Tech executives have historically been owners of significant portions of their companies' stock so there is a propensity for them to diversify as a rule.
Sentiment: NEGATIVE
Diversifying our tech talent pool is an imperative for the tech sector. More diverse engineers and entrepreneurs will bring about a new type of innovation that Silicon Valley has yet to see.
The tech community is a closely knit group, which is why it's so powerful. All of these companies have an affinity for each other, even if they compete with each other.
Tech stocks are trading at a 30-year-low when compared to the multiples of industrials (companies). It's the weirdest bubble when everyone hates everything.
Tech companies don't exist in a bubble; they draw from and feed into a larger community. Ideally, the relationship is symbiotic.
History is replete with examples of tech firms that were marginalized by new companies and technologies.
Optimization tells us precisely how to diversify the portfolio, whether I should have 12% in semiconductors or 4% in biotech, etc., and it literally tells me how to diversify not only the industry groups but the stocks.
When companies are private, founders can share more about their future dreams with investors; report less; and the shares are illiquid, constraining short-term changes in valuation.
The beauty of diversification is it's about as close as you can get to a free lunch in investing.
Whenever you look at any potential merger or acquisition, you look at the potential to create value for your shareholders.
I don't think objectively we are in a tech bubble when tech stocks are at a 30 year low.
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