Nutanix: This Train Is Leaving The Station…

"Investors buy these shares because of hyper growth expectations and some visible path to profitability and expectations of a highly profitable business model in the future. They do not and will not buy these shares in the short-term because free cash flow yields are compelling.

Should readers buy Nutanix shares today? Probably not. Should readers add Nutanix shares to their portfolio as a core long-term holding? I believe so. There are trading techniques to scale into names such as this and shares have pullbacks. I would be waiting for those events to add to or establish a long-term holding in this name. Even from here, I expect the shares to produce positive alpha over the next year.

Disclosure: I am/we are long NTNX."



This was one of the most clear cut positive notes I have seen from Bert.

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