How to Evaluate Expensive Tech Businesses

💡Markets look overvalued. Is your portfolio prepared? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/48vPCKj

Has value investing really gone out of style, or is it quietly setting up for its biggest comeback in decades? In this in-depth conversation, Sven Carlin, of Modern @Value-Investing with Sven Carlin, joins Maggie Lake to discuss why today’s markets look overvalued, how investors are being lulled into complacency by momentum and hype, and why focusing on fundamentals, dividends, and cash flow still beats speculation over time. Carlin explains why he avoids chasing returns in expensive large-cap tech and instead looks for “boring” businesses that generate steady cash flows regardless of market conditions. He shares how he builds a watchlist of quality companies with low valuations, strong balance sheets, and management teams that deliver on long-term promises, what he calls the essence of real investing, allowing wealth to compound over decades and different market cycles.

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💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to go in-person: https://wealthion.com/accredited/ Or, attend virtually, by buying your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459

💡Get SCP Resource Finance and Trey Reik’s deep-dive Silver investing report by joining our accredited investor list here: https://www.wealthion.com/accredited

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