Facebook I am not going to detain subscribers to any great extent by a detailed analysis of FB’s miss and its guide-down. That said, I think most subscribers might wish to read a discussion about the potential impact of FB’s share price implosion and its impact on the names I do follow and have and…
Most software shares simply melted-up today. I would like to say that the particular names I have written about recently, and recommended had some unique appreciation, but that was not the case. If you owned software shares on Thursday, you were happy, and there were very few exceptions. For the most part, software stocks appreciated…
Summary Splunk share was recently downgraded by Citi and have seen a noticeable negative share price reaction since that time. I feel the analyst at Citi missed key points in his analysis and has reached very wrong conclusions. Splunk remains the category leader in a variety of IT Operations market segments. Its platform approach has…
It’s official. Dell is proposing the buyout of its Class V tracking shares. Although the buyout price is supposed to be the equivalent of $109/share, the structure of the transaction which is based on either stock or cash, has left investors with some potential exposure to a security they may not wish to own or…
Domo: The shares of Domo began trading Friday in what was seen as a successful IPO. In some ways, at least for this writer, writing about Domo is a blast from the past-its CEO is Josh James, an entrepreneur who successfully sold his first major venture, Omniture to Adobe, where it became the basis for that company’s…
I have been asked by some of our subscribers to write briefly about two new cybersecurity stars that have recently gone public, Okta and SailPoint Technology. Okta went public about 14 months ago at $17/share (first trade at $23.75) and the shares reached as high as $61 before this recent correction without too many hiccups…
Usually, at this time, subscribers receive a weekly portfolio commentary. But unusual times call for unusual posts. Rather than reviewing how the market and stocks moved last weeks, I thought I would provide you with an overview of my perspective on valuing tech stocks in the wake of last week’s tumble. Obviously, Friday was a difficult day…