Pure

Sometimes writing about individual stocks seems inconsequential. Had we known that there would be some existential crisis of confidence amongst tech stock investors two months ago, many electrons would have been saved, eyes would have been left in a better state and portfolios would not have been so eviscerated. I try to provide value-add in…

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Pure Storage-another quarter of strong operating performance starts to cure the “Doubting Thomas” syndrome Pure is soon to reach its 3rd birthday as a public company. The company’ first quarterly report featured  full year revenues of $440 million-for the year as a whole, along with GAAP operating margins of negative 41%. This latest quarter, Pure’s fiscal Q2…

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Pegasystems

Pegasystems Pegasystems reported its quarterly results last week to almost deathly silence. The share price didn’t move and the volume remained at low levels. It is a name that gets little respect and even less interest-and I think that is really a mistake. The company, like almost all other old-line software vendors is moving-rapidly-to a…

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