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Ryan Stern
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Solarwinds (SWI) Sell Thesis
After a record 2Q14 we rode the hype wave to $45.00. After an exceptional 3Q14 beat we continued until $52.00 and then; enough was enough as selling for 50x  ttm earnings made us queasy . As we described in the 3Q14 report we maintained our PT and downgrade...

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Solarwinds Inc. 3Q14 Earnings: Beat "Not Suprising", Up ~12%, Downgrade to HOLD
Yesterday 11/28/14 Solarwinds
Inc. reported 3Q14 and held a corresponding conference call market close.
Revenue and Non-GAAP EPS came in at $112.9MM vs our $ 109.MM estimate up 28% yoy and $0.50 vs. our $.43 estimate up 22%
yoy respectively. Revenue highlig...
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