The story on Splunk Inc. (NASDAQ: SPLK) isn’t an unfamiliar one. During the early months of the pandemic, the software stock soared to record highs on the accelerated digital transformation (not to ...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the permanent loss of capital.' When we think about how risky a company is, we always like ...

Investors have had three chances this year to hear Splunk's (NASDAQ: SPLK) management talk about how the company is doing. I give management a lot of credit for realizing the changes they are making ...