Evan Frazier, CFA, CAIA
Senior Research Analyst
Continued strong performance of technology-oriented stocks through disparate economic environments, elevated valuations, and increasing concentration within the growth space have caused many to draw parallels between present-day conditions and those of the late 1990s. Some feel as though investor exuberance surrounding innovative companies is irrational, and that 2021 could bring with it a paradigm shift in terms of sentiment and market leadership.
This newsletter seeks to assess the extent to which the current equity landscape mirrors the Dot-com Bubble with an analysis of performance, sector concentration, profitability fundamentals, and valuations.
As winter takes hold in the northern hemisphere, there are those that choose to escape to warmer climates and those…
After an incredibly strong run in venture capital, public market weakness is beginning to show through in the VC space,…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.Contact Us >