Excess Returns After Hours with Tobias Carlisle | Some Much Needed Therapy for Value Investors
Excess Returns
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The Excesses and Flaws of the Tech Industry
This chapter discusses the overhiring and subsequent downsizing of employees in big tech companies, the lack of concern for profitability and emphasis on growth, and the shift from growth to cash flow. It also explores the relationship between the Fed raising rates, the sell-off in growth stocks, and the spillover effect on venture capital.
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