PS

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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Yesterday was probably the apogee of earnings releases for the September quarter. I can’t possibly handle all of the data that was in all of the releases. The election continues as somewhat of a concern, although several days after what appears to be a mixed result with a divided government, investors seem content with the…

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The flood of earnings for the spring quarter is now underway and will soon reach spate. The first results are coming in at exceptionally strong levels, regardless of how the economy may currently be tracking. Some of that strength relates to the uncertain, and modest guidance that was generally provided last spring before the economy…

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We are making the following changes in the high growth portfolio, effective today, July 23, 2020. We are selling an additional 125 shares of our Alteryx position at $171 which has yielded proceeds of $21,375 and we have sold 110 shares of our Atlassian position at $194.50 which has yielded proceeds of $21,395. The two…

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The stock market keeps climbing a wall of worry and price targets are toppling like tenpins. But even the greenest of lawns can have a few patches of brown and some clumps of dandelions. Recently one of those brown patches has been the share price performance of Pluralsight. Pluralsight shares had started to perform consistently…

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This week and next week are a seasonal peak in earnings reports for the quarter ending 3/31. I don’t expect to write on every single name in the next few days, but will try to concentrate on those that are interesting or are in one of our two model portfolios. The most interesting story so…

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The news that most people watch is about the progress that has been made against the Covid-19 virus. Frankly, some of it seem ghoulish to me, and more like the plot for a Hollywood movie. I suppose today’s journalists and media imagine that this is what their audience wants to read and see. But in…

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It isn’t always straightforward to figure out what investors might be looking for in quarterly reports. I know that trading names into earnings is what most of us do, to a greater or lesser extent, but sometimes, even when the quarter and the guidance come out as expected or better, the valuation part doesn’t follow…

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As I have done for the past several years during days when there are multiple earnings reports to consider, I will break up the article into several component parts. I try to make these articles a little analytical, and not just a recapitulation of what is announced and what was said on each call. So,…

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We have reached the tail end of earnings season although there are a couple of interesting releases  scheduled before the holiday. Splunk, and Pure is to report on 11/21 and Nutanix is to report on 11/25 along with Palo Alto. Splunk shares were downgraded by a small research boutique, Cleveland Research. The cause of the…

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