SaulR80683

Saul Rosenthal

SaulR80683’s Activity

Yesterday

NL

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SaulR80683 replied to the Saul's Investing Discussions board. 6:14 PM

Re: Teladoc (TDOC)

Dumma,
The way I remember it from the time of the acquisition is that Best Doctors is a different animal entirely. Teladoc is a network of 100-200 doctors or so who take calls (at home?) from patients with colds, questions about their [more]

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SaulR80683 posted to the Saul's Investing Discussions board. 5:35 PM

Teladoc (TDOC)

Duma and Bear, I exited Teladoc earlier this year because of the large acquisition of Best Doctors. They paid $440 million for a thirty year old mature and stable company which was just about breaking even and had all of $6.5 million in EBITDA last [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 4:32 PM

Re: Do any of you have candidates?

Thanks Duma, Bear, and Denny. I'll look into those ideas.
Saul

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SaulR80683 posted to the Saul's Investing Discussions board. 3:18 PM

Do any of you have candidates?

At the end of November I had four good-sized positions up over 140% (Shopify, Arista, Square, LGIH), and a smaller position in Kite had been acquired at up over 250%. Now I’m trying to figure out what those stocks will do for an encore next year. [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 3:15 PM

Re: A new full position 5.

How you model the growth, do you expect the current growth rate to continue for x number of years or you expect it like 50% 2018, 40% 2019, 35% 2020, 30% 2021, 25% 2022, etc.


Hi Kingran,
Actually I don't think in terms of [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 12:34 PM

Re: Nutanix and Performance Testing

A followup to the earlier thread about possible performance issues with Nutanix, despite happy customers.

Performance issues? Let's see:

VMWare's revenue was up 11% last quarter.
Nutanix's revenue was up 46% [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 8:59 AM

Re: Baggers v 2017.12.14

I was just letting people know that a list that just lists all stocks according to percent gains, you don't know what the computer will pick up.


Dan, I thought some more about that "top" stock on the list (LIVX) [more]

Sat Dec 16

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SaulR80683 replied to the Saul's Investing Discussions board. 9:57 PM

Re: Baggers v 2017.12.14

Hi Raptor, that's why I continuously tell people to not buy something just because I did, I'm older than you, even, 😀, and I may not be here tomorrow. They need to learn how for themselves.

Also, as Tamhas said it is [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 9:44 PM

Re: Value (and Shopify)

Microsoft and Cisco may be two examples of very rare companies who might have done such growth when their businesses were at scale. But it is a very rare feat to pull off.

Hi Tinker, that's an interesting observation. I'm just [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 4:06 PM

Re: Alteryx Press Release today

Really???
Really!



Okay, Denny, I guess we just differ in how we look at it.
Saul

Rule Breakers Boards Post

SaulR80683 replied to the Rule Breakers boards. 2:09 PM

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SaulR80683 replied to the Saul's Investing Discussions board. 1:37 PM

Re: Baggers v 2017.12.14

Hey Dan, I didn't mean to hurt your feelings, man. I was just letting people know that a list that just lists all stocks according to percent gains, you don't know what the computer will pick up. That's why you can get pink sheet stocks, [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 10:12 AM

Re: Alteryx Press Release today

about 12MM class A and 47MM class B. Class B have 10x the votes of class A.

I generally avoid companies with this kind of discrimination against outside shareholders. It is the reason I never bought any Google stock. If they want my
[more]

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SaulR80683 replied to the Saul's Investing Discussions board. 10:06 AM

Re: Alteryx Press Release today

After the sale Stoecker still owns 20% of class B shares. One other exec / venture capitalist owns about 23%. All told insiders own more than 50%.


Thanks Joe (Jambo), that's very important. Insiders own over 50%! Sounds [more]

Fri Dec 15

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SaulR80683 replied to the Saul's Investing Discussions board. 8:20 AM

Re: Baggers v 2017.12.14

Hi Dan,

I was intrigued by your list. I thought I'd start with the "best" on the list, right at the top, with the largest gain: LiveXLive (LIVX). Well I started off moving along the row to market cap, and I got what seems to [more]

Wed Dec 13

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 6:08 PM

Re: Burning calories

This is the kind of thread that can go on and on and fill up the board, SO LET'S JUST DROP IT BEFORE IT GETS OUT OF HAND. THERE MUST BE BOARDS FOR COMICS SOMEWHERE ON THE FOOL (smile)

Thanks for your understanding,

Saul

NL

Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 4:54 PM

Re: A new full position 2.

thought to myself that there could be a correlation to other companies we have looked into on this board. Do you see them as well? ie. Talend.

I know they do collaborate with Talend, and they don't seem to be direct competitors at [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 4:50 PM

Re: A new full position 5.

I'm curious on which position you drew down or eliminated and why?

Hi Bob, I generally don't discuss what I've sold (and often, what I've bought), until the end of the month. It's mostly because I sometimes make [more]

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SaulR80683 posted to the Saul's Investing Discussions board. 10:21 AM

Alteryx Press Release today

Alteryx Continues to Build Momentum at the Close of 2017 with Significant Industry Awards

Analytics Company Recognized Five Times in Just Two Months for Growth, Customer Satisfaction and Impact on the Market

Alteryx, a [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 8:36 AM

Re: A new full position 5.

I purchased AYX a little over a month ago after reading Berts' article, and doing some research. A lot to like from this company. Stock took a little jump on Dec. 5th when the CEO was on CNBC.


Hi Jimbo, I sure wish you had [more]

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Very First Post Re: Any UTK Followers Out There? (6/17/2006)
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