PLAN

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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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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I have written that most companies in the enterprise IT space are seeing exceptionally strong demand as business users and consumers embrace digital transformation technology. We try to ensure that our portfolio is focused on the names in the space that support the digital transformation paradigm. That has worked out for the most part, most…

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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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Slack (WORK), Nutanix (NTNX), Anaplan (PLAN) and Pure Storage (PSTG) Thanksgiving week is often quiet period in terms of investment developments. That did not pro0ve to be the case this year. Our team at Ticker Target took 0off much of the week to enjoy time with family and loved ones-not always the same thing, but…

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This is a long post, and in some ways two or more posts in one. If readers want to focus on the recent operational performance of some of the names in our portfolio, simply got to the second half of this article where individual summaries for PLAN, JAMF and CRWD are to be found. On…

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Anaplan (PLAN)-Another difficult quarter with sales results impacted significantly by the economy Anaplan reported the results of its fiscal Q1 on Monday before the opening. I suppose some investors have forgotten that there is still a pandemic upending the economy and that overall, the economy is still in the throes of a deep contraction. The…

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On Thursday, the Raymond James FinTech analyst, John Davis, downgraded the shares of Square (SQ) to sell from hold And the Rosenblatt IT analyst, Yuri Kim downgraded Anaplan shares from buy to neutral.  And earlier today, Rod Hall of Goldman, Sachs downgraded many of the names on his coverage list including Nutanix. The GS downgrade…

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Summary Anaplan’s Q4 was a beat and raise on a headline basis. The company did not make consensus billings targets, and billings growth fell from 59% to 25% sequentially. The shares fell noticeably losing 24% of their value the day after the earnings release. Overall, valuation has fallen to a very reasonable 10X EV/S on…

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Anaplan shares-are they expensive, or are investors still missing what the company offers? Anaplan is another portfolio holding. Currently the shares represent about 6% of our portfolio and have done well over the period we have owned them. We expect to continue to own the shares for the foreseeable future. While notionally, the shares aren’t…

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