Tuna Amobi likes Amazon and has a buy rating on it and a hold rating on Etsy. James Cakmak views opportunities in three buckets: essential tech infrastructure, emergent tech, and legacy companies that will benefit from new tech proliferation. James says tech valuation has risen mainly due to better understanding how essential these companies are.
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29 Jan 2021
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Tuna Amobi likes Amazon and has a buy rating on it and a hold rating on Etsy. James Cakmak views opportunities in three buckets: essential tech infrastructure, emergent tech, and legacy companies that will benefit from new tech proliferation. James says tech valuation has risen mainly due to better understanding how essential these companies are.
The Watch List
29 Jan 2021