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 […]
Entries Tagged as 'NTNX'
October 4th, 2017 · Comments Off on SHU Portfolio: JD.Com, Finisar And Nutanix
July 17th, 2017 · Comments Off on Nutanix On More Solid Ground After Q3
Nutanix is the pioneer and leader of the hyper-converged infrastructure which enables companies to manage their on-premise and cloud applications on a single plane. We are especially encouraged by the strong sales to existing customers. The company still has some room to recover from the Q2 disappointment after a much better Q3. However, there are […]