Bert Hochfeld has published a two part article arguing that now is a good time to invest in the IT software space.
Normally, this would be OT as it is not a focused analysis of a particular high growth company. However, not much about the current environment can be considered “normal” based on our experience over the last couple of years. That, combined with the high level of respect given to Bert, I think warrants an exception. Here are the links:
Part 1: https://seekingalpha.com/article/4479940-the-case-for-invest…
Part 2: https://seekingalpha.com/article/4482040-investing-in-the-so…