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 […]
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 […]
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 […]
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 […]
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 […]