Is It Time To Invest In Big Tech or Medium Tech Stocks?  (FAANGs and FANMAGs)

Is It Time To Invest In Big Tech or Medium Tech Stocks? (FAANGs and FANMAGs)

With many of the largest tech stocks falling over 20% year-to-date, is now the time to invest? Has the market changed to where tech investing is a safe bet?

Topics covered include:

  • What happened to Netflix
  • What contributed to the astounding performance of large tech stocks since 2013
  • How the largest contributors to overall stock market performance are always changing
  • Why the largest tech companies could fall even more from today's level
  • What are the valuations and sentiment toward large tech stocks
  • What is complexity economics and how does it influence technology
  • How younger investors and fractional trading have influenced the stock market
  • Why stock splits are less effective today in driving up share prices


For more information on this episode click here.

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Show Notes

Netflix stock plunges as subscribers quit by Julianne Pepitone and Aaron Smith—CNN Money

Netflix Explores a Version With Ads as Subscriber Base Shrinks by Joe Flint and Denny Jacob—The Wall Street Journal

No, you did not see the Netflix mess coming by Robert Armstrong—Financial Times

FANMAG: Because FAANGs Are So Yesterday—Dimensional

Complexity and the Economy by W. Brian Arthur

Rising Risk of Stagflation by Chris Brightman—Research Affiliates

"Fractional Trading" by Zhi Da, Vivian W. Fang, and Wenwei Lin

"Attention Induced Trading and Returns: Evidence from Robinhood Users" by Brad M. Barber, Xing Huang, Terrance Odean, and Christopher Schwarz

Retail Raw: Wisdom of the Robinhood Crowd and the COVID Crisis by Ivo Welch (NBER Working Paper No. 27866. September 2020, Revised October 2020)—National Bureau of Economic Research

Related Episodes

261: Is Value Investing Dead?

298: The Stock Market Is Not the Economy




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