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In this episode, Dave and Andrew break down the latest earnings from top SaaS and discount retail companies—Snowflake, MongoDB, Salesforce, CrowdStrike, Dollar Tree, and Five Below. They dig into cloud migration trends, SaaS valuation metrics like the Rule of 40, stock-based compensation, and the impact of economic shifts on discount retailers.

Key Topics Covered:

• Snowflake, MongoDB, Salesforce, CrowdStrike, Dollar Tree, Five Below earnings


• Cloud migration and SaaS business models


• Rule of 40 and SaaS valuation


• Discount retailers’ performance in the current economy


• How to avoid chasing hot industries

Timestamps:

00:00 – Intro: episode overview and earnings call focus

00:00:48 – SaaS breakdown: Snowflake, MongoDB, CrowdStrike, Salesforce

00:01:21 – Snowflake’s earnings and cloud migration

00:03:24 – Data growth and Snowflake’s niche

00:04:27 – Stock performance and IPO context

00:06:01 – Salesforce: revenue, margins, CRPO

00:07:04 – Rule of 40 explained

00:08:00 – Salesforce’s AI products

00:09:51 – Acquisitions to profitability

00:12:03 – Management credibility and strategy

00:13:45 – Stock-based compensation

00:15:01 – MongoDB’s cloud shift and AI

00:18:35 – Growth, profitability, sector momentum

00:20:07 – CrowdStrike earnings and ARR

00:22:03 – CrowdStrike’s modules and platform

00:24:37 – Retail: Dollar Tree, Dollar General, Five Below

00:26:09 – Discount retailer performance

00:29:41 – Dollar General, tariffs

00:31:35 – Five Below’s growth and strategy

00:36:01 – Comparing sectors and metrics

00:41:05 – Avoiding hot industry chasing

00:41:58 – Closing thoughts and sign-off

Resources Mentioned:
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/

Have questions or want your story featured? Email the show at newsletter@einvestingforbeginners.com or comment below. Your feedback shapes the podcast!

Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

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