JFrog IPO Preview
JFrog is getting ready to complete its IPO in the U.S. stock market in the coming weeks. Although JFrog is a smaller company than Palantir or...
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Social Distancing? Don’t Stay Away from This Crowd (Strike)
Crowdstrike Holdings Inc (CRWD US)Â considered the impacts that Coronavirus is having on end market demand and its sales channel before issuing its...
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Nutanix: Subscription Transition Meets Corona Virus? Huh?
This note is a followup to our deep dive on Nutanix from December. The quarter’s results were consistent with our long thesis, and the near 30%...
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Nutanix Buy This SaaS Transition at a Discount IV (Technicals, Management, Culture)
This case study evaluates Nutanix Inc (NTNX US)'s business fundamentals, unit economics, valuation, investors, management and culture. A 2016...
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Nutanix Buy This SaaS Transition at a Discount III (Building the Long Case)
This case study evaluates Nutanix Inc (NTNX US)'s business fundamentals, unit economics, valuation, investors, management and culture. A 2016...
476 Views