swapsan’s Activity

Wed Sep 6

NL

Boards Post

swapsan posted to the Saul's Investing Discussions board. 3:59 PM

New UBNT Article

New UBNT article by UBNT bull Mingran Wang.

https://seekingalpha.com/article/4104561-ubiquiti-networks-m...

I think [more]

Wed Aug 30

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 7:42 PM

Re: Bear's Conclusion on SBC and GAAP

SBC should be taken into consideration but SBC has to be interpreted carefully.

It should not be looked as percentage of revenue. For company like SHOP with high valuation, SBC is not going to be so dilutive as a company with a lower [more]

Mon Aug 28

NL

Boards Post

swapsan replied to the New Paradigm Investing board. 9:36 PM

Re: SHOP and well just read on...

Not just mom and pop, but some of the biggest brands are building their e-commerce stores using Shopify. And it includes yes Tesla motors. Revenues from the big guys will push up the overall averages.

[more]

Fri Aug 25

NL

Boards Post

swapsan replied to the New Paradigm Investing board. 7:36 AM

Re: SHOP analysis comparing to Salesforce

Valuation of Sales Force and other cloud companies like RHT, ADBE is on P/Cash Flow. For SAAS companies cash flow makes more sense than earnings or adjusted earnings (Though the whole picture has to be looked into holistically). Bert Hochfeld has [more]

Mon Aug 21

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 5:48 PM

Re: UBNT's new product.

Facebook FrontRow video has now been watched 116000 times, which is impressive for a product released last week on a spartan marketing budget.

https://www.facebook.com/frontrow/

From [more]

Sun Aug 6

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 6:00 PM

Re: New Bert article on UBNT (& small LGIH note)

From the article above:

Without trying to be dramatic about what is happening, I think it is fair to say that this company, certainly one of the more controversial names that I follow, is basically a story of one man’s vision and [more]

Sat Jun 3

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 10:12 AM

Re: UBNT New Products

<<<I think the market is not convinced UBNT's current operational model is sustainable or scalable. As an individual investor you may consider that model as a differentiator, one that allows higher margin, and a good thing. But an [more]

Wed Apr 19

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 12:45 PM

Re: veev

Interview with VEEV ceo.

https://www.fool.com/podcasts/industry-focus/2017-03-22-heal...

Tue Apr 18

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 10:45 AM

Re: veev

Few quick things about veeva:

1) It is expensive relative to it's current growth when compared with other like TWLO.
2) However their moat in the market they have chosen to address (life sciences) is huge and basically once a [more]

Wed Apr 12

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 9:09 PM

Re: Twilio Discussion

From Twilio website: Connecting TWLO and Amazon connect.It seems TWLO is promoting this.
[more]

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 8:04 PM

Re: Twilio Discussion

How much is the overlap between Amazon connect and Twilio ?

I went over Amazon connect launch video:
https://www.youtube.com/watch?v=uqmIet8GMaE


Visited Twilio [more]

Tue Apr 4

NL

Boards Post

swapsan posted to the Saul's Investing Discussions board. 10:50 AM

Cloudera to go public.

HDP's main competitor Cloudera to go public at 4.1 Billion valuation. This works out revenue to sales multiple many times HDP, while companies are growing at similar rates. Don't have all the adjusted numbers, but looks the two companies are [more]

Sat Mar 18

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 10:12 AM

Re: UBNT stock repurchase means something

Just to remind Pera owns approximately 65-70% of UBNT. So every dollar reinvested in buybacks, Pera is putting 70 cents of his won money. You can essentially classify this as insider buying.

Sun Mar 5

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 3:25 PM

Re: Net Income and Adjusted Net Income

Here's a simple example. An employee, Joe, in return for all those extra hours he's putting in,
is given the right -- but not the obligation -- to buy a set amount of shares at a predetermined
price for a specific period of time.
[more]

Thu Feb 16

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 2:24 PM

Re: On UBNT and changes in trading

However, what really strikes me as outlandish is the notion that Ubiquiti's employees would use hacked passwords to access the software, particularly if a license was available as cheaply as you say.

I never said license was [more]

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 1:16 AM

Re: On UBNT and changes in trading

The charges are very serious -- they allege that Ubiquiti illegally accessed Synopsys software upwards of 39,000 times using hacked passwords. If true this reflects extremely poorly on Ubiquiti's business ethics. The complaint seeks $2,500 per [more]

Mon Feb 13

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 10:58 PM

Re: PAYC 16Q4 Earnings and Analysis

The other day I was listening to a Rule Breakers' podcast and it was sponsored by Sure Payroll. Since Paycom was already on my mind, I got curious and looked up their website.

[more]

Fri Feb 10

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 12:06 PM

Re: Hochfeld on Amazon

On the India thing - you need to be in India to believe the success of Amazon. I was there this December and it is growing like weeds. Amazon says they now have an order from 97% of postal codes in India. That is truly spectacular for a country with [more]

Mon Jan 23

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 8:56 PM

Re: Splunk

Now I'm not sure why 2/3 of the subscription revenue will be non-cloud, or what that even means, but...baby steps.

Do not know much about Splunk. But can answer this question from work experience. Software licenses can be [more]

Sat Jan 14

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 2:01 PM

Re: HDP News

You are looking at it from the customer's point of view. When I wrote "free" I was looking at it from an investor's point of view. My point is that Hortonworks does NOT get revenue from Hadoop like M$ gets revenue from licensing [more]

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