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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U.S. Equity Strategy: Buy The Dips
Despite our concerns regarding the growing performance disparity between the haves (e.g., Technology, FAANG, mega-caps, growth) and the have nots...
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Apple and Big Tech Fade and Fresh Buy Levels in March
Focus is on Apple Inc (AAPL US) and the rising wedge as well as big tech upside fade levels and pullback targets for March. We cover cycles levels...
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Recruit Holdings [Alternative Data]: Should the Slowdown in Indeed Warrant a Discount?
A slowdown in the HR Technology business, which operates two popular employment websites, indeed.com (Indeed) and glassdoor.com (Glassdoor), is one...
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Google: Mediocre Results, Mediocre Disclosures
While we are long term holders of Google, we think this quarter’s report was the most disappointing of large cap tech, and given Google’s crowded...
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