IGV

I have received a number of requests from subscribers to comment on what some perceive as a valuation bubble in high-growth tech stocks. It seems a good occasion to reflect on Q1 and whether those results have created a bubble.  Just to be clear, from time to time, groups of stocks are going to perform…

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Most software shares simply melted-up today. I would like to say that the particular names I have written about recently, and recommended had some unique appreciation, but that was not the case. If you owned software shares on Thursday, you were happy, and there were very few exceptions. For the most part, software stocks appreciated…

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