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Alteryx – Has it hit a speed bump or is it guiding to hyper-conservative levels?
Alteryx (AYX) has been one of those names that I had never contemplated selling. I had bought a significant position in the shares in the fall of 2017, and continued to maintain a substantial position, although I had trimmed some over time because of the need to maintain a balanced portfolio for my Ticker Target service. I have viewed Alteryx as being a company in the right space with strong user satisfaction and a powerful selling motion, and a pioneer in its space that has been well acknowledged as a category leader. Who doesn’t want to invest in advanced data analytics solutions. Who doesn’t want to invest in a