wouter28’s Activity

Sun Jul 8

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 1:42 PM

MF SaaS podcast

Motley Fool Industry Focus had a podcast on Friday that covered SaaS companies. It's a good intro into investing in SaaS companies. You can listen to it here:

[more]

Sat Jul 7

Premium Commons Boards Post

wouter28 posted to the Premium Commons boards. 2:49 PM

Thu Jul 5

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 4:04 PM

Why I bought more PVTL

With PVTL continuing to drift down, I took advantage and bought more today even though it is already my largest position. Before Q1 earnings were announced on June 12, the stock was trading at 21.21. It then zoomed up to 31.24 two days later as [more]

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 12:43 PM

Re: MDB checklist

I usually get an estimated TAM figure from this board. Where can it be found or calculated? Or is it always referred to of in the CC after results?

Hi Strelna, MBD and PVTL are recent IPOs and have this type of information in their S1 [more]

Wed Jul 4

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 11:26 PM

MDB checklist

MongoDB checklist

Since I ran PVTL through my Sales growth checklist (http://boards.fool.com/part-3-the-checklist-here-again-is-th...), I [more]

Mon Jul 2

NL

Boards Post

wouter28 posted to the New Paradigm Investing board. 8:49 PM

PVTL post

Cross post on my PVTL review on Saul’s board:

http://boards.fool.com/let8217s-get-pvtl-33111511.aspx?sort=...

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 5:16 PM

Re: Let’s get PVTL

Part 3 – the checklist

Here again is the post from last week that discussed what I look for in high growth companies: [more]

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 5:11 PM

Re: Let’s get PVTL

Part 2 – the financials

Total revenue increased from $121M to $156M up 28% yoy. Subscription revenue increased from $53M to $90M up 69% yoy, while service revenue decreased slightly from $68M to $66M.

Total gross margin was 64%, up [more]

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 5:07 PM

Let’s get PVTL

As I mentioned, this will be broken out into 3 posts: 1) the business, 2) the financials and 3) comparing PVTL against my earlier posted checklist. I will borrow frequently from the 10Q and S1 filings, the Q1 earnings release, presentation and [more]

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 1:44 PM

Re: VMware vs Pivotal

For those like me who do not understand the tech that closely, here is more on PKS from Rob Mee, PVTL CEO, during the earnings call last month:

1. Pivotal Application Service or PAS, which takes a developer’s latest changes and within [more]

Sat Jun 30

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 1:17 AM

PVTL deep dive posts

PVTL is my largest holding, so I figured it would be good to put together a deep dive based on my review of the most recent Q1 financial performance. My main source will be the 10Q, but I will also leverage the earnings release, the earnings [more]

Thu Jun 28

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 3:48 PM

Sales growth

For me sales growth is probably the most important thing to look at for picking stocks over the long run. I just listed to David Gardner’s Rule Breaker podcast from a couple of months ago where Tom Gardner was on and talked about sales growth and [more]

Tue Jun 19

NL

Boards Post

wouter28 posted to the Tax Strategies board. 12:16 AM

wash sale for options

I have been more activity investing in options this year and have some questions on the wash rule as it relates to call option trades.

1. I have some short term options I want to sell to harvest the tax loss, but want to stay long the stock [more]

Wed Jun 13

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 1:57 PM

Re: Pivotal Reports First Quarter FY2019

I will note that wouter has provided some excellent analysis on UBNT in the past, particularly digging deeply into their accounting situation. Thus, I owe wouter a bit for some of my gains with UBNT.

Thanks Joel. I appreciate it. The [more]

NL

Boards Post

wouter28 posted to the Saul's Investing Discussions board. 12:50 PM

PVTL conf call

I was half tempted to take a little bit off the table with today’s pop, but then after reading the conference call transcript, I don’t want to sell any of my overweight position. Here are some of the highlights from the PVTL earnings [more]

Tue Jun 12

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 8:51 PM

Re: Pivotal Reports First Quarter FY2019

The headline number is that subscription revenue is up 69% compared to Q1 last year. I think the more impressive feat is that the subscription revenue is up 20% from the last quarter going from $75M to $90M. Quarterly subscription revenue growth for [more]

Sun Jun 3

NL

Boards Post

wouter28 replied to the Saul's Investing Discussions board. 11:46 AM

Re: NKTR-214 ASCO Slide Deck

Hi Chris,

7) Friday's stock price was up big so I wonder if someone knew something about the data

I think their filing of a new drug application for NKTR-181 caused the stock price increase on Friday. See from a Seeking [more]

Mon Apr 30

Stock Advisor Boards Post

wouter28 replied to the Stock Advisor boards. 4:26 PM

Sun Apr 29

Stock Advisor Boards Post

wouter28 posted to the Stock Advisor boards. 12:41 PM

Tue Apr 24

Stock Advisor Boards Post

wouter28 posted to the Stock Advisor boards. 2:26 PM

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 62.66
Player Rank 26060 out of 69784
Score 799.09
Score Change Today +25.90
Accuracy 47.96%
Active Picks 58
Total Picks 100
Best Pick CMM (+731.21)
Worst Pick SDOCQ (-221.51)
Average Score per Pick 7.99
Charms Earned 11
Highest Rated Favorite TMF1000
Go to wouter28’s CAPS page

Boards Stats & Trivia

Three stars, 500 posts Top Recommended Fools Old School Fool Global Fool
Board Posts 802
Recs Received 4103
People who have rec'd these posts 743
Recs to Posts Ratio (last 30 days) 39.90
Threads Started 331
Threads Started Percentage 41.27 %
Most Frequent Board GGS: Yongye International
Very First Post HURC inside sales (2/23/2005)
Percentage of Posts Rec'd 69.95 %
Show wouter28’s 10 Latest Posts