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Re: ARBITRARY & CAPRICIOUS post# 23128

Monday, 04/27/2015 12:15:53 PM

Monday, April 27, 2015 12:15:53 PM

Post# of 48156
"the trading defies reason here"

yes... the current stock price is completely untethered from the underlying business developments... it reflects market games, not business fundamentals...

"Buyers in companies with new tech and progressive earnings are usually way early...what gives here already......"

Nonsense... there is no "usually" for this instance... in all other cases that i have found... vmware, citrix, msft, aapl, goog and on and on... the companies did not go public until they were much, much further along in the monetization process... spiffy is an unprecedented case... dockers and nutanix remain private companies at this point in time as additional cases in point... as for "progressive" earnings... the revenue ramp in 2015 will be significant... with the latter quarters being especially impressive leading into 2016...

savy long horizon investors are best served right now by simply ignoring the pps... jmo... glta...

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