Smorgasbord1’s Activity

Yesterday

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Smorgasbord1 replied to the Premium Commons boards. 5:16 PM

NL

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Smorgasbord1 replied to the Saul's Investing Discussions board. 5:10 PM

Re: My conviction levels

Conviction is based on my current outlook for the company.

Hi Bear. Is there a timeline associated with these conviction levels? For me, I have high conviction in Arista, but that's a long term outlook. In the short term I expect [more]

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Smorgasbord1 replied to the Premium Commons boards. 3:55 PM

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Smorgasbord1 posted to the Premium Commons boards. 1:59 PM

Mon Oct 15

NL

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Smorgasbord1 replied to the Saul's Investing Discussions board. 9:47 PM

Re: For any who still think indexes are better

I may regret wading in here, but here goes. Please note the following is nuanced.

First, as Saul and rbgibbons rightly point out, the standard comparisons are the standard comparisons, and should remain so. (I'll just parenthetically [more]

NL

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Smorgasbord1 replied to the Saul's Investing Discussions board. 9:03 PM

Re: Okta 2018 Investor Day

Okta already has pretty similar competition: Auth0, for instance.

Here's some reading material:
[more]

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Smorgasbord1 replied to the Premium Commons boards. 1:55 PM

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Smorgasbord1 replied to the Saul's Investing Discussions board. 1:33 PM

Re: Okta 2018 Investor Day

This how I see Okta working. Do you see it differently?

Yes, I think you're not understanding what Okta is and does. Okta has your user's usernames and passwords, and what you're linking to tells us how they protect [more]

NL

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Smorgasbord1 replied to the Saul's Investing Discussions board. 12:16 AM

Re: Okta 2018 Investor Day

Since Okta sits between the customer and the data...

How do you mean? They're not like ZScaler, they're just Identity Management.

The link you provided does not describe how Okta integrates with customers. It [more]

Sun Oct 14

NL

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Smorgasbord1 replied to the Saul's Investing Discussions board. 6:14 PM

Re: Okta 2018 Investor Day

An overlooked aspect as well of Zscaler is that Zscaler is the sole security system integrated into 365.

This is not true. For instance, MS integrates their own Windows Defender ATP. ZScaler is but one alternative. Another is [more]

NL

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Smorgasbord1 replied to the Saul's Investing Discussions board. 5:49 PM

Re: Okta 2018 Investor Day

By pushing a Zero Trust model, Okta is actually pointing out that they're just one piece of a potential solution. As they point out in their own blog post: [more]

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Smorgasbord1 replied to the Premium Commons boards. 4:17 PM

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Smorgasbord1 replied to the Premium Commons boards. 3:52 PM

NL

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Smorgasbord1 replied to the Saul's Investing Discussions board. 6:43 AM

Re: ALERT! Cramer on Nvidia :<(

Seems to me that we are at the bottom of a new Wall of Worry (WoW). We had climbed the previous one and sucked the worry out of the market, and then bam the Fed comes and pounds it back into us, and now investors are fearful that their is a turn [more]

Sat Oct 13

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Smorgasbord1 replied to the Premium Commons boards. 5:38 PM

Fri Oct 12

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Thu Oct 11

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Smorgasbord1 replied to the Stock Advisor boards. 2:27 PM

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Smorgasbord1 posted to the Stock Advisor boards. 1:37 PM

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