Pat Dorsey On The Problem With Finding Competitive Advantages In Tech StocksMichelle Jones
Tech stocks have had more than their share of commentators in recent years. Many well-known value investors have said that Big Tech is wildly overvalued, while a few funds have argued that the sector is actually undervalued. Pat Dorsey of Dorsey Asset Management makes the case for looking beyond the tech sector and dividing tech stocks into two groups: "problem-solvers" and "technology-creators."
Why Dorsey prefers problem-solvers
In his second-quarter letter to investors, which was reviewed by ValueWalk,
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