MI221: High Returns from Low Risk Investing w/ Pim van Vliet
The Intrinsic Value Podcast - The Investor’s Podcast Network
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What Do You Think About Technology Stocks?
i am curious to know what your views on technology stocks are, particularly the fang companies. So following a traditional value base investment approach, these companies often look very expensive and probably wouldn't make the cut for just using those traditional price book metrics. i'm wondering what you think about these tec companies from a factor base investing approach. With the factor investing amen sin is cots o look at multiple angles. And also, we control our risks often, so you don't want concentrated portfolios.
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