To: E_K_S who wrote (74067 ) 10/27/2023 5:44:30 AM From: Harshu Vyas Read Replies (2) | Respond to This is all just my opinion but I think it's generally a bad idea to buy "value" tech . Tech companies have to be consistently ahead of the rest of the market to be investable - that's where their (short-lived) moat comes from - and they have to reinvest earnings intelligently to maintain that moat. could work out but it's unlikely. Imo, wait for valuations of current big tech to come back to reality and then buy them. To me, AMZN at under 50x earnings could be a steal, or GOOG at under 15x earnings, or Meta at under 12x earnings... it all depends at how you view each company. your strategy. Look at bruwin - there's lots of stuff I like (and stuff I don't like) from his strategy but, imo, his success comes from rinsing and repeating a strategy that he worked out. Copying his strategy blindly probably wouldn't deliver you the same returns that he has made - and it's also why copycats of Buffett have never succeeded. Stay true to yourself and I think you'll probably do ok.
