For most of the last several years, it has seemed like technology was the one sector investors wouldn't bet against. However, one fund manager has been betting against the sector, and while he admits that he has been wrong over the last few years, it isn't time to quit. He says eventually the extremely good fortune and sentiment which have carried the tech sector for so long will evaporate, and he explains why.
Q1 hedge fund letters, conference, scoops etc
Still betting against tech
RBI Capital Management's Skip Tague noted in his first-quarter letter to investors, which was...
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