I’ve invested quite a large amount into Nutanix. I think the stock valuation is remarkable at the moment. I think it’s extremely cheap and the market is confused about the revenue and margin profile. There’s some great articles on seeking alpha about it.
basically on the surface revenue growth looks flat or low. However under the surface bubbling away are two transitions - one away from hardware towards software and one from license software to subscription software.
subscription software is growing at 70% but the market is valuing that revenue at about 5-7x sales.
i think there will be a massive re-rate as the market wakes up to this.
I’ve invested quite a large amount into Nutanix. I think the...
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