creelon’s Activity

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]

Mon Jun 18

NL

Boards Post

creelon replied to the New Paradigm Investing board. 10:36 PM

Re: Pivotal Fundamentals

Hello Tinker,

Many thanks for all the posts on PVTL. I, rightfully, got flak from you and others for my ill-timed sale of MDB, but luckily, invested those proceeds in Pivotal. The info you put on the board gave me a great deal of confidence. [more]

Thu Jun 7

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 6:32 PM

Re: Mongo results

Hello,

I think I should make it clear that I agree with Tinker and SteppenWulf on their investment thesis in MongoDB. If I were 20 years younger my strategy would be similar to theirs. I am more familiar with Tinker's portfolio and as he [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 3:55 PM

Re: Mongo results

Hello Tinker,

They only burned through $8 million in cash last quarter, and this despite a business that has far longer to go until it reaches scale than almost any successful business we follow.

They burned a little over $8 [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 2:25 PM

Re: Mongo results

Hello,


This is a company to buy and keep for 20 years. I would say going in and out of Mongo is risky - you never know when a large investor will decide to get a stake and push up the price - and this will continue as far as the eye
[more]

Mon Jun 4

NL

Boards Post

creelon replied to the New Paradigm Investing board. 1:47 PM

Re: Making Stock Lists!!!

Hello Duma,

I am prepared to focus on the call particulars rather than the market reaction as the stock
has had a strong pre-earnings run and there should be some "selling on the news."

Best regards,

Mike

NL

Boards Post

creelon replied to the New Paradigm Investing board. 1:29 PM

Re: Making Stock Lists!!!

Hello Duma,

One issue that troubled me a bit from reviewing MDB's last earnings call is that ALL of their new customers were from Atlas....none were the premium.

I thought that too, but apparently some of the premium [more]

Sat Jun 2

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 7:41 PM

Re: What might be going on

Hello Chris,

Great post and great results this year!

(i) Perhaps the revenue growth is being underestimated. Or perhaps the future value (i.e. the low cost of delivering those CFs) of all the recurring revenue cashflows is really [more]

Mon May 14

NL

Boards Post

creelon replied to the New Paradigm Investing board. 11:35 AM

Re: Mongo DB

Hello Tinker,

I still like ANET but understand your premise since you are so heavily concentrated.

Please refresh me on why NTNX is not one of the considered replacements. For the long term, it is my top pick today. They have set a [more]

Sat May 12

NL

Boards Post

creelon replied to the New Paradigm Investing board. 10:19 PM

Re: NVDA NPI Review

Hello Duma,

I think your analogy is more significant for TTD....if their targeted, AI-type ads achieve more efficient advertising/marketing, then customers don't need to spend as much to get better results...thus lowering [more]

Fri May 11

NL

Boards Post

creelon replied to the New Paradigm Investing board. 5:55 PM

Re: TTD Surging!

Hello Tinker,

Also, who intends to sell TTD (or some of it) to take some profits?

I sold 20% of my holding today just before the bell. TTD has ascended to 14%+ of my portfolio.
Now it is only 10.6%. That said, I [more]

NL

Boards Post

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

Re: Bear's DecQ Review of TTD

Hello Dreamer,

You have covered many of the salient points on the call. One that you haven't mentioned that I thought was meaningful was Jeff Green's comment on TTD commissioning a Nielsen report that shows that 41% of the American [more]

Mon May 7

Rule Breakers Boards Post

creelon replied to the Rule Breakers boards. 8:20 PM

Rule Breakers Boards Post

creelon replied to the Rule Breakers boards. 10:45 AM

Sun May 6

NL

Boards Post

creelon replied to the New Paradigm Investing board. 8:29 PM

Re: CRTO vs TTD

Hello Dreamer,
TTD is building much if its future on the hopes of connected TV......that growth seems to be the more important metric to look for this week IMO.......perhaps the Asian market growth is also insulation from the threat of [more]

Fri May 4

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 8:10 PM

Re: ANET: Cash Generating Monster

Hello Tinker,

I think that is both sides of the Arista argument. Will Arista remain a 25%+ long-term growth company, or as is the fear of some (and remember Juniper was a young company when this started as well and then they hit a wall [more]

Wed May 2

NL

Boards Post

creelon replied to the New Paradigm Investing board. 9:39 PM

Re: The Fed and the market, help Duma/mauser/any

Hello Duma,

While the factors you mentioned are part of the equation, I believe that price/earnings multiples contract when interest rates rise. This is because the "old way" of valuing companies was to use an excel spreadsheet to [more]

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Two stars, 250 posts Old School Fool
Board Posts 367
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Very First Post Re: Green traffic light conversion (3/22/2002)
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