Investors are rediscovering the old truth that there is a big difference between a good company and a good stock.

One would have assumed that all Technology stocks are down YTD
Yet, many reasonably valued, Technology companies are bringing in positive returns YTD.
Do you own any of them?
Or, are you still mesmerized by the infinite promise of SnowFlake – fighting the demanding valuation of (EV/Sales 44!) and incurring operational losses?

Investors are rediscovering the old truth that there is a big difference between a good company and a good stock.

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