I’ll try to get a more in depth earnings review out tomorrow but a quick summary: ESTC reported strong earnings with a lower billings number and losses…
Austin Lieberman
ZS reported a weaker quarter and gave weaker guidance then I was hoping for. We’ve now seen multiple quarters of execution challenges from the company.…
Austin Lieberman
Last week I shared some deeply personal news (link). That article received more email responses and views than anything I’ve ever written. Thank you al…
Austin Lieberman
This is already hard to type and I’m not sure why I’m sharing it. I guess to let someone dealing with something similar know that you’re not alone and …
Austin Lieberman
So I sold half my TTD position after earnings at $184. Terrible decision so far as TTD sits at $222 right now. I sold it down to a 10% position for two…
Austin Lieberman
This is part 1 of 2…or maybe 3. But this is definitely part 1. In part 1 we will cover Mohnish Pabrai and the inspiration for researching Deloitte’s Te…
Austin Lieberman
I’m writing this part after I wrote everything below. TTD is currently trading at $200 which is almost 10% higher than where I sold shares. your welcom…
Austin Lieberman
The Trade Desk reports Q3 2019 earnings today after the market closes. That’s roughly 1.5 hours from now. I currently own 382 shares at an average purc…
Austin Lieberman
Roku beat their outlook for revenue, gross profit, and adjusted EBITDA and increased revenue and gross profit outlook for 2019 (they also raised guidan…
Austin Lieberman
Roku reports today. I own 185 shares at an average price of $136.10. It’s currently trading at $141.30 which makes it a 7% position in my portfolio TTD…
Austin Lieberman
Sorry, on the road for some training so this is a shortened update, but wanted to get it out. If you click on the Tweet, it will bring you to the page …
Austin Lieberman
‪Update: very confident in $TWLO. I own 576 shares. But in the current volatile environment I want to protect from major downside and I’m willing to gi…
Austin Lieberman