Ep. 331: Yes, There Will Be A Slowdown

We have seen this movie before. The economy is slowing. This Coronavirus-led slowdown feels much like 2003’s SARS outbreak exacerbated by the social media echo chamber. When entering an economic slowdown investors would be wise to understand the level of exposure that portfolio holdings have to discretionary revenue. In Software & Services land this primarily means revenue generated from Consulting and Professional Services. Related TEK2day article: https://tek2day.com/2020/03/09/history-repeats-itself-and-often-rhymes/