PSJ News and Press, Invesco Dynamic Software From 05/31/22

Bumble is a leading social media company with a focus on online dating and social networking. The company operates Badoo, Bumble, and Fruitz. With an MAU of more than 40 million, Bumble is arguably the biggest competitor to Tinder. From 2018 to 2021, Bumble has grown at a 3-year C...

Despite these turbulent global markets, we can identify several clear positives across the thematic space. As a result, we believe that it may be a good time for investors to seek exposure to these themes at the dip while keeping their focus on the long-term drivers. As this econo...

Audience trends support investments in streaming device companies like Roku. Key platform metrics like revenues, active accounts, streaming hours, and ARPU showed continual growth in Q1 '22, despite the pandemic ending. Roku’s shares are attractively valued. For furth...

The war in Ukraine clearly triggered the spike in oil prices and in agricultural prices as well. Inflation, interest rates and Fed policy are linked. Similarly, supply chain disruptions, the slowdown in China, and big-tech reversals are all Covid-related. The bottom line right now...

Roku has experienced one of the most spectacular declines during the tech meltdown. Roku's stock recently hit $75, about an 85% decline from its top. Remarkably, the company's valuation came down to about two times forward sales. Roku has substantial growth prospects and signi...

Exactly a year ago I shared a chart here that represented “An Epic Set Of Alligator Jaws.” It plotted the weighting of the energy sector within the S&P 500 Index versus the combined weightings of the tech and communications services sectors. The energy sector has ris...

Similarweb continues to deliver growth and create long-term engagements for high revenue visibility. Gross margin hit until new acquisitions create some leverage, but these have served to create cross-selling opportunities and increase retention. Stock has traded down and continue...

This article is a short outline of what I see as the macroeconomic effects of a possible continuation of weakness in crypto financial markets. The direct effects would be small, although weakness in crypto is interleaved with the fortunes of the tech sector. It is certainly possib...

Among the most challenging aspects of late has been to try and hold a positive medium-term (one- to three-year) view in the midst of very aggressive, downward-facing, fast-moving, cross-asset selloffs. While inflation does seem to have peaked along with expectations and breakevens, th...

Stock markets have seen immense volatility this year. The sharply rising inflation, Russia’s invasion of Ukraine and central banks raising interest rates are all weighing on equities. With volatility expected to remain high, reducing equity risk can be challenging but achie...