PaulWBryant’s Activity

Yesterday

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Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 7:47 PM

Re: My conviction levels

Smorg and Dave (FrickNFool),

Some things that give me conviction are:
1) Recurring, subscription-based revenue
2) The amount of time I've followed the stock
3) Consistent, high rate of revenue growth -- possibly even [more]

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Boards Post

PaulWBryant posted to the Saul's Investing Discussions board. 6:01 PM

Twilio announces Twilio Pay

With just one line of code companies can quickly and easily accept payment via automated Interactive Voice Response (IVR) interactions or in contact center environments.
[more]

Caps Pick

PaulWBryant made a pick in CAPS. 3:13 PM

Service Now (NOW) will Outperform the S&P 500
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Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 2:41 PM

Re: My conviction levels

IRDoc: Are your conviction levels based on the business, the stock price, or both? Seems to be more based on the success of the business, and that you have more faith in NTNX the stock because of its apparent hidden growth (with which I [more]

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Boards Post

PaulWBryant posted to the Saul's Investing Discussions board. 12:41 PM

My conviction levels

I often like to re-visit my conviction levels and see that my allocations are in line. With the few exceptions I will note below, they match quite well at present.

High Conviction - 8%+ range
Wix
Twilio
Talend
New [more]

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Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 9:09 AM

Re: TWLO to Acquire SendGrid for $2Bn in Stock

SW: I am concerned about the price - did Twilio overpay, and if so, does it matter in the long run?

Typically you can't take out a company for a 20% premium to their mkt cap. I think Twilio got a bargain.

EFN: So, does [more]

Tue Oct 16

Caps Pick

PaulWBryant made a pick in CAPS. 2:51 PM

Carbon Black, Inc. (CBLK) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 2:42 PM

Axon Enterprise (AAXN) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 2:41 PM

Anaplan Inc (PLAN) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 11:19 AM

Netflix (NFLX) will Underperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 11:19 AM

Match Group (MTCH) will Outperform the S&P 500

Mon Oct 15

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Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 10:05 PM

Re: For any who still think indexes are better

So, my take on stelna's point is that people who aren't prepared to analyze weekly and trade monthly may be better suited with a selection of more stable companies that have the same type of "aaS" attributes as those stocks [more]

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Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 8:01 PM

Re: Okta 2018 Investor Day

So OKTA is only an identity management service without any real ability to detect malicious activity. This makes me think that they most likely will be bought out sometime in the future.

Thanks for running that down with IR, Andy. [more]

Thu Oct 11

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Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 4:17 PM

Re: What to Buy Now

I think SQ is the most urgent - it is on crazy sale today because of the not-really-relevant news of the CFO leaving exacerbating the tech drop. It's down 33% from its highs, and I think it'll bounce back after its crazy good number last [more]

Wed Oct 10

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Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 4:55 PM

Re: Sarah Friar Leaving SQ

While somewhat concerning, the CFO isn't quite as important as the CEO

At Square, it has been quite the opposite, in my experience. She's lead the company and the charge. She's been there full time while Dorsey splits time [more]

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Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 4:53 PM

Re: Sarah Friar Leaving SQ

Bear will be heartbroken.

You're not wrong, Speedy. This is a huge blow to SQ. Hopefully they bring in somebody great, but it will take a few quarters to build my confidence back up.

Bear

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Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 12:07 PM

Re: RumbleOn - (RMBL) - New Stock Idea

There is very little analyst coverage outside of the underwriters and very little mention of it becoming an online marketplace with significant first mover advantage that is moving into higher margin businesses like online [more]

Tue Oct 9

Caps Pick

PaulWBryant made a pick in CAPS. 4:00 PM

Zscaler, Inc. (ZS) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 4:00 PM

DocuSign (DOCU) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 3:18 PM

Arena Pharmaceuticals (ARNA) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 84.95
Player Rank 10504 out of 69785
Score 2695.51
Score Change Today -129.38
Accuracy 49.47%
Active Picks 41
Total Picks 474
Best Pick SQ (+485.36)
Worst Pick WLTGQ (-128.37)
Average Score per Pick 5.69
Charms Earned 10
Highest Rated Favorite TMFPencils
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Boards Stats & Trivia

Big red star, 1000 posts Top Recommended Fools
Board Posts 1718
Recs Received 10103
People who have rec'd these posts 906
Recs to Posts Ratio (last 30 days) 51.80
Threads Started 373
Threads Started Percentage 21.71 %
Most Frequent Board Saul's Investing Discussions
Very First Post New to this (4/9/2015)
Percentage of Posts Rec'd 61.93 %
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