5 Comments
Mar 3, 2021Liked by TheStockNovice

I cannot stop reading your posts! They have such impact on my investment perspectives and honestly I feel quite comfortable with the SaaS strategy, which I easily embraced, because from the beginning it resonated with me.

I have a question for you and since your thoughts are so, so valuable for me, would be happy if you could give us some color.

2021 for now is not so good for our SaaS portfolios, but i know it is too early to judge. On the other side we have to be ruthless, flexible and act when needed. A few companies are emerging on the market with growth close (sometimes more) to the growth of the SaaS companies. For example EXPI and ETSY. They have huge growth (last few Qs) and are guiding for such. How do you resist the temptation and not taking position? NET has ~50%, DOCU ~60%, DDOG is showing amazing numbers, but somehow the market does not give them such attention as it gives to EXPI or ETSY....

Thank you sincerely for your time!

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author

Great question and one I'm wrestling with right now. ETSY's a good example. I really liked the quarter, and it has pushed its way to the top of my watch list. Now the question becomes has it pushed its way past one of my other businesses and into my portfolio. As of today it's really close. For better or worse, I've decided to hold out on making any drastic moves until OKTA (3/3), DOCU (3/11) and CRWD (3/16) report. If any falters enough to lose its spot, the decision is made for me. Since we are right in the middle of earnings season, I figure 1) there's no sense in not waiting to have all the information and 2) it's doubtful staying in assess mode for a couple weeks is going to make or break my portfolio long term.

Ultimately, I try to let my company performance tell me who stays and who goes and not the stock. I've simply found it's a lot easier that way. If you haven't seen it, here's an example of the thought process I generally use:

https://boards.fool.com/fastly39s-portfolio-fit-34644090.aspx

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Great writeup as always. Now that earnings are out, I'm curious if your are going to stick with Zoom? I'm long DOCU as well. All signs point to growth acceleration. Are you worried about the upcoming tough comps against last year?

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author

Hard to complain about anything ZM did this quarter, and my first take is the market obviously liked the 42% guide. That suggests Zoom Phone should keep the growth going for a while. I'm not planning on doing anything with my shares for now.

On DOCU, I too expect accelerated growth when they report Q4. Like ZM, the question becomes what it guides for coming out of COVID and whether the market likes the number. I'd hope for something similar to ZM's positive reaction.

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Mar 2, 2021Liked by TheStockNovice

Im my humble opinion, Zoom will be a trillion dollar company one day but I don't think the stock will perform well once it hits last years crazy comps so I sold last month. Patient investors will surely be rewarded, but I see better short and medium term opportunities.

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