ethan1234’s Activity

Fri Jul 13

NL

Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 2:48 PM

Re: The importance of board etiquette

hi green,
that part was meant to illustrate something that is easily looked up vs an in depth discussion of how p/e ratios relate to our investments is a very different question which i think you so nicely showed. Maybe I picked a bad example [more]

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 12:49 PM

Re: The importance of board etiquette

i found your post valuable. I'll be creating a super post of suggestions like yours. Feel free to email or post them on this thread. I'll be using the super post as a standard form to reply to posts that deviate from our posting guidelines.

NL

Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 12:24 PM

The importance of board etiquette

The last few months this board has exploded with new posters. Our little corner of the internet is experiencing some growth pains mostly due to people's very well intentioned excitement about the community. Unfortunately I think that excitement [more]

Wed Jul 11

NL

Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 6:19 PM

Ins and outs of Revenue Retention Rate

Revenue Retention rate
You guys may have noticed that various Saas companies will report some form of a revenue retention rate. Generally the formula is, "(Starting MRR + expansion – downsell – churn)/Starting MRR" This [more]

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 1:00 PM

Re: Why I pay little attention to EV/S evaluation

Hi Saul,
I see all the things you mentioned as things that need to be taken into account when looking at EV/S. For example when I evaluated Zuo [more]

Tue Jul 3

NL

Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 9:47 AM

To many more years of community and investing

Saul, Looks like today is your fool anniversary. Thank you for your years of experience, this board and the community that surrounds it. Our little corner of the internet is one of my favorites thanks to what you have cultivated here.

Happy [more]

Thu Jun 28

NL

Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 12:03 AM

A brief valuation comparison

With the recent drop in prices I’ve recalculated some quick valuations. Something to keep in mind. Many of our stocks are back at where they were at the end of may. We had an incredible run up in June, and now we are having an incredible run down. We [more]

Fri Jun 22

NL

Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 2:55 PM

Re: Interesting coversations and random musings

The NetApp part I'll take with a grain of salt, I couldn't imagine saying anything bad about where I work, especially if I'm in management.
yes, i should add he said that with a twinkle in his eye. I'll take a look at them [more]

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 2:16 PM

Interesting coversations and random musings

Hi All,
I’ve had the pleasure of talking with some interesting people lately and I thought I would share. I’ve already posted the alteryx one before but I figure I might as well include it. Everything below is paraphrased from memory. Any error [more]

Tue Jun 19

NL

Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 2:46 PM

Zuora - A review and analysis

Founded in 2007. Zuora is, “Powering the subscription economy” . They are a SaaS company targeting enterprise customers with products that automate and simplify billing, commerce, analytics and financing operations. IPO march 2018 and had their first [more]

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 12:51 AM

Re: EXAS - Two new catalysts

foodles, I really appreciate your posts on EXAS. I've looked at the company a number of times but never quite pulled the trigger to my chagrin. I need to take a look at them again to see margins, cash, debt all that stuff. Please keep posting, I [more]

Sat Jun 16

NL

Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 5:03 PM

Re: Portfolio Management Thoughts

@saul and earslookin
If most of your stocks are SaaS companies it's like owning a bunch of sunglass
companies when the weather has been all sunshine the last few years.


Let's see. Now someone is going to tell me
[more]

Wed Jun 13

NL

Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 11:48 PM

one of the better seeking alpha articles on SQ

This is one of the better seeking alpha articles i've read. Does a good job of looking at Square the company from a business opportunity angle, financial, and valuation. Definitely worth a read.

[more]

Tue Jun 12

NL

Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 5:53 PM

Re: I just figured out something

what volfan said is correct. To get your time weighted performance got to your accounts tab --> portfolio performance. Then you need to set up a report to run on the accounts you want. They will run the report once a day after the market closes. [more]

Sun Jun 3

NL

Boards Post

ethan1234 replied to the New Paradigm Investing board. 10:58 AM

Re: Rocket and AYX

Hey Tinker, I totally agree with your conclusion. A while back I posted a bit from my conversation with an acquaintance of mine. She is part of a 100 person consulting company that is made up of various experts in the ML/AI field. They are the [more]

Fri Jun 1

NL

Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 4:57 PM

Re: Equity Dilution

Hi Dopple,
Thanks for looking at the Raw numbers!
My calculations seem to be higher than these. I'm wondering if I'm doing it wrong?
In a word, no. Mine are annualized, so the only data I used was starting # and finishing [more]

Wed May 30

NL

Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 4:30 PM

Re: OT: A Word of Caution

@khlebnikov

I have very little against concentrated portfolios, I just said that they are more volatile.

I never said anything against volatility. My point is that volatility and leverage is a dangerous combination.

Also [more]

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 2:22 PM

Re: Equity Dilution

I'd suggest starting with typing it into google and then coming back with questions. I say this gently, we are all giving our time.
[more]

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 1:44 PM

Equity Dilution

I've been meaning to look at equity dilution for stocks I own or I find interesting. I sat down for 15 minutes today and tabulated the data. Below stocks are sorted by annualized equity dilution. I didn't include the raw data because it [more]

NL

Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 11:58 AM

OT: A Word of Caution

I’ve seen more posts and comments lately about margin and options as well as running very concentrated portfolios. In my opinion margin has little to no place in a portfolio. You are effectively giving someone else the ability to tell you to sell at [more]

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Boards Stats & Trivia

Two stars, 250 posts Top Recommended Fools Old School Fool Mission Olympia 2
Board Posts 433
Recs Received 2165
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Recs to Posts Ratio (last 30 days) 33.60
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Very First Post A CF: Asset Allocation post. (5/22/2007)
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