David Winters Worries About Bubble, But LOVES Google

David Winters Worries About Bubble, But LOVES Google by Paul R. La Monica, CNN Money

David Winters of Wintergreen Advisers is the same way. The activist investor, who is arguably most well-known for going to war with Coca-Cola (KO) in 2014 over its compensation plan, is not a big tech fan at all.

Winters even refers to a group of (mostly) tech companies that dominate the market as the "Terrible Ten" -- Amazon (AMZN, Tech30), Apple (AAPL, Tech30), Google owner Alphabet (GOOGL, Tech30), eBay (EBAY), Facebook (FB, Tech30), Microsoft (MSFT, Tech30), Priceline (PCLN, Tech30), Netflix (NFLX, Tech30), Salesforce (CRM, Tech30) and Starbucks (SBUX).

But one of his top holdings is Alphabet -- which for the sake of user friendliness I'll...