Building A Defensive Tech Portfolio With Beth Kindig (Tech Insider Network)
Investing Experts
We Got Out of All of Our Cloud
The deceleration we're seeing from Q four to Q one is not, not fire that I would want to play with. Most of these companies are not cash efficient they have very weak bottom lines. And look for consolidation which means the cloud companies are so beaten up and so cheap,. The bigger ones come in and acquire them. A defensible successful portfolio today does not look anything like the like the tech portfolio from 2010 to 2020.
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