My advice is do your research and document what you are writing about. One of the things that makes Bert so good at what he does (other than he has much talent and experience for it) is that he documents what he writes about.
The difference between posting here where we can wing it, and writing professionally is professionalism.
Further, a pet peeve I have with almost every Fool article by a non primary writer is they say something at the end about how expensive the shares are or how stupid it would be to buy now, or some such things to CYA in case they are wrong about what they just wrote about. I hate that.
As to Nutanix, seems people want to know what I own. Up until earlier this year, for the prior 18 months or so I owned Twilio from its IPO, sold near the top, and never bought it back again (which was a missed opportunity, but better than buying and holding it to the top and back down again and then back up - so I am not real upset about it). Other than that, although I wet through shuffles here and there was SHOP, ANET, and NVDA. Earlier this year, for reasons similar to what Saul articulated (and what I said I needed to find some new blood to accelerate things again) I sold those stocks (albeit I dabbled with Nvidia here and there as I shuffled about) and have currently settled on three stocks. I have specified in the past why I felt no special anxiety holding just three stocks, when those were the three stocks.
As for now, Nutanix is one of the stocks I hold. I bought a “ton” of Nutanix at $42. Reasons are quite obvious why and no, I do not feel an ounce of anxiety about it.
As we are talking about Federal opportunity, Zscaler also has just received Federal certification for mid level security. This is not political, but an example of what Zscaler does. Had Hillary Clinton used Zscaler security, she could have had the server that was said to be in a bathroom or closet or whatever, and without need of any appliance or such, she could have securely communicated all over the world. Instead, with the set up she had, it is quite probable that every piece or data on her server was hacked, and often in real time when she was in foreign territories.
Again, I am not saying right or wrong, but demonstrating how disruptive Zscaler is. Even if you are on a public WiFi, your communication through the WiFi is invisible to the internet. You are therefore as safe communicating from a Starbucks WiFi in china as you are on the corporate WiFi. The security is at the user and between the app and the user, and creates a secure tunnel between the user and the app that is invisible to the rest of the internet.
Thus, although this is not Zscaler’s market (they do not sell to individuals, only enterprises - no profit selling to individuals) even HRC’s simple server set up could have been secured to a standard that would exceed what the Federal security would have given her, had she stayed within the State Department system without having to have complex appliances and data center gateways.