not sure why the downgrade but I added a bit after the dip.
tj
2 Likes
Hmm, I’ve been considering an exit for weeks. This will probably be the little push I needed to leave this company behind.
1 Like
I’m on the fence which one is it?
I almost sold (for a small loss)this morning, read some more (by Bear & Saul from Feb / March a year ago, and almost bought more this afternoon!
Joe
Usually a lurker here
5 Likes
I have added some more. I find these broker downgrades a great time to buy. I use ACTUAL news to support a decision to sell
2 Likes
you seem to be flying away on the smallest of noise…
didn’t you say you sold AYX after the ‘breach’? and some others…
tj
3 Likes
Volfan posted this link on another board to the Talend Analyst Day presentation in November.
http://investor.talend.com/phoenix.zhtml?c=254382&p=irol…
Just clink on the PDF link and it will download. They sounded so euphoric that I added some today.
Saul
4 Likes
Darn, now it is going to run up before I manage to buy some.
Did you note the Twilio numbers too? I’m tempted to take a closer look at them, with them falling right there with Alteryx and Talend on slide 100.
Did you note the Twilio numbers too? I’m tempted to take a closer look at them, with them falling right there with Alteryx and Talend on slide 100.
Hi volfan, I couldn’t resist and added back a little that I had trimmed after I saw that.
Saul
2 Likes
Yes, I did sell AYX after the breach. At first blush it didn’t seem like such a small deal to me. Not just the breach, but the carelessness of whoever left the data so exposed led me to believe that they don’t have adequate process controls. Where I worked, it simply would not have been possible due to the processes we had in place to control data and code.
I’ve bought back in, but I still think they might be a little too much like a group of hotdog hackers rather than working in a controlled environment. I hope I’m wrong.