I enjoyed listening to that. My only issue is the following is that many tech stocks fell down the slope of hope some time ago and and are firmly at the the foot of the well of woe.
To give just 4 examples ( and there are many more), and have chosen 2 companies I consider to be very good and 2 that have a questionable future:
SHOP down 38%
BABA down 52%
PTON down 81%
HOOD down 82%
So as you say the key question is whether the highly profitable big tech names sell off as well; and also whether some of these names have already sold off enough and can start that long and sometimes painful ascent of the wall of worry
Thank you very much for sharing knowledge and information. I'm a subscriber of three newsletters unfortunately can't afford a fourth one. I find your way of analysis comprehensible and compelling. Cheers from Helsinki.
Sounds way better! No clicking sound anymore.
I really appreciate your analysis. Worth listening to.
Outstanding analysis Really enjoyed that podcast ..
I enjoyed listening to that. My only issue is the following is that many tech stocks fell down the slope of hope some time ago and and are firmly at the the foot of the well of woe.
To give just 4 examples ( and there are many more), and have chosen 2 companies I consider to be very good and 2 that have a questionable future:
SHOP down 38%
BABA down 52%
PTON down 81%
HOOD down 82%
So as you say the key question is whether the highly profitable big tech names sell off as well; and also whether some of these names have already sold off enough and can start that long and sometimes painful ascent of the wall of worry
Thank you very much for sharing knowledge and information. I'm a subscriber of three newsletters unfortunately can't afford a fourth one. I find your way of analysis comprehensible and compelling. Cheers from Helsinki.
where do you get the data behind the charts?
where do you get the data behind the charts?
What’s the ROI on a better mic?