Topic Archives: Splunk (SPLK)

Today I’m starting my Annual Review, during which I take a (hopefully fresh-eyed) look at every stock in my Real Money Portfolio and update my opinion for you (and, frankly, for me, since it’s a good exercise). Some of these stocks pop up in my writing practically every week, but for others where there might […]

I’m tempted to buy some puts in Splunk (SPLK) following the presentation by Zack Buckley late this morning — he brought the shares down by 5%, but his brief look at the business model and the growth prospects, and the accelerated revenue recognition that makes the business look better than it is, point to some […]

Comments

  • Good morning Travis and to all reading this. Though not a stranger to the market it’s always been via a broker. Re...

  • We’ve covered SPLK a few times over the years, beaten down lately as they make the transition from sales to subscripti...

  • I think the best way to invest you $1200 would be to buy ETF's (ETF's are buying multiple companies not just 1, for exa...

  • Hi caegan; thanks for mentioning Ihor Dusaniwsky and Ophir Gottlieb. I looked at their websites. Are you just following ...

  • abhinavsukumar, Thanks for the idea. I did some research on PagerDuty and was happy to find that the IPO didn’t collap...

  • I’ve used a few of the services through banyan hill and have had only success. I look forward to going to the total w...

  • I regret not taking a small position in Square when I first wrote about them last year, there's something to be said for...

  • Funny you should ask,9 Stocks for the Tier Zero. three core trends center of Tier Zero in coming years.Explosion of data...

  • Could be Splunk. Mary Biancuzzo is touting this in Wall Street Daily. Here is the link if you want the whole CHAOS id...

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