Learnings from Nutanix [NTNX]

Just a great write-up Greg, and worthwhile courageous personal analysis. Two points that you might have underestimated is not wanting to sell a stock when it is down, and not wanting to admit (to yourself) that you had made a mistake. And a third is “hoping it will turn around”.

As Tinker said once: the turn arounds almost never do turn around. You remember the one (Netflix) that does, but forget the hundreds that don’t.

Best,

Saul

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