

Tommy Thornton: Tech Stocks Are In A Bubble
16 snips 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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Evaluating Tech Stocks: Risks and Expectations
01:54 • 19min
Analyzing Market Trends and Speculation in Tech Stocks
20:54 • 3min
Navigating Tech Investment Pitfalls
23:31 • 28min
Exploring Crypto Events and Stock Market Dynamics
51:53 • 3min
Market Dynamics and Investor Sentiment
54:51 • 20min
A Candid Encounter and Lessons in Investment
01:14:34 • 3min
Navigating Market Bubbles and Lessons Learned
01:17:08 • 5min