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Analysis: #NASDAQ $NTAP
Case 405 #NetApp Inc.
DISCLAIMER: The analysis is strictly for educational purposes and should not be construed as an invitation to trade.
#NTAP 1/4
Case 405 #NetApp Inc.
DISCLAIMER: The analysis is strictly for educational purposes and should not be construed as an invitation to trade.
#NTAP 1/4
Disruption innovation typically gains traction during tumultuous times: cheaper, faster, more convenient, more productive, more creative. Consumer and businesses are more willing to change behavior during setbacks.
This period is nothing like the GFC, but while tech budgets were slashed and consumers retrenched during 2008-09, delivered 20% revenue GROWTH and +14% during their worst quarters in that crisis.
Many industries and companies in the crosshairs of disruptive innovation - like autos, energy, banks, pharma, old tech - have attracted investors with high dividend yields in a yield-starved market and share repurchases financed with leverage. Those companies are in harm’s way.
