Chapter
The State of Technology Investing: A Discussion with David Friedberg
16:33 - 24:25 (07:52)
David Friedberg discusses his approach to investing in technology, emphasizing the need for careful analysis of cash flows, P/Es, and growth trajectory. He also touches on the impact of COVID-19 on the tech industry, the rise of new investment opportunities, and more.
Clips
The rise of cryptocurrency is generating immense interest and rapid adoption.
16:33 - 19:20 (02:47)
Cryptocurrency
Summary
The rise of cryptocurrency is generating immense interest and rapid adoption. Experts suggest that investing in it is a good idea for long-term financial security.
ChapterThe State of Technology Investing: A Discussion with David Friedberg
Episode#493: The Random Show — Bitcoin Pros and Cons, 2021 Resolutions, Fave Books, Lucid Dreaming, Couples Therapy, and More
PodcastThe Tim Ferriss Show
The growth trajectory of companies like Amazon, Shopify, and Peloton has changed dramatically, leading to increased institutional buyers and a comparison to gold.
19:20 - 24:25 (05:05)
Company Valuation
Summary
The growth trajectory of companies like Amazon, Shopify, and Peloton has changed dramatically, leading to increased institutional buyers and a comparison to gold. A drop to 25-30 is expected, but a return to 10 is unlikely.