3 ms·
> Besides, if you're in technology, you shouldn't be investing in tech companies. I find that to be an odd maxim. Certainly one should limit exposure to accept
by darkspaten 14y ago
> Besides, if you're in technology, you shouldn't be investing in tech companies.
I find that to be an odd maxim. Certainly one should limit exposure to acceptable risk tolerance… say 10-15% of portfolio; however, being in the industry we have significant insight into trends, viability, capital allocation, reputation, market forces, etc. Why wouldn't we leverage that knowledge for investment? When most CIOs were mocking AAPL, the stock was in the low $100s, it was a great time to invest for anyone who spotted the early trend.