SaulR80683

Saul Rosenthal

SaulR80683’s Activity

Yesterday

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 8:50 AM

Re: Zscaler - where are the security giants?

Anyone still on the fence about Zscaler might find the following video helpful...

Scott Guthrie - EVP of the Microsoft Cloud + AI Group
[more]

Fri Jul 20

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 7:40 AM

Re: OKTA insider selling

If you look back when Amazon was selling for $100 or $200 you'll find 50 or 60 insider sales a quarter, every quarter, and no insider buys. It sure didn't indicate which way the stock was going.
Saul

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 3:07 AM

Re: Retention rate and recurring revenue

Hi Saul,
I'm struggling with looking these numbers vs their growth rate of 28% last quarter, down from 37% the prior year for the May Q. If 58% are recurring and they're spending 56% more, why is total growth so slow? I guess that
[more]

Wed Jul 18

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SaulR80683 replied to the Saul's Investing Discussions board. 3:52 PM

Re: Why my investing criteria have changed

Saul's not saying The Market is different, he's saying that there are new business models. And Saul's right.

Saul is capable of speaking for himself should he choose. Surely you are not privy to his [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 3:41 PM

Re: How are we doing?

I am having wonderful YTD results holding mostly Saul recommended stocks compared with the S&P Index Fund. I also am 25% cash.
S&P Index: ~5% YTD
Mostly Saul Recommended Stocks: ~24% YTD
Individual stock picking works. Thanks
[more]

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SaulR80683 replied to the Saul's Investing Discussions board. 3:35 PM

Re: NKTR - News About 181 Approval?

These posts, and hate to pick on anyone, are an example of what Saul was referring to in his Monday post on keeping this board relevant with high growth company discussions. You want news, look at Yahoo Finance, Fidelity


I agree [more]

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SaulR80683 replied to the Saul's Investing Discussions board. 3:24 PM

Re: About my "risky" long term results

You are the second poster I've seen on the boards discussing the values of a sizable, 3-year "cash cushion" and/or Emergency Fund, etc... Would also like to hear Saul's thoughts on this as well, since he has been retired many [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 12:27 PM

Re: Why my investing criteria have changed

I was canine

must have been the damn spell-checker.

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 12:25 PM

Re: Why my investing criteria have changed

Saul, given what you've said about not focusing on valuation or profits, can you tell us (again) why you don't think AMZN was/is a good investment? I'm up 58% this year on AMZN alone. So, clearly, it ain't just new/small companies [more]

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SaulR80683 posted to the Saul's Investing Discussions board. 8:56 AM

About my "risky" long term results

About my long term results

The average return of all companies in which Saul has invested (reading from Saul's knowledgebase)

"From 1989 to 2007 I averaged about 32% per year compounded. This produced a rather
[more]

Tue Jul 17

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 11:00 AM

Re: My history with New Relic, a new position, a

Regarding Bert's "Ticker Target" newsletter, do you subscribe to the "Basic" or "Premium"
Yearly subscription?


Basic, as I remember Premium is for people who want him to put together a custom [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 10:18 AM

Re: My history with New Relic, a new position, again

I was a bit puzzled by one thing in New Relic March results. The Revenue growth rate was 35%, but the Dollar-based Net Retention Rate was 145%. That made no sense to me as normally, by definition, the revenue growth rate is higher than the [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 7:33 AM

Re: More camouflaged growth?

This is my first post and recommendation. I found the board about 3 months ago and have shifted from 54 companies down to 12. From that time I am up about 29.5% which for my portfolio is a drastic improvement. Thank you to all who give so [more]

Mon Jul 16

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 3:33 PM

Re: Monday Morning Rules of The Board

Thanks rainphakir, it is very valuable to have a list of boards which welcome posts which are off topic here, and that we can refer people to. I'l see if I can get it into our side panel. I appreciate your help.

Saul

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 3:29 PM

Re: Monday Morning Rules of The Board

Related question... Month End Summary Posts... What are your expectations there? For example... your posts and Bear's posts at month end are must reads for everyone on the board. My month end post isn't going to cause any great learning [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 2:47 PM

Re: My history with New Relic, a new position, a

you get back in New Relic on the same day. Wow.

Hi gclever, it was actually about two weeks ago. But I have much larger positions in Alteryx and Zscaler, the ones you mentioned.😀

Saul

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 2:44 PM

Re: Monday Morning Rules of The Board

As far as the options, since they are off-topic, you might instead say "I have an 8% stock position in ABC and an additional long position of 2% in options", instead of going into all the details of strike price, how many months out, [more]

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Boards Post

SaulR80683 replied to the Saul's Investing Discussions board. 12:33 PM

Re: Monday Morning Rules of The Board

Hi volfan, some good questions there. I certainly didn't mean hurt your feelings or to single you out, or single out your Ubiquiti stock, in any way. Nor am I trying to be rigid or unreasonable. I'm trying to deal with a real problem, [more]

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Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 11:47 AM

My history with New Relic, a new position, again

My history with New Relic

At the end of June a year ago (2017) a post by Bear got me interested. Here’s what Bear said (Note that whenever I quote someone here I’ve edited and greatly abreviated what they said for my own [more]

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Boards Post

SaulR80683 posted to the Saul's Investing Discussions board. 10:44 AM

Oh! This time it’s different???

Oh! This time it’s different???

Yes, this time IS different! As Tinker said, “Things change all the time.” But it’s not the this time that’s different; it’s what we are investing in that’s different. As I tried to explain, what [more]

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Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools Old School Fool
Board Posts 7261
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Threads Started 1644
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Most Frequent Board Saul's Investing Discussions
Very First Post Re: Any UTK Followers Out There? (6/17/2006)
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