Akram's Razor

Financial Engines: Growth Mission Impossible

"I don't believe in psychology, I believe in good moves"- Bobby Fischer

I have been scouring markets of late for the perfect growth-stock shorts to pounce on ahead of an inevitable growth correction. And what I can tell you is this is not easy work. Things have gotten so frothy in growth land that picking an individual stock to short is actually more challenging than finding a value stock to buy. Take CommVault (NASDAQ:CVLT), a name I have picked of late; at 75x trailing earnings, it is quite expensive. It is also a company with a rather transparent enterprise software model, which makes it relatively easy to analyze. Do I short it? Well, at a $4 billion market...

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