Nutanix: Fundamentals Are Still Sound, I Stay Buy-Rated

Core Insights - The investment outlook for Nutanix, Inc. (NTNX) is positive, with a previous buy rating due to strong customer acquisition and effective partnerships [1] Group 1: Company Performance - Nutanix continues to win new customers at a solid momentum, indicating robust demand for its services [1] - Partnerships are scaling well, contributing to the company's growth trajectory [1] Group 2: Investment Strategy - The investment approach focuses on long-term investments while also considering short-term opportunities to uncover alpha [1] - The analysis is based on a bottom-up approach, examining the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, targeting companies with solid fundamentals and sustainable competitive advantages [1]