Jordan Lambert ...
  • Simon He
EUR 92.25 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?
Convequity Ltd.
Convequity Ltd.

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Jordan Lambert

Simon He

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