SPLUNK

It has been a difficult season to be an investor in high-growth tech. The economy is thought to be on the cusp of a recession. Supply chain issues can plague vendors. Investors seem to believe that high-growth tech is particularly risky. Investors seem to believe that future earnings and cash flow should be discounted at…

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This afternoon, 4 names that I follow carefully reported their results. And a company that is a recent IPO< OPRA, also reported its results and as they had revenues rising by 50%, far above expectations, it is another name on which I want to focus some attention. It is not feasible for me to provide…

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