Cloud Stock Picks for 2021 | Barron's
You can never have enough predictions. That seems to be the view of Jefferies analyst Brent Thill. As noted in a previous article, Thill on Monday issued a list of his top internet stock picks—and some forecasts for 2021. In a separate mammoth research note—this time close to 200 pages—Thill provides an outlook on the other half of his coverage universe, enterprise application, infrastructure and security stocks. That group had a spectacular year in 2020, generating returns that will be tough to match in 2021. Thill notes that as a group software outperformed the S&P 500 by 36 p...
Source: barrons.com