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As a subscriber to Bert's service I had access to this free article prior to the ER, and am so glad I read it when I did.
They mentioned being a customer of Twilio on the call. But it does seem that Segment is aiming to grow their suite into what Braze already is doing. As a subscriber to Bert's service I had access to this free article prior to the ER, and am so glad I read it when I did. While this appears to be published today, after the ER yesterday (it probably says that somewhere above) I believe it was written prior to the blowout ER. Unless he updated it today (which doesn't appear to be the case), this article was pre-earnings report. Another fantastic find by Bert Hochfeld!!!! Thanks Bert!
Your subscription would be cheap at twice its price.
Bert - Your subscription would be cheap at twice its price.
Your CLDR post was excellent in framing the opportunities and the risks. Thank you for that fine analysis. Time will tell and it will be interesting to watch this play out. There do seem to be green sprouts but the market does seem rational in its assessment which isn't always the case. I do now understand the position's recent strength and, also, the risks ahead. Thank you, so much.
Qualitative analyses over the quantitative
I appreciate, even prefer, qualitative analyses over the quantitative such as your update re Splunk, a superlative effort to update extraordinary numbers reported by an excellent company.
Splunk’s numbers caught many investors off-guard, even short. Too bad for them but… More’s the better for me!
I admit I always wondered why my softball questions re Splunk on Seeking Alpha could not draw you out, but now I understand, portfolio management logistics. No one, no matter how deep his or her pockets, can own everything.
Thank you for an excellent update!
He seems to have a sixth sense about them.
I feel very comfortable in recommending Ticker Targets, run by Bert Hochfeld. Bert is very knowledgeable about tech stocks, and he sticks to what he knows. He seems to have a sixth sense about them. Such recommendations as Nutanix and Alteryx, which I would never have heard of, have made me over a hundred times what I spend for a year’s subscription. Another way of putting it is that the profits from just those two recommendations would pay for over 100 years of subscriptions. A big advantage of Ticker Targets over other subscription services is that if you have a specific question about one of Bert’s recommended stocks you can contact him through the website and ask, and he will respond with a well-thought-out answer. I thoroughly recommend Ticker Targets.
All your research and all your calls have been spot on.
I hope all well with you. I am imagining this is the most exciting moment of your long career. All your research and all your calls have been spot on. Digital transformation, AI, 5G, etc.
I just want to say thank you. For years I lost money in the market. This is the 1st time I have made money. I feel safe and secure with you at the helm. Thank you so much again.
All my best,
Just as I am a buyer (subscriber) of Bert's excellent and ridiculously inexpensive Ticker Target service.
* Do you invest in technology? Bert's your guy.
* Do you invest in hyper-growth companies? Bert's your guy.
* Do you want an explanation of what the companies create, build, and sell? Bert's your guy.
* Do you want your portfolio to make money? Yep, Bert's your guy.
``JFrog has the right technology at the right time in the right space``. Hyper-growth, true and enduring hyper-growth, redeems almost all investing sins. I am a buyer of Jfrog/FROG at yesterday's price and today's price.
If you are looking to get into tech stocks Bert knows what he is writing about.
Most companies author writes about tend to skyrocket within some time. Author wrote articles about SQ, SHOP, VEEV, ANET in 2017 (I believe) check out where those stocks now. Thanks again for great article.
Bert puts more info in one article than 95% of all other Seeking Alpha authors, who mostly churn out drivel for clicks.
Most kids today have the attention span of a 2 yr old. Bert puts more info in one article than 95% of all other Seeking Alpha authors, who mostly churn out drivel for clicks.
Bert is the best out there on SAAS imo and is a standup guy.
His service is the best I have ever seen & he will take the time for a personalized experience. I love this guy not only the info he provides but as a person.
I have made more than 125% in portfolio gains since last year by mostly following your suggestions and advice.
I have been following you on Seeking Alpha for the last 3-4 years and became a paid subscriber of your service last year and it is one of the best decisions I have made. I have made more than 125% in portfolio gains since last year by mostly following your suggestions and advice. All your articles are so well researched and a joy to read. You are one of the most underrated analysts out there and in my opinion you are the best. I just wanted to say a big big thank you to you and your team. Stay safe and keep up the great quality work.
Genuinely superb, Bert. You have outdone yourself.
Both in your clarity of exposition and your humility in the face of the unknowable. My thanks and respect to you.
Monthly Updates concerning major industry trends and topics The IT industry is one of the more dynamic spaces in the US. New trends are constantly emerging that can either validate or put at risk prior portfolio decisions. Investors need to be aware of what is rising and what is falling.
Market share is the leading indication of the success or challenges of companies in the IT space. Companies that are gaining market share almost inevitably are far more profitable and have far greater potential to expand their multiples than companies with declining market shares.