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SHU Portfolio: JD.Com, Finisar And Nutanix

October 4th, 2017 · No Comments

  • We’re starting a concentrated portfolio ultimately containing some 10-12 names while keeping plenty of cash as a hedge.
  • The first candidate is JD.com, a quality name which has sold off nearly 20% in short order.
  • Finisar and Nutanix are also way off their highs, but we think that will correct itself in time, given the fundamentals.

Source: SHU Portfolio: JD.Com, Finisar And Nutanix | Seeking Alpha

Tags: FNSR · JD · NTNX · SHU Portfolio