earslookin’s Activity

Sun Jul 15

NL

Boards Post

earslookin posted to the Saul's Investing Discussions board. 1:58 PM

Deciphering Shopify's Price to Sales

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I have no position in Shopify (SHOP) or the other stocks below.
I have no opinion whether Shopify or the other stocks below are good or bad [more]

Wed Jul 11

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 6:41 AM

Re: Shopify's cash flow

Hi Andy,

I wasn't posing a question. That wasn't the purpose of my post. I assumed -- mistakenly, it turns
out -- that people here already knew that most of Shopify's customers are on monthly subscriptions
and that a [more]

Mon Jul 9

NL

Boards Post

earslookin replied to the Last RoundUp board. 8:39 AM

Re: value trap or not

There isn't any great economic distinction.

This idea isn't new. In their 2000 edition on valuation by Copeland et al. there is a chapter
devoted to this, using Amazon as the example. Here is some of the discussion from [more]

Fri Jul 6

NL

Boards Post

earslookin posted to the Saul's Investing Discussions board. 11:44 PM

Shopify's cash flow

-------------------------------------------------------------------------
I have no position in Shopify (SHOP) -- long or short -- plus I have
NO opinion whether Shopify is a good or bad investment. My interest
in Shopify is purely as a [more]

Mon Jul 2

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 10:18 PM

Re: BVP Cloud Index end of June 2018

could you expound on why you have no position in any of the companies in the BVP Cloud
Index...?


Hi volfan84, simple, I don't need to. After several painful lessons, my wife and I decided years
ago to become financially [more]

NL

Boards Post

earslookin posted to the Saul's Investing Discussions board. 4:02 PM

BVP Cloud Index end of June 2018

The BVP Cloud Index is a market cap weighted index that tracks the activity of the
leading public cloud companies. Inception date was January 1, 2011 -- 7 1/2 years ago.

There are currently 50 companies in the index including many stocks [more]

Sat Jun 30

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 4:09 PM

Re: Bear's Portfolio through June 2018

Bear,

It was a pleasure to read your discussion of risk. You've obviously put a lot of thought into it.
In addition, you show how you worked your concept of risk into your investing strategy. It was
easy to understand and [more]

Sun Jun 24

NL

Boards Post

earslookin replied to the Real Estate Inv. Trusts: REITs board. 8:22 AM

Re: REIT data screener

Is there a database with FFO, dividend, industry, sector details for REIT's.

Nareit publishes this data monthly in REITWatch:

[more]

Fri Jun 22

NL

Boards Post

earslookin replied to the Berkshire Hathaway board. 6:04 PM

Re: AI AMZN vs IBM

If a firm never makes real profits...

He's not saying these firms will *never* make profits. He's saying that these high revenue growth
firms are going to make their profits much further down the road than established [more]

Tue Jun 19

NL

Boards Post

earslookin replied to the Last RoundUp board. 6:00 PM

Re: anyone weirded out by shop?

they've done a GREAT job with secondaries and should be applauded for it

You're right, they've done a good job managing the financial markets. However, that
$1 billion or so that's been sitting around for several [more]

Sat Jun 16

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 3:00 PM

Re: Portfolio Management Thoughts

There has been a lot of discussion here lately around two issues...

There was a third issue Prodigal addressed: How large to let any one sector run.

If most of your stocks are SaaS companies it's like owning a bunch of [more]

Fri Jun 1

NL

Boards Post

earslookin posted to the Saul's Investing Discussions board. 9:09 PM

BVP Cloud Index end of May 2018

The BVP Cloud Index is a market cap weighted index that tracks the activity of the
leading public cloud companies. There are currently 50 companies in the index.

* The Index is up 32% YTD (from 12/29/2017 to 5/31/2018).

* The [more]

Wed May 30

NL

Boards Post

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

Re: Price Anchoring

Bear, if you're going to quote someone at least try to get the quote right. What I said was
there's nothing *magic* about the SaaS model. Meaning the SaaS model doesn't automagically
guarantee success. Take a look at Marin [more]

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 10:00 AM

Re: Libby's portfolio at the end of May 2018

Dan,

They don’t fit my investing approach. No longer actively invest. Priority is preservation. But thought people might be interested in this data about the sector because many here invest in these kinds of businesses. [more]

Tue May 29

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 8:12 AM

Re: Musings about Bookings vs Billings vs Revenu

Now, if the magazine allows you to cancel and get the subscription money back, how does it impact
the booking or deferred revenue...?


As you probably already know, revenue recognition for a subscription business can get [more]

Mon May 28

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 8:01 PM

Re: Musings about Bookings vs Billings vs Revenu

Andy said: Are you taking into account the new rules under ASC 606...?

Talk about rabbit holes. I think this is going to take some time to work out as companies interpret
the guidelines and get push back. There are now five [more]

NL

Boards Post

earslookin posted to the Saul's Investing Discussions board. 2:21 PM

Libby's portfolio at the end of May 2018

Libby's portfolio is up 39% YTD.

Libby created an equal weight portfolio of stocks chosen January 1, 2018 using the
following simple rules:

* US or Canada domiciled firm.

* Annual sales between $100 million and $1 [more]

Sun May 27

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 11:17 PM

Re: Musings about Bookings vs Billings vs Revenue

So you can bill but if you haven't performed the service then you can't recognize the revenue.
Is that correct?


Yes.

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Moving on to recurring revenue / subscription model / [more]

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 3:23 PM

Re: Musings about Bookings vs Billings vs Revenue

Wow, Ethan, you really did go down a rabbit hole!

You asked for corrections. I have a few, but to keep it simple let's start with the Non-Saas
company that makes widgets.

You said: Billings – The money you’re currently [more]

Wed May 23

NL

Boards Post

earslookin replied to the Stereo 8 board. 9:55 PM

Re: XPEL

...if you can take the volatility and have patience.

And do all the work you've done.

Must feel good to be vindicated.

Still curious how you manage risk.

Thanks,
Ears

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