Interesting article on VMWare… how a great tech leader survives and thrives despite corp shenanigans and wall street…
https://www.forbes.com/sites/antoinegara/2018/12/10/the-wind…
VMWare was in the same category crusher company as Saul describes many companies here…
To me this is an indicator for most of companies we follow on this board…
I am not suggesting these companies will be bought out by larger behemoths, I am just suggesting the resilience of businesses of these types and why create tremendous shareholder value over a (short span of a) decade.
And yes, I believe NTNX is tomorrow’s VMW… just as much as MDB is tomorrow’s Oracle…