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SHU Portfolio: We’re Happy With Nutanix

September 10th, 2018 · No Comments

  • One of the three companies we started our SHU portfolio with has given us plenty of returns so far +150% in less than a year.
  • We don’t see any reason to change course and we believe there are numerous reasons why the shares will keep rising for some time to come.
  • Strong tailwinds from market growth, deferred revenues, margin expansion, new products, expanding the addressable market, are some of the impulses.
  • The shares are still not terribly expensive.

Source: SHU Portfolio: We’re Happy With Nutanix – Nutanix (NASDAQ:NTNX) | Seeking Alpha

Tags: NTNX · SHU Portfolio