Redfox Capital Ideas Archives

Nutanix: Mid-Teens Growth Is Easily Achievable (NASDAQ:NTNX)Nutanix: Mid-Teens Growth Is Easily Achievable (NASDAQ:NTNX)

September 10, 2024 Redfox Capital Ideas 0 Comments 3:24 pm

Just_Super Investment summary My previous investment thought on Nutanix (NASDAQ:NTNX) (published on the 4th of June) was a buy rating[...]

Dynatrace: Growth Acceleration Outlook Still Intact (NYSE:DT)Dynatrace: Growth Acceleration Outlook Still Intact (NYSE:DT)

August 22, 2024 Redfox Capital Ideas 0 Comments 1:00 am

Alistair Berg Investment summary My previous investment thought for Dynatrace (NYSE:DT) (published on 24th May) was a buy rating because[...]

ZoomInfo Technologies: I Await More Evidence Of Growth Recovery, Hold (NASDAQ:ZI)ZoomInfo Technologies: I Await More Evidence Of Growth Recovery, Hold (NASDAQ:ZI)

August 13, 2024 Redfox Capital Ideas 0 Comments 5:11 am

JHVEPhotoInvestment summary My previous investment thought for ZoomInfo Technologies (NASDAQ:ZI) (published on 30th May) was a sell rating because valuation[...]

Arrow Electronics: Timing Of A Growth Turnaround Getting Nearer (NYSE:ARW)Arrow Electronics: Timing Of A Growth Turnaround Getting Nearer (NYSE:ARW)

August 6, 2024 Redfox Capital Ideas 0 Comments 12:06 pm

Luis Alvarez Investment summary My previous investment thoughts on Arrow Electronics (NYSE:ARW) (published on 23 May) was a buy rating,[...]

Check Point Software: Q2, Various Signs Point To Healthy Growth AheadCheck Point Software: Q2, Various Signs Point To Healthy Growth Ahead

August 6, 2024 Redfox Capital Ideas 0 Comments 4:06 am

Maskot Investment summary My recommendation for Check Point Software (NASDAQ:CHKP) is a buy rating. Growth is expected to continue to[...]

Logitech: Near-Term Earnings Performance May Be Weak (Rating Downgrade) (NASDAQ:LOGI)Logitech: Near-Term Earnings Performance May Be Weak (Rating Downgrade) (NASDAQ:LOGI)

July 24, 2024 Redfox Capital Ideas 0 Comments 12:04 pm

Panama7 Investment summary My previous investment thoughts for Logitech (NASDAQ:LOGI) (published on 17 May 2024) were a buy rating because[...]

Avnet Stock: Requires A Few More Quarters Before Reaching The Trough (NASDAQ:AVT)Avnet Stock: Requires A Few More Quarters Before Reaching The Trough (NASDAQ:AVT)

July 2, 2024 Redfox Capital Ideas 0 Comments 6:04 am

ermingut/E+ via Getty ImagesInvestment summary My recommendation for Avnet (NASDAQ:AVT) is a hold rating. While there are very early indications[...]

Frontier Communications Parent Stock: Strong Demand Visibility (NASDAQ:FYBR)Frontier Communications Parent Stock: Strong Demand Visibility (NASDAQ:FYBR)

June 26, 2024 Redfox Capital Ideas 0 Comments 5:00 am

Pratchaya Investment summary My recommendation for Frontier Communications Parent, Inc. (NASDAQ:FYBR) is a buy rating. The growing need for faster[...]

Couchbase: Rating Downgrade On Lowered Growth Expectations (NASDAQ:BASE)Couchbase: Rating Downgrade On Lowered Growth Expectations (NASDAQ:BASE)

June 19, 2024 Redfox Capital Ideas 0 Comments 1:22 am

islander11 Investment summary My previous investment thought (published on March 22nd) was a buy rating because I thought Couchbase, Inc.[...]

Category: Redfox Capital Ideas