On Investing Styles and Nutanix

Well, when you say this is a great example of the problem, wasn’t sure if you meant the fact that Cramer talks like a freight train or couldn’t really understand what the CEO was talking about.

Regardless, I sold out today completely as have been reducing for the last few months and allocating elsewhere including cash. Mainly like Saul, I really don’t understand all the complexities here, its just not straightforward, but also nervous for what comes out of Trumps mouth these days, in particular, this weekend’s meeting, so want to have some powder dry just in case and either add to existing Companies or just have ammo when really needed.

Long term,(2-3 years) ntnx could double or triple and those holding I hope so, just moving on myself.
Regardless, like Shop, can always revisit at a later stage.

I was referring to Pandey’s commentary.

What I mean is if you compare his conversation with Cramer with say,

Dean Stoecker (AYX) https://www.youtube.com/watch?v=kN1Hap5miyE&t=59s

Sarah Friar (SQ) https://www.youtube.com/watch?v=Ptt-NrtZ9hw


Jeff Lawson (TWLO) https://www.youtube.com/watch?v=qy5UdQciNOk

on Cramer, there is a stark difference in what I take away from watching the NTNX CEO vs any of the other CXOs.

Dheeraj is clearly brilliant, but his pitch feels overly techy (for a retail investor audience) and assumes a bit too much for a simple man like me.

I remain long.

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