ethan1234’s Activity

Fri Oct 19

NL

Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 1:01 PM

When does the thesis play out? (NTNX)

Many of us have been pounding the table on NTNX being one of the most attractive buys of the stocks we follow. 6 months ago when NTNX’s price was 40 plus percent higher I wrote, ”still transitioning away from selling hardware, going to temp make [more]

Tue Oct 9

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 8:51 PM

Re: Toss out the Cloud Stocks?

Tinker, i still think we are in the beginning 20-30% of the cloud transition. Company after company mentions being in the early innings during their conference calls. The ones that don't identify where we are in the transitions say things like, [more]

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 5:59 PM

Re: What do they all agree on? Here:

Forgive me if this seems crotchety and I'll defer to Saul on this one, but I really would prefer this board doesn't devolve into analyzing peoples portfolios. I come here and contribute so that we can discuss stocks, not the ins and outs of [more]

Mon Oct 8

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 12:23 PM

Re: A quick note of where we are

a little update. Some people may be thinking this is a back up the truck moment. From a valuation perspective I don't think it is. Many of our companies are just now getting back to their average valuations. They had shot up in august to [more]

Fri Oct 5

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 12:23 PM

A quick note of where we are

We had a huge run up in price and valuation in August. The last couple of days we are seeing many of our stocks return to somewhat more sane valuations (still expensive though). I had been raising cash during the run up and now have used some of it [more]

Wed Oct 3

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 10:41 AM

Re: AYX Sell Thesis-Microsoft Entering Aggressively

Great post!
I'm a little disappointed that our collective first response to Mountain is one of suspicion. He presented a well researched and thought out post on some of the risks of AYX. He didn't exhibit any of the usual [more]

Sat Sep 29

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 11:48 AM

Re: OT: Factfulness poll on METAR

saul asked my help to keep the boards on topic. In the future please refrain from posting OT cross links like this. No matter how politely you ask for people to not reply..they will. I post this publicly so all can benefit from trying to stay on [more]

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 11:04 AM

Re: CarGurus (CARG) a 2017 IPO winner

Cargurus (CG) is an interesting middleman. They earn their money from the dealerships by delivering them customers. To do this they must deliver value to both parties, sales to the dealerships, a pleasant good experience to the car buyer and a price [more]

Thu Sep 27

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 12:01 PM

Re: Elastic (ESTC) IPO research and discussion

While investigating the ESTC ipo I ran across this. [more]

Tue Sep 25

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 12:29 PM

General thoughts on investing

I was talking with someone and then sent them the email below. I figured others might find it useful so I made some minor edits and posted it. Some of the stuff might be a little out of context (made sense in terms of our conversation though) [more]

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 10:17 AM

ABMD - pretty amazing survival data

I've taken a little break after earning season. A quick aside...Wow, ntnx's stock price has really gone down the crapper! Good news though, ABMD released data from their post market tracking database.

-shows a relative increase of [more]

Tue Sep 18

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Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 9:32 AM

Re: Monday Morning Rules of The Board

Minor update,
Our trailing 30 day # of posts is creeping up again. We made a concerted effort and got it down to about 800, the last few weeks we have crept up to around 1000 and now we are back up to about 1200.

best,
Ethan

Mon Sep 17

NL

Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 3:29 PM

Re: Google entering HCI market, reason for ntnx drop

oops, tinker beat me to the punch up above

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 3:19 PM

Google entering HCI market, reason for ntnx drop

Limited information but it looks like google is trying to enter the HCI market. Personally I don't see this as a huge threat as I don't think most people will want to be vendor limited to google for cloud. We shall see.

Now, [more]

Thu Sep 13

NL

Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 10:27 AM

Re: My initial thoughts on the PVTL CC

Ok, so this is my thoughts after sleeping on it. I sold half of my pvtl to bring it in line with what I think about the company. Previously it was about 6%, now it is one of my smaller positions at 3%.

Forward EV/S is around 8 for a [more]

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 12:31 AM

My initial thoughts on the PVTL CC

The general tone of this CC was not positive by any means. There were no congratulations on a strong quarter. Much of it was explaining “new” metrics (which makes me nervous), explaining how they were actually happy with their customer acquisitions, [more]

Tue Sep 11

NL

Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 2:38 PM

Re: Ethan's best buys

@cleverbear - delta is just a general math term that means change. So what I did was take the monthly MMR and compared it sequentially for those first numbers, so in English 5 quarters ago they added 2.8 million in mmr, then 2.6, 3.06, 3.14, 3 [more]

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Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 1:16 AM

Ethan's best buys

Occasionally I sit down and do a relative ranking of where I want to put new money. This allows me to have a pretty good framework to sell or buy things if prices/news changes. Please forgive my overly long descriptive titles. I’d love to hear others [more]

Mon Sep 10

NL

Boards Post

ethan1234 replied to the Saul's Investing Discussions board. 9:42 PM

Re: OT: Mac Security/Privacy Problems

you guys mind taking this offline or to any multitude of boards devoted to computer/security?

best,
Ethan

Fri Sep 7

NL

Boards Post

ethan1234 posted to the Saul's Investing Discussions board. 1:19 PM

OT: Huge props to the Fool community team

A Fool member was trying to pump a microcap to which I responded here and reported the post. http://boards.fool.com/jwarne01-i39m-doing-my-best-to-say-th... . [more]

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Boards Stats & Trivia

Two stars, 250 posts Top Recommended Fools Old School Fool Mission Olympia 2
Board Posts 479
Recs Received 3303
People who have rec'd these posts 742
Recs to Posts Ratio (last 30 days) 33.60
Threads Started 164
Threads Started Percentage 34.24 %
Most Frequent Board Saul's Investing Discussions
Very First Post A CF: Asset Allocation post. (5/22/2007)
Percentage of Posts Rec'd 57.83 %
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