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The SaaS Correction Isn’t Done, But Names Like Alteryx Can Be Bought Already

October 21st, 2019 · Comments Off on The SaaS Correction Isn’t Done, But Names Like Alteryx Can Be Bought Already

A sector-wide SaaS business software platform, sparked by concerns of slowing corporate IT spending, has taken the shares of Alteryx already 35% off their top. There is no reason the company will be affected all that much given the secular tailwinds provided by Big Data and the move to the cloud. While the shares are […]

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Tags: AYX

SaaS Day Of Reckoning

September 11th, 2019 · Comments Off on SaaS Day Of Reckoning

There seems to be a mass rotation out of high valued growth companies, in particular those which largely depend on SaaS business models. These rotations usually last longer than just a day so we would not jump in with all guns blazing just yet. However, we do think there are at least three or four […]

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Tags: AYX · PAYS · YEXT

Man Against Machine: How Retail Gets Smashed By Violent Algos

October 24th, 2018 · Comments Off on Man Against Machine: How Retail Gets Smashed By Violent Algos

We see several tech shares off their highs by 20%, 30% or even 40% in short order, seemingly without any deterioration in their business outlook. The likely culprit: algos violently de-risking portfolios. How should retail deal with these situations? We have a few ideas. Despite significant opportunities opening up, we’re not yet buying. Source: Man […]

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Tags: AYX · NTNX

Alteryx Has A Dizzying Number Of Growth Opportunities

August 31st, 2018 · Comments Off on Alteryx Has A Dizzying Number Of Growth Opportunities

Another blow-out quarter, another beat and raise of a company that keeps on growing at 50%+. While it’s not (yet) profitable, it isn’t bleeding cash and has plenty of it. What it also has is a dizzying array of growth opportunities and excellent execution on many. A 90% gross margin and 131% dollar retention rate […]

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Tags: AYX

Alteryx Offers A Good Entry Point Here

May 29th, 2018 · Comments Off on Alteryx Offers A Good Entry Point Here

The company is marching ahead, growing at a 50% pace leaving a trail of happy customers in its wake. The shares are off significantly from the highs due to the issue of senior notes, but we think this offers an opportunity. The shares are expensive, but this is hardly surprising given the opportunities that face […]

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Tags: AYX