SaulR80683

Saul Rosenthal

SaulR80683’s Activity

Today

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SaulR80683 posted to the Saul's Investing Discussions board. 7:20 AM

Monday Morning Rules of The Board

Monday Morning Rules of The Board


Congratulations to you all! Last week we had a lot of posts but they were almost all on target, on-topic, and discussing high growth companies, most recently with an intense discussion of [more]

Yesterday

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SaulR80683 replied to the Saul's Investing Discussions board. 1:41 PM

Re: I Keep Underestimating Square

After listening to Sarah Friar's interview, I asked myself why in the world should I continue to hold PVTL when I could put that money into SQ? Why hold something that makes me yawn, when I could hold something that makes me [more]

Sat Sep 22

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SaulR80683 replied to the Saul's Investing Discussions board. 4:22 PM

Re: What Can We Learn From Pivotal?

...........I think we did nothing wrong with PVTL at all. If anything, it was a textbook example of why this board is so great. It shows a constructive and focused group effort to invest in the best possible way. Setting high standards for [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 2:00 PM

Re: What Can We Learn From Pivotal?

Would love to do a collective review on our journey with Pivotal.

What I learned is that it is dangerous to buy a recently IPO'ed company whose only history is as a division of a larger company. It may do well in the future, but [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 11:19 AM

Re: PVTL Vs TWLO (6 months ago)

Also other IPO's give their prior year results which are real. They are results when the company was a real company, just one which was not yet listed on an exchange.

On the other hand, all those gorgeous past results of Pivotal's [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 10:15 AM

Re: PVTL Vs TWLO (6 months ago)

In TWLO's case Uber decided to do communications inhouse instead of spending on TWLO. If Ford is not spending on PVTL then how are they getting the same service that PVTL is offering? Is PVTL's service something that can be cancelled i.e. [more]

Fri Sep 21

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SaulR80683 replied to the Saul's Investing Discussions board. 12:20 PM

Re: I Keep Underestimating Square

She’s brilliant. 😍

Sorry Bear, but I saw she was wearing a wedding ring. You are too late.
Saul

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SaulR80683 replied to the Saul's Investing Discussions board. 9:01 AM

Re: Sector risk

Different sectors can underperform the broad market for an extended period of time at various times - see recent energy sector for example. Most of us are in tech. Is sector risk a concern?


Don't want to get off on an [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 7:26 AM

Re: I Keep Underestimating Square

Square CFO Sarah Friar at Code Commerce talking about some of Square's new innovations. Some comments about Weebly and Caviar acquisitions as well as Square Cash app.

[more]

Thu Sep 20

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SaulR80683 replied to the Saul's Investing Discussions board. 9:05 PM

Re: Schneider Electric Powers Security w/ ZScaler

Very informative


Thanks Dominic, What a great selling piece for Zscaler. Schneider with 170,000 employees in 1000 locations in 124 countries. Wow.

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SaulR80683 replied to the Saul's Investing Discussions board. 11:40 AM

Re: Nvidia, okay, I broke down and bought

You all convinced me. Okay, I broke down and bought a tiny starter position (0.75%). I can't guarantee I'll keep it, but on the other hand it may grow. We'll have to see.


I'm sorry, but I just couldn't hold [more]

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SaulR80683 posted to the Saul's Investing Discussions board. 7:00 AM

ENOUGH ON THAT NUTANIX THREAD

ENOUGH ON THAT THREAD OF WHAT NUTANIX DOES!!!! It is just turning into a back and forth personal argument and attacks of the "I said...!" "No, you said..., but I said...!" variety.

That's not what this board is about. [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 6:55 AM

Re: My best explanations of How Nutanix works

ENOUGH ON THIS THREAD!!!! This is just turning into a back and forth personal argument and attacks of the "I said...!" "No, you said..., but I said...!" variety.

That's not what this board is about. It's not [more]

Wed Sep 19

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SaulR80683 replied to the Saul's Investing Discussions board. 9:35 PM

Re: Sharing some thoughts about valuation

Perhaps a way of thinking about it that is a bit easier to grasp.

If a company can increase revenue by an average of 50% for just four years, just four, they will quintuple their revenue. (Not as impossible as you would think. Shopify did [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 7:58 AM

Re: Pivotal, what I did (for those who care)

Brittlerock and I agree on something else again! Tinker

Me too. You guys expressed it very well. Time to move on.
Saul

Tue Sep 18

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 3:10 PM

Re: Nvidia, okay, I broke down and bought

Saul,

I'd love to hear your rationale for taking this position. NVDA is a company I keep waffling on, and have been for years. They have had a decent run up in the past two years or so. But I just can't get past the fact that
[more]

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SaulR80683 posted to the Saul's Investing Discussions board. 1:49 PM

Pivotal, what I did (for those who care)

Pivotal, what I did (for those who care).

You'll remember, in my recent Category Crusher post (see side panel, I wrote the following:

Pivotal is hard for me to figure. It’s only a three star conviction position (out of six) [more]

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SaulR80683 posted to the Saul's Investing Discussions board. 7:25 AM

Nvidia, okay, I broke down and bought

You all convinced me. Okay, I broke down and bought a tiny starter position (0.75%). I can't guarantee I'll keep it, but on the other hand it may grow. We'll have to see.
Saul

NL

Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 7:21 AM

Monday Morning Rules of The Board

Monday Morning Rules of The Board (on Tuesday, because I forgot on Monday).


An Explanation of this Post: In the first six months of 2018 our board had exploded with new posters whose very well intentioned excitement had [more]

Sun Sep 16

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SaulR80683 replied to the Premium Commons boards. 11:21 AM

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