The writer is founder and chief investment officer of Verdad AdvisersAfter about a decade of significant outperformance culminating in a Covid boom, technology investors faced a sharp reversal this year. By the end of June, Nasdaq was down 29.5 per cent and the Goldman Sachs Unprofitable Tech index was down 52 per cent.
本文作者是Verdad Advisers創始人兼首席投資官
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