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Our Latest Episode

There has been a lot of headlines dedicated to the idea that we are in the midst of another IT bubble. The last IT bubble took place in 2001 and the meteoric rise of technology companies over the last few years, and in particular the last few months thanks to the AI theme, has caused concern as to whether the market is once again getting overly optimistic when it comes to technology companies. We've spent a lot of time discussing AI and technology stocks so we are uniquely placed to have an opinion on this. I'll dive into bubbles, what's different now, and what we should understand about typical valuation techniques like the P/E ratio.

DISCLAIMER: This is NOT intended to be financial advice and is for information and educational purposes only. Stocks discussed in this video may be held in a personal and/or professional capacity. No copyright infringement intended.

 
 

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A note from the founder - Tafadzwa Ndlovu

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