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Reining In The Chaos At Nutanix

March 7th, 2019 · Comments Off on Reining In The Chaos At Nutanix

Nasty shock out of the blue at Nutanix leaves investors groping around for explanations. For now, given that there is a lot that is going right as well, we give management the benefit of the doubt. But apart from holding our position (still well in the black), we’re not inclined to add until the smoke […]

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Tags: NTNX

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

SHU Portfolio: We’re Happy With Nutanix

September 10th, 2018 · Comments Off on SHU Portfolio: We’re Happy With Nutanix

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 […]

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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 […]

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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 […]

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Tags: NTNX