The Systemic Undervaluation of Big Tech
The New Normal Big Tech and the emergence of internet-era aggregators and platforms require a fundamental rethink in how we structure an investment portfolio. We are in the early stages of this fundamental rethink, which has caused shares of the most successful aggregators and platforms, i.e., Big Tech, to be continually undervalued, although they are the most well-researched stocks. This systemic…
