Seeking Alpha

Marketplace Roundtable #76: Tech's Enduring Strength

Marketplace Roundtable #76: Tech's Enduring Strength

We speak with Chaim Siegel of Elazar Advisors, LLC, author of Nail Tech Earnings, about how to watch the market's pricing mechanism, as well as the stand-out subsector of video games (1:15 minute mark-22:00); Andres Cardenal, CFA, author of The Data-Driven Investor about how tech deserves its premium and the antifragility of Docusign and Twilio (22:30-49:30); and Michael Wiggins de Oliveira, author of Deep Value Returns, about why he likes Disney and Discovery in the streaming video segment (49:40-1:26:00). Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration: 1 hr 27 min

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