https://saahityaedams.github.io/tags/finance/ Recent content in Finance on saahityaedams Hugo en-us Wed, 08 Jan 2025 00:00:00 +0000 https://saahityaedams.github.io/posts/are-tech-stocks-overvalued/ Wed, 08 Jan 2025 00:00:00 +0000 https://saahityaedams.github.io/posts/are-tech-stocks-overvalued/ <p><strong>WIP</strong></p> <p>My good friend Rishabh argues that US Tech stocks are overvalued (on account of AI hype) and specifically that the &ldquo;Edelweiss US Technology Equity FoF is not a good investment option. He cites this very well written memo from Howard Marks<sup id="fnref:1"><a href="#fn:1" class="footnote-ref" role="doc-noteref">1</a></sup> that suggests that the Tech Stocks and the S&amp;P 500 shows signs of potential bubble behaviour.</p> <p>I want to document my thoughts about this and hopefully clarify my thinking (for myself primarily) about why I think some tech stocks are still so attractive to me. <strong>[DISCLAIMER: I COULD BE COMPLETELY WRONG AND I OWN A SMALL NUMBER OF AMZN STOCK]</strong></p>