David Hernandez
Long/short equity, medium-term horizon, growth at reasonable price, ETF investing

After Recent Decline Splunk Still Too Risky

Splunk Inc. (NASDAQ:SPLK) is a provider of real time data analytics software. Their software can be used to analyze real time data streams for security, business, and application analysis. Over the last few years, the company has been growing rapidly. Revenue has grown at a CAGR of 71.5% since fiscal 2010. In Q1 2015, revenue grew 50.2% y/y. Management is focused on continuing the company's rapid expansion with their international push. During the Q1 2014 conference call, Godfrey Sullivan CEO stated "it's still such early days in especially our international expansion that there's still a lot of investment we have to do to get critical mass in huge markets like Japan or Germany or UK. We have...

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