Tech Ideas For Those Who Are Worried About High Valuations

Tech has been a terrific place to be for a while now, and still is. Traditionally, though, this area has been off-putting to those concerned about value, whether in the traditional academic sense that requires low ratios, or in the theoretically sound sense that requires investors to face the challenges of making necessary assumptions about future growth. This disconnect need not exist, however. Value investors can filter for emerging growth opportunities and look for appealing valuations within that particular subset of the market.

© Can Stock Photo / sergey150770

Value Without Growth Is Not Really Value

There are many out there who see value and growth as being opposed styles, and in some cases, downright antagonistic. That’s wrong.

The correct valuation for a stock is not an arbitrarily chosen low number, or even a low rank relative to other valuations in the market. An appealing value is one in which

Read More
Read More

From Pandemic-Driven Selloff To Bubbly Valuations

This year has brought a crisis that’s unlike anything the world has experienced before because it brought the world’s economy to a shuttering halt, but that doesn’t mean there haven’t been investment opportunities this year. Private equity, in particular, is turning out to be one of the big winners this year alongside technology, of course.

During CNBC’s Institutional Investor Delivering Alpha conference, H.E. Yasir Al-Rumayyan of Saudi Arabia’s sovereign wealth fund, Blackstone BX  Chairman and CEO Stephen Schwarzman and Vista Equity Partners Chairman and CEO Robert Smith talked about strategies for achieving alpha with investments. 

Read More
Read More