The Case for Tech in 2023 & Hardware Predictions for Next Year 12/30/22
TechCheck
00:00
I'd Like to Favor Companies That Are Making Money Now
I think my thesis is probably fairly broadly shared. I think that the inflation problem is going to be a fairly persistent one. The companies that aren't making any money now, the kind of companies that Kathy would favor are typically those where you're making a big bet well into the future. And some of those other companies are trading at actually quite attractive multiples, big discounts to the market right now.
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