PLAT News and Press, WisdomTree Modern Tech Platforms Fund From 05/31/22

Stocks had a ripsnorter of a rally last week and a lot of people are pondering the question in the title over this long weekend. Sentiment is certainly negative right now by several measures. Sentiment surveys (AAII, Investor’s Intelligence, etc.) are universally negative becau...

How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...

DoorDash is now lapping tough pandemic comparables with growth decelerating rapidly from the triple-digit level just several quarters back. The company is moving beyond delivering just food which substantially increases its growth runway. Net cash makes up more than 16% of the mar...

Coursera went public in March 2021, raising $519 million in an IPO. The firm operates an online marketplace for educational content worldwide. COUR has grown topline revenue but continues to generate large operating losses. Until management can make a serious move toward opera...

Value continues to trounce growth stocks within the style asset class across all market caps, and the longer-term returns tell us that growth might continue to lag for some time. It’s impossible to say how long the style “alpha” will be sustained. Growth stocks ha...

Our macroeconomic forecasting team assesses how the war and latest survey data have altered the economic outlook, policymaking and recession risks. Global growth was dragged lower, principally by steep contractions in Russia and mainland China. Barring the initial COVID-19 outbreak, M...

ACV Auctions went public in March 2021, raising $414 million in gross proceeds. The firm provides a car auction and services platform to U.S.-based car dealerships. ACVA has grown revenue but is generating higher operating losses, a negative in the current market environment. ...

The map of the Asset Allocation Committee’s market views is a buzz of activity this quarter. Coming into 2022, we anticipated slower growth compared with the steep recovery levels of 2021 and inflation that was declining but persistent—and problematic due to its origins ...

With oil prices spiking and investors avoiding volatile names, only a few themes have worked: energy and defensive stocks. With economic growth likely to slow and earnings growth harder to come by, companies able to grow earnings should garner renewed interest. To the extent reces...

Upwork reported a solid Q1 despite impacts from the Russian invasion of Ukraine. The company faces an impact of up to 10% of their business disrupted in the region, but Upwork still guided to nearly 20% growth in 2023. The stock is crazy cheap at 3.5x '23 revenue targets of over $...