Jawad S. Mian on Global Investment Research
Masters in Business
00:00
The Bearish Argument
Despite the 56% collapse in the S&P, people stayed bearish. Carl Icahn sold all his Netflix take because it was too expensive. Bill Gurley at benchmark says Silicon Valley is in a bubble. It seems so obvious now that we should be owning Microsoft and Apple,. Amazon and Google and Facebook. But 10 years ago, it wasn't so obvious.
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