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RWH013: Move Slow, Win Big W/ Thomas Russo
We Study Billionaires - The Investor’s Podcast Network
The Hot Tech Stocks That Have Crashed Netflix
Tom Ware: You were out of favor for a few years because people could just roll the dice on any hot tech stock in the US. And then it kind of the bubble burst recently and obviously we've seen all of these great tech leaders come crashing down to earth. I noticed that you've been looking through the rubble, one thing you got excited about was Netflix. Can you talk a bit about why of all of the hot tech stocks that have crashed Netflix fits your parameters? We had a position which we started during the turmoil in Alibaba.
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