With stock trading at 30% discount, is it a good buy? NTNX = Nutanix
Do they offer product that’s way ahead of others? I feel like if Amazon or Microsoft just came out with similar stuff they’s tank harder. On the otherhand the valuation looks good.
is it really a 30% discount? or is it still overpriced?
I guess Blind is not the place for this: Nutanix will do really well if the thesis that the world is moving to public cloud is false. And almost everyone here is Microsoft, AWS, Google, Oracle etc. OP happens to be one of the few ones who are rooting for the opposite (companies don't move to public cloud).
Nutanix will do well eventually. It’s a good buy
I suggest buying NTLA instead NTLA = Nutella