Akram's Razor

Is Tibco Dan Loeb's Next Pet Project?

Is Tibco Dan Loeb's Next Pet Project?

"I skate to where to puck is going to be, not where it has been" - Wayne Gretzky

I have been keeping a close eye on the Data Visualization sector over the past nine months, and while I have not gone into great detail on any individual name, I have on several occasions shared my thoughts on the sector. For those not that familiar with the space, 'the sector' consists of three publicly listed names (yes, that's a sector these days). They are Tibco (NASDAQ:TIBX) via their Spotfire subsidiary, Qliktech (NASDAQ:QLIK), and Tableau (NYSE:DATA). (There are plenty of other listed software stocks offering DV tools, but as...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details