Please start a new Board called “Lets Complain about Saul’s Board”, and take this discussion over there.
Rejected. This on the surface so neat and appropriate suggestion completely misses that within this one single thread apart from complaints we now already had
- a discussion about SaaS stocks beeing “cycle dependent” (or not)
- Upstart’s AI and datamining risks
- neat anecdotes about the '90s and EMC
- a discussion about how much entry price matters
- high growth metrics and their use in momentum strategies
- Saul’s indeed highly impressive investment performance
- the question whether Upstart is a SaaS company indeed (or not)
- several times a comparison of Upstart and Cisco
- a list of the generally most widely held SaaS stocks
- anecdotes about the 70’s “Biomedical Reference Labs”
A very rich and diverse thread. Seeing it only as “Complaints about Saul’s Board” must come from either a Sauls’s board junkie or a hardcore Berkshire junkie. Both are missing out.