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Splunk’s Ever Increasing TAM Is A Beauty To Behold

December 22nd, 2018 · No Comments

  • The company is growing at 40% on the basis of a unique capability which has such a wide range of applicability that it could be considered generic.
  • This will keep growth going for years to come and create an ever increasing TAM.
  • The shares are expensive but we’ve seen worse. When the markets calm down, this is a good company in which to start accumulating a position.

Source: Splunk’s Ever Increasing TAM Is A Beauty To Behold – Splunk Inc. (NASDAQ:SPLK) | Seeking Alpha

Tags: SPLK