- The company is growing at 40% on the basis of a unique capability which has such a wide range of applicability that it could be considered generic.
- This will keep growth going for years to come and create an ever increasing TAM.
- The shares are expensive but we’ve seen worse. When the markets calm down, this is a good company in which to start accumulating a position.
Splunk’s Ever Increasing TAM Is A Beauty To Behold
December 22nd, 2018 · No Comments