 30 days) N/A
Threads Started 699
Threads Started Percentage 14.18 %
Most Frequent Board Motley Fool Rule Breakers
Very First Post Capital needed to overcome commission (10/7/2006)
Percentage of Posts Rec'd 32.03 %
Show wpr101’s 10 Latest Posts
The Motley Fool respects your privacy and strive to be transparent about our data collection practices. We use your information to customize the site for you, to contact you about your membership, provide you with promotional information, and in aggregate to help us better understand how the service is used. For more details, please review our Privacy Policy.