MI258: Expect Further Stock Market Declines & A Recession in 2023 w/ Chance Finucane
The Intrinsic Value Podcast - The Investor’s Podcast Network
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What Are Your Thoughts About Tech Stocks?
I looked at Oxbow's filings and I noticed that you did add some shares to Microsoft, Google and Amazon, but then sold some from reduced positions in Apple. And so I was hoping just to get some color around this and your thoughts about these other big tech stocks. Sure. Some of those fluctuations in our shares held have to do with just new clients joining and we'll buy positions and the names that we think are undervalued. For us at this point where we sit now, we think Alphabet is undervalued. We've been trimming that position and really all of the tech businesses in the first half of last year, we were trimming those positions.
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