For Board Newcomers

Dear Newcomers, welcome to our board, Saul’s Investing Discussions!

Our board has the singular focus of analyzing and discussing individual, rapidly growing, disruptive companies. That means that certain topics and basic questions that are acceptable on other boards are not appropriate here. We are trying to keep our discussions as advanced and detailed as possible and encourage you to chime in, provided your comments are on-topic and within the guidelines outlined in the Monday Morning Rules of the Board below.

Saul’s board has grown tremendously in recent years, and Saul has had to establish rules, published every Monday morning, to keep off-topic and non-contributing posts to a minimum. He has also engaged several assistant board managers, who will remind posters when they veer off topic, and stop off-topic threads from continuing. The names of the Assistant Board Managers, and the DO’S and DONT’S for this board are found here:

Monday Morning Rules of the Board:
Long version: discussion.fool.com/monday-morning-rules-of-the-board-34565198.a…

Short version: discussion.fool.com/monday-morning-rules-of-the-board-34571197.a…

Please remember that these ARE the rules of the board. If you are unhappy with them, or feel that they are too restrictive for you, no one is keeping you on the board. You can leave whenever you want. You should know though that this board has been very successful, and is a real treasure, for a great number of people.

To profit most from this highly focused board, we suggest reviewing the links below to Saul’s investing approach and philosophy, especially the KnowledgeBase many of us have read and reread several times. The knowledge contained therein is priceless, and for many of us here, it has been literally life-changing. Since this board has attracted many well-informed, analytical minds, including industry insiders, we also found a review of several months worth of prior posts extremely helpful. All of this valuable information is given generously and freely to help us be better investors.

An Introduction to Saul’s Investing Philosophy

A superb introduction to Saul’s development as an investor is his letter to his daughter, followed by the first five references, posted on the right panel on any post on this board, under “Announcements.” If the announcements panel does not show up on the right, click “unthreaded” and it will. You can shift back to “threaded” and the panel should remain, at least until next time.

In addition, Saul’s End of Month Summaries provide insight into each of his investing decisions. Several other investors provide extremely useful end of month summaries as well.

1. An investing primer for my daughter, https://discussion.fool.com/an-investing-primer-for-my-daughter-…

2. KnowledgeBase in three parts, is Saul’s compilation of his basic investing philosophy:
Part 1 - https://discussion.fool.com/knowledgebase-2019-part-1-34381924.a…

Part 2 - https://discussion.fool.com/knowledgebase-2019-part-2-34381931.a…

Part 3 - https://discussion.fool.com/knowledgebase-2019-part-3-34381943.a…

Saul has picked several of his classic posts to aid you. Here they are:

3. How I pick a company to invest in, https://discussion.fool.com/how-i-pick-a-company-to-invest-in-33…

4. Why my investing criteria have changed, https://discussion.fool.com/why-my-investing-criteria-have-chang…

5. Why it Really is Different – (SaaS companies and subscription software), https://discussion.fool.com/oh-this-time-it8217s-different-33123…

6. Category Crushers, https://discussion.fool.com/category-crushers-and-my-portfolio-3…

7. Here is a recent example of how Saul evaluates and follows a stock:
part 1, https://discussion.fool.com/zscaler-a-deep-dive-into-my-notes-pa…

part 2, https://discussion.fool.com/zscaler-a-deep-dive-into-my-notes-pa…
You will also find many, many excellent deep dives by other investors on the board.

8. Saul’s End of Month Portfolio Summaries, https://docs.google.com/document/d/1yF_lLGs3pI4SPcYOfIvpO5FY…

We are trying to keep our discussions of rapidly growing, disruptive companies as advanced and detailed as possible. We encourage you to chime in, provided your comments are on-topic and within the guidelines outlined in the Rules of the Board. [combined with first paragraph above]

In addition to reading all of the above links, the following tips may be helpful in finding your way around this board:

1. How to present a new growth stock in a format that will generate lots of engagement. Tossing out a simple “What do you think about XYZ” onto this board won’t cut it. You have to tell us about the company, what it does, and why you like it. Here are a few examples of SaaS companies and other fast-growing companies currently not the focus of this board:

Discussion of SaaS-type companies currently the focus of this board:

a. Introductions to a Stock, example: PagerDuty (PD), https://discussion.fool.com/pagerdutypd-a-deep-dive-34191497.asp…, and Slack (WORK) IPO, https://discussion.fool.com/slack-ipo-a-first-look-34208321.aspx…

b. Earnings Follow-up Notes, example: Smartsheets (SMAR), https://discussion.fool.com/smar-q1-34224157.aspx?sort=whole#342…, and MongoDB (MDB), https://discussion.fool.com/mdb-quick-and-dirty-34223901.aspx?so…

• Fast-growing companies not currently the focus of this board but welcome if presented as follows:

a. Introduction to Stitch Fix (SFIX), https://discussion.fool.com/nov17-ipo-company-wstrong-performanc…, and CarGurus (CARG), https://discussion.fool.com/cargurus-carg-a-2017-ipo-winner-3401…

b. Earnings Follow-up Notes of Stitch Fix (SFIX), https://discussion.fool.com/stitch-fix-up-24-after-q3-results-34…, and Carvana (CVNA), https://discussion.fool.com/my-ongoing-case-for-cavana-34213744…

2. How to find out if a stock has already been discussed, see the search tools below, also be found on the right-hand panel:

  1. Datahelper Search (Mark’s multi-board Search), http://www.datahelper.com/mi/search.phtml

  2. Easy Stock Search (Greg, sarksnz, Board Member’s Saul-only Search), https://easystocknumbers.com/search.html

3. If you are an investing novice and you are looking for basic information, we have prepared a list of good references for you. It is posted on another board so as to not clutter up this board. I have linked to it here: https://discussion.fool.com/for-investing-novices-34193680.aspx

4. List of Discussion Boards for Topics not suitable for Saul’s Discussions, https://discussion.fool.com/i-thought-it-might-be-useful-to-prov…

I hope that this was of help,

I. M. Young, Assistant Board Manager

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If you are a board newcomer, as many of you are, and even if you are a long time investor elsewhere, I strongly recommend that you read the first post in this thread (#70017), and follow the links in it to useful posts which explain what this board is all about, what its philosophy is, what its Rules are, and why this board, and the accumulated wisdom from many of its members, has been life-changing for so many of us.

And welcome to the board!

Saul

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