creelon’s Activity

Fri Oct 12

Premium Commons Boards Post

creelon replied to the Premium Commons boards. 12:38 PM

Tue Sep 18

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 5:13 PM

Re: PVTL valuation

Hello,

Thanks for the 2 posts. I projected PVTL to grow subscription revenues for the 4 years following
FY19 at 50% per year and service revenues at 4%. I estimated gross margins at 92% and 25% respectively. This brings revenue growth to [more]

Thu Sep 13

NL

Boards Post

creelon replied to the New Paradigm Investing board. 9:33 PM

Re: Pivotal Call

Hello Tinker,

What number of “customers” would have excited you to the point that you perceived that they were gaining momentum rather than losing it?

They gained 40 all of last FY. Would 25 have been gaining momentum? What if [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 10:37 AM

Re: PVTL ER

Hello Tinker,

I understand your angst, but do not agree that there is a problem with only 15 logos added. What do we know about the sales cycle? There is a stated emphasis on new logos that is about 3 months old. When VMware leads a customer [more]

Fri Sep 7

NL

Boards Post

creelon replied to the New Paradigm Investing board. 12:35 AM

Re: Keep ti simple Nutanix

Hello Tinker,

Today is a good example of the conundrum that we are facing in our investment choices:

ZS is down because it is overvalued. NTNX is down because it is undervalued. We can not have it both ways and yet I really like [more]

Mon Sep 3

Premium Commons Boards Post

creelon replied to the Premium Commons boards. 6:16 PM

Thu Aug 23

NL

Boards Post

creelon replied to the New Paradigm Investing board. 4:27 PM

Re: VEEV Reports

Hi Duma,

Perhaps the 62.5% in eps growth is supporting the shares now that they have been solidly
profitable for awhile?

Best regards,

Mike

Wed Aug 22

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 10:01 PM

Re: PSTG lesson learned

Hello,

If they have a 78/22 split on Non-Subscription/Subscription revenues and they are growing revenues at 33%, but subscriptions are 50% for the past year, should I assume they have lost some subscriptions from the front [more]

Tue Aug 21

NL

Boards Post

creelon replied to the New Paradigm Investing board. 6:51 PM

Re: PSTG Chart heading into earnings

Hello Denny,

I'm happy to have joined you on the ship of Pure Happiness!

I listened to the cc and believe they did a good job of answering Tinker's ongoing question regarding how they can grow so much slower than the AFA [more]

NL

Boards Post

creelon replied to the New Paradigm Investing board. 10:47 AM

Re: PSTG Makes the List

Hello Duma,

The biggest part of Charlie's compensation was the stock granted him in a "signing bonus". We are happy to have him as a significant shareholder. Let's see if he makes this list next year.

Best [more]

Thu Aug 16

Premium Commons Boards Post

creelon replied to the Premium Commons boards. 12:19 AM

Wed Aug 8

Premium Commons Boards Post

creelon replied to the Premium Commons boards. 11:57 AM

Tue Jul 31

Premium Commons Boards Post

creelon replied to the Premium Commons boards. 7:22 PM

Premium Commons Boards Post

creelon replied to the Premium Commons boards. 3:37 PM

Premium Commons Boards Post

creelon replied to the Premium Commons boards. 12:28 PM

Thu Jul 26

Premium Commons Boards Post

creelon replied to the Premium Commons boards. 7:57 PM

Mon Jul 9

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 11:43 PM

Re: PVTL and NTNX

Hello Dreamer,

Your competition theory is intriguing.


Pivotal is a bit tougher for me to define but i see it competing against redhat openshift and likely against offerings from the IaaS clouds themselves. Clients may
[more]

Sat Jul 7

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 10:03 PM

Re: On Pivotal's number of subscribers

Hello,

You and Bear are to be congratulated for bringing an issue before us relative to the number of customers of size that Pivotal has, and can look forward to in the future.

I believe that you (both) are mistaken in your premise. [more]

Wed Jun 20

Premium Commons Boards Post

creelon replied to the Premium Commons boards. 11:28 PM

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 11:02 PM

Re: Pivotal article from Seeking Alpha

Hello Bear,

I believe that I understand your reservations about Pivotal. I agree that they have not been growing the number of customers rapidly. It appears to me that their ARR growth of 150+ is absolutely phenomenal. They have only [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 69670
Score 0.00
Score Change Today +2.68
Accuracy 0.00%
Active Picks 2
Total Picks 7
Best Pick ECA (-18.59)
Worst Pick UNXL (-162.64)
Average Score per Pick 6.26
Charms Earned 2
Highest Rated Favorite No Favorites Selected
Go to creelon’s CAPS page

Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 383
Recs Received 1315
People who have rec'd these posts 437
Recs to Posts Ratio (last 30 days) N/A
Threads Started 12
Threads Started Percentage 3.13 %
Most Frequent Board Saul's Investing Discussions
Very First Post Re: Green traffic light conversion (3/22/2002)
Percentage of Posts Rec'd 69.45 %
Show creelon’s 10 Latest Posts