This is not a tech bubble… (yet!)
Scott Berg | T. Rowe Price | 30 September 2020 | 0.50 CE
This is not 1999, or at least not yet. The strong are getting stronger and new winners are entering a reshaped future. Covid has accelerated tech adoption on an unprecedented scale and while the winners have been broad, not all are equal. Obsessing over the short term is a fool’s game and this new world requires imagination and a deep understanding of the opportunity to assess future value. Short-term investors with simple valuation techniques are missing the bigger picture.
Presentation (34 min) | Slides
Podcast (34 mins)
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