Forward Guidance

Tommy Thornton: Tech Stocks Are In A Bubble

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Jul 28, 2024
Tommy Thornton, a tech stock analysis expert, discusses the current bubble in tech stocks, comparing today's market to the late '90s boom. He provides insights on earnings from giants like Tesla and Google while evaluating risks associated with inflated valuations. Thornton shares his short and long position strategies, particularly focusing on Nvidia and Apple. He also touches on economic challenges like national debt and recession odds, and recounts a memorable encounter with investor Charlie Munger that shaped his investment philosophy.
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