The journey of IT infrastructure is complicated and in some cases difficult to communicate. However, best in breed solutions that are mission-critical tend to have a long life. Nutanix is 10 years old and has hit $1.6B in billings. We brought Tim Joyce, the founder of Roundstone Solutions to Inside Scoop to talk Nutanix and IT Infrastructure more broadly. Roundstone was just listed as an INC 5000 fastest growing company in the US with 600% growth over a 3 year period. *** This is not a recommendation to buy or sell any securities. ***Avory is an investor in Nutanix at the time of this recording.
Around the Desk.
Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming.
We break down earnings, macro trends, and investor sentiment, all from the lens of a concentrated, high-conviction portfolio.
**Nothing discussed is a recommendation
Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming.
We break down earnings, macro trends, and investor sentiment, all from the lens of a concentrated, high-conviction portfolio.
**Nothing discussed is a recommendationListen on
Substack App
RSS Feed
Appears in episode
Recent Episodes


