Cole/Carlisle: Will the Financial Crisis Kill FANG Stocks?
FANG stocks have been flying high for years— will they ever become value stocks? Tobias Carlisle, principal and founder of Acquirers Funds, explores this provocative question. Carlisle explains his position on buying speculative growth versus current earnings power, and sorts through the data on the number of stocks that can sustain such high growth rates. While the total addressable market for high-tech growth businesses may be enormous, will rapidly scaling supply dilute their profitability? Chris Cole, founder & CIO of Artemis Capital Management, hosts Tobias Carlisle for this peer-to-peer conversation from Real Vision.
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