- With many cloud stocks rallying to new highs even as of most recently, few obvious bargains seem to be left.
- Alteryx, a leading data analytics software company, was one of the hardest-hit software companies due to COVID-19 revenue growth slowdown.
- However, the company is shifting to disclosing ARR. Despite revenue slowdown, ARR growth remains solid.
- Warren Buffett: "The best thing that happens to us is when a great company gets into temporary trouble. We want to buy them when they're on the operating table."
For further details see:
Alteryx: Buy While It's On The Operating Table