How to Participate in Tech: The Million Dollar Question (Video Highlights)
July 03, 2024
Knox Ridley
Portfolio Manager
Two weeks ago, Knox Ridley was asked to present at the Seeking Alpha Investing Summit in New York. The topic of the presentation was “How to Safely Invest in Tech: The Million Dollar Question,” a topical question that we believe has not been answered. Tech investors either buy with no risk management measures in place, or they are too safe and do not participate fully in the life-changing returns that tech has to offer. As a result, we’ve seen investors hold the wrong stocks for too long, the right stocks for not long enough, or approach tech investing as a long term buy and hold strategy that has led to large losses.
With audited returns of 131% since inception, compared to the NASDAQ-100’s 82%, portfolio manager, Knox Ridley, lays out how we have successfully maintained an overexposure to the right tech stocks, while navigating the inherent volatility within tech. We also discussed our views on AI and if we view it as a bubble, as well as our views on crypto currencies. The entire presentation can be viewed on Seeking Alpha here.
Below are a few highlights of the event. Knox Ridley discusses the importance of a catalyst within proper tech investing, how the investing community is already confusing AI, and how the our team is preparing for a potential weak spot within the economy.
If you are a tech investor who would like know our plans for participating in the upside tech has to offer, and how we minimize the downside, we encourage you to attend one of our weekly webinars. Every Thursday at 4:30 EST, portfolio manager, Knox Ridley, goes through various broad market charts, as well as discusses our game plan on various stocks and crypto currencies that we currently own or want to own. Learn more here.
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