Vertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. It offers AC and DC power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and […]
Read MoreHubSpot Inc. is a leading provider of cloud-based customer relationship management (CRM) software. The company offers a comprehensive suite of software solutions designed to assist businesses in attracting visitors, converting leads, and closing customers. HubSpot’s offerings encompass various aspects of marketing, sales, customer service, and content management, aiming to provide an all-in-one platform that helps […]
Read MoreNo matter what the economic or market cycle is, one of the things you can bet on is that the Technology sector will be on the bleeding front edge of the stock market’s direction. In today’s world, it shouldn’t be that surprising to hear that Technology tends to lead the way in defining whether the […]
Read MoreThe Tech sector has enjoyed the lion’s share of attention among all segments of the economy for a number of years. That’s been a good thing during bull markets, but it also means the sector really gets pummeled when uncertainty increases. Since 2020, that attention – driven in no small part by the increasingly central […]
Read MoreOne of the big challenges for average investors like you and me is sifting through the mountains of information that comes from the market on a daily basis. I think that may be the biggest reason that so many investors have been conditioned over the course of decades of market activity to rely on analyst […]
Read MoreIf you’re looking for sector of the economy that tends to lead the broad market higher or lower, a good place to start is Technology. The Technology sector was a bright spot throughout 2020 and 2021. It also led the market lower throughout 2022, with a lot of Tech stocks extending their losses well past […]
Read MoreThe Tech sector has enjoyed the lion’s share of attention among all segments of the economy for a number of years. That’s been a good thing during bull markets, but it also means the sector really gets pummeled when uncertainty increases. Since 2020, that attention – driven in no small part by the increasingly central […]
Read MoreThe Technology sector was a bright spot throughout 2020 and 2021. It has also led the market lower throughout this year, with a lot of Tech stocks extending their own year-to-date losses well past traditional bear market levels. One of the reasons the sector led the market higher until 2022 is because so much of […]
Read MoreThe Technology sector was a bright spot throughout 2020 and 2021. It has also led the market lower throughout this year, with a lot of Tech stocks extending their own year-to-date losses well past traditional bear market levels. One of the reasons the sector led the market higher until 2022 is because so much of […]
Read MoreTelos Corporation (TLS) Telos Corporation, together with its subsidiaries, provides information technology (IT) solutions and services worldwide. It provides Xacta, a premier platform for enterprise cyber risk management and security compliance automation solutions to large commercial and government enterprises. Stem, Inc. (STEM) Stem, Inc. operates as a digitally connected and intelligent energy storage network provider […]
Read MoreThe Tech sector has enjoyed the lion’s share of attention among all segments of the economy for a number of years. That’s been a good thing during bull markets, but it also means the sector really gets pummeled when uncertainty increases. Since 2020, that attention – driven in no small part by the increasingly central […]
Read MoreThe Technology sector was a bright spot throughout 2020 and 2021, and what I see as a primary reason the economy managed to recover quickly from its initial collapse in the early stages of the COVID-19 pandemic. It has also led the market into clearly bearish territory in 2022. One of the reasons the sector […]
Read MoreGrid Dynamics Holdings, Inc. (GDYN) Grid Dynamics Holdings, Inc., together with its subsidiaries, provides enterprise-level digital transformation services in the areas of search, analytics, and release automation for Fortune 1000 corporations in North America, Europe, and internationally. Dynatrace, Inc. (DT) Dynatrace, Inc. provides a software intelligence platform for dynamic multi-cloud environments. It operates Dynatrace, a […]
Read MoreOne of the things I like about value investing is that it complements a natural tendency I’ve had since childhood, which is to go against the grain of what people say I should do or want me to do. Not surprisingly, that attitude got me into a lot of trouble as a kid – but […]
Read MoreThe Technology sector has been a bright spot throughout the past two years, and one of the big reasons that I think the economy has been pretty resilient during the COVID-19 pandemic. One of the reasons the sector has led the market for most of that time is because so much of the shift to […]
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