2022 Sohn London: Polygon Global Partners’ Abhishek Agrawal Picks This Tech Stock

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Rupert Hargreaves
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At the 2022 Sohn London Investment Conference, Abhishek Agrawal from Polygon Global Partners pitched an exciting growth stock. Over the past 12 months, there has been a rotation out of highly valued technology companies. After the sugar rush of 2020 and 2021, the sector has fallen rapidly back to earth this year as investors have started to reconsider the prospects for these companies. Wall Street is no longer willing to pay whatever the market wants for a loss-making tech group with no signs of profit on the horizon. Against this backdrop, Agrawal pitched Kahoot! (KHOTF). Q3 2022 hedge fund letters,…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk