A financially very sound market leader facing expanding markets which are in the first innings of development. But the shares are already reflecting most, if not all, of the near future growth. And longer term, the company is not entirely without risk as it’s not totally impossible that competing technology could eventually match it on […]
Entries Tagged as 'DATA'
August 21st, 2017 · Comments Off on Universal Display Will Grow Into Its Valuation
August 11th, 2017 · Comments Off on Tableau Software Steps On The Accelerator
We didn’t see a long case for Tableau, but others clearly do. Re-evaluating the situation, we do see the growth and the operational leverage. However, we still don’t see a path to profitability. Source: Tableau Software Steps On The Accelerator – Tableau Software (NYSE:DATA) | Seeking Alpha
June 1st, 2017 · Comments Off on If There Is A Long Case For Tableau, We Can’t See It
While growth has clearly decelerated, Tableau is still the leading data analytics provider. The company is making a sensible move towards a subscription-based model. This puts a damper on growth in the near term, but this is an optical effect. However, we have one big concern. The company struggles to be profitable on a non-GAAP […]