Thryv: Good Value, But SaaS Execution Is Shakier (Downgrade)

2026-03-28 09:59:13 ET

Right now, as the stock market sells off on the latest news surrounding oil prices and the conflict in Iran, few investors are willing to touch small-cap stocks even with a ten-foot pole. While I agree that amid a tough macro, the turnaround may take much longer than expected, I also think that emphasizing single stock selections, particularly in battered stocks that have the potential for upward re-rating, is the best way to beat the market going forward....

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