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 […]
Entries Tagged as 'NTNX'
SHU Portfolio: We’re Happy With Nutanix
September 10th, 2018 · Comments Off on SHU Portfolio: We’re Happy With Nutanix
Tags: NTNX · SHU Portfolio
SHU Portfolio: JD.Com, Finisar And Nutanix
October 4th, 2017 · Comments Off on SHU Portfolio: JD.Com, Finisar And Nutanix
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 […]
Tags: FNSR · JD · NTNX · SHU Portfolio
Nutanix On More Solid Ground After Q3
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 […]
Tags: NTNX