Gary Alexander's Latest On Alteryx

I enjoyed this piece, not so much as I leaned anything new that we do not already know, but the author did a good job of summarizing the situation and presents a great “elevator pitch” as to why you want to hold onto your shares - this company is in the right place, at the right time, with the right product/platform.

Each passing quarter provides yet more evidence that Alteryx is a rare asset in the technology sector, one that is deserving of its current ~16x forward revenue multiple (again, near-term revenue multiples are less meaningful when Alteryx’s revenue growth is so large, and shouldn’t be a detractor in investing in the company). Hold onto Alteryx for the long term.…

Frank - long AYX, see profile for all holdings