Thryv Holdings: Ignore Near-Term Lumps And Buy For Deep Value

Core Viewpoint - The current market conditions, characterized by uncertain macroeconomic factors and rising geopolitical tensions, create an ideal environment for active portfolio management [1]. Group 1: Market Conditions - There is a growing concern among market participants regarding valuations due to the uncertain macroeconomic landscape [1]. - Rising geopolitical tensions are contributing to the need for active management strategies in investment portfolios [1]. Group 2: Industry Insights - Gary Alexander, with extensive experience in technology companies and startups, provides insights into the themes shaping the industry today [1]. - His contributions to Seeking Alpha since 2017 highlight his expertise and influence in the investment community [1].