Last year, Bert Hochfeld hit the nail on the head when he wrote that Alteryx (AYX) might not be overvalued but under-understood. Since this article was published, shares have more than tripled. The market has clearly caught up with some of its misconceptions. But still, there seems to be, to this day, a persistent misunderstanding regarding Alteryx's competitive field – at least among the SA-community.
In a recent SA article, a fellow contributor argued that he was not interested in investing in Alteryx because of competition: The recent acquisitions of Tableau