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- Manlobbi
Investment Strategies / Software as a Service Gems
No. of Recommendations: 4
Here are some YTD returns of the biggest SaaS stocks. These were all purchased by Saul at one time or another. Did any of you get in on the action below?
Symbol Name YTD Return
CRWD Crowdstrike 143%
ESTC Elastic 119%
SHOP Shopify 107%
ZS ZScaler 99%
S SentinelOne 89%
MDB MongoDB 77%
DDOG DataDog 68%
TTD Trade Desk 64%
NET Cloudflare 57%
No. of Recommendations: 2
I still hold CRWD. I held it during the drop, but I believed that was a short-term thing. While I was in the red for a bit, I'm now solidly in the black. No plans to sell, though I reserve the right to change my mind if something unforeseen happens.
No. of Recommendations: 1
Does Saul even own any of these anymore?
I continue to hold CRWD, ZS and NET. None of which are large positions, but they are all in the black.
No. of Recommendations: 4
I'm not sure. I haven't been to Saul's board in a while. I find the new TMF difficult to navigate, so I can't easily go from one board to another to check things. And the list of pending messages is either empty, or it has a lot of entries for boards I have no interest in. I can't seem to dial-in ONLY the boards of interest to me.
It may have been simplistic, but the old TMF was a better system, IMHO.
No. of Recommendations: 0
No. of Recommendations: 2
CRWD and ZS are two of my bigger holdings at around 8-10% each. Still holding as I believe sales growth should continue for many more quarters.
