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Is AMZN the best opportunity in Big Tech?
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Is AMZN the best opportunity in Big Tech?

Rene Bruentrup's avatar
Rene Bruentrup
Feb 06, 2022
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Fallacy Alarm
Is AMZN the best opportunity in Big Tech?
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Megatrends driving big tech

I believe Big Tech is where the outperformance can most easily be found for retail investors. The stocks of these companies are on decade(s) long bull runs with constant % performance suggesting the more they grow the more they grow.

A bubble in these names is unlikely as they are systematically undervalued because of position …

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