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Order Reprints Another day, another set of recommendations for how to play the cloud. Since the start of the year, a number of analysts have weighed in with thoughts on the outlook for the cloud software sector, after the group cranked out fantastic returns in 2020. On Thursday it was Oppenheimer analyst Brian Schwartz’s turn. In a 116-page report, he laid... Close Another day, another set of recommendations for how to play the cloud. From

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...