- Does it make sense to ignore cloud computing in 2022 - a megatrend that boasts many of these software companies with low or negative current earnings?
- In the end, even if the initial landscape brings the challenges into sharper relief than the opportunities, we would encourage investors not to completely forget cloud computing.
- It is clear that many of these companies will see their valuations adjust to a non-zero interest rate environment, but their business models and the services they provide remain important and in strong demand.
For further details see:
Is Investing In Cloud Companies Dead In 2022?