ASAN

It is rare that I find newsworthy events on which some type of commentary makes sense two days in three. This is one of those rare times. As I write this, Wednesday, July 14th markets continue to move in a risk-off direction-although not precipitately. The inflation reports, both the CPI and the PPI were concerning…

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I have received a number of questions from subscribers and even my investment advisory clients concerning what to do with Asana shares now that they have doubled in the last 3 months. First things first-I am glad the shares have doubled, but I really do not anticipate that they will double again in the next…

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High Growth tech names have depreciated sharply since the start of the sector rotation in mid-February. Most names have lost more than 20% as investors have fled the space-supposedly fearful of rising interest rates brought on by expectations of higher inflation. The flip side of this, is that companies in the space have seen a…

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Summary Enterprise software turned in a spectacular performance in 2020. My tea leaves suggest that the space will continue to outperform broad indices in 2021. I think a reasonable portfolio should focus on those companies who experienced demand headwinds in all or part of last year. I have taken a portfolio approach to making recommendations.…

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As many subscribers will have read, Pluralsight announced its acquisition by Vista Equity Partners for $20.26/share in an all-cash transaction. We think that Vista got a steal-but the press release suggests the company had shopped itself for some time period and this was the best bid. I have no reason to doubt the language of…

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This has been a newsworthy week in terms of corporate developments in the IT world. Of course for the Ticker Target Hi-Growth Portfolio, the most signal event was the strong, pre-announced results of Alteryx that have driven the shares up about 25%. But there have been some other interesting developments that may be tradeable events…

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Summary Asana was the other direct listing IPO that started trading last week. The company is a leader in the collaboration/work management space. Its growth has been faster than any of the other public companies in the space. The company’s growth rate has compressed some because of the impact of the economy on the company’s…

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