Bill Miller on the Classical Value Portfolio (Podcast)
Masters in Business
00:00
Are the Big Five Tech Stocks Too Big?
The big five tech stocks are cheaper than they were in the 1990s. The risk is antitrust or reinterpretation of antitrust, but I don't think unless there's a Democrat sweep that you'll get any significant change in the antitrust laws like the Clayton Act or the Sherman Act. We own all of them except for Netflix right now.
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