# Saul’s Investing Discussions **URL:** https://discussion.fool.com/c/investment-analysis-clubs/saul-s-investing-discussions/29.md [Latest](https://discussion.fool.com/latest.md) · [Categories](https://discussion.fool.com/categories.md) · [Tags](https://discussion.fool.com/tags.md) --- ## [About the Saul’s Investing Discussions category](https://discussion.fool.com/t/about-the-saul-s-investing-discussions-category/158)
**Author:** [@system](https://discussion.fool.com/u/system)\ **Replies:** 0
--- ## [Ryshab's September 2026 Portfolio Update](https://discussion.fool.com/t/ryshabs-september-2026-portfolio-update/126660)
**Author:** [@ryshab](https://discussion.fool.com/u/ryshab)\ **Replies:** 10\ **Last updated:** [October 14, 2026, 1:56am UTC](https://discussion.fool.com/t/ryshabs-september-2026-portfolio-update/126660 "2026-10-14T01:56:50Z")
My Performance (Benchmark: S&P 500) 2021: -36% (+27%) 2022: -76% (-19%) 2023: +80% (+24%) 2024: +104% (+23%) 2025: +85% (+18%) As of Oct 2 2026: +46% (+13%) CAGR 1 Year CAGR: +38% (+16%) 3 Year CAGR: +90% (+23%) 5 Y… --- ## [Prust04's September '26 Portfolio Review](https://discussion.fool.com/t/prust04s-september-26-portfolio-review/126799)
**Author:** [@prust04](https://discussion.fool.com/u/prust04)\ **Replies:** 0\ **Last updated:** [October 12, 2026, 9:16pm UTC](https://discussion.fool.com/t/prust04s-september-26-portfolio-review/126799 "2026-10-12T21:16:18Z")
Hard to find time for a write-up! September was another up and down month but I ended up 8.7% which is pretty decent. I’m still a ways off of my high for the year from back in June. Most of my companies are still humming… --- ## [Monday Rules of the Board](https://discussion.fool.com/t/monday-rules-of-the-board/126794)
**Author:** [@drew1618t](https://discussion.fool.com/u/drew1618t)\ **Replies:** 0\ **Last updated:** [October 12, 2026, 5:13pm UTC](https://discussion.fool.com/t/monday-rules-of-the-board/126794 "2026-10-12T17:13:09Z")
Monday Morning Rules of the Board With posting open to more people again, we’re restarting the Monday reminder of the board’s rules. Welcome to everyone joining the discussion. This board is for discussing individual h… --- ## [Penguin Solutions - not a typical Saul stock, but worth a look?](https://discussion.fool.com/t/penguin-solutions-not-a-typical-saul-stock-but-worth-a-look/126730)
**Author:** [@Wilson3](https://discussion.fool.com/u/Wilson3)\ **Replies:** 7\ **Last updated:** [October 12, 2026, 2:46am UTC](https://discussion.fool.com/t/penguin-solutions-not-a-typical-saul-stock-but-worth-a-look/126730 "2026-10-12T02:46:19Z")
First thread I’m starting here, so go easy on me :slightly\_smiling\_face: I’ll say up front this isn’t a classic Saul-style company. Gross margin is in the high 20s, there’s debt, it’s a mix of three businesses, and a lo… --- ## [Why I just sold Zscaler!](https://discussion.fool.com/t/why-i-just-sold-zscaler/126741)
**Author:** [@SlowAndFast](https://discussion.fool.com/u/SlowAndFast)\ **Replies:** 3\ **Last updated:** [October 8, 2026, 8:13pm UTC](https://discussion.fool.com/t/why-i-just-sold-zscaler/126741 "2026-10-08T20:13:39Z")
Hi everyone, and welcome new posters! As the title says, I just completely sold out of Zscaler. For context, this was a 1.8% position in my portfolio. After working through the latest earnings report I realized that the… --- ## [Viavi Solutions VIAV Introduction](https://discussion.fool.com/t/viavi-solutions-viav-introduction/126668)
**Author:** [@wpr101](https://discussion.fool.com/u/wpr101)\ **Replies:** 11\ **Last updated:** [October 8, 2026, 4:52pm UTC](https://discussion.fool.com/t/viavi-solutions-viav-introduction/126668 "2026-10-08T16:52:43Z")
VIAVI Solutions is a newer company in my portfolio that I have added to recently. The company makes optical testing products. VIAV is the “cousin” to Lumentum as both companies are spin-offs from JDS Uniphase in 2015. Lu… --- ## [Welcome new posters!](https://discussion.fool.com/t/welcome-new-posters/126721)
**Author:** [@PaulWBryant](https://discussion.fool.com/u/PaulWBryant)\ **Replies:** 3\ **Last updated:** [October 7, 2026, 11:33pm UTC](https://discussion.fool.com/t/welcome-new-posters/126721 "2026-10-07T23:33:38Z")
Thanks @CMFMints for making it possible for everyone to post here. Welcome everyone who is new to posting here. Please remember to read the rules of the board: Rules of the board -- including new rule One rule I’ve al… --- ## [Drew's FIGR Q3 2026 Estimates](https://discussion.fool.com/t/drews-figr-q3-2026-estimates/126732)
**Author:** [@drew1618t](https://discussion.fool.com/u/drew1618t)\ **Replies:** 0\ **Last updated:** [October 7, 2026, 9:27pm UTC](https://discussion.fool.com/t/drews-figr-q3-2026-estimates/126732 "2026-10-07T21:27:22Z")
My Q3 2026 Revenue estimate: Legacy adjusted revenue: $257.5M. With Kiavi: $278.5M adjusted and $279.5M GAAP, assuming zero net valuation marks. Backstory My Q2 estimates for FIGR were both close and way off. I had esti… --- ## [WPR's Portfolio Review - September 2026](https://discussion.fool.com/t/wprs-portfolio-review-september-2026/126667)
**Author:** [@wpr101](https://discussion.fool.com/u/wpr101)\ **Replies:** 7\ **Last updated:** [October 7, 2026, 8:20pm UTC](https://discussion.fool.com/t/wprs-portfolio-review-september-2026/126667 "2026-10-07T20:20:32Z")
Hey all, This month had a decent uptick as some of my semiconductor names rallied. I’ve been getting more enthusiastic about the semiconductor testing space as names like Onto Innovation ONTO and Viavi Sol… --- ## [Whose board is this?](https://discussion.fool.com/t/whose-board-is-this/126693)
**Author:** [@PaulWBryant](https://discussion.fool.com/u/PaulWBryant)\ **Replies:** 8\ **Last updated:** [October 7, 2026, 2:38pm UTC](https://discussion.fool.com/t/whose-board-is-this/126693 "2026-10-07T14:38:16Z")
It was Saul’s, duh, but he abdicated. He offered it to me, but I politely declined. I still got stuck running it as I was the only other non-TMF-employee with access to approve or delete posts, but I did so half-hearte… --- ## [InnerPeace's Q3 2026 portfolio summary](https://discussion.fool.com/t/innerpeaces-q3-2026-portfolio-summary/126593)
**Author:** [@innerpeace123](https://discussion.fool.com/u/innerpeace123)\ **Replies:** 2\ **Last updated:** [October 7, 2026, 3:34am UTC](https://discussion.fool.com/t/innerpeaces-q3-2026-portfolio-summary/126593 "2026-10-07T03:34:46Z")
2025 full year: slightly over 100%. 2026 YTD: +45.0%. 2026 month by month: Jan −5.9% → Feb −26.5% → Mar −10.2% → Apr +75.1% → May +54.9% → Jun −9.7% → Jul −21.0% → Aug −2.3% → Sep +18.7% Position weights Ticker J… --- ## [I guess it's time to explain](https://discussion.fool.com/t/i-guess-its-time-to-explain/126566)
**Author:** [@PaulWBryant](https://discussion.fool.com/u/PaulWBryant)\ **Replies:** 23\ **Last updated:** [October 6, 2026, 3:53pm UTC](https://discussion.fool.com/t/i-guess-its-time-to-explain/126566 "2026-10-06T15:53:31Z")
First, I want to say a big thanks to the Motley Fool (TMF) for hosting this board. Finding Saul’s in 2015 has been a huge part of my investing journey. I’m eternally grateful to Saul for starting it and TMF for hosting… --- ## [A post like this one](https://discussion.fool.com/t/a-post-like-this-one/126701)
**Author:** [@hochwald](https://discussion.fool.com/u/hochwald)\ **Replies:** 2\ **Last updated:** [October 6, 2026, 12:05pm UTC](https://discussion.fool.com/t/a-post-like-this-one/126701 "2026-10-06T12:05:42Z")
Would have been deleted by the moderators in a hurry. I have been an on-and-off lurker on the board with a few posts in the past, and am interested in re-engaging even if it appears quieter than it used to. So…about ho… --- ## [How the board works](https://discussion.fool.com/t/how-the-board-works/126619)
**Author:** [@PaulWBryant](https://discussion.fool.com/u/PaulWBryant)\ **Replies:** 9\ **Last updated:** [October 5, 2026, 6:32pm UTC](https://discussion.fool.com/t/how-the-board-works/126619 "2026-10-05T18:32:41Z")
A bit of history: 2014-2019: Saul’s board was wonderful. Many of us brought new companies to the board and had great discussions. On a personal note, I came along at the end of 2015, and I learned a ton from Saul and … --- ## [Saving Saul's Board?](https://discussion.fool.com/t/saving-sauls-board/126581)
**Author:** [@cobi](https://discussion.fool.com/u/cobi)\ **Replies:** 12\ **Last updated:** [October 4, 2026, 11:12pm UTC](https://discussion.fool.com/t/saving-sauls-board/126581 "2026-10-04T23:12:26Z")
After reading all the replies today about issues that may have caused several long time posters to leave Saul’s Board or to leave or just post less. I have sent an email to membersupport@fool.com, hwlp@foool.com, rbi@foo… --- ## [Ben’s Portfolio update end of September 2026](https://discussion.fool.com/t/ben-s-portfolio-update-end-of-september-2026/126670)
**Author:** [@SlowAndFast](https://discussion.fool.com/u/SlowAndFast)\ **Replies:** 0\ **Last updated:** [October 4, 2026, 6:42pm UTC](https://discussion.fool.com/t/ben-s-portfolio-update-end-of-september-2026/126670 "2026-10-04T18:42:21Z")
Ben’s Portfolio update end of September 2026 Returns and portfolio holdings: Portfolio Notes 2022 -15.6%\* \*Jul-Dec, since I started posting my portfolio on Saul’s and fully adopting my version of Saul’s investin… --- ## [Ant's Portfolio Review September 2026](https://discussion.fool.com/t/ants-portfolio-review-september-2026/126632)
**Author:** [@anthonyms](https://discussion.fool.com/u/anthonyms)\ **Replies:** 0\ **Last updated:** [October 1, 2026, 2:44am UTC](https://discussion.fool.com/t/ants-portfolio-review-september-2026/126632 "2026-10-01T02:44:26Z")
2026 YTD Monthly Closing Jan: -5.5% Feb: -17.5% Mar: -20% April: -9.4% May: +19.5% June: +22.4% July: +15.9% Aug: +26.4% September 30th: +34.4% YTD, (just off a YTD peak of 35.8% in the last week of the month bu… --- ## [Jonathan's End of September 2026 Portfolio review](https://discussion.fool.com/t/jonathans-end-of-september-2026-portfolio-review/126613)
**Author:** [@jonathan1](https://discussion.fool.com/u/jonathan1)\ **Replies:** 2\ **Last updated:** [September 30, 2026, 10:30am UTC](https://discussion.fool.com/t/jonathans-end-of-september-2026-portfolio-review/126613 "2026-09-30T10:30:45Z")
Like I said on a recent thread concerning Saul’s board itself, I am keen to continue posting my monthly updates here out of respect to Saul and the other board members, and out of gratitude for all that I have learnt her… --- ## [Posting on the boards](https://discussion.fool.com/t/posting-on-the-boards/126592)
**Author:** [@kevinh68](https://discussion.fool.com/u/kevinh68)\ **Replies:** 0\ **Last updated:** [September 28, 2026, 2:02am UTC](https://discussion.fool.com/t/posting-on-the-boards/126592 "2026-09-28T02:02:30Z")
Little confused here. I come back to the boards every now and then but have not posted in a very long time. Is there an issue allowing new people to post? Best, —Kevin --- ## [Just FYI why fewer posts here](https://discussion.fool.com/t/just-fyi-why-fewer-posts-here/126561)
**Author:** [@cobi](https://discussion.fool.com/u/cobi)\ **Replies:** 5\ **Last updated:** [September 25, 2026, 5:38pm UTC](https://discussion.fool.com/t/just-fyi-why-fewer-posts-here/126561 "2026-09-25T17:38:24Z")
This has been stated previously but in case any wondering why fewer posts here, several have moved to reddit . --- ## [Kind of sad, sure hate to see it go](https://discussion.fool.com/t/kind-of-sad-sure-hate-to-see-it-go/126562)
**Author:** [@ggrandpa](https://discussion.fool.com/u/ggrandpa)\ **Replies:** 0\ **Last updated:** [September 25, 2026, 1:12pm UTC](https://discussion.fool.com/t/kind-of-sad-sure-hate-to-see-it-go/126562 "2026-09-25T13:12:11Z")
Very sad as Motley fool was the beginning and loyal supporter for so many years at no cost to any of us and NO ADVERTISING!! --- ## [Everpure (P) - formerly Pure Storage approaching a potential Nvidia/Micron moment](https://discussion.fool.com/t/everpure-p-formerly-pure-storage-approaching-a-potential-nvidia-micron-moment/126269)
**Author:** [@anthonyms](https://discussion.fool.com/u/anthonyms)\ **Replies:** 2\ **Last updated:** [September 24, 2026, 1:49am UTC](https://discussion.fool.com/t/everpure-p-formerly-pure-storage-approaching-a-potential-nvidia-micron-moment/126269 "2026-09-24T01:49:03Z")
Ok it has been a while since I engaged in banging the table on this one and I remember the back and forth with folks here vividly with comparison to SMCI and Micron… In any case, I have continued to hold this stock to … --- ## [Quarterly Cyber update and what a quarter it was…](https://discussion.fool.com/t/quarterly-cyber-update-and-what-a-quarter-it-was/126528)
**Author:** [@CMF\_BigECat](https://discussion.fool.com/u/CMF_BigECat)\ **Replies:** 0\ **Last updated:** [September 21, 2026, 11:38pm UTC](https://discussion.fool.com/t/quarterly-cyber-update-and-what-a-quarter-it-was/126528 "2026-09-21T23:38:34Z")
So I put this out on the paid boards a couple days ago and thought everyone here would be interested as well….. I am back from vacation and finally had time to put together the latest update on the major cyber security … --- ## [Zane’s Q3 2026 Portfolio Update for Family](https://discussion.fool.com/t/zane-s-q3-2026-portfolio-update-for-family/126447)
**Author:** [@Iamnzane](https://discussion.fool.com/u/Iamnzane)\ **Replies:** 0\ **Last updated:** [September 15, 2026, 3:48am UTC](https://discussion.fool.com/t/zane-s-q3-2026-portfolio-update-for-family/126447 "2026-09-15T03:48:07Z")
Preface: I publish my portfolio update every ~3 months to my family. I commend the monthly portfolio posters to Saul’s board. It really is a lot of work and I read each one in their entirety. My portfolio update is not e… --- ## [Ben’s Portfolio update end of August 2026](https://discussion.fool.com/t/ben-s-portfolio-update-end-of-august-2026/126423)
**Author:** [@SlowAndFast](https://discussion.fool.com/u/SlowAndFast)\ **Replies:** 1\ **Last updated:** [September 14, 2026, 12:50pm UTC](https://discussion.fool.com/t/ben-s-portfolio-update-end-of-august-2026/126423 "2026-09-14T12:50:28Z")
Ben’s Portfolio update end of August 2026 Returns and portfolio holdings: Portfolio Notes 2022 -15.6%\* \*Jul-Dec, since I started posting my portfolio on Saul’s and fully adopting my version of Saul’s investing a… --- ## [Ant's Portfolio Review August 2026](https://discussion.fool.com/t/ants-portfolio-review-august-2026/126250)
**Author:** [@anthonyms](https://discussion.fool.com/u/anthonyms)\ **Replies:** 5\ **Last updated:** [September 10, 2026, 11:51pm UTC](https://discussion.fool.com/t/ants-portfolio-review-august-2026/126250 "2026-09-10T23:51:24Z")
2026 YTD Monthly Closing Jan: -5.5% Feb: -17.5% Mar: -20% April: -9.4% May: +19.5% June: +22.4% July: +15.9% Aug 31st: +26.4% YTD, (down from a YTD peak of 30% in August but up from the YTD low on March 30th of d… --- ## [WPR's August 2026 portfolio review](https://discussion.fool.com/t/wprs-august-2026-portfolio-review/126287)
**Author:** [@wpr101](https://discussion.fool.com/u/wpr101)\ **Replies:** 3\ **Last updated:** [September 10, 2026, 12:54am UTC](https://discussion.fool.com/t/wprs-august-2026-portfolio-review/126287 "2026-09-10T00:54:45Z")
Hey everyone, this month was up and down but gained a little bit since the end of July. I had a fair amount of changes to my allocations post earnings season. This month I launched a Membership service thr… --- ## [Thoughts on ONTO Business and Quarterly Earnings Call](https://discussion.fool.com/t/thoughts-on-onto-business-and-quarterly-earnings-call/126309)
**Author:** [@bulwnkl](https://discussion.fool.com/u/bulwnkl)\ **Replies:** 2\ **Last updated:** [September 8, 2026, 2:29am UTC](https://discussion.fool.com/t/thoughts-on-onto-business-and-quarterly-earnings-call/126309 "2026-09-08T02:29:25Z")
I was intrigued with William’s find of ONTO. I spent the first two years of my career (1987-1989) working for Shinko Electric, a semiconductor packaging manufacturer that is still in operation today. ONTO makes packaging… --- ## [Prust04's August '26 Portfolio Review](https://discussion.fool.com/t/prust04s-august-26-portfolio-review/126265)
**Author:** [@prust04](https://discussion.fool.com/u/prust04)\ **Replies:** 4\ **Last updated:** [September 7, 2026, 2:43pm UTC](https://discussion.fool.com/t/prust04s-august-26-portfolio-review/126265 "2026-09-07T14:43:02Z")
August started by recovering from July rapidly, at one point up +23% for me, but we are now firmly in the hands of the macro and my portfolio retreated to just barely above water for August. I still feel great about my c… [Next page](https://discussion.fool.com/c/investment-analysis-clubs/saul-s-investing-discussions/29.md?page=1)