Dan Benton's Rules For Tech Investing In 2025
RiskReversal Pod
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Tech Investing Through Time
This chapter explores the evolution of technology investing from the late 80s to the early 90s, highlighting the role of major companies like IBM, Microsoft, and Oracle. It discusses the challenges of low margins and rapid obsolescence that shaped investment strategies and the importance of enduring investing rules during this dynamic period. Additionally, the chapter examines the impact of Regulation Fair Disclosure on analyst estimates and how information access affects hedge fund managers and retail investors today.
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