Why Big Tech valuations may be invincible

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Комментарии
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Big tech isn't the problem in this market. Facebook and Google are definitely undervalued. Apple and amazon valuation are stretched. Netflix is just junk. We should be more worried about the Nvidia, Tesla and Crowdstrikes names. Some companies are trading at over 100 x earnings and 20 x sales.

TutorTrack
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Apple had a 29% drop in sales in China. What you should be asking is if this was due to Apple's brand taking a hit in China, or America's brand taking a hit in China. If it was due to China turning on American product this will have effects on everything from Nike to Tesla going forward.

TheMjoDoj
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2020 is he first year Gallagher has been anywhere but at the WSJ. One of the shrewdest analysts around and an icon at the paper.

LawrenceMarkFearon
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If the pendemic ends the techs are overpriced, if the pandemic continues then they are still overpriced. Lol.

ChalrieD