Building A Defensive Tech Portfolio With Beth Kindig (Tech Insider Network)
Investing Experts
Cloud Stocks
Box box actually outperformed. It was positive around 20% last year. Snowflake has been consistent to slightly growing where this is on a gap basis again with stock based compensation being the black sheep, among other things. But it's really easy now to look back and say, Oh, you know, box was the number one cloud stock snowflake struggled quite a bit despite guys like Warren Buffett investing in it.
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