• 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 clears up a bit.

Source: Reining In The Chaos At Nutanix – Nutanix (NASDAQ:NTNX) | Seeking Alpha