Bert Hochfeld
Contributor since: 2015
Company: Ticker Target
Latest Articles
Alteryx: Overvalued Or 'Under-Understood?'
Pivotal: Trying To Make Some Sense Of Its Shares!
Arista: Is It A Rising Or Setting Sun?
Shopify And Square: The Art And Science Of Investing In High Growth IT Vendors
Zuora: An Interesting Niche, But A Fully Valued IPO
IBM: Why Investors Shouldn't Buy The Dip
Splunk - The Trick Of Re-Accelerating Growth
Pure Storage: A Company That's Here To Stay
Microsoft - De-FANGing A Portfolio While Maintaining An Exposure To Enterprise IT
Oracle: The Art Of Making The Acceptable Look Dire
MuleSoft: A Mule Laden With Gold!
VMware: Trying To Make Sense Of A Rather Complex Situation
Nutanix: This Train Is Leaving The Station
Veeva: Keeping Its Stakeholders Healthy, Including Its Investors
Alteryx: Shooting Star
Wix: They Say It's Wonderful
Twilio: A Real Hyper Growth Company Building A Great Moat
NetApp: Shares For Sale
Ubiquiti: Dinged By Its Own Business Model
Teradata: A Misinterpretation Of A Robust Quarter
OpenText: Ascending From Share Price Purgatory
Pegasystems: Getting A Scorecard To Enjoy This Game
Nutanix: The Business Continues To Flower
Mimecast: Shares Aren't Cheap, But Prospects Just Keep Getting Better
IBM: The Sad Tale Of Underperformance Continues
Infosys: Seeking Relevancy
Ansys: A Complicated Set Of Solutions That Has Left Analysts Doing Lots Of Head-Scratching
MongoDB - A Catchy Name To Go With A Catchy Technology
F5 Networks: Is Resurrection Possible?
VMWare Is No Longer A Bargain Stock
Pure Storage - Respect From Customers Is Not Reflected In The Share Price
Atlassian - Does The Recent Pullback Put The Shares On Sale?