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The Case for Tech in 2023 & Hardware Predictions for Next Year 12/30/22

TechCheck

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What's the Right Price to Pay for High Growth Tech?

Bob Greene: Cathy Wood was never wrong, philosophically she has always been directionally correct. Disruptive technology is the future. These are the companies that tend to do well in the long term. The question is, what's the right price to pay for these companies? He says if tech is poised for a comeback next year, how should you be positioned? Our next guest likes alphabet, fleet core and payments; he's long media names like Paramount and Warner Brothers Discovery.

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