Nutanix: Fundamentals Are Still Sound; I Stay Buy-Rated (NASDAQ:NTNX)

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, suggesting that the company is effectively leveraging collaborations to enhance its market position [1] Group 2: Investment Strategy - The investment approach focuses on long-term investments while also incorporating short-term strategies to identify alpha opportunities [1] - The analysis is based on a bottom-up approach, emphasizing the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]