As so-called ‘FANG’ stocks (Facebook, Amazon, Netflix, and Google) keep making new highs, predictably some say we’re in a tech bubble: Are Amazon’s Shareholders Suckers? The Silicon Valley Bubble TECH IN THE TRUMP ERA: IS THE SILICON VALLEY BUBBLE ABOUT TO POP? Is Silicon Valley in a bubble? It’s complicated Silicon Valley Sees The Pavement… Continue reading Not Worried About Tech Bubble (and how HBD can be used to beat the market)
Tag: facebook
Amazon, Google, and Facebook: Bigger is Better
Why giants thrive The power of technology, globalisation and regulation This is why a simple investing strategy that goes ‘long’ equal weight the three biggest, fastest growing, and most successful tech companies (AMZN FB and GOOG) has done so well. Is past performance indicative of future results? No, but as far as strategies go, it’s… Continue reading Amazon, Google, and Facebook: Bigger is Better
Right Again: Tech Companies Keep Posting Blowout Earnings
Over and over again, I keep being right. In mid-2015, in the article Why the Web 2.0/Tech 2.0 ‘Bubble’ Refuses to Burst, I wrote: But I am pessimistic about the hardware unicorns (Fitbit, Skullcandy, GoPro, Jawbone) as opposed to the app/website ones, so It’s not like I am emphatically bullish about everything, and these hardware… Continue reading Right Again: Tech Companies Keep Posting Blowout Earnings
Facebook – Protecting Your Privacy
Why Facebook Is Emasculating And How To Stop It The solution, of course, is to delete your profile. And while some Conservatives complain about Facebook (as the ROK article above does), many conservatives and libertarians use Facebook. And Facebook is hardly liberal in the sense that it generates billions of dollars of revenue a year… Continue reading Facebook – Protecting Your Privacy
Snapchat’s Huge Windfall : The State of Web 2.0
Looks like my 2014 prediction of Snapchat, originally valued at $4 billion, being worth $30 billion by 2016 is coming true. This talk of bubbles reminds me of 2007 when everyone, including all the experts, was certain Facebook was a bubble at a valuation of $15 billion after Microsoft invested; now it’s worth $200+ billion.… Continue reading Snapchat’s Huge Windfall : The State of Web 2.0