Post 148; Aug. 8, 2020 – Digital Porcupine

User comment: Did some specific news come out about AYX? Luckily I sold a lot at its peak a few weeks ago.

Victor: Yes. The quarterly earnings release and call was on Thursday. Much slower growth, and lower quarterly and annual guidance. They are seeing headwinds from Covid, as their software is not as absolutely critical as some of the other companies we own. See posts above. I sold half of my position on Thursday and Friday. I’d encourage you to read their 10 Q and listen to the call.

User comment: Ah. Sorry I missed that post. Thanks for sharing.

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