ASAN

Portfolio Changes

Additional Portfolio changes: Sale of 185 Asana (ASAN) and purchase of 395 shares of GLBE We have made another portfolio transaction today, reducing our holding of Asana by 185 shares and adding 380 shares of Global-E. The portfolio now holds 400 shares of Asana, and 670 shares of Global=E. These changes, and the other changes…

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The charts and the comparative commentary will return shortly. Sorry for the interruption, but we want to provide subscribers with a better experience and we need to re-do the format of the charts and automate their preparation so they are more legible and are less likely to have calculational errors. Last week started with what…

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The high growth portfolio has a position of 925 shares of Asana (ASAN) which was acquired at approximately $29/share about a year ago. The shares have been on a tear since the company reported earnings at the start of this month. Indeed, the shares have appreciated by 57% thus far this month, and by 22%…

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It can be daunting to write reviews on the quarterly performance of all the names that we try to follow at Ticker Target. Fortunately, when  earnings are well received, your writer doesn’t feel quite as stressed to deliver some kind of hasty commentary. And it is helpful to know that the crop of earnings that…

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Several software companies reported their results on, Sept. 1. 2021. Almost all of the results were upsides; in some cases the shares responded positively, in other cases not so much. I try not to get particularly focused on how shares respond to quarterly announcements as there are so many variables that go into  setting short-term…

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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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