The Inevitables

Value investors tend to shy away from technology companies.  There are typically two primary reasons for this.  First, technology can sometimes be difficult to understand.  For example, Nvidia is a technology company that designs graphic processing units.  These units...

Atlassian: High Growth at a High Price

Buffett: “The best buys have been when the numbers almost tell you not to.  Because then you feel so strongly about the product.” This quote perfectly encapsulates the tug of war between quantitative and qualitative analysis.  The numbers are the quantitative side...