Julian Lin's Top Tech Picks

Apr 4, 2023

46:54

AI Chapters

Episode notes

Introduction

2min

The Fundamental Drivers of the Tech Rally

6min

How to Survive in a Tough Environment

2min

How to Value Growth Stocks

5min

The Impact of Layoffs on the Stock Market

4min

The Strength of the Tech Sector in the Current Macro Environment

4min

The Impact of the Pandemic on the Growth of Tech Companies

3min

The Top Undervalued Stocks in the Sector

5min

Why TikTok Won't Be Banned in the US

3min

10.

The Metaverse and the Metaverse

3min

11.

Sentinel One: The Best Cybersecurity Stock in the Sector

5min

12.

Shouldn't Buy Stocks That Are Overvalued?

1min

13.

The Trend to Sell Off Tech Stocks During Recessions

2min

14.

The Impact of Silicon Valley Bank Implosion on the Tech Sector

2min

It might surprise investors that tech has been one of the best performing sectors this year. Julian Lin runs Best of Breed Growth Stocks and discusses the tech sector's strong performance (1:40), properly valuing growth stocks (10:00), sector layoffs (14:40), and his top tech picks (25:10).

Show Notes:

Julian Lin on Seeking Alpha

Best of Breed Growth Stocks

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