Tech Investment Themes for the Next Five Years

High Confidence * Large-cap tech is undervalued. Big tech companies are mature enough that you can value them based on their current financials. But every one of these companies is run by a crazy visionary who has already scrapped the whole company’s model at least once. Bet on that happening

High Confidence

Lower Confidence


Disclosure: This is not investment advice.

I am long GOOGL.