IB Net Payout Yields Model

Tableau: Opportunity Surfaces

  • Tableau Software beaten down on weak guidance.
  • The biggest problem with the stock was a high valuation that didn't price in the expected revenue slowdown.
  • The valuation represents a bargain for the business analytics sector.

In an incredible move, Tableau Software (NYSE:DATA) is trading down almost 50% based on soft 2016 guidance. My warning for several months now was that the stock needed a valuation rerating before investors became involved in this story.

Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 


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