- Enterprise software turned in a spectacular performance in 2020.
- My tea leaves suggest that space will continue to outperform broad indices in 2021.
- I think a reasonable portfolio should focus on those companies that experienced demand headwinds in all or part of last year.
- I have taken a portfolio approach to make recommendations.
- Even though the phrases "digital transformation" and "artificial intelligence" are overworked and exaggerated, these are multi-year trends that need to be recognized in stock selection.
For further details see:
The Recovery Is Almost Here - Which Software Stocks Should I Own