Convequity Ltd. - Convequity June Newsletter

Report

Convequity Ltd.

Jordan Lambert ...

Simon He

EUR 96.42 For Business Accounts Only

Convequity June Newsletter

• More deflationary forces combined with fewer inflationary forces will equal a long period of disinflation, in our opinion. We offer some different takes and fresh insights on the inflation outlook.
• Can the higher gross margins of today’s software stocks partly justify the current tech valuations?
• Why is it so hard for legacy firms to switch to a cloud-first model? And can we identify the attributes that will reduce the chances of the current leading software stocks from becoming future legacy ones?

06/07/2021 26 EN

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Convequity Ltd.

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Analysts

Jordan Lambert

Simon He

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Convequity June Newsletter

SentinelOne: Full Report

Intel: Full Report

Facebook: Brief Note

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