- Introduction: Customer Complaint Department
- Cross Sectional Analysis: Valuation & Tech Returns
- Cross Sectional Within Time Series: Value & Tech Returns II
- The Past, The Recent Past & The Promise of Tomorrow: Why We Like Tech Today
- Characteristics of Today’s Tech Investments
- Appendix: Current Top & Bottom Deciles of IT
Introduction: Customer Complaint Department
Over the last several months readers of our service have noticed that our portfolio weighting in IT has grown considerably with the November picks expanding that bet yet again.
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December 8, 2013 |
| Authors: Matthew Malgari, Nathan Przybylo, Dr. Sanjeev Bhojraj and John Durkin
December 8, 2013
Authors: Matthew Malgari, Nathan Przybylo, Dr. Sanjeev Bhojraj and John Durkin