What Goes Up cover image

Dissecting the Tech Wreck

What Goes Up

CHAPTER

Is That Really Growth or Value?

What we think about as growth really isn't growth any more. The magmas are not necessarily the highest duration stocks in tech. If you think about what's sold off the most over the course of this most recent rippin rates, it's really been some of the fin tet companies that aren't even generating cas low yet or posting positive earnings growth. Those are the companies that are most at risk. So i think it's all, it's all relative. And what the uni the universe that you're speaking to that really matters.

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