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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Software as a Service Gems
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Author: onepoorguy 🐝  😊 😞
Number: of 61 
Subject: Re: Hypergrowth valuation
Date: 01/10/23 3:34 PM
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I think if you had provided company analysis (e.g. DDOG), and then added a bit about revenue multiples, that probably would have passed muster. Posting only about valuations would have been deleted, yes.

I have only been on the Saul board for <2 years, so I don't know their history. If I were to guess, I would say that they experienced people saying "I told you so" over valuations on so many occasions that they banned the topic. Kinda like TSLA. You can't discuss TSLA there, even though it is a valid company with metrics one can analyze. But it generated so much emotion (apparently) that they forbid it entirely.

I get that they want a clean board with informational posts, but I agree with you that they are a bit too touchy about that (I infer that's what you think also). I think her name is Wendy who polices the METAR board, and from what little I've read, she seems not to be too heavy-handed. Maybe Saul could hire her for his board. :-)
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