TLND

As I write this post this morning, much news again is centered on the Covid-19 impact. Apple has announced that it will not meet its sales and earnings forecasts for this current quarter due to the impact of the virus. There will, no doubt, be other vendors similarly situated. The reports I get are from…

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After a week of high tension, the world has seemingly averted catastrophe, and the US would seemingly have achieved a strategic victory in its long standing fight against Iran’s goals of regional hegemony. The belief that a wider war has been avoided, but with Iran’s military/technology capabilities seen as inept, is obviously putting a tailwind…

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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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No one sets out to be in the 2nd tier. I have never heard of a goal to be second-best, or “almost as good as.” Tech investors have long been cognizant of the experience that the leading company in a space winds up with 80% of the profits. It doesn’t always work out that way-Checkpoint makes…

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Earnings season for the companies whose quarter ended 6/30 is winding down now, and it will be a week or two before the results of companies whose quarter ended 7/31 start flowing in any volume. NetApp does report this week, but as it has already preannounced and talked about its view of the market ,…

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Before embarking on that discussion, it might be well to comment briefly on Google’s acquisition of Alooma. If you haven’t heard of Alooma that is OK-neither had I. Alooma is an Israeli based data integration company. It is tiny-it has raised $15 million so far-it revenue run rate is under $5 million and it has…

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Summary Talend has become a value stock despite an undimmed growth outlook. Talend’s transition to the cloud is ahead of schedule. The transition to the cloud is really a good thing, and the growth rate percentage for the business will climb back to prior levels I believe. Talend remains a leader in the data integration…

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It has been some time since I have written about Talend specifically. I did write about it as being a potential analog in the wake of the acquisition of Mulesoft by Salesforce-and since then haven’t said too much. I suppose that is a good thing-the shares got crushed in the market correction, and further crushed…

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Investing in tech has never been for the faint of heart. One needs more than a good dollop of patience and forbearance to go along with more than a bit of audacity and the willingness to take risks. Talend reported its results on November 7thand on November 8th the shares were down by 31%. I have…

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