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A mud sandwich delivers bad news, the mud, between two pieces of bread to make the bad news seem more palatable. I bought into a mud sandwich from Sprinklr (NYSE:CXM) last December after
Sprinklr's Earnings Miss Points Toward An Extended And Uncertain Turnaround Period
Summary
- Sprinklr's stock fell after disappointing earnings, with management stepping away from 2027 guidance and creating a co-CEO position.
- The company is focusing on improving onboarding experiences, leadership upgrades, new product offerings, and pricing strategies as part of its turnaround plan.
- Despite challenges, Sprinklr's strong cash position and potential as an acquisition target suggest investors should hold shares and consider adding if/when the stock hits a rock bottom valuation.
Dr. Duru has blogged about financial markets since the year 2000. A veteran of the dot-com bubble and bust, the financial crisis, and the coronavirus pandemic, he fully appreciates the value in trading and investing around the extremes of market behavior. In this spirit, his blog "One-Twenty Two" (https://drduru.com/onetwentytwo/) delivers a different narrative for students and fans of financial markets. Dr. Duru challenges conventional market wisdoms and offers unique perspectives. The blog posts cover stocks, options, currencies, Bitcoin, and more, while leveraging the tools of both technical and fundamental analysis for short-term and long-term trading and investing. Some of these ideas and analyses are also featured here on Seeking Alpha.Dr. Duru received a B.S. in Mechanical Engineering (and an honors degree in Values, Technology, Science and Society - now simply STS) from Stanford University. For graduate studies, Dr. Duru went on to earn a Ph.D. in Engineering-Economic Systems (now Management, Science, and Society). Dr. Duru's work experiences include:*Independent consulting in operations research and decision analysis*Management consulting in product development and technology strategy*Price optimization software for computer manufacturers and internet advertising (including a shared patent for methodology)*Business Intelligence and Data Analytics, including some Data Science and Data EngineeringConsulting practice: https://ahan-analytics.drduru.com/
Analyst’s Disclosure:I/we have a beneficial long position in the shares of CXM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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